BRONFMAN EDGAR JR

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 45

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 0

Underlying: Common Stock · 274,586 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.

F5 · derivative.exercise_price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.exercise_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.expiration_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 44

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 0

Underlying: Common Stock · 1,094,020 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.

F4 · derivative.exercise_price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.exercise_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.expiration_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 43

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 0

Underlying: Common Stock · 1,336,804 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: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.exercise_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.expiration_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 42

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 0

Underlying: Common Stock · 1,794,034 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 Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 41

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 201,002 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.

F5 · derivative.exercise_price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.exercise_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.expiration_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 40

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 800,845 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.

F4 · derivative.exercise_price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.exercise_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.expiration_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 39

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 978,566 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: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.exercise_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.expiration_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 38

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 1,313,268 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 Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 37

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 65,713 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.

F5 · derivative.exercise_price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.exercise_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.expiration_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 36

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 261,818 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.

F4 · derivative.exercise_price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.exercise_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.expiration_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 35

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 319,920 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: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.exercise_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.expiration_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 34

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 429,344 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 Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 33

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 0

Underlying: Common Stock · 68,910 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.

F5 · derivative.exercise_price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.exercise_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.expiration_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 32

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 0

Underlying: Common Stock · 273,901 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.

F4 · derivative.exercise_price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.exercise_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.expiration_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 31

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 0

Underlying: Common Stock · 360,936 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: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.exercise_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.expiration_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 30

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 0

Underlying: Common Stock · 426,473 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 Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 29

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 0

Underlying: Common Stock · 7,869 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.

F5 · derivative.exercise_price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.exercise_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F5 · derivative.expiration_date: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 28

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 0

Underlying: Common Stock · 31,357 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.

F4 · derivative.exercise_price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.exercise_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F4 · derivative.expiration_date: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 27

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 0

Underlying: Common Stock · 38,314 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: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.exercise_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F3 · derivative.expiration_date: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · derivative · entry 26

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 0

Underlying: Common Stock · 51,420 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 Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 25

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 4,499,447

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.

F14 · price: Under the terms of the Issuer's Seventh Amended and Restated Certificate of Incorporation, no fractional shares were issued upon the conversion of any share or shares of its Preferred Stock after aggregating all shares owned thereof. These 3 shares represent the aggregate total of all fractional shares that Accretive Investors SBIC, LP was entitled to receive following the conversion of the Preferred Stock that it held.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 24

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 4,499,444

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.

F5 · price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 23

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 4,224,858

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 · price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 22

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 3,130,838

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 · price: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 21

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Investors SBIC, LP

Disclosed balance after: 1,794,034

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

F1 · price: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F13 · ownership.nature: The shares reported herein are held of record by Accretive Investors SBIC, L.P. Accretive Associates SBIC, LLC is the general partner of Accretive Investors SBIC, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates SBIC, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Investors SBIC, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 20

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 3,293,683

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

F12 · price: Under the terms of the Issuer's Seventh Amended and Restated Certificate of Incorporation, no fractional shares were issued upon the conversion of any share or shares of its Preferred Stock after aggregating all shares owned thereof. These 2 shares represent the aggregate total of all fractional shares that Accretive II, L.P. was entitled to receive following the conversion of the Preferred Stock that it held.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 19

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 3,293,681

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.

F5 · price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 18

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 3,092,679

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 · price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 17

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 2,291,834

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 · price: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 16

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II, L.P.

Disclosed balance after: 1,313,268

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

F1 · price: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F11 · ownership.nature: The shares reported herein are held of record by Accretive II, L.P. Accretive II GP, LLC is the general partner of Accretive II, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II, L.P. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 15

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 1,076,796

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.

F10 · price: Under the terms of the Issuer's Seventh Amended and Restated Certificate of Incorporation, no fractional shares were issued upon the conversion of any share or shares of its Preferred Stock after aggregating all shares owned thereof. This 1 share represents the aggregate total of all fractional shares that Accretive II Coinvestment, L.P. was entitled to receive following the conversion of the Preferred Stock that it held.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 14

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 1,076,795

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.

F5 · price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 13

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 1,011,082

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 · price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 12

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 749,264

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 · price: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 11

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive II Coinvestment, L.P.

Disclosed balance after: 429,344

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

F1 · price: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F9 · ownership.nature: The shares reported herein are held of record by Accretive II Coinvestment, L.P. Accretive II GP, LLC is the general partner of Accretive II Coinvestment, L.P. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive II Coinvestment, L.P. The Reporting Person disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 10

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 1,130,221

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.

F8 · price: Under the terms of the Issuer's Seventh Amended and Restated Certificate of Incorporation, no fractional shares were to be issued upon the conversion of any share or shares of its Preferred Stock after aggregating all shares owned thereof. This 1 share represents that aggregate total of all fractional shares that Accretive Coinvestment Partners, LLC was entitled to receive following the conversion of the Preferred Stock that it held.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 9

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 1,130,220

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.

