Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | Director | October 15, 2025 | October 17, 2025 |
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.
PAYCHEX INC
Report date October 15, 2025 · Filed October 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,254 |
Reported balance
After 2025-10-15 transaction · row 1
1 source rowRow 1 · 2025-10-15 · Grant · Acquired 725 · Balance 8,254 F1: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.52 · Expires 2035-10-14 | Direct | 3,061 |
Reported balance
After 2025-10-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-15 · Grant · Acquired 3,061 · Balance 3,061 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $57.20 · Expires 2027-07-12 | Direct | 9,615 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 9,615 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $70.37 · Expires 2028-07-11 | Direct | 8,641 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,641 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $85.33 · Expires 2029-07-10 | Direct | 7,929 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,929 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 5,793 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,793 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 5,075 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 5,075 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 3,027 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,027 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 3,382 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,382 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 3,351 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 3,351 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 670 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 670 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KnowBe4, Inc.
Report date February 01, 2023 · Filed February 03, 2023
Section 16 reporting ended · disclosed 2023-02-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-02-01 transaction · row 1
1 source rowRow 1 · 2023-02-01 · Disposition to issuer · Disposed 11,812 · Balance 0 F1: Represents restricted stock units ("RSUs") that were disposed of at the effective time (the "Effective Time") of the merger (the "Merger") of Oranje Merger Sub, Inc. ("Merger Sub") with and into KnowBe4, Inc. (the "Issuer") pursuant to an Agreement and Plan of Merger, dated October 11, 2022, by and among the Issuer, Oranje Holdco, LLC and Merger Sub (the "Merger Agreement"). F2: Pursuant to the terms of the Issuer's Outside Director Compensation Policy, the RSUs vested in full in connection with the Merger. At the Effective Time, the vested RSUs were canceled and converted into the right to receive a cash payment of $294,119, which represents $24.90 per vested RSU. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.38 · Expires 2030-01-09 | Direct | 0 |
Reported balance
After 2023-02-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-01 · Disposition to issuer · Disposed 696,760 · Balance 0 F3: Pursuant to the terms of a stock option agreement between the Reporting Person and the Issuer, this option vested in full in connection with the Merger. At the Effective Time, this option was canceled and converted into the right to receive a cash payment of $14,994,275, which represents the difference between (i) the exercise price of the option and (ii) the product of $24.90 and the number of shares subject to the option. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") that were disposed of at the effective time (the "Effective Time") of the merger (the "Merger") of Oranje Merger Sub, Inc. ("Merger Sub") with and into KnowBe4, Inc. (the "Issuer") pursuant to an Agreement and Plan of Merger, dated October 11, 2022, by and among the Issuer, Oranje Holdco, LLC and Merger Sub (the "Merger Agreement").
F2: Pursuant to the terms of the Issuer's Outside Director Compensation Policy, the RSUs vested in full in connection with the Merger. At the Effective Time, the vested RSUs were canceled and converted into the right to receive a cash payment of $294,119, which represents $24.90 per vested RSU.
F3: Pursuant to the terms of a stock option agreement between the Reporting Person and the Issuer, this option vested in full in connection with the Merger. At the Effective Time, this option was canceled and converted into the right to receive a cash payment of $14,994,275, which represents the difference between (i) the exercise price of the option and (ii) the product of $24.90 and the number of shares subject to the option.
OneStream, Inc.
Report date April 01, 2026 · Filed April 02, 2026
Section 16 reporting ended · disclosed 2026-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 7,130 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F2: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the effective time of the Mergers (the "Effective Time"), each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes. |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-01 · Disposition to issuer · Disposed 293,411 · Balance 0 F3: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.40 · Expires 2034-06-20 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Disposition to issuer · Disposed 50,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F4: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2034-07-22 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-01 · Disposition to issuer · Disposed 134,913 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F4: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent.
F2: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the effective time of the Mergers (the "Effective Time"), each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes.
F3: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes.
