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person · Reporting owner

SINGH RAJEEV

Disclosed activity across 6 companies

Tapewire entity
80964
SEC CIK
0001219071

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Rigetti Computing, Inc.SNII · Entity 3912DirectorMarch 01, 2021March 01, 2021
Supernova Partners Acquisition Co III, Ltd.STRE · Entity 139575DirectorMarch 22, 2014March 22, 2021

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.

Rigetti Computing, Inc.

Report date March 01, 2021 · Filed March 01, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table I · non-derivativeDirect34,500 Reported balance Holding disclosure · report date 2021-03-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 34,500

Supernova Partners Acquisition Co III, Ltd.

Report date March 22, 2014 · Filed March 22, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00DirectNot disclosed Reported balance Holding disclosure · report date 2014-03-22 · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · Balance Not disclosed

F1: The Class B common stock will automatically convert into shares of Class A common stock at the at the time of our initial business combination or earlier at the option of the holders thereof, on a one-for-one basis, subject to adjustment.

Filing footnotes · ownership attribution and instrument terms

F1: The Class B common stock will automatically convert into shares of Class A common stock at the at the time of our initial business combination or earlier at the option of the holders thereof, on a one-for-one basis, subject to adjustment.

Past disclosures · reporting ended (4)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

AVALARA, INC.

Report date October 19, 2022 · Filed October 19, 2022

Section 16 reporting ended · disclosed 2022-10-19. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-10-19 transaction · row 1
1 source row

Row 1 · 2022-10-19 · Disposition to issuer · Disposed 15,629 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc., and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.67 · Expires 2029-06-19Direct0 Reported balance After 2022-10-19 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2022-10-19 · Disposition to issuer · Disposed 2,459 · Balance 0

F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc., and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.

F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.

Accolade, Inc.

Report date April 08, 2025 · Filed April 08, 2025

Section 16 reporting ended · disclosed 2025-04-08. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2025-04-08 transaction · row 1
1 source row

Row 1 · 2025-04-08 · Disposition to issuer · Disposed 831,955 · Balance 0

F1: Reflects disposition of the Issuer's equity securities upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration").

Common StockSEC Table I · non-derivativeIndirectBy Avanti Holdings, LLC0 Reported balance After 2025-04-08 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2025-04-08 · Disposition to issuer · Disposed 651,619 · Balance 0

F1: Reflects disposition of the Issuer's equity securities upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration").

F2: The Reporting Person is a partner of Avanti Holdings, LLC and has voting and investment power with respect to the securities held by Avanti Holdings, LLC.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect136,293 Reported balance After 2025-04-08 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-04-08 · Grant · Acquired 136,293 · Balance 136,293

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect175,000 Reported balance After 2025-04-08 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2025-04-08 · Grant · Acquired 175,000 · Balance 175,000

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-04-08 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2025-04-08 · Disposition to issuer · Disposed 2,799 · Balance 0

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.

F5: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-04-08 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2025-04-08 · Disposition to issuer · Disposed 4,951 · Balance 0

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.

F7: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-04-08 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2025-04-08 · Disposition to issuer · Disposed 53,004 · Balance 0

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.

F8: The Reporting Person was granted restricted stock units on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "June 2023 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2023 Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2023 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-04-08 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2025-04-08 · Disposition to issuer · Disposed 175,000 · Balance 0

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.

F9: The Reporting Person was granted RSUs with a grant date of June 1, 2024 (the "June 2024 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2024 Vesting Commencement Date (or June 1, 2025), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2024 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-04-08 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2025-04-08 · Disposition to issuer · Disposed 136,293 · Balance 0

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.

F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2025-04-08 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2025-04-08 · Disposition to issuer · Disposed 175,000 · Balance 0

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.

F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.20 · Expires 2025-10-30Direct0 Reported balance After 2025-04-08 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2025-04-08 · Disposition to issuer · Disposed 904,809 · Balance 0

F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes.

F10: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.50 · Expires 2027-07-25Direct0 Reported balance After 2025-04-08 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2025-04-08 · Disposition to issuer · Disposed 18,125 · Balance 0

F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes.

F12: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of July 26, 2017 (the "July 2017 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the July 2017 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the July 2017 Vesting Commencement Date.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.70 · Expires 2028-05-02Direct0 Reported balance After 2025-04-08 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · 2025-04-08 · Disposition to issuer · Disposed 12,500 · Balance 0

F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes.