F5 · price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 8

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 1,061,310

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 · price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 7

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 787,409

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 · price: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 6

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Coinvestment Partners, LLC

Disclosed balance after: 426,473

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

F1 · price: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F7 · ownership.nature: The shares reported herein are held of record by Accretive Coinvestment Partners, LLC. Accretive Associates I, LLC is the managing member of Accretive Coinvestment Partners, LLC. The Reporting Person and J. Michael Cline are the managing members of Accretive Associates I, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Coinvestment Partners, LLC. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 5

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 128,961

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.

F6 · price: Under the terms of the Issuer's Seventh Amended and Restated Certificate of Incorporation, no fractional shares were issued upon the conversion of any share or shares of its Preferred Stock after aggregating all shares owned thereof. This 1 share represents the aggregate total of all fractional shares that Accretive Care Holding Partnership was entitled to receive following the conversion of the Preferred Stock that it held.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 4

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 128,960

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.

F5 · price: The Series C Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.52927954545455 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 3

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 121,091

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 · price: The Series B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.18976363636364 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 2

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 89,734

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 · price: The Series A-2 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.176181818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0000899243-20-018778 · doc4.xml · nonDerivative · entry 1

BRONFMAN EDGAR JR · CIK 0001200675 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Accretive Care Holding Partnership

Disclosed balance after: 51,420

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

F1 · price: The Series A-1 Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:1.127681818 basis immediately upon closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares reported herein are held of record by Accretive Care Holding Partnership. Accretive II GP, LLC is the general partner of Accretive Care Holding Partnership. The Reporting Person and J. Michael Cline are the managing members of Accretive II GP, LLC, and may be deemed to have shared voting and dispositive power with respect to the shares held by Accretive Care Holding Partnership. The Reporting Person disclaims beneficial ownership of such securities.

SEC source: 0001493152-20-012333 · ownership.xml · derivative · entry 1

BRONFMAN EDGAR JR · CIK 0001200675 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,203,297

Underlying: Common Stock · 1,203,297 shares

Expires 2027-04-29

F1 · derivative.exercise_date: On June 28, 2020, the Issuer's board of directors approved a grant of 1,203,297 options to Mr. Bronfman (the "Option") with a vesting commencement date of April 29, 2020 (the "Vesting Commencement Date"). The Option shall vest and become exercisable as follows, subject to Mr. Bronfman's continuing service through each such vesting date: (i) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the first anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone; (ii) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the second anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone; (continued in next footnote)

F2 · derivative.exercise_date: (iii) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the third anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone; and (iv) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the fourth anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone.

SEC source: 0001493152-20-009440 · ownership.xml · derivative · entry 2

BRONFMAN EDGAR JR · CIK 0001200675 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Footnote

Disclosed balance after: 285,714

Underlying: Common Stock · 285,714 shares

Expires not disclosed

F1 · price: Pursuant to the Purchase Agreement (the "Purchase Agreement") by and between the Issuer and Waverley Capital, LP ("Waverley Capital"), dated May 11, 2020, Waverly Capital purchased 285,714 of the Issuer's common stock at a purchase price of $7.00 per share (the "Purchase Price"). In connection with the Purchase Agreement, the Issuer issued a warrant, with an exercise price equal to the Purchase Price, to Waverly Capital to purchase, in the aggregate, 285,714 shares of the Issuer's common stock (the "Warrant). The Warrant may be exercised in whole or in part, at any time, and from time to time, until the earlier of (x) 5:00 p.m. Eastern Time on the eighteen-month anniversary of the date of issuance and (y) the closing of a Change in Control (as defined in the Warrant).

F1 · derivative.exercise_date: Pursuant to the Purchase Agreement (the "Purchase Agreement") by and between the Issuer and Waverley Capital, LP ("Waverley Capital"), dated May 11, 2020, Waverly Capital purchased 285,714 of the Issuer's common stock at a purchase price of $7.00 per share (the "Purchase Price"). In connection with the Purchase Agreement, the Issuer issued a warrant, with an exercise price equal to the Purchase Price, to Waverly Capital to purchase, in the aggregate, 285,714 shares of the Issuer's common stock (the "Warrant). The Warrant may be exercised in whole or in part, at any time, and from time to time, until the earlier of (x) 5:00 p.m. Eastern Time on the eighteen-month anniversary of the date of issuance and (y) the closing of a Change in Control (as defined in the Warrant).

