Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accel Entertainment, Inc.ACEL · Entity 4999 | Director | March 19, 2026 | March 23, 2026 |
| KPET Ultra Paceline CorpKPET · Entity 5979 | Director | March 30, 2026 | March 30, 2026 |
| Nerdy Inc.NRDY · Entity 5208 | Director | September 28, 2023 | September 29, 2023 |
| TPG Pace Beneficial Finance Corp.TPGY · Entity 131171 | Director | October 06, 2020 | October 06, 2020 |
| ZILLOW GROUP, INC.Z AND ZG · Entity 3657 | Chief Legal Officer | August 01, 2018 | August 03, 2018 |
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.
Accel Entertainment, Inc.
Report date March 19, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 13,914 |
Reported balance
After 2026-03-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-19 · Grant · Acquired 13,914 · Balance 13,914 F1: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F2: 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date. |
| Restricted Stock Units (RSU)SEC Table II · derivative / convertible security | Direct | 9,938 |
Reported balance
After 2026-03-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-19 · Grant · Acquired 9,938 · Balance 9,938 F1: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F3: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration.
F2: 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date.
F3: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date.
KPET Ultra Paceline Corp
Report date March 30, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary Shares, par value $0.0001 per shareSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-30 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to the Reporting Person's service on the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. The Class B Ordinary Shares are subject to forfeiture under certain circumstances relating to the Reporting Person's service on the Issuer's Board of Directors.
Nerdy Inc.
Report date September 28, 2023 · Filed September 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 66,250 |
Reported balance
After 2023-09-28 transaction · row 1
1 source rowRow 1 · 2023-09-28 · Grant · Acquired 1,250 · Balance 66,250 F1: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock. |
| Warrants to purchase Class A Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 | Direct | 0 |
Reported balance
After 2023-09-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-28 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock.
TPG Pace Beneficial Finance Corp.
Report date October 06, 2020 · Filed October 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class F Ordinary Shares, par value $0.0001SEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-06 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The reporting person owns 40,000 Class F ordinary shares, par value $0.0001 per share ("Class F Ordinary Shares"), which are convertible into Class A Ordinary Shares, par value $0.0001 per share, as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-248595). The Class F Ordinary Shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person owns 40,000 Class F ordinary shares, par value $0.0001 per share ("Class F Ordinary Shares"), which are convertible into Class A Ordinary Shares, par value $0.0001 per share, as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-248595). The Class F Ordinary Shares have no expiration date.
ZILLOW GROUP, INC.
Report date August 01, 2018 · Filed August 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,890 |
Ending reported balance
After 2018-08-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-08-01 · Exercise / conversion · Acquired 10,125 · Balance 12,015 Row 2 · 2018-08-01 · Sale · Disposed 300 · Balance 11,715 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. Row 3 · 2018-08-01 · Sale · Disposed 9,825 · Balance 1,890 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F2: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $55.70 to $56.69. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Class C Capital StockSEC Table I · non-derivative | Direct | 3,780 |
Ending reported balance
After 2018-08-01 transaction · row 6
3 source rows · reconciled sequenceRow 4 · 2018-08-01 · Exercise / conversion · Acquired 20,250 · Balance 24,030 Row 5 · 2018-08-01 · Sale · Disposed 1,400 · Balance 22,630 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. Row 6 · 2018-08-01 · Sale · Disposed 18,850 · Balance 3,780 F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F3: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $55.00 to $55.95. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.99 · Expires 2020-01-24 | Direct | 20,250 |
Reported balance
After 2018-08-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-08-01 · Exercise / conversion · Disposed 10,125 · Balance 20,250 F4: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.68 · Expires 2020-01-24 | Direct | 40,500 |
Reported balance
After 2018-08-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-08-01 · Exercise / conversion · Disposed 20,250 · Balance 40,500 F4: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018.
F2: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $55.70 to $56.69. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range.
F3: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $55.00 to $55.95. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range.