F4: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 22:46 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerStock Option (right to buy) · Derivative | 134,913 | Not disclosed Strike: $20.00 | Not disclosed |
DisclosureSEC source: 0001529006-26-000002 · form4-04022026_100431.xml · derivative · entry 4 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 134,913 shares Expires 2034-07-22 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F4 · price: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. F4 · derivative.exercise_date: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:46 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerStock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $16.40 | Not disclosed |
DisclosureSEC source: 0001529006-26-000002 · form4-04022026_100431.xml · derivative · entry 3 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 50,000 shares Expires 2034-06-20 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F4 · price: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. F4 · derivative.exercise_date: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:46 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerCommon Units · Derivative | 293,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001529006-26-000002 · form4-04022026_100431.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class D Common Stock · 293,411 shares Expires not disclosed F3 · derivative.exercise_price: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F3 · price: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F3 · derivative.exercise_date: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F3 · derivative.expiration_date: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 22:46 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerClass A Common Stock | 7,130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001529006-26-000002 · form4-04022026_100431.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F2 · price: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the effective time of the Mergers (the "Effective Time"), each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,061 | $127.52 Strike: $127.52 | $390,338.72 |
DisclosureSEC source: 0001193125-25-242455 · ownership.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,061 Underlying: Common Stock · 3,061 shares Expires 2035-10-14 Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-242455 · ownership.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,254 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 670 | $140.68 Strike: $140.68 | $94,255.60 |
DisclosureSEC source: 0000950170-25-096592 · ownership.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock · 670 shares Expires 2035-07-14 Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096592 · ownership.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,529 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 21, 2025 Filed May 23, 2025 00:01 UTC | OneStream, Inc. OS · Entity 14762 | GrantClass A Common Stock | 7,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014312 · form4-05232025_120524.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,130 F1 · shares: Represents an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the date it vests. The RSUs will vest in full on the earlier of the one-year anniversary of the RSUs grant date or the day immediately prior to the date of the next annual meeting of the Issuer's stockholders that occurs after the RSUs grant date, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through such vesting date. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 22:51 UTC | OneStream, Inc. OS · Entity 14762 | SaleClass A Common Stock | 5,760 | $31.00 | $178,560.00 |
DisclosureSEC source: 0001415889-24-027897 · form4-11272024_101119.xml · nonDerivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering of Class A Common Stock (the "November 2024 Follow-On Offering"). In connection with the underwriters' exercise of their option to purchase additional shares of Class A Common Stock in the November 2024 Follow-On Offering, the holder sold an additional 5,760 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F2 · price: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering of Class A Common Stock (the "November 2024 Follow-On Offering"). In connection with the underwriters' exercise of their option to purchase additional shares of Class A Common Stock in the November 2024 Follow-On Offering, the holder sold an additional 5,760 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 22:51 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 5,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027897 · form4-11272024_101119.xml · derivative · entry 5 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,760 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: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F5 · derivative.exercise_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F5 · derivative.expiration_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 22:51 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 5,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027897 · form4-11272024_101119.xml · derivative · entry 4 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,760 Underlying: Class A Common Stock · 5,760 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. F3 · derivative.exercise_price: On November 25, 2024, the holder redeemed 5,760 Common Units of OneStream Software LLC, and 5,760 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,760 shares of Class D Common Stock. F3 · kind: On November 