Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc.CCCS · Entity 4014 | Director | July 30, 2021 | August 10, 2021 |
| LEGALZOOM.COM, INC.LZ · Entity 4925 | Director | June 29, 2021 | June 29, 2021 |
| Toast, Inc.TOST · Entity 3272 | Director | June 06, 2025 | June 10, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CCC Intelligent Solutions Holdings Inc.
Report date July 30, 2021 · Filed August 10, 2021
This filing explicitly reported no securities owned.
LEGALZOOM.COM, INC.
Report date June 29, 2021 · Filed June 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially owned.SEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-06-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Toast, Inc.
Report date June 06, 2025 · Filed June 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 36,311 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Exercise / conversion · Acquired 9,712 · Balance 36,311 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-06-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-06 · Exercise / conversion · Disposed 9,712 · Balance 0 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2: The RSUs vested in full on June 6, 2025. F3: Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.
F2: The RSUs vested in full on June 6, 2025.
F3: Not Applicable.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Alarm.com Holdings, Inc.
Report date May 22, 2020 · Filed May 22, 2020
Jointly reported with Trudeau Robert
Section 16 reporting ended · disclosed 2020-05-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectYuan Family Trust dated 9/22/2006 | 0 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectRobert W. Trudeau | 0 |
Reported balance
Holding disclosure · report date 2020-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 F2: Shares held directly by Robert W. Trudeau |
Filing footnotes · ownership attribution and instrument terms
F1: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
F2: Shares held directly by Robert W. Trudeau
GoDaddy Inc.
Report date May 10, 2017 · Filed May 12, 2017
Jointly reported with Hoag Jay C, TCV VII LP, TCV VII(A) L P, Drew John, Reynolds Jon Q, Trudeau Robert, Marshall Christopher P, McAdam Timothy P, Rosenberg John C.
Section 16 reporting ended · disclosed 2017-05-12. 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 | IndirectTCV VII, L.P. | 0 |
Last balance in matching sequence
After 2017-05-10 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2017-05-10 · Conversion · Acquired 2,040,528 · Balance 2,040,528 F1: Pursuant to the terms of an exchange agreement, "Units of Desert Newco, LLC", which represent limited liability company units of Desert Newco, LLC, and an equal number of shares of Class B Common Stock of GoDaddy Inc. (the "Issuer"), were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer. F2: These securities are directly held by TCV VII, L.P. Richard H. Kimball, Jay C. Hoag, Christopher P. Marshall, Jon Q. Reynolds, Jr., John L. Drew, Robert W. Trudeau, Timothy P. McAdam, John C. Rosenberg and David L. Yuan (collectively, the "TCM VII Directors") are Class A Directors of Technology Crossover Management VII, Ltd. ("Management VII") and limited partners of Technology Crossover Management VII, L.P. ("TCM VII"). Management VII is the general partner of TCM VII, which is the general partner of TCV VII, L.P. The TCM VII Directors, Management VII and TCM VII may be deemed to beneficially own the securities held by TCV VII, L.P., but each of the TCM VII Directors, Management VII and TCM VII disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 2 · 2017-05-10 · Sale · Disposed 2,040,528 · Balance 0 F3: This amount represents the $38.50 secondary public offering price per share of Class A Common Stock of the Issuer less the underwriting discount of $1.05875 per share. F2: These securities are directly held by TCV VII, L.P. Richard H. Kimball, Jay C. Hoag, Christopher P. Marshall, Jon Q. Reynolds, Jr., John L. Drew, Robert W. Trudeau, Timothy P. McAdam, John C. Rosenberg and David L. Yuan (collectively, the "TCM VII Directors") are Class A Directors of Technology Crossover Management VII, Ltd. ("Management VII") and limited partners of Technology Crossover Management VII, L.P. ("TCM VII"). Management VII is the general partner of TCM VII, which is the general partner of TCV VII, L.P. The TCM VII Directors, Management VII and TCM VII may be deemed to beneficially own the securities held by TCV VII, L.P., but each of the TCM VII Directors, Management VII and TCM VII disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTCV VII (A), L.P. | 3,297,707 |
Reported balance