F4: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apptio Inc
Report date January 10, 2019 · Filed January 11, 2019
Section 16 reporting ended · disclosed 2019-01-11. 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 2019-01-10 transaction · row 1
1 source rowRow 1 · 2019-01-10 · Disposition to issuer · Disposed 22,811 · Balance 0 F1: Includes 13,732 RSUs that represent contingent rights to receive 13,732 shares of the Issuer's Class A Common Stock upon settlement and which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share. F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 13,732 RSUs that represent contingent rights to receive 13,732 shares of the Issuer's Class A Common Stock upon settlement and which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share.
F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share.
TPG Pace Solutions Corp.
Report date December 03, 2021 · Filed December 07, 2021
Section 16 reporting ended · disclosed 2021-12-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class F Ordinary Shares, par value $0.0001SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-12-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-03 · Disposition to issuer · Disposed 40,000 · Balance 0 F1: Pursuant to the Memorandum and Articles of Association, as amended, of TPG Pace Solutions Corp. (the "Issuer"), the Class F Ordinary Shares, par value $0.0001 per share ("Class F Shares"), of the Issuer, were automatically convertible into Class A Ordinary Shares, par value $0.0001 per share ("Class A Shares"), of the Issuer, on a one-for-one basis, at the time of the Issuer's initial business combination, subject to adjustment. F2: In connection with the merger of the Issuer with and into Vacasa, Inc. ("Vacasa") pursuant to the Business Combination Agreement, as amended, dated as of July 28, 2021, by and among the Issuer, Vacasa and the other parties thereto, the Class F Shares were automatically cancelled, extinguished and converted, on a one-for-one basis, into shares of Class F Common Stock of Vacasa. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Memorandum and Articles of Association, as amended, of TPG Pace Solutions Corp. (the "Issuer"), the Class F Ordinary Shares, par value $0.0001 per share ("Class F Shares"), of the Issuer, were automatically convertible into Class A Ordinary Shares, par value $0.0001 per share ("Class A Shares"), of the Issuer, on a one-for-one basis, at the time of the Issuer's initial business combination, subject to adjustment.
F2: In connection with the merger of the Issuer with and into Vacasa, Inc. ("Vacasa") pursuant to the Business Combination Agreement, as amended, dated as of July 28, 2021, by and among the Issuer, Vacasa and the other parties thereto, the Class F Shares were automatically cancelled, extinguished and converted, on a one-for-one basis, into shares of Class F Common Stock of Vacasa.
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 |
|---|---|---|---|---|---|---|
| March 19, 2026 Filed Mar 23, 2026 18:01 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Units (RSU) · Derivative | 9,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001524268-26-000002 · wk-form4_1774303281.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,938 Underlying: Class A-1 Common Stock · 9,938 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date. F3 · derivative.expiration_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 18:01 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 13,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001524268-26-000002 · wk-form4_1774303281.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,914 Underlying: Class A-1 Common Stock · 13,914 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date. F2 · derivative.expiration_date: 100% of the RSUs will vest on December 31, 2026, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 21:07 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 9,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-017750 · wk-form4_1744679269.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,933 Underlying: Class A-1 Common Stock · 9,933 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2025, subject to the Reporting Person's continued service to the Issuer on the vesting date. F3 · derivative.expiration_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2025, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 21:07 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 12,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-017750 · wk-form4_1744679269.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,999 Underlying: Class A-1 Common Stock · 12,999 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 100% of the RSUs will vest on December 31, 2025, subject to the Reporting Person's continued service to the Issuer on the vesting date. F2 · derivative.expiration_date: 100% of the RSUs will vest on December 31, 2025, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:11 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 9,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-012006 · wk-form4_1710897091.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,187 Underlying: Class A-1 Common Stock · 9,187 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2024, subject to the Reporting Person's continued service to the Issuer on the vesting date. F3 · derivative.expiration_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair and/or committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2024, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:11 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 12,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-012006 · wk-form4_1710897091.