person · Reporting owner

SINGH RAJEEV

Disclosed activity across 6 companies

Tapewire entity: 80964
SEC CIK: 0001219071

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Rigetti Computing, Inc.SNII · Entity 3912	Director	March 01, 2021	March 01, 2021
Supernova Partners Acquisition Co III, Ltd.STRE · Entity 139575	Director	March 22, 2014	March 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 / award	Ownership account	Disclosed shares / units	Disclosure context
Class B Common StockSEC Table I · non-derivative	Direct	34,500	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	Not 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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	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 2029-06-19	Direct	0	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	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-derivative	IndirectBy Avanti Holdings, LLC	0	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 security	Direct	136,293	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 security	Direct	175,000	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 security	Direct	0	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 security	Direct	0	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 security	Direct	0	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 security	Direct	0	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 security	Direct	0	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 security	Direct	0	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 2025-10-30	Direct	0	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 2027-07-25	Direct	0	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 2028-05-02	Direct	0	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 2029-06-24	Direct	0	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 2030-06-16	Direct	0	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 2030-06-16	Direct	0	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 2031-06-15	Direct	0	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 2032-06-28	Direct	0	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2019-01-10 transaction · row 1 1 source 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 2025-11-05	Direct	0	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	40,250	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 security	Direct	0	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