After 2017-05-10 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2017-05-10 · Sale · Disposed 1,551,300 · Balance 3,297,707 F3: This amount represents the $38.50 secondary public offering price per share of Class A Common Stock of the Issuer less the underwriting discount of $1.05875 per share. F4: These securities are directly held by TCV VII (A), L.P. The TCM VII Directors are Class A Directors of Management VII and limited partners of TCM VII. Management VII is the general partner of TCM VII, which is the general partner of TCV VII (A), L.P. The TCM VII Directors, Management VII and TCM VII may be deemed to beneficially own the securities held by TCV VII (A), L.P., but each of the TCM VII Directors, Management VII and TCM VII disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectTCV Member Fund, L.P. | 0 |
Last balance in matching sequence
After 2017-05-10 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 4 · 2017-05-10 · Conversion · Acquired 17,683 · Balance 17,683 F1: Pursuant to the terms of an exchange agreement, "Units of Desert Newco, LLC", which represent limited liability company units of Desert Newco, LLC, and an equal number of shares of Class B Common Stock of GoDaddy Inc. (the "Issuer"), were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer. F5: These securities are directly held by TCV Member Fund, L.P. ("TCV MF"). The TCM VII Directors are Class A Directors of Management VII, which is a general partner of TCV MF, and limited partners of TCV MF. The TCM VII Directors and Management VII may be deemed to beneficially own the securities held by TCV MF, but the TCM VII Directors and Management VII each disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 5 · 2017-05-10 · Sale · Disposed 17,683 · Balance 0 F3: This amount represents the $38.50 secondary public offering price per share of Class A Common Stock of the Issuer less the underwriting discount of $1.05875 per share. F5: These securities are directly held by TCV Member Fund, L.P. ("TCV MF"). The TCM VII Directors are Class A Directors of Management VII, which is a general partner of TCV MF, and limited partners of TCV MF. The TCM VII Directors and Management VII may be deemed to beneficially own the securities held by TCV MF, but the TCM VII Directors and Management VII each disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Units of Desert Newco, LLCSEC Table II · derivative / convertible security | IndirectTCV VII, L.P. | 7,296,632 |
Reported balance
After 2017-05-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-05-10 · Conversion · Disposed 2,040,528 · Balance 7,296,632 F6: Pursuant to an exchange agreement, Units of Desert Newco, LLC are exchangeable on a one-on-one basis for shares of Class A Common Stock at the discretion of the holder. The exchange rights under this exchange agreement do not expire. F1: Pursuant to the terms of an exchange agreement, "Units of Desert Newco, LLC", which represent limited liability company units of Desert Newco, LLC, and an equal number of shares of Class B Common Stock of GoDaddy Inc. (the "Issuer"), were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer. F2: These securities are directly held by TCV VII, L.P. Richard H. Kimball, Jay C. Hoag, Christopher P. Marshall, Jon Q. Reynolds, Jr., John L. Drew, Robert W. Trudeau, Timothy P. McAdam, John C. Rosenberg and David L. Yuan (collectively, the "TCM VII Directors") are Class A Directors of Technology Crossover Management VII, Ltd. ("Management VII") and limited partners of Technology Crossover Management VII, L.P. ("TCM VII"). Management VII is the general partner of TCM VII, which is the general partner of TCV VII, L.P. The TCM VII Directors, Management VII and TCM VII may be deemed to beneficially own the securities held by TCV VII, L.P., but each of the TCM VII Directors, Management VII and TCM VII disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Units of Desert Newco, LLCSEC Table II · derivative / convertible security | IndirectTCV VII, L.P. | 6,350,006 |
Reported balance
After 2017-05-10 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-05-10 · Sale · Disposed 946,626 · Balance 6,350,006 F1: Pursuant to the terms of an exchange agreement, "Units of Desert Newco, LLC", which represent limited liability company units of Desert Newco, LLC, and an equal number of shares of Class B Common Stock of GoDaddy Inc. (the "Issuer"), were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer. F7: Represents a purchase of limited liability company units of Desert Newco, LLC, by the Issuer at $38.50 per share, the public offering price per share of Class A Common Stock, less an amount equal to the underwriting discount of $1.05875 per share. In connection with the purchase, an equivalent number of shares of Class B Common Stock of the Issuer were cancelled. F2: These securities are directly held by TCV VII, L.P. Richard H. Kimball, Jay C. Hoag, Christopher P. Marshall, Jon Q. Reynolds, Jr., John L. Drew, Robert W. Trudeau, Timothy P. McAdam, John C. Rosenberg and David L. Yuan (collectively, the "TCM VII Directors") are Class A Directors of Technology Crossover Management VII, Ltd. ("Management VII") and limited partners of Technology Crossover Management VII, L.P. ("TCM VII"). Management VII is the general partner of TCM VII, which is the general partner of TCV VII, L.P. The TCM VII Directors, Management VII and TCM VII may be deemed to beneficially own the securities held by TCV VII, L.P., but each of the TCM VII Directors, Management VII and TCM VII disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Units of Desert Newco, LLCSEC Table II · derivative / convertible security | IndirectTCV Member Fund, L.P. | 63,230 |