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,184 Underlying: Class A-1 Common Stock · 12,184 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 100% of the RSUs will vest on December 31, 2024, subject to the Reporting Person's continued service to the Issuer on the vesting date. F2 · derivative.expiration_date: 100% of the RSUs will vest on December 31, 2024, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 18:15 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerWarrants to purchase Class A Common Stock · Derivative | 5,000 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001628280-23-033334 · wk-form4_1696025746.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 shares Expires not disclosed F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock. F1 · derivative.exercise_date: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock. F1 · derivative.expiration_date: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 18:15 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033334 · wk-form4_1696025746.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,250 F1 · date: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock. F1 · price: On September 28, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged an aggregate of 5,000 warrants for 1,250 shares of Class A Common Stock. Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:11 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 28,122 | $2.10 Strike: $3.00 | $58,999.96 |
DisclosureSEC source: 0001628280-23-016139 · wf-form4_168331746664701.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,122 Underlying: Class A Common Stock · 28,122 shares Expires 2033-05-03 F2 · security: The number of options issued reflects the value of the reporting person's annual cash retainer and additional annual retainer for committee memberships for the Nerdy Inc. board of directors. The reporting person has elected to have all or a portion of their annual cash retainer and additional annual retainer for committee memberships paid in the form of equity in lieu of cash compensation. F2 · shares: The number of options issued reflects the value of the reporting person's annual cash retainer and additional annual retainer for committee memberships for the Nerdy Inc. board of directors. The reporting person has elected to have all or a portion of their annual cash retainer and additional annual retainer for committee memberships paid in the form of equity in lieu of cash compensation. F1 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:11 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 71,497 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001628280-23-016139 · wf-form4_168331746664701.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,497 Underlying: Class A Common Stock · 71,497 shares Expires 2033-05-03 F1 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. Read SEC document |
| February 22, 2023 Filed Mar 31, 2023 16:56 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 11,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-010212 · wf-form4_168029620846375.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,349 Underlying: Class A-1 Common Stock · 11,349 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair/committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2023, subject to the Reporting Person's continued service to the Issuer on the vesting date. F3 · derivative.expiration_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair/committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2023, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| February 22, 2023 Filed Mar 31, 2023 16:56 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 10,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-010212 · wf-form4_168029620846375.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,869 Underlying: Class A-1 Common Stock · 10,869 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 100% of the RSUs will vest on December 31, 2023, subject to the Reporting Person's continued service to the Issuer on the vesting date. F2 · derivative.expiration_date: 100% of the RSUs will vest on December 31, 2023, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| May 04, 2022 Filed May 6, 2022 18:51 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 200,384 | $0.00 Strike: $3.71 | $0.00 |
DisclosureSEC source: 0001628280-22-013140 · wf-form4_165187748149480.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,384 Underlying: Class A Common Stock · 200,384 shares Expires 2032-05-03 F1 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. Read SEC document |
| May 04, 2022 Filed May 11, 2022 16:28 UTC Amendment | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 65,104 | $0.00 Strike: $3.71 | $0.00 |
DisclosureSEC source: 0001628280-22-013842 · wf-form4a_165230090576901.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,104 Underlying: Class A Common Stock · 65,104 shares Expires 2032-05-03 F1 · shares: The original Form 4, filed on May 6, 2022, is being amended by this Form 4 amendment solely to correct an administrative error, which led to overstating the amount of stock options granted to Ms. Philips. F2 · derivative.exercise_date: The stock options will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the next annual meeting of Nerdy Inc. stockholders. F1 · derivative.underlying_shares: The original Form 4, filed on May 6, 2022, is being amended by this Form 4 amendment solely to correct an administrative error, which led to overstating the amount of stock options granted to Ms. Philips. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 19:31 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 7,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006444 · wf-form4_164747344854483.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,081 Underlying: Class A-1 Common Stock · 7,081 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair/committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2022, subject to the Reporting Person's continued service to the Issuer on the vesting date. F3 · derivative.expiration_date: Represents RSUs granted pursuant to the Reporting Person's election to defer receipt of his or her annual cash retainer and chair/committee member fees in the form of RSUs. 100% of the RSUs will vest on December 31, 2022, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 19:31 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 7,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006444 · wf-form4_164747344854483.