25, 2024, the holder redeemed 5,760 Common Units of OneStream Software LLC, and 5,760 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,760 shares of Class D Common Stock. F5 · derivative.exercise_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F5 · derivative.expiration_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 22:51 UTC | OneStream, Inc. OS · Entity 14762 | ConversionCommon Units · Derivative | 5,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027897 · form4-11272024_101119.xml · derivative · entry 3 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,411 Underlying: Class D Common Stock · 5,760 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. F3 · derivative.exercise_price: On November 25, 2024, the holder redeemed 5,760 Common Units of OneStream Software LLC, and 5,760 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,760 shares of Class D Common Stock. F3 · kind: On November 25, 2024, the holder redeemed 5,760 Common Units of OneStream Software LLC, and 5,760 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,760 shares of Class D Common Stock. F4 · derivative.exercise_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F4 · derivative.expiration_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 22:51 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass A Common Stock | 5,760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-027897 · form4-11272024_101119.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,760 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: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 00:36 UTC | OneStream, Inc. OS · Entity 14762 | SaleClass A Common Stock | 38,397 | $31.00 | $1,190,307.00 |
DisclosureSEC source: 0001415889-24-027133 · form4-11192024_121140.xml · nonDerivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering pursuant to which the holder sold 38,397 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F2 · price: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering pursuant to which the holder sold 38,397 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. Read SEC document |
| November 14, 2024 Filed Nov 19, 2024 00:36 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 38,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027133 · form4-11192024_121140.xml · derivative · entry 5 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 38,397 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: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F5 · derivative.exercise_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F5 · derivative.expiration_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document |
| November 14, 2024 Filed Nov 19, 2024 00:36 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 38,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027133 · form4-11192024_121140.xml · derivative · entry 4 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,397 Underlying: Class A Common Stock · 38,397 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. F3 · derivative.exercise_price: On November 14, 2024, the holder redeemed 38,397 Common Units of OneStream Software LLC, and 38,397 shares of the holder's Class C Common Stock were cancelled, in exchange for 38,397 shares of Class D Common Stock. F3 · kind: On November 14, 2024, the holder redeemed 38,397 Common Units of OneStream Software LLC, and 38,397 shares of the holder's Class C Common Stock were cancelled, in exchange for 38,397 shares of Class D Common Stock. F5 · derivative.exercise_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F5 · derivative.expiration_date: The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document |
| November 14, 2024 Filed Nov 19, 2024 00:36 UTC | OneStream, Inc. OS · Entity 14762 | ConversionCommon Units · Derivative | 38,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-027133 · form4-11192024_121140.xml · derivative · entry 3 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,171 Underlying: Class D Common Stock · 38,397 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. F3 · derivative.exercise_price: On November 14, 2024, the holder redeemed 38,397 Common Units of OneStream Software LLC, and 38,397 shares of the holder's Class C Common Stock were cancelled, in exchange for 38,397 shares of Class D Common Stock. F3 · kind: On November 14, 2024, the holder redeemed 38,397 Common Units of OneStream Software LLC, and 38,397 shares of the holder's Class C Common Stock were cancelled, in exchange for 38,397 shares of Class D Common Stock. F4 · derivative.exercise_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F4 · derivative.expiration_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. Read SEC document |
| November 14, 2024 Filed Nov 19, 2024 00:36 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass A Common Stock | 38,397 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-027133 · form4-11192024_121140.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,397 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: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. Read SEC document |
| July 25, 2024 Filed Jul 26, 2024 22:11 UTC | OneStream, Inc. OS · Entity 14762 | SaleCommon Units · Derivative | 79,823 | $18.85 Strike: $0.00 | $1,504,663.55 |