Reported balance
After 2017-05-10 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-05-10 · Conversion · Disposed 17,683 · Balance 63,230 F6: Pursuant to an exchange agreement, Units of Desert Newco, LLC are exchangeable on a one-on-one basis for shares of Class A Common Stock at the discretion of the holder. The exchange rights under this exchange agreement do not expire. F1: Pursuant to the terms of an exchange agreement, "Units of Desert Newco, LLC", which represent limited liability company units of Desert Newco, LLC, and an equal number of shares of Class B Common Stock of GoDaddy Inc. (the "Issuer"), were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer. F5: These securities are directly held by TCV Member Fund, L.P. ("TCV MF"). The TCM VII Directors are Class A Directors of Management VII, which is a general partner of TCV MF, and limited partners of TCV MF. The TCM VII Directors and Management VII may be deemed to beneficially own the securities held by TCV MF, but the TCM VII Directors and Management VII each disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Units of Desert Newco, LLCSEC Table II · derivative / convertible security | IndirectTCV Member Fund, L.P. | 55,027 |
Reported balance
After 2017-05-10 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-05-10 · Sale · Disposed 8,203 · Balance 55,027 F1: Pursuant to the terms of an exchange agreement, "Units of Desert Newco, LLC", which represent limited liability company units of Desert Newco, LLC, and an equal number of shares of Class B Common Stock of GoDaddy Inc. (the "Issuer"), were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer. F7: Represents a purchase of limited liability company units of Desert Newco, LLC, by the Issuer at $38.50 per share, the public offering price per share of Class A Common Stock, less an amount equal to the underwriting discount of $1.05875 per share. In connection with the purchase, an equivalent number of shares of Class B Common Stock of the Issuer were cancelled. F5: These securities are directly held by TCV Member Fund, L.P. ("TCV MF"). The TCM VII Directors are Class A Directors of Management VII, which is a general partner of TCV MF, and limited partners of TCV MF. The TCM VII Directors and Management VII may be deemed to beneficially own the securities held by TCV MF, but the TCM VII Directors and Management VII each disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of an exchange agreement, "Units of Desert Newco, LLC", which represent limited liability company units of Desert Newco, LLC, and an equal number of shares of Class B Common Stock of GoDaddy Inc. (the "Issuer"), were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer.
F2: These securities are directly held by TCV VII, L.P. Richard H. Kimball, Jay C. Hoag, Christopher P. Marshall, Jon Q. Reynolds, Jr., John L. Drew, Robert W. Trudeau, Timothy P. McAdam, John C. Rosenberg and David L. Yuan (collectively, the "TCM VII Directors") are Class A Directors of Technology Crossover Management VII, Ltd. ("Management VII") and limited partners of Technology Crossover Management VII, L.P. ("TCM VII"). Management VII is the general partner of TCM VII, which is the general partner of TCV VII, L.P. The TCM VII Directors, Management VII and TCM VII may be deemed to beneficially own the securities held by TCV VII, L.P., but each of the TCM VII Directors, Management VII and TCM VII disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein.
F3: This amount represents the $38.50 secondary public offering price per share of Class A Common Stock of the Issuer less the underwriting discount of $1.05875 per share.
F4: These securities are directly held by TCV VII (A), L.P. The TCM VII Directors are Class A Directors of Management VII and limited partners of TCM VII. Management VII is the general partner of TCM VII, which is the general partner of TCV VII (A), L.P. The TCM VII Directors, Management VII and TCM VII may be deemed to beneficially own the securities held by TCV VII (A), L.P., but each of the TCM VII Directors, Management VII and TCM VII disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein.
F5: These securities are directly held by TCV Member Fund, L.P. ("TCV MF"). The TCM VII Directors are Class A Directors of Management VII, which is a general partner of TCV MF, and limited partners of TCV MF. The TCM VII Directors and Management VII may be deemed to beneficially own the securities held by TCV MF, but the TCM VII Directors and Management VII each disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein.