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,867 Underlying: Class A-1 Common Stock · 7,867 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 100% of the RSUs will vest on December 31, 2022, subject to the Reporting Person's continued service to the Issuer on the vesting date. F2 · derivative.expiration_date: 100% of the RSUs will vest on December 31, 2022, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:34 UTC | TPG Pace Solutions Corp. TPGS · Entity 132718 | Disposition to issuerClass F Ordinary Shares, par value $0.0001 · Derivative | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-147231 · tm2134770-2_4seq1.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares, par value $0.0001 · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Memorandum and Articles of Association, as amended, of TPG Pace Solutions Corp. (the "Issuer"), the Class F Ordinary Shares, par value $0.0001 per share ("Class F Shares"), of the Issuer, were automatically convertible into Class A Ordinary Shares, par value $0.0001 per share ("Class A Shares"), of the Issuer, on a one-for-one basis, at the time of the Issuer's initial business combination, subject to adjustment. F2 · price: In connection with the merger of the Issuer with and into Vacasa, Inc. ("Vacasa") pursuant to the Business Combination Agreement, as amended, dated as of July 28, 2021, by and among the Issuer, Vacasa and the other parties thereto, the Class F Shares were automatically cancelled, extinguished and converted, on a one-for-one basis, into shares of Class F Common Stock of Vacasa. F1 · derivative.exercise_date: Pursuant to the Memorandum and Articles of Association, as amended, of TPG Pace Solutions Corp. (the "Issuer"), the Class F Ordinary Shares, par value $0.0001 per share ("Class F Shares"), of the Issuer, were automatically convertible into Class A Ordinary Shares, par value $0.0001 per share ("Class A Shares"), of the Issuer, on a one-for-one basis, at the time of the Issuer's initial business combination, subject to adjustment. F1 · derivative.expiration_date: Pursuant to the Memorandum and Articles of Association, as amended, of TPG Pace Solutions Corp. (the "Issuer"), the Class F Ordinary Shares, par value $0.0001 per share ("Class F Shares"), of the Issuer, were automatically convertible into Class A Ordinary Shares, par value $0.0001 per share ("Class A Shares"), of the Issuer, on a one-for-one basis, at the time of the Issuer's initial business combination, subject to adjustment. Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 11:32 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 80,000 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0000899243-21-037279 · doc4.xml · derivative · entry 6 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,800 Underlying: Class A Common Stock · 80,000 shares Expires 2031-09-19 F4 · derivative.exercise_date: On September 20, 2021 in connection with the Business Combination, the Issuer issued to Kathleen Philips 80,000 options to purchase Class A Common Stock at a purchase price of $11.20 per share, which vest in three equal annual installments beginning on September 20, 2022. Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 11:32 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantStock Option (Right to Buy) · Derivative | 4,800 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0000899243-21-037279 · doc4.xml · derivative · entry 5 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Class A Common Stock · 4,800 shares Expires 2031-09-19 Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 11:32 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantWarrants (Right to Buy) · Derivative | 5,000 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0000899243-21-037279 · doc4.xml · derivative · entry 4 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 shares Expires 2026-09-20 F3 · price: On September 20, 2021 in connection with the Business Combination, the Issuer issued to Kathleen Philips 25,000 shares of Class A Common Stock and 5,000 Warrants at a purchase price of $10.00 per share. Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 11:32 UTC | Nerdy Inc. NRDY · Entity 5208 | Disposition to issuerClass F Common Stock · Derivative | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037279 · doc4.xml · derivative · entry 3 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40,000 shares Expires not disclosed F2 · derivative.exercise_price: On September 20, 2021 in connection with the transactions contemplated by the Business Combination Agreement, as amended, among the Issuer and the other parties thereto (the "Business Combination"), the shares of Class F Common Stock held by Kathleen Philips following the domestication described above were exchanged for an equal number of shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer. Pursuant to the Issuer's Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock had been automatically convertible into shares of Class A Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. F2 · price: On September 20, 2021 in connection with the transactions contemplated by the Business Combination Agreement, as amended, among the Issuer and the other parties thereto (the "Business Combination"), the shares of Class F Common Stock held by Kathleen Philips following the domestication described above were exchanged for an equal number of shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer. Pursuant to the Issuer's Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock had been automatically convertible into shares of