DisclosureSEC source: 0001415889-24-020222 · form4-07262024_100750.xml · derivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,568 Underlying: Class D Common Stock · 79,823 shares Expires not disclosed F1 · kind: As described in the Issuer's prospectus dated July 23, 2024, filed with the Securities and Exchange Commission on July 24, 2024, the Issuer used a portion of the net proceeds from its initial public offering of Class A Common Stock to purchase Common Units of OneStream Software LLC held by certain of OneStream Software LLC's pre-IPO equityholders, including the Reporting Person, at a price of $18.85 per Common Unit. For every Common Unit sold, the Reporting Person also forfeited one share of the Issuer's Class C Common Stock, which was canceled for no consideration. F2 · derivative.exercise_date: The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering. F2 · derivative.expiration_date: The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,351 | $121.63 Strike: $121.63 | $407,582.13 |
DisclosureSEC source: 0000950170-24-084243 · ownership.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,351 Underlying: Common Stock · 3,351 shares Expires 2034-07-14 Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 761 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084243 · ownership.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,365 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:52 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,382 | $120.86 Strike: $120.86 | $408,748.52 |
DisclosureSEC source: 0001209191-23-042390 · doc4.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,382 Underlying: Common Stock · 3,382 shares Expires 2033-07-14 Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:52 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042390 · doc4.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,604 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 16:04 UTC | KnowBe4, Inc. KNBE · Entity 11609 | Disposition to issuerStock Option (right to buy) · Derivative | 696,760 | $24.90 Strike: $3.38 | $17,349,324.00 |
DisclosureSEC source: 0001664998-23-000008 · wf-form4_167545826004249.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 696,760 shares Expires 2030-01-09 F3 · derivative.exercise_date: Pursuant to the terms of a stock option agreement between the Reporting Person and the Issuer, this option vested in full in connection with the Merger. At the Effective Time, this option was canceled and converted into the right to receive a cash payment of $14,994,275, which represents the difference between (i) the exercise price of the option and (ii) the product of $24.90 and the number of shares subject to the option. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 16:04 UTC | KnowBe4, Inc. KNBE · Entity 11609 | Disposition to issuerClass A Common Stock | 11,812 | $24.90 | $294,118.80 |
DisclosureSEC source: 0001664998-23-000008 · wf-form4_167545826004249.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents restricted stock units ("RSUs") that were disposed of at the effective time (the "Effective Time") of the merger (the "Merger") of Oranje Merger Sub, Inc. ("Merger Sub") with and into KnowBe4, Inc. (the "Issuer") pursuant to an Agreement and Plan of Merger, dated October 11, 2022, by and among the Issuer, Oranje Holdco, LLC and Merger Sub (the "Merger Agreement"). F2 · price: Pursuant to the terms of the Issuer's Outside Director Compensation Policy, the RSUs vested in full in connection with the Merger. At the Effective Time, the vested RSUs were canceled and converted into the right to receive a cash payment of $294,119, which represents $24.90 per vested RSU. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 19:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,027 | $115.00 Strike: $115.00 | $348,105.00 |
DisclosureSEC source: 0001209191-22-042541 · doc4.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,027 Underlying: Common Stock · 3,027 shares Expires 2032-07-14 Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 19:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042541 · doc4.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,839 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 16, 2022 Filed Jun 13, 2022 17:59 UTC | KnowBe4, Inc. KNBE · Entity 11609 | GrantClass A Common Stock | 11,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001664998-22-000068 · wf-form4_165515754366723.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,812 F1 · shares: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of KnowBe4, Inc.'s (the "Issuer") Class A Common Stock. Subject to the Reporting Person's continuing as a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each such date, one hundred percent (100%) of the RSUs shall vest on the earlier of (i) the one-year anniversary of the Grant Date or (ii) the day prior to the date of the annual meeting of the Issuer's shareholders next following the Grant Date. "Grant Date" shall mean May 16, 2022. F1 · balance_after: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of KnowBe4, Inc.'s (the "Issuer") Class A Common Stock. Subject to the Reporting Person's continuing as a Service Provider (as defined in the Issuer's 2021 Equity Incentive Plan) through each such date, one hundred percent (100%) of the RSUs shall vest on the earlier of (i) the one-year anniversary of the Grant Date or (ii) the day prior to the date of the annual meeting of the Issuer's shareholders next following the Grant Date. "Grant Date" shall mean May 16, 2022. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 5,075 | $112.67 Strike: $112.67 | $571,800.25 |
DisclosureSEC source: 0001209191-21-047136 · doc4.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,075 Underlying: Common Stock · 5,075 shares Expires 2031-07-14 Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047136 · doc4.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 07:13 UTC | KnowBe4, Inc. KNBE · Entity 11609 | OtherStock Option (right to buy) · Derivative | 696,760 | $0.00 Strike: $3.38 | $0.00 |