F6: Pursuant to an exchange agreement, Units of Desert Newco, LLC are exchangeable on a one-on-one basis for shares of Class A Common Stock at the discretion of the holder. The exchange rights under this exchange agreement do not expire.
F7: Represents a purchase of limited liability company units of Desert Newco, LLC, by the Issuer at $38.50 per share, the public offering price per share of Class A Common Stock, less an amount equal to the underwriting discount of $1.05875 per share. In connection with the purchase, an equivalent number of shares of Class B Common Stock of the Issuer were cancelled.
Rapid7, Inc.
Report date February 22, 2019 · Filed February 26, 2019
Jointly reported with KIMBALL RICK
Section 16 reporting ended · disclosed 2018-02-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectGoose Rocks Beach Partners, L.P. | 0 |
Reported balance
After 2019-02-22 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2019-02-22 · Sale · Disposed 33,567 · Balance 0 F1: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.87 to $46.23. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2: Richard H. Kimball is the General Partner of Goose Rocks Beach Partners, L.P. Mr. Kimball disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectYuan Family Trust dated 9/22/2006 | 0 |
Reported balance
After 2019-02-22 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2019-02-22 · Sale · Disposed 10,600 · Balance 0 F3: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.80 to $46.10. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectTCV VII Management, L.L.C. | 5,299 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,299 F5: Represents restricted stock units ("RSUs") held of record by Timothy P. McAdam, for the benefit of TCV VII Management, L.L.C. ("TCV VII Management"). Each RSU represents a contingent right to receive one share of common stock the issuer. The RSUs vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders held after the date of the grant or (ii) the first anniversary of the date of grant, in each case subject to Mr. McAdam's continued service with the issuer through the applicable vesting date. Mr. Kimball and five other people (the "TCM Members") are members of TCV VII Management. The TCM Members each disclaim beneficial ownership of such RSUs and the underlying shares of the issuer's common stock except to the extent of their respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.87 to $46.23. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price.
F2: Richard H. Kimball is the General Partner of Goose Rocks Beach Partners, L.P. Mr. Kimball disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
F3: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.80 to $46.10. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price.
F4: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
F5: Represents restricted stock units ("RSUs") held of record by Timothy P. McAdam, for the benefit of TCV VII Management, L.L.C. ("TCV VII Management"). Each RSU represents a contingent right to receive one share of common stock the issuer. The RSUs vest in full on the earlier of (i) the date of the issuer's next annual meeting of stockholders held after the date of the grant or (ii) the first anniversary of the date of grant, in each case subject to Mr. McAdam's continued service with the issuer through the applicable vesting date. Mr. Kimball and five other people (the "TCM Members") are members of TCV VII Management. The TCM Members each disclaim beneficial ownership of such RSUs and the underlying shares of the issuer's common stock except to the extent of their respective pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 06, 2025 Filed Jun 10, 2025 16:47 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000214 · wk-form4_1749588425.xml · derivative · entry 2 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,712 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 Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2025. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 16:47 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 9,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000214 · wk-form4_1749588425.xml · nonDerivative · entry 1 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,311 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 Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:33 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 23,373 | $43.27 | $1,011,349.71 |
DisclosureSEC source: 0000950170-24-131674 · ownership.xml · nonDerivative · entry 6 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F7 · price: This transaction was executed in multiple sales ranging from $43.10 to $43.56 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F8 · ownership.nature: The shares are held directly by Tidemark Executive Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Executive Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:33 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 223,013 | $43.59 | $9,721,136.67 |
DisclosureSEC source: 0000950170-24-131674 · ownership.xml · nonDerivative · entry 5 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F5 · price: This transaction was executed in multiple sales ranging from $43.34 to $43.89 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · ownership.nature: The shares are held directly by Tidemark Fund I-A LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I-A LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:33 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,200 | $44.02 | $52,824.00 |
DisclosureSEC source: 0000950170-24-131674 · ownership.xml · nonDerivative · entry 4 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F4 · price: This transaction was executed in multiple sales ranging from $44.005 to $44.10 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held directly by Tidemark Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:33 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 197,629 | $43.65 | $8,626,505.85 |