Class A Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. F2 · derivative.exercise_date: On September 20, 2021 in connection with the transactions contemplated by the Business Combination Agreement, as amended, among the Issuer and the other parties thereto (the "Business Combination"), the shares of Class F Common Stock held by Kathleen Philips following the domestication described above were exchanged for an equal number of shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer. Pursuant to the Issuer's Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock had been automatically convertible into shares of Class A Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. F2 · derivative.expiration_date: On September 20, 2021 in connection with the transactions contemplated by the Business Combination Agreement, as amended, among the Issuer and the other parties thereto (the "Business Combination"), the shares of Class F Common Stock held by Kathleen Philips following the domestication described above were exchanged for an equal number of shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer. Pursuant to the Issuer's Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock had been automatically convertible into shares of Class A Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. F1 · ownership.direct: On September 20, 2021, TPG Pace Tech Opportunities Corp. (renamed Nerdy Inc., the "Issuer") domesticated as a Delaware corporation whereupon each Class F Ordinary Share, par value $0.0001 per share, of the Issuer became one share of Class F Common Stock, par value $0.0001 per share ("Class F Common Stock"), of the Issuer. F2 · ownership.direct: On September 20, 2021 in connection with the transactions contemplated by the Business Combination Agreement, as amended, among the Issuer and the other parties thereto (the "Business Combination"), the shares of Class F Common Stock held by Kathleen Philips following the domestication described above were exchanged for an equal number of shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer. Pursuant to the Issuer's Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock had been automatically convertible into shares of Class A Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 11:32 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037279 · doc4.xml · nonDerivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 F1 · price: On September 20, 2021, TPG Pace Tech Opportunities Corp. (renamed Nerdy Inc., the "Issuer") domesticated as a Delaware corporation whereupon each Class F Ordinary Share, par value $0.0001 per share, of the Issuer became one share of Class F Common Stock, par value $0.0001 per share ("Class F Common Stock"), of the Issuer. Read SEC document |
| September 20, 2021 Filed Sep 23, 2021 11:32 UTC | Nerdy Inc. NRDY · Entity 5208 | GrantClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037279 · doc4.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · ownership.direct: On September 20, 2021, TPG Pace Tech Opportunities Corp. (renamed Nerdy Inc., the "Issuer") domesticated as a Delaware corporation whereupon each Class F Ordinary Share, par value $0.0001 per share, of the Issuer became one share of Class F Common Stock, par value $0.0001 per share ("Class F Common Stock"), of the Issuer. F2 · ownership.direct: On September 20, 2021 in connection with the transactions contemplated by the Business Combination Agreement, as amended, among the Issuer and the other parties thereto (the "Business Combination"), the shares of Class F Common Stock held by Kathleen Philips following the domestication described above were exchanged for an equal number of shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer. Pursuant to the Issuer's Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock had been automatically convertible into shares of Class A Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:56 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit (RSU) · Derivative | 7,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021977 · doc4.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,996 Underlying: Class A-1 Common Stock · 7,996 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock award ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: Represents RSUs granted pursuant the Reporting Persons election to defer receipt of his or her annual cash retained and chair and committee member fees in the form of Company RSUs. 100% of the RSUs will vest on December 31, 2021, subject to the Reporting Person's continued service to the Issuer on the vesting date. F3 · derivative.expiration_date: Represents RSUs granted pursuant the Reporting Persons election to defer receipt of his or her annual cash retained and chair and committee member fees in the form of Company RSUs. 100% of the RSUs will vest on December 31, 2021, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:56 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Units (RSU) · Derivative | 8,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021977 · doc4.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,417 Underlying: Class A-1 Common Stock · 8,417 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock award ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A-1 Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 100% of the RSUs will vest on December 31, 2021, subject to the Reporting Person's continued service to the Issuer on the vesting date. F2 · derivative.expiration_date: 100% of the RSUs will vest on December 31, 2021, subject to the Reporting Person's continued service to the Issuer on the vesting date. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 17:39 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantRestricted Stock Unit · Derivative | 15,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-006548 · doc4.