F13: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of April 1, 2018 (the "April 2018 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the April 2018 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the April 2018 Vesting Commencement Date.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.60 · Expires 2029-06-24Direct0 Reported balance After 2025-04-08 transaction · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · 2025-04-08 · Disposition to issuer · Disposed 504,469 · Balance 0

F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration.

F14: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 25, 2019 (the "June 2019 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2019 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2019 Vesting Commencement Date.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.50 · Expires 2030-06-16Direct0 Reported balance After 2025-04-08 transaction · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 15 · 2025-04-08 · Disposition to issuer · Disposed 150,000 · Balance 0

F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration.

F16: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 1, 2020 (the "2020 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the 2020 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the 2020 Vesting Commencement Date.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.50 · Expires 2030-06-16Direct0 Reported balance After 2025-04-08 transaction · row 16 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 16 · 2025-04-08 · Disposition to issuer · Disposed 17,846 · Balance 0

F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration.

F17: The shares subject to the option are fully vested.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.38 · Expires 2031-06-15Direct0 Reported balance After 2025-04-08 transaction · row 17 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 17 · 2025-04-08 · Disposition to issuer · Disposed 89,552 · Balance 0

F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration.

F18: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June Vesting Commencement Date.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.03 · Expires 2032-06-28Direct0 Reported balance After 2025-04-08 transaction · row 18 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 18 · 2025-04-08 · Disposition to issuer · Disposed 120,600 · Balance 0

F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration.

F19: The shares subject to this option shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 Vesting Commencement Date.

Filing footnotes · ownership attribution and instrument terms

F1: Reflects disposition of the Issuer's equity securities upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration").

F2: The Reporting Person is a partner of Avanti Holdings, LLC and has voting and investment power with respect to the securities held by Avanti Holdings, LLC.

F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.

F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer.

F5: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.

F7: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date.

F8: The Reporting Person was granted restricted stock units on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "June 2023 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2023 Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2023 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

F9: The Reporting Person was granted RSUs with a grant date of June 1, 2024 (the "June 2024 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2024 Vesting Commencement Date (or June 1, 2025), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2024 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

F10: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date.

F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes.

F12: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of July 26, 2017 (the "July 2017 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the July 2017 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the July 2017 Vesting Commencement Date.

F13: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of April 1, 2018 (the "April 2018 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the April 2018 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the April 2018 Vesting Commencement Date.

F14: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 25, 2019 (the "June 2019 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2019 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2019 Vesting Commencement Date.

F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration.

F16: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 1, 2020 (the "2020 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the 2020 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the 2020 Vesting Commencement Date.

F17: The shares subject to the option are fully vested.

F18: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June Vesting Commencement Date.

F19: The shares subject to this option shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 Vesting Commencement Date.

Apptio Inc

Report date January 10, 2019 · Filed January 11, 2019

Section 16 reporting ended · disclosed 2019-01-11. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2019-01-10 transaction · row 1
1 source row

Row 1 · 2019-01-10 · Disposition to issuer · Disposed 13,337 · Balance 0

F1: Includes 4,652 RSUs that represent contingent rights to receive 4,652 shares of Issuer's Class A Common stock upon settlement and which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share.

F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05Direct0 Reported balance After 2019-01-10 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2019-01-10 · Disposition to issuer · Disposed 30,000 · Balance 0

F3: Includes 7,545 options, which vested solely as a result of the consummation of the merger agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.

F4: Includes 22,455 vested options were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.

F5: 1/3rd of the shares subject to the option became vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase.

Filing footnotes · ownership attribution and instrument terms

F1: Includes 4,652 RSUs that represent contingent rights to receive 4,652 shares of Issuer's Class A Common stock upon settlement and which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share.

F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share.

F3: Includes 7,545 options, which vested solely as a result of the consummation of the merger agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.

F4: Includes 22,455 vested options were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.

F5: 1/3rd of the shares subject to the option became vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase.

Offerpad Solutions Inc.