DisclosureSEC source: 0000950170-24-131674 · ownership.xml · nonDerivative · entry 3 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,200 F3 · price: This transaction was executed in multiple sales ranging from $43.00 to $43.995 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held directly by Tidemark Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 25, 2024 Filed Nov 27, 2024 20:33 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 189,785 | $43.01 | $8,162,652.85 |
DisclosureSEC source: 0000950170-24-131674 · ownership.xml · nonDerivative · entry 2 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 198,829 F1 · price: This transaction was executed in multiple sales ranging from $43.00 to $43.05 per share, inclusive. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held directly by Tidemark Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 16:37 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000213 · wk-form4_1718051862.xml · derivative · entry 6 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,712 Underlying: Class A Common Stock · 9,712 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F8 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 6, 2025 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F7 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 16:37 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 11,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000213 · wk-form4_1718051862.xml · derivative · entry 5 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,593 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 Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F6 · derivative.exercise_date: The RSUs vested in full on June 6, 2024. F7 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 16:37 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 11,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000213 · wk-form4_1718051862.xml · nonDerivative · entry 1 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,599 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 Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · balance_after: Includes 3,714 shares of Class A Common Stock received in a prior distribution in-kind from Tidemark Capital made in accordance with the exemptions afforded by Rule 16a-13 and Rule 16a-9 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 16:05 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 11,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000221 · wk-form4_1686600334.xml · derivative · entry 5 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,593 Underlying: Class A Common Stock · 11,593 shares Expires not disclosed F4 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F5 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 8, 2024 and 2) the next annual meeting of the Issuer?s stockholders following the grant date. F6 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 16:41 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 11,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000207 · wk-form4_1685997655.xml · derivative · entry 5 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,292 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 Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F5 · derivative.exercise_date: The RSUs vested in full on June 2, 2023. F6 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 16:41 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 11,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000207 · wk-form4_1685997655.xml · nonDerivative · entry 1 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,292 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 Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| May 15, 2023 Filed May 16, 2023 18:36 UTC | Toast, Inc. TOST · Entity 3272 | PurchaseClass A common stock | 4,969 | $19.44 | $96,597.36 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 6 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 23,373 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.40 to $19.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F4 · ownership.nature: The shares are held directly by Tidemark Executive Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Executive Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2023 Filed May 16, 2023 18:36 UTC | Toast, Inc. TOST · Entity 3272 | PurchaseClass A common stock | 47,412 | $19.44 | $921,689.28 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 5 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 223,013 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.40 to $19.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: The shares are held directly by Tidemark Fund I-A LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I-A LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2023 Filed May 16, 2023 18:36 UTC | Toast, Inc. TOST · Entity 3272 | PurchaseClass A common stock | 82,619 | $19.44 | $1,606,113.36 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 4 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 388,614 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.40 to $19.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: The shares are held directly by Tidemark Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 12, 2023 Filed May 16, 2023 18:36 UTC | Toast, Inc. TOST · Entity 3272 | PurchaseClass A common stock | 18,404 | $19.82 | $364,767.28 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 3 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 18,404 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.24 to $20.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F4 · ownership.nature: The shares are held directly by Tidemark Executive Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Executive Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 12, 2023 Filed May 16, 2023 18:36 UTC | Toast, Inc. TOST · Entity 3272 | PurchaseClass A common stock | 175,601 | $19.82 | $3,480,411.82 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 2 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 175,601 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.24 to $20.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: The shares are held directly by Tidemark Fund I-A LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I-A LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 12, 2023 Filed May 16, 2023 18:36 UTC | Toast, Inc. TOST · Entity 3272 | PurchaseClass A common stock | 305,995 | $19.82 | $6,064,820.90 |