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,510 Underlying: Class A-1 Common Stock · 15,510 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class A-1 Common Stock of Accel Entertainment, Inc. (the "Issuer") upon settlement for no consideration. Each Restricted Stock Unit will vest on December 31, 2020, subject to Ms. Kathleen Philips' continuing service to the Issuer on the vesting date. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Class A-1 Common Stock of Accel Entertainment, Inc. (the "Issuer") upon settlement for no consideration. Each Restricted Stock Unit will vest on December 31, 2020, subject to Ms. Kathleen Philips' continuing service to the Issuer on the vesting date. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Class A-1 Common Stock of Accel Entertainment, Inc. (the "Issuer") upon settlement for no consideration. Each Restricted Stock Unit will vest on December 31, 2020, subject to Ms. Kathleen Philips' continuing service to the Issuer on the vesting date. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 16:20 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | Disposition to issuerClass F Common Stock · Derivative | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-027966 · doc4.xml · derivative · entry 2 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A-1 Common Stock · 40,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock (previously Class F Ordinary Shares) had been automatically convertible into shares of Class A-1 Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment. F2 · price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock (previously Class F Ordinary Shares) had been automatically convertible into shares of Class A-1 Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment. F2 · derivative.exercise_date: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock (previously Class F Ordinary Shares) had been automatically convertible into shares of Class A-1 Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment. F2 · derivative.expiration_date: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation (and previously the Issuer's Amended & Restated Memorandum and Articles of Association), the shares of Class F Common Stock (previously Class F Ordinary Shares) had been automatically convertible into shares of Class A-1 Common Stock (previously Class A Ordinary Shares) of the Issuer at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 16:20 UTC | Accel Entertainment, Inc. ACEL · Entity 4999 | GrantClass A-1 Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-027966 · doc4.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · balance_after: On November 20, 2019, TPG Pace Holdings Corp. (renamed as Accel Entertainment, Inc., the "Issuer") domesticated as a Delaware corporation whereupon (i) each Class F Ordinary Share, par value $0.0001 per share ("Class F Ordinary Shares"), of the Issuer became one share of Class F Common Stock, par value $0.0001 per share ("Class F Common Stock"), of the Issuer, and (ii) each share of Class F Common Stock was exchanged for one share of Class A-1 Common Stock, par value $0.0001 per share ("Class A-1 Common Stock"), of the Issuer. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 21:38 UTC | Apptio Inc APTI · Entity 161106 | Disposition to issuerClass A Common Stock | 22,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-001091 · doc4.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 13,732 RSUs that represent contingent rights to receive 13,732 shares of the Issuer's Class A Common Stock upon settlement and which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share. F2 · price: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,250 | $0.00 Strike: $12.68 | $0.00 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · derivative · entry 8 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,500 Underlying: Class C Capital Stock · 20,250 shares Expires 2020-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,125 | $0.00 Strike: $10.99 | $0.00 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · derivative · entry 7 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,250 Underlying: Class A Common Stock · 10,125 shares Expires 2020-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass C Capital Stock | 18,850 | $55.48 | $1,045,828.16 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · nonDerivative · entry 6 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,780 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F3 · price: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $55.00 to $55.95. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass C Capital Stock | 1,400 | $56.10 | $78,540.00 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · nonDerivative · entry 5 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,630 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass C Capital Stock | 20,250 | $12.68 | $256,836.83 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · nonDerivative · entry 4 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,030 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. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass A Common Stock | 9,825 | $56.28 | $552,956.90 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · nonDerivative · entry 3 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,890 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F2 · price: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $55.70 to $56.69. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass A Common Stock | 300 | $56.73 | $17,019.00 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · nonDerivative · entry 2 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,715 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:07 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass A Common Stock | 10,125 | $10.99 | $111,308.18 |