Report date September 01, 2021 · Filed September 03, 2021

Section 16 reporting ended · disclosed 2021-09-03. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect40,250 Reported balance After 2021-09-01 transaction · row 1
1 source row

Row 1 · 2021-09-01 · Exercise / conversion · Acquired 40,250 · Balance 40,250

F1: On September 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of March 17, 2021, by and among the Issuer, Orchids Merger Sub LLC ("Merger Sub") and OfferPad, Inc. ("Old Offerpad"), Merger Sub merged with and into Old Offerpad with Old Offerpad surviving as a wholly owned subsidiary of Supernova Partners Acquisition Company, Inc., who changed its name to Offerpad Solutions, Inc. (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of Class B common stock was automatically converted on a one-for one basis into shares of Class A common stock of the Issuer. The Class B common stock was not subject to vesting and did not have an expiration date.

Class B Common StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2021-09-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2021-09-01 · Exercise / conversion · Disposed 40,250 · Balance 0

F1: On September 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of March 17, 2021, by and among the Issuer, Orchids Merger Sub LLC ("Merger Sub") and OfferPad, Inc. ("Old Offerpad"), Merger Sub merged with and into Old Offerpad with Old Offerpad surviving as a wholly owned subsidiary of Supernova Partners Acquisition Company, Inc., who changed its name to Offerpad Solutions, Inc. (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of Class B common stock was automatically converted on a one-for one basis into shares of Class A common stock of the Issuer. The Class B common stock was not subject to vesting and did not have an expiration date.

Filing footnotes · ownership attribution and instrument terms

F1: On September 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of March 17, 2021, by and among the Issuer, Orchids Merger Sub LLC ("Merger Sub") and OfferPad, Inc. ("Old Offerpad"), Merger Sub merged with and into Old Offerpad with Old Offerpad surviving as a wholly owned subsidiary of Supernova Partners Acquisition Company, Inc., who changed its name to Offerpad Solutions, Inc. (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of Class B common stock was automatically converted on a one-for one basis into shares of Class A common stock of the Issuer. The Class B common stock was not subject to vesting and did not have an expiration date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 25, 2023 Filed May 26, 2023 10:52 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 4,038 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-016930 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 570,749

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: Shares issued in settlement of the vesting of performance restricted stock units ("PRSUs") granted to the Reporting Person. Each PRSU converted into one share of the Issuer's common stock. The vesting and distribution of the PRSUs will occur in five (5) roughly equal installments commencing on May 19, 2023 with a total of 20,194 shares vesting.

Read SEC document
May 25, 2023 Filed May 26, 2023 10:52 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 1,533 $11.23 $17,217.12
Disclosure

SEC source: 0001127602-23-016930 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 566,711

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of PRSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
May 25, 2023 Filed May 30, 2023 13:33 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 4,039 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-017002 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 570,750

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: Shares issued in settlement of the vesting of performance restricted stock units ("PRSUs") granted to the Reporting Person. Each PRSU converted into one share of the Issuer's common stock. The vesting and distribution of the PRSUs will occur in five (5) roughly equal installments commencing on May 19, 2023 with a total of 20,194 shares vesting.

Read SEC document
May 24, 2023 Filed May 25, 2023 13:30 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 4,039 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-016793 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 565,661

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: Shares issued in settlement of the vesting of performance restricted stock units ("PRSUs") granted to the Reporting Person. Each PRSU converted into one share of the Issuer's common stock. The vesting and distribution of the PRSUs will occur in five (5) roughly equal installments commencing on May 19, 2023 with a total of 20,194 shares vesting.

Read SEC document
May 24, 2023 Filed May 25, 2023 13:30 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 1,456 $11.82 $17,207.01
Disclosure

SEC source: 0001127602-23-016793 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 564,205

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of PRSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
May 23, 2023 Filed May 24, 2023 12:19 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 1,553 $11.08 $17,210.35
Disclosure

SEC source: 0001127602-23-016686 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 561,622

F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of PRSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
May 23, 2023 Filed May 24, 2023 12:19 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 4,039 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-016686 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 563,175

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.

F2 · price: Shares issued in settlement of the vesting of performance restricted stock units ("PRSUs") granted to the Reporting Person. Each PRSU converted into one share of the Issuer's common stock. The vesting and distribution of the PRSUs will occur in five (5) roughly equal installments commencing on May 19, 2023 with a total of 20,194 shares vesting.