DisclosureSEC source: 0000899243-23-013089 · doc4.xml · nonDerivative · entry 1 Yuan David · CIK 0001406509 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 305,995 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.24 to $20.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: The shares are held directly by Tidemark Fund I LP. The reporting person is the sole controlling member of the general partner of the general partner of Tidemark Fund I LP. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 16:49 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 11,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000048 · wf-form4_165428935976677.xml · derivative · entry 1 Yuan David · CIK 0001406509 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,292 Underlying: Class A Common Stock · 11,292 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on June 2, 2023. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 23:55 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 42,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001188444-20-000001 · edgar.xml · nonDerivative · entry 4 REYNOLDS JON Q JR · CIK 0001188444 · 10% owner · May be part of a 13(d) group DREW JOHN · CIK 0001188456 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Drew Family Trust dated 10/5/2004 Disclosed balance after: 0 F6 · kind: Represents a gift/charitable donation effective 03/06/2020. Not a market transaction thus no price is reported. No value was received in return for the gifted shares. F7 · ownership.nature: John L. Drew is a Trustee of the Drew Family Trust dated 10/5/2004. Mr. Drew disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 23:55 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 12,902 | $45.06 | $581,326.70 |
DisclosureSEC source: 0001188444-20-000001 · edgar.xml · nonDerivative · entry 3 REYNOLDS JON Q JR · CIK 0001188444 · 10% owner · May be part of a 13(d) group DREW JOHN · CIK 0001188456 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Reynolds Family Trust Disclosed balance after: 129,299 F5 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.00 to $45.42. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: Jon Q. Reynolds is a Trustee of the Reynolds Family Trust. Mr. Reynolds disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 23:55 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 72,000 | $45.94 | $3,307,341.60 |
DisclosureSEC source: 0001188444-20-000001 · edgar.xml · nonDerivative · entry 2 REYNOLDS JON Q JR · CIK 0001188444 · 10% owner · May be part of a 13(d) group DREW JOHN · CIK 0001188456 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Reynolds Family Trust Disclosed balance after: 142,201 F3 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.73 to $46.255 The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: Jon Q. Reynolds is a Trustee of the Reynolds Family Trust. Mr. Reynolds disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 23:55 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 25,510 | $46.00 | $1,173,585.00 |
DisclosureSEC source: 0001188444-20-000001 · edgar.xml · nonDerivative · entry 1 REYNOLDS JON Q JR · CIK 0001188444 · 10% owner · May be part of a 13(d) group DREW JOHN · CIK 0001188456 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 0 F1 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $46.00 to $46.14. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:56 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | OtherCommon Stock | 25,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-20-000001 · edgar.xml · nonDerivative · entry 2 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 100,359 F3 · kind: Acquisition by Timothy P. McAdam pursuant to an in kind pro-rata distribution by TCM VII and TCV MF to each of their partners, without consideration. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:56 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | OtherCommon Stock | 25,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-20-000001 · edgar.xml · nonDerivative · entry 1 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 25,510 F1 · kind: Acquisition by the Yuan Family Trust dated 9/22/2006 pursuant to an in kind pro-rata distribution by Technology Crossover Management VII, L.P. ("TCM VII") and TCV Member Fund, L.P. ("TCV MF") to each of their partners, without consideration. F2 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:46 UTC | Rapid7, Inc. RPD · Entity 1196 | SaleCommon Stock | 10,600 | $46.00 | $487,591.52 |
DisclosureSEC source: 0001406509-19-000001 · edgar.xml · nonDerivative · entry 2 KIMBALL RICK · CIK 0001197937 · Director · Director by Deputization Yuan David · CIK 0001406509 · Director · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 0 F3 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.80 to $46.10. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:46 UTC | Rapid7, Inc. RPD · Entity 1196 | SaleCommon Stock | 33,567 | $46.01 | $1,544,525.08 |