F1 · derivative.expiration_date: Pursuant to the Purchase Agreement (the "Purchase Agreement") by and between the Issuer and Waverley Capital, LP ("Waverley Capital"), dated May 11, 2020, Waverly Capital purchased 285,714 of the Issuer's common stock at a purchase price of $7.00 per share (the "Purchase Price"). In connection with the Purchase Agreement, the Issuer issued a warrant, with an exercise price equal to the Purchase Price, to Waverly Capital to purchase, in the aggregate, 285,714 shares of the Issuer's common stock (the "Warrant). The Warrant may be exercised in whole or in part, at any time, and from time to time, until the earlier of (x) 5:00 p.m. Eastern Time on the eighteen-month anniversary of the date of issuance and (y) the closing of a Change in Control (as defined in the Warrant).

F1 · ownership.nature: Pursuant to the Purchase Agreement (the "Purchase Agreement") by and between the Issuer and Waverley Capital, LP ("Waverley Capital"), dated May 11, 2020, Waverly Capital purchased 285,714 of the Issuer's common stock at a purchase price of $7.00 per share (the "Purchase Price"). In connection with the Purchase Agreement, the Issuer issued a warrant, with an exercise price equal to the Purchase Price, to Waverly Capital to purchase, in the aggregate, 285,714 shares of the Issuer's common stock (the "Warrant). The Warrant may be exercised in whole or in part, at any time, and from time to time, until the earlier of (x) 5:00 p.m. Eastern Time on the eighteen-month anniversary of the date of issuance and (y) the closing of a Change in Control (as defined in the Warrant).

F2 · ownership.nature: Mr. Bronfman does not own these shares in his individual capacity. These shares are owned directly by Waverley Capital. The general partner of Waverley Capital is Waverley Capital Partners, LLC. Mr. Bronfman and Dr. Daniel V. Leff, as managing members of Waverley Capital Partners, LLC, may be deemed to have shared voting and investment power with respect to these securities. Each of Mr. Bronfman, Dr. Leff and Waverley Capital Partners, LLC disclaims beneficial ownership of these securities except to the extent of its pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by any of them of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

SEC source: 0001493152-20-009440 · ownership.xml · nonDerivative · entry 1

BRONFMAN EDGAR JR · CIK 0001200675 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Footnote

Disclosed balance after: 285,714

F1 · ownership.nature: Pursuant to the Purchase Agreement (the "Purchase Agreement") by and between the Issuer and Waverley Capital, LP ("Waverley Capital"), dated May 11, 2020, Waverly Capital purchased 285,714 of the Issuer's common stock at a purchase price of $7.00 per share (the "Purchase Price"). In connection with the Purchase Agreement, the Issuer issued a warrant, with an exercise price equal to the Purchase Price, to Waverly Capital to purchase, in the aggregate, 285,714 shares of the Issuer's common stock (the "Warrant). The Warrant may be exercised in whole or in part, at any time, and from time to time, until the earlier of (x) 5:00 p.m. Eastern Time on the eighteen-month anniversary of the date of issuance and (y) the closing of a Change in Control (as defined in the Warrant).

F2 · ownership.nature: Mr. Bronfman does not own these shares in his individual capacity. These shares are owned directly by Waverley Capital. The general partner of Waverley Capital is Waverley Capital Partners, LLC. Mr. Bronfman and Dr. Daniel V. Leff, as managing members of Waverley Capital Partners, LLC, may be deemed to have shared voting and investment power with respect to these securities. Each of Mr. Bronfman, Dr. Leff and Waverley Capital Partners, LLC disclaims beneficial ownership of these securities except to the extent of its pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by any of them of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

SEC source: 0001493152-20-007583 · ownership.xml · derivative · entry 1

BRONFMAN EDGAR JR · CIK 0001200675 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,875,000

Underlying: Common Stock · 1,875,000 shares

Expires 2027-04-29

F1 · derivative.exercise_date: Pursuant to the Stock Option Agreement between Mr. Bronfman and the Issuer dated April 29, 2020 (such date, the "Vesting Commencement Date"), the Issuer's board of directors approved a grant of 1,875,000 options to Mr. Bronfman (the "Option"). The Option shall vest and become exercisable as follows, subject to Mr. Bronfman's continuing service through each such vesting date: (i) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the first anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone; (ii) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the second anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone; (continued in next footnote)

F2 · derivative.exercise_date: (iii) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the third anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone; and (iv) twenty-five percent of the total number of shares subject to the Option shall vest and become exercisable on the earlier of (x) the fourth anniversary of the Vesting Commencement Date and (y) the Issuer's achievement of a certain stock price milestone.

SEC source: 0001104659-19-052716 · a4.xml · nonDerivative · entry 1

BRONFMAN EDGAR JR · CIK 0001200675 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,362

F1 · security: Represents share units accrued under the Non-Employee Director Deferred Compensation Plan as of the date of this report.

F1 · kind: Represents share units accrued under the Non-Employee Director Deferred Compensation Plan as of the date of this report.

F2 · balance_after: Includes: (i) 1,342 shares of IAC common stock held directly by the reporting person and (ii) 25,020 share units accrued under the Non-Employee Director Deferred Compensation Plan as of the date of this report.