Read SEC document
May 22, 2023 Filed May 23, 2023 10:30 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 1,578 $10.90 $17,202.41
Disclosure

SEC source: 0001127602-23-016548 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 559,136

F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of PRSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
May 19, 2023 Filed May 23, 2023 10:30 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 4,039 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-016548 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 560,714

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.

F2 · price: Shares issued in settlement of the vesting of performance restricted stock units ("PRSUs") granted to the Reporting Person. Each PRSU converted into one share of the Issuer's common stock. The vesting and distribution of the PRSUs will occur in five (5) roughly equal installments commencing on May 19, 2023 with a total of 20,194 shares vesting.

Read SEC document
May 17, 2023 Filed May 18, 2023 16:42 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 230 $10.47 $2,408.10
Disclosure

SEC source: 0001127602-23-016161 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,573

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
May 17, 2023 Filed May 19, 2023 11:45 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionStock Option (Right to Buy) · Derivative 372,571 $0.00 Strike: $4.20 $0.00
Disclosure

SEC source: 0001127602-23-016237 · form4.xml · derivative · entry 5

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,179,809

Underlying: Common Stock · 372,571 shares

Expires 2025-10-30

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_date: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date.

Read SEC document
May 17, 2023 Filed May 19, 2023 11:45 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionStock Option (Right to Buy) · Derivative 27,531 $0.00 Strike: $9.60 $0.00
Disclosure

SEC source: 0001127602-23-016237 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 504,469

Underlying: Common Stock · 27,531 shares

Expires 2029-06-24

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

F2 · derivative.exercise_date: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 25, 2019 (the "June 2019 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2019 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2019 Vesting Commencement Date.

Read SEC document
May 17, 2023 Filed May 19, 2023 11:45 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 372,571 $4.20 $1,564,798.20
Disclosure

SEC source: 0001127602-23-016237 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 556,675

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

Read SEC document
May 17, 2023 Filed May 19, 2023 11:45 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 27,531 $9.60 $264,297.60
Disclosure

SEC source: 0001127602-23-016237 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,104

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

Read SEC document
May 16, 2023 Filed May 18, 2023 16:42 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-016161 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,321

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
May 16, 2023 Filed May 18, 2023 16:42 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-016161 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,803

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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock.

Read SEC document
April 18, 2023 Filed Apr 19, 2023 09:20 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 220 $14.58 $3,207.95
Disclosure

SEC source: 0001127602-23-013179 · form4.xml · nonDerivative · entry 3

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,870

F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
April 17, 2023 Filed Apr 19, 2023 09:20 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-013179 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,254

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
April 17, 2023 Filed Apr 19, 2023 09:20 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-013179 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,090

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.

F2 · price: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
March 17, 2023 Filed Mar 20, 2023 16:16 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 292 $11.93 $3,484.35
Disclosure

SEC source: 0001481646-23-000007 · primary_doc.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,157

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
March 16, 2023 Filed Mar 20, 2023 16:16 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001481646-23-000007 · primary_doc.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,187

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
March 16, 2023 Filed Mar 20, 2023 16:16 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001481646-23-000007 · primary_doc.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,449

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 Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
February 17, 2023 Filed Feb 21, 2023 10:35 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 282 $11.95 $3,368.88
Disclosure

SEC source: 0001127602-23-006122 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,516

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
February 16, 2023 Filed Feb 21, 2023 10:35 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-006122 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,120

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
February 16, 2023 Filed Feb 21, 2023 10:35 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-006122 · form4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,798

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

F1 · price: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
January 18, 2023 Filed Jan 19, 2023 09:06 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 276 $9.96 $2,749.90
Disclosure

SEC source: 0001127602-23-001721 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,865

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
January 17, 2023 Filed Jan 19, 2023 09:06 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 932 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-001721 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,053

Underlying: Common Stock · 932 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
January 17, 2023 Filed Jan 19, 2023 09:06 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 932 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-23-001721 · form4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,141

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 Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
December 19, 2022 Filed Dec 20, 2022 09:49 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 230 $8.43 $1,938.67
Disclosure

SEC source: 0001127602-22-027935 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,209

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
December 16, 2022 Filed Dec 20, 2022 09:49 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-027935 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,985

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
December 16, 2022 Filed Dec 20, 2022 09:49 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-027935 · form4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,439

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 Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
November 17, 2022 Filed Nov 18, 2022 09:44 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 239 $8.59 $2,052.53
Disclosure