DisclosureSEC source: 0001406509-19-000001 · edgar.xml · nonDerivative · entry 1 KIMBALL RICK · CIK 0001197937 · Director · Director by Deputization Yuan David · CIK 0001406509 · Director · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Goose Rocks Beach Partners, L.P. Disclosed balance after: 0 F1 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $45.87 to $46.23. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · ownership.nature: Richard H. Kimball is the General Partner of Goose Rocks Beach Partners, L.P. Mr. Kimball disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 14, 2019 Filed Feb 20, 2019 01:33 UTC | Rapid7, Inc. RPD · Entity 1196 | OtherCommon Stock | 10,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-19-000001 · edgar.xml · nonDerivative · entry 2 McAdam Timothy P · CIK 0001498115 · Director · May be part of a 13(d) group Yuan David · CIK 0001406509 · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 10,600 F3 · kind: Acquisition by the Yuan Family Trust dated 9/22/2006 pursuant to an in kind pro-rata distribution by TCM VII and TCV MF to each of their partners, without consideration. F4 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 14, 2019 Filed Feb 20, 2019 01:33 UTC | Rapid7, Inc. RPD · Entity 1196 | OtherCommon Stock | 10,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-19-000001 · edgar.xml · nonDerivative · entry 1 McAdam Timothy P · CIK 0001498115 · Director · May be part of a 13(d) group Yuan David · CIK 0001406509 · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 18,385 F1 · kind: Acquisition by Timothy P. McAdam pursuant to an in kind pro-rata distribution by TCM VII and TCV MF to each of their partners, without consideration. F2 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| November 15, 2018 Filed Nov 20, 2018 02:03 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 22,500 | $47.82 | $1,075,950.00 |
DisclosureSEC source: 0001498115-18-000012 · edgar.xml · nonDerivative · entry 4 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Marshall Christopher P · CIK 0001440008 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Marshall Carroll 2000 Trust Disclosed balance after: 33,742 F5 · kind: Shares contributed by the reporting person to an exchange fund in return for shares of the exchange fund. The exchange fund closed on November 15, 2018 and the common stock was contributed on that date. The common stock was valued at $47.82 per share, the market closing price for the day prior to the closing date, for purposes of determining the number of shares of the exchange fund issued to the reporting person. F5 · price: Shares contributed by the reporting person to an exchange fund in return for shares of the exchange fund. The exchange fund closed on November 15, 2018 and the common stock was contributed on that date. The common stock was valued at $47.82 per share, the market closing price for the day prior to the closing date, for purposes of determining the number of shares of the exchange fund issued to the reporting person. F4 · ownership.nature: Christopher P. Marshall is a Trustee of the Marshall Carroll 2000 Trust. Mr. Marshall disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 00:02 UTC | Rapid7, Inc. RPD · Entity 1196 | SaleCommon Stock | 1,305 | $38.18 | $49,826.47 |
DisclosureSEC source: 0001498115-18-000011 · edgar.xml · nonDerivative · entry 5 McAdam Timothy P · CIK 0001498115 · Director · May be part of a 13(d) group Yuan David · CIK 0001406509 · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 0 F7 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $38.02 to $38.50. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 00:02 UTC | Rapid7, Inc. RPD · Entity 1196 | SaleCommon Stock | 8,912 | $37.59 | $335,007.43 |
DisclosureSEC source: 0001498115-18-000011 · edgar.xml · nonDerivative · entry 4 McAdam Timothy P · CIK 0001498115 · Director · May be part of a 13(d) group Yuan David · CIK 0001406509 · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 1,305 F6 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $37.05 to $37.9425. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 00:02 UTC | Rapid7, Inc. RPD · Entity 1196 | SaleCommon Stock | 7,773 | $38.14 | $296,428.02 |
DisclosureSEC source: 0001498115-18-000011 · edgar.xml · nonDerivative · entry 3 McAdam Timothy P · CIK 0001498115 · Director · May be part of a 13(d) group Yuan David · CIK 0001406509 · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 7,774 F5 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $38.00 to $38.65. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 10, 2018 Filed Sep 13, 2018 00:02 UTC | Rapid7, Inc. RPD · Entity 1196 | OtherCommon Stock | 10,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000011 · edgar.xml · nonDerivative · entry 2 McAdam Timothy P · CIK 0001498115 · Director · May be part of a 13(d) group Yuan David · CIK 0001406509 · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 10,217 F3 · kind: Acquisition by the Yuan Family Trust dated 9/22/2006 pursuant to an in kind pro-rata distribution by TCM VII and TCV MF to each of their partners, without consideration. F4 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 10, 2018 Filed Sep 13, 2018 00:02 UTC | Rapid7, Inc. RPD · Entity 1196 | OtherCommon Stock | 10,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000011 · edgar.xml · nonDerivative · entry 1 McAdam Timothy P · CIK 0001498115 · Director · May be part of a 13(d) group Yuan David · CIK 0001406509 · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 15,547 F1 · kind: Acquisition by Timothy P. McAdam pursuant to an in kind pro-rata distribution by TCM VII and TCV MF to each of their partners, without consideration. F2 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 01:05 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 17,600 | $56.56 | $995,512.32 |
DisclosureSEC source: 0001498115-18-000010 · edgar.xml · nonDerivative · entry 2 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 10,611 F3 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $56.02 to $56.87. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F1 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 01:05 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 2,500 | $57.29 | $143,225.00 |
DisclosureSEC source: 0001498115-18-000010 · edgar.xml · nonDerivative · entry 7 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 76,823 F9 · price: This number represents a weighted average sales price. The shares were sold at $57.29. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 01:05 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 1,300 | $56.53 | $73,486.27 |