DisclosureSEC source: 0001664998-21-000046 · wf-form4_161960836561815.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,760 Underlying: Class B Common Stock · 696,760 shares Expires 2030-01-09 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 (the "Reclassification"), each share of the Issuer's common stock, par value $0.00001 (the "Common Stock"), was automatically reclassified into one share of the Issuer's Class B Common Stock, par value $0.00001 per share (the "Class B Common Stock"), immediately prior to the closing of the IPO of the Issuer's Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"). Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock. Additionally, each share of Class B Common Stock will, subject to certain conditions and exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F2 · kind: Effective upon the occurrence of the Reclassification, all stock options outstanding under the Issuer's 2016 Equity Incentive Plan (the "2016 Plan") cover shares of Class B Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 (the "Reclassification"), each share of the Issuer's common stock, par value $0.00001 (the "Common Stock"), was automatically reclassified into one share of the Issuer's Class B Common Stock, par value $0.00001 per share (the "Class B Common Stock"), immediately prior to the closing of the IPO of the Issuer's Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"). Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock. Additionally, each share of Class B Common Stock will, subject to certain conditions and exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F3 · derivative.exercise_date: Option granted under the 2016 Plan. Twenty-five (25%) of the shares subject to the option vested on January 1, 2021, and, thereafter, the remaining number of shares subject to the option vest in equal monthly installments over the following thirty-six (36) months. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 07:13 UTC | KnowBe4, Inc. KNBE · Entity 11609 | OtherStock Option (right to buy) · Derivative | 696,760 | $0.00 Strike: $3.38 | $0.00 |
DisclosureSEC source: 0001664998-21-000046 · wf-form4_161960836561815.xml · derivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 696,760 shares Expires 2030-01-09 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 (the "Reclassification"), each share of the Issuer's common stock, par value $0.00001 (the "Common Stock"), was automatically reclassified into one share of the Issuer's Class B Common Stock, par value $0.00001 per share (the "Class B Common Stock"), immediately prior to the closing of the IPO of the Issuer's Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"). Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock. Additionally, each share of Class B Common Stock will, subject to certain conditions and exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F2 · kind: Effective upon the occurrence of the Reclassification, all stock options outstanding under the Issuer's 2016 Equity Incentive Plan (the "2016 Plan") cover shares of Class B Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 (the "Reclassification"), each share of the Issuer's common stock, par value $0.00001 (the "Common Stock"), was automatically reclassified into one share of the Issuer's Class B Common Stock, par value $0.00001 per share (the "Class B Common Stock"), immediately prior to the closing of the IPO of the Issuer's Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"). Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock. Additionally, each share of Class B Common Stock will, subject to certain conditions and exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F3 · derivative.exercise_date: Option granted under the 2016 Plan. Twenty-five (25%) of the shares subject to the option vested on January 1, 2021, and, thereafter, the remaining number of shares subject to the option vest in equal monthly installments over the following thirty-six (36) months. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 5,793 | $73.53 Strike: $73.53 | $425,959.29 |
DisclosureSEC source: 0001209191-20-042778 · doc4.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,793 Underlying: Common Stock · 5,793 shares Expires 2030-07-14 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:03 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042778 · doc4.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,303 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 19:53 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 7,929 | $85.33 Strike: $85.33 | $676,581.57 |
DisclosureSEC source: 0001209191-19-041901 · doc4.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,929 Underlying: Common Stock · 7,929 shares Expires 2029-07-10 Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 19:53 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041901 · doc4.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,221 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 8,641 | $70.37 Strike: $70.37 | $608,067.17 |
DisclosureSEC source: 0001209191-18-042524 · doc4.xml · derivative · entry 2 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,641 Underlying: Common Stock · 8,641 shares Expires 2028-07-11 Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042524 · doc4.xml · nonDerivative · entry 1 WILSON KARA · CIK 0001529006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,246 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. 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.