SEC source: 0001127602-22-026002 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,506

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
November 16, 2022 Filed Nov 18, 2022 09:44 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-026002 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,918

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
November 16, 2022 Filed Nov 18, 2022 09:44 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-026002 · form4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,745

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 Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
October 19, 2022 Filed Oct 19, 2022 17:33 UTC AVALARA, INC. AVLR · Entity 123010 Disposition to issuerStock Option (right to buy) · Derivative 2,459 $20.83 Strike: $72.67 $51,220.97
Disclosure

SEC source: 0001209191-22-054103 · doc4.xml · derivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,459 shares

Expires 2029-06-19

F2 · kind: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.

F2 · price: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.

Read SEC document
October 19, 2022 Filed Oct 19, 2022 17:33 UTC AVALARA, INC. AVLR · Entity 123010 Disposition to issuerCommon Stock 15,629 $93.50 $1,461,311.50
Disclosure

SEC source: 0001209191-22-054103 · doc4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc., and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.

F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc., and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.

F1 · price: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc., and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.

Read SEC document
October 17, 2022 Filed Oct 18, 2022 10:56 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 216 $11.03 $2,382.50
Disclosure

SEC source: 0001127602-22-024005 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,812

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
October 14, 2022 Filed Oct 18, 2022 10:56 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-024005 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,851

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
October 14, 2022 Filed Oct 18, 2022 10:56 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-024005 · form4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,028

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 Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
September 19, 2022 Filed Sep 20, 2022 11:47 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 232 $12.27 $2,846.85
Disclosure

SEC source: 0001127602-22-022742 · form4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,095

F1 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
September 16, 2022 Filed Sep 20, 2022 11:47 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-022742 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,784

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

Read SEC document
September 16, 2022 Filed Sep 20, 2022 11:47 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-022742 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,327

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.

F2 · price: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
August 17, 2022 Filed Aug 18, 2022 15:32 UTC Amendment Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 236 $12.19 $2,877.64
Disclosure

SEC source: 0001127602-22-021300 · form4a.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,394

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
August 17, 2022 Filed Aug 18, 2022 14:39 UTC Accolade, Inc. ACCD · Entity 80959 SaleCommon Stock 236 $12.19 $2,877.64
Disclosure

SEC source: 0001127602-22-021289 · form4.xml · nonDerivative · entry 2

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,394

F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

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August 16, 2022 Filed Aug 18, 2022 15:32 UTC Amendment Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-021300 · form4a.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,717

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F6 · balance_after: The original Form 4, filed on August 18, 2022, is being amended by this Form 4/A solely to correct an administrative error, which reflected an incorrect balance in Table II, Box 9, for the subject Restricted Stock Units. This Form 4/A corrects such balance in Table II, Box 9.

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August 16, 2022 Filed Aug 18, 2022 15:32 UTC Amendment Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-021300 · form4a.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,630

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 Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

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August 16, 2022 Filed Aug 18, 2022 14:39 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionRestricted Stock Units · Derivative 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-021289 · form4.xml · derivative · entry 4

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,315

Underlying: Common Stock · 933 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: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.

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August 16, 2022 Filed Aug 18, 2022 14:39 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionCommon Stock 933 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-22-021289 · form4.xml · nonDerivative · entry 1

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,630

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 Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 16, 2022, and additional RSUs will vest monthly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.

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August 02, 2022 Filed Aug 3, 2022 13:12 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionStock Option (Right to Buy) · Derivative 47,620 $0.00 Strike: $4.20 $0.00
Disclosure

SEC source: 0001127602-22-020329 · form4.xml · derivative · entry 8

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,552,380

Underlying: Common Stock · 47,620 shares

Expires 2025-10-30

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_date: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date.

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August 02, 2022 Filed Aug 3, 2022 13:12 UTC Accolade, Inc. ACCD · Entity 80959 Exercise / conversionStock Option (Right to Buy) · Derivative 11,875 $0.00 Strike: $4.50 $0.00
Disclosure

SEC source: 0001127602-22-020329 · form4.xml · derivative · entry 7

SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,125

Underlying: Common Stock · 11,875 shares

Expires 2027-07-26

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

F4 · derivative.exercise_date: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of July 26, 2017 (the "July 2017 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the July 2017 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the July 2017 Vesting Commencement Date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.