DisclosureSEC source: 0001498115-18-000010 · edgar.xml · nonDerivative · entry 6 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 79,323 F8 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $56.16 to $56.805. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 01:05 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 2,837 | $55.33 | $156,961.00 |
DisclosureSEC source: 0001498115-18-000010 · edgar.xml · nonDerivative · entry 5 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 80,623 F7 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $55.00 to $55.83. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 01:05 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 1,599 | $54.27 | $86,783.01 |
DisclosureSEC source: 0001498115-18-000010 · edgar.xml · nonDerivative · entry 4 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 83,460 F6 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $54.00 to $54.79. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 01:05 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 1,764 | $53.89 | $95,064.25 |
DisclosureSEC source: 0001498115-18-000010 · edgar.xml · nonDerivative · entry 3 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 85,059 F5 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $53.68 to $53.98. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 06, 2018 Filed Sep 11, 2018 01:05 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 2,400 | $56.01 | $134,434.32 |
DisclosureSEC source: 0001498115-18-000010 · edgar.xml · nonDerivative · entry 1 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 28,211 F2 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $56.00 to $56.06. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F1 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 06, 2018 Filed Nov 20, 2018 02:03 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 22,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000012 · edgar.xml · nonDerivative · entry 3 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Marshall Christopher P · CIK 0001440008 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Marshall Carroll 2000 Trust Disclosed balance after: 56,242 F1 · kind: Represents a gift/charitable donation effective 09/06/2018. Not a market transaction thus no price is reported. No value was received in return for the gifted shares. F4 · ownership.nature: Christopher P. Marshall is a Trustee of the Marshall Carroll 2000 Trust. Mr. Marshall disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 06, 2018 Filed Nov 20, 2018 02:03 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 10,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000012 · edgar.xml · nonDerivative · entry 2 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Marshall Christopher P · CIK 0001440008 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 0 F1 · kind: Represents a gift/charitable donation effective 09/06/2018. Not a market transaction thus no price is reported. No value was received in return for the gifted shares. F3 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 06, 2018 Filed Nov 20, 2018 02:03 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000012 · edgar.xml · nonDerivative · entry 1 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Marshall Christopher P · CIK 0001440008 · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 74,823 F1 · kind: Represents a gift/charitable donation effective 09/06/2018. Not a market transaction thus no price is reported. No value was received in return for the gifted shares. F2 · ownership.nature: Shares are held directly by Timothy P. McAdam. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 23:03 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | OtherCommon Stock | 30,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000009 · edgar.xml · nonDerivative · entry 2 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 86,823 F3 · kind: Acquisition by Timothy P. McAdam pursuant to an in kind pro-rata distribution by TCM VII and TCV MF to each of their partners, without consideration. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 23:03 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | OtherCommon Stock | 30,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000009 · edgar.xml · nonDerivative · entry 1 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 30,611 F1 · kind: Acquisition by the Yuan Family Trust dated 9/22/2006 pursuant to an in kind pro-rata distribution by Technology Crossover Management VII, L.P. ("TCM VII") and TCV Member Fund, L.P. ("TCV MF") to each of their partners, without consideration. F2 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 01:19 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 20,407 | $44.36 | $905,256.56 |
DisclosureSEC source: 0001498115-18-000007 · edgar.xml · nonDerivative · entry 3 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Yuan Family Trust dated 9/22/2006 Disclosed balance after: 0 F5 · price: This number represents a weighted average sales price. The shares were sold at prices ranging from $43.90 to $44.585. The Reporting Person hereby undertakes to provide upon request by the Staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · ownership.nature: David L. Yuan is a Trustee of the Yuan Family Trust dated 9/22/2006. Mr. Yuan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 11, 2018 Filed Jun 14, 2018 01:19 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | OtherCommon Stock | 20,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001498115-18-000007 · edgar.xml · nonDerivative · entry 2 McAdam Timothy P · CIK 0001498115 · Director · 10% owner · May be part of a 13(d) group Yuan David · CIK 0001406509 · 10% owner · May be part of a 13(d) group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Timothy P. McAdam Disclosed balance after: 56,181 F3 · kind: Acquisition by Timothy P. McAdam pursuant to an in kind pro-rata distribution by TCM VII and TCV MF to each of their partners, without consideration. F4 · ownership.nature: Shares held directly by Timothy P. McAdam. 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.