DisclosureSEC source: 0001225208-18-012268 · doc4.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,015 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. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionStock Option (Right to Buy) · Derivative | 55,566 | $0.00 Strike: $28.62 | $0.00 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · derivative · entry 10 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class C Capital Stock · 55,566 shares Expires 2021-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,250 | $0.00 Strike: $12.68 | $0.00 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · derivative · entry 9 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,750 Underlying: Class C Capital Stock · 20,250 shares Expires 2020-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,783 | $0.00 Strike: $24.81 | $0.00 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · derivative · entry 8 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 27,783 shares Expires 2021-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,125 | $0.00 Strike: $10.99 | $0.00 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · derivative · entry 7 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,375 Underlying: Class A Common Stock · 10,125 shares Expires 2020-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Date at which first vesting occurs is indicated. 1/4th of the total number of shares originally subject to the option become exercisable at the first vesting date and an additional 1/48th become exercisable each month thereafter until the option is fully vested. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass C Capital Stock | 75,816 | $62.72 | $4,754,959.65 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · nonDerivative · entry 6 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,780 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F3 · price: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $62.28 to $63.20. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass C Capital Stock | 20,250 | $12.68 | $256,836.83 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · nonDerivative · entry 5 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,596 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. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass C Capital Stock | 55,566 | $28.62 | $1,590,360.04 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · nonDerivative · entry 4 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,346 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. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | SaleClass A Common Stock | 37,908 | $62.45 | $2,367,199.18 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · nonDerivative · entry 3 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,890 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F2 · price: The reported price is a weighted average sale price. These shares were sold in mulitiple transactions at prices ranging from $62.02 to $62.86. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass A Common Stock | 10,125 | $10.99 | $111,308.18 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · nonDerivative · entry 2 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,798 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. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:51 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | Exercise / conversionClass A Common Stock | 27,783 | $24.81 | $689,232.33 |
DisclosureSEC source: 0001225208-18-010555 · doc4.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,673 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. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 18:10 UTC | Apptio Inc APTI · Entity 161106 | GrantClass A Common Stock | 4,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034827 · doc4.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,808 F1 · shares: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: The RSU Award was automatically granted on May 30, 2018 pursuant to the Issuer's Outside Director Compensation Policy that was approved and adopted by the Issuer's Board of Directors on September 1, 2016 and 100% of the RSUs will vest on the earlier of the one year anniversary of the grant date and the date of the next annual meeting of the Issuer, provided that the Reporting Person continues to serve on the Issuer's Board of Directors through the date of vesting. F3 · balance_after: Includes 22,808 RSUs that represent contingent rights to receive 22,808 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 23:20 UTC | ZILLOW GROUP, INC. Z AND ZG · Entity 3657 | GrantStock Option (Right to Buy) · Derivative | 182,100 | $0.00 Strike: $53.95 | $0.00 |
DisclosureSEC source: 0001225208-18-005851 · doc4.xml · derivative · entry 1 Philips Kathleen · CIK 0001524268 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,100 Underlying: Class C Capital Stock · 182,100 shares Expires 2028-03-07 F1 · derivative.exercise_date: Date at which first vesting occurs us indicated. 1/16th of the total number of shares subject to the option become exercisable at the first vesting date and an additional 1/16th become exercisable on each issuer quarterly vesting date occurring thereafter until the option is fully vested. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 17:10 UTC | Apptio Inc APTI · Entity 161106 | GrantClass A Common Stock | 18,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037360 · doc4.xml · nonDerivative · entry 1 Philips Kathleen · CIK 0001524268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,159 F1 · shares: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/3rd of the RSUs will vest on May 31, 2018 and 1/16th of the remaining RSUs vest quarterly thereafter over the following two years, subject to the Reporting Person's continued service through each vesting date. F3 · balance_after: Includes 18,159 RSUs that represent contingent rights to receive 18,159 shares of the Issuer's Class A Common Stock upon settlement. 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.