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
August 02, 2022 Filed Aug 3, 2022 13:12 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionStock Option (Right to Buy) · Derivative	17,500	$0.00 Strike: $4.70	$0.00	Disclosure SEC source: 0001127602-22-020329 · form4.xml · derivative · entry 6 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 17,500 shares Expires 2028-05-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 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. Read SEC document
August 02, 2022 Filed Aug 3, 2022 13:12 UTC	Accolade, Inc. ACCD · Entity 80959	PurchaseCommon Stock	17,500	$10.09	$176,529.50	Disclosure SEC source: 0001127602-22-020329 · form4.xml · nonDerivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,697 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $9.9600 to $10.1500, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document
August 02, 2022 Filed Aug 3, 2022 13:12 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	17,500	$4.70	$82,250.00	Disclosure SEC source: 0001127602-22-020329 · form4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,197 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 02, 2022 Filed Aug 3, 2022 13:12 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	11,875	$4.50	$53,437.50	Disclosure SEC source: 0001127602-22-020329 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,697 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 02, 2022 Filed Aug 3, 2022 13:12 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	47,620	$4.20	$200,004.00	Disclosure SEC source: 0001127602-22-020329 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,822 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 02, 2022 Filed Aug 4, 2022 15:51 UTC Amendment	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionStock Option (Right to Buy) · Derivative	17,500	$0.00 Strike: $4.70	$0.00	Disclosure SEC source: 0001127602-22-020466 · form4a.xml · derivative · entry 8 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 17,500 shares Expires 2028-05-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · 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 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. Read SEC document
August 02, 2022 Filed Aug 4, 2022 15:51 UTC Amendment	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionStock Option (Right to Buy) · Derivative	11,875	$0.00 Strike: $4.50	$0.00	Disclosure SEC source: 0001127602-22-020466 · form4a.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. 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 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. Read SEC document
August 02, 2022 Filed Aug 4, 2022 15:51 UTC Amendment	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionStock Option (Right to Buy) · Derivative	47,620	$0.00 Strike: $4.20	$0.00	Disclosure SEC source: 0001127602-22-020466 · form4a.xml · derivative · entry 6 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. 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 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
August 02, 2022 Filed Aug 4, 2022 15:51 UTC Amendment	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	11,875	$4.50	$53,437.50	Disclosure SEC source: 0001127602-22-020466 · form4a.xml · nonDerivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,697 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 02, 2022 Filed Aug 4, 2022 15:51 UTC Amendment	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	47,620	$4.20	$200,004.00	Disclosure SEC source: 0001127602-22-020466 · form4a.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,822 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 02, 2022 Filed Aug 4, 2022 15:51 UTC Amendment	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	17,500	$4.70	$82,250.00	Disclosure SEC source: 0001127602-22-020466 · form4a.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,197 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 02, 2022 Filed Aug 4, 2022 15:51 UTC Amendment	Accolade, Inc. ACCD · Entity 80959	PurchaseCommon Stock	17,500	$10.09	$176,529.50	Disclosure SEC source: 0001127602-22-020466 · form4a.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,697 F1 · kind: The original Form 4, filed on August 3, 2022, is being amended by this Form 4/A solely to correct a typographical error, which in footnote 1 of the original Form 4 referred to "sale" prices when in fact the Reporting Person made stock purchases. This has been corrected in footnote 2 below in this Form 4/A reporting the price range for the purchases reflected herein. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices within the range of $9.9600 to $10.1500, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document
July 18, 2022 Filed Jul 19, 2022 09:20 UTC	Accolade, Inc. ACCD · Entity 80959	SaleCommon Stock	222	$9.49	$2,106.65	Disclosure SEC source: 0001127602-22-019427 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,202 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
July 16, 2022 Filed Jul 19, 2022 09:20 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionRestricted Stock Units · Derivative	932	$0.00	$0.00	Disclosure SEC source: 0001127602-22-019427 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,650 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. 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
July 16, 2022 Filed Jul 19, 2022 09:20 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	932	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-22-019427 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,424 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 · shares: 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. 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
June 29, 2022 Filed Jul 1, 2022 14:23 UTC	Accolade, Inc. ACCD · Entity 80959	GrantRestricted Stock Units · Derivative	59,400	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-22-018407 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,400 Underlying: Common Stock · 59,400 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: 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. F4 · derivative.expiration_date: 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. Read SEC document
June 29, 2022 Filed Jul 1, 2022 14:23 UTC	Accolade, Inc. ACCD · Entity 80959	GrantStock Option (Right to Buy) · Derivative	120,600	$8.03 Strike: $8.03	$968,418.00	Disclosure SEC source: 0001127602-22-018407 · form4.xml · derivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,600 Underlying: Common Stock · 120,600 shares Expires 2032-06-28 F2 · derivative.exercise_date: 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. Read SEC document
June 17, 2022 Filed Jun 21, 2022 12:00 UTC	Accolade, Inc. ACCD · Entity 80959	SaleCommon Stock	2,602	$5.66	$14,726.54	Disclosure SEC source: 0001127602-22-017866 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,492 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
June 16, 2022 Filed Jun 21, 2022 12:00 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionRestricted Stock Units · Derivative	11,194	$0.00	$0.00	Disclosure SEC source: 0001127602-22-017866 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,582 Underlying: Common Stock · 11,194 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. 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
June 16, 2022 Filed Jun 21, 2022 12:00 UTC	Accolade, Inc. ACCD · Entity 80959	Exercise / conversionCommon Stock	11,194	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-22-017866 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,094 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 · shares: 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. 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
June 08, 2022 Filed Jun 9, 2022 19:43 UTC	AVALARA, INC. AVLR · Entity 123010	GrantCommon Stock	2,254	$0.00	$0.00	Disclosure SEC source: 0001209191-22-035640 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,629 Read SEC document
September 01, 2021 Filed Sep 3, 2021 18:37 UTC	Offerpad Solutions Inc. OPAD · Entity 7642	Exercise / conversionClass B Common Stock · Derivative	40,250	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-035200 · doc4.xml · derivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40,250 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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. F1 · price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document
September 01, 2021 Filed Sep 3, 2021 18:37 UTC	Offerpad Solutions Inc. OPAD · Entity 7642	Exercise / conversionClass A Common Stock	40,250	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-035200 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,250 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: 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. Read SEC document
July 28, 2021 Filed Jul 28, 2021 16:24 UTC	AVALARA, INC. AVLR · Entity 123010	SaleCommon Stock	5,910	$170.00	$1,004,700.00	Disclosure SEC source: 0001209191-21-048427 · doc4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,375 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 24, 2021. Read SEC document
July 27, 2021 Filed Jul 28, 2021 16:24 UTC	AVALARA, INC. AVLR · Entity 123010	SaleCommon Stock	3,390	$170.00	$576,300.00	Disclosure SEC source: 0001209191-21-048427 · doc4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,285 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 24, 2021. Read SEC document
July 26, 2021 Filed Jul 28, 2021 16:24 UTC	AVALARA, INC. AVLR · Entity 123010	SaleCommon Stock	700	$170.02	$119,014.00	Disclosure SEC source: 0001209191-21-048427 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,675 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 24, 2021. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.00 to $170.065, inclusive. Upon request by the Issuer, any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document
June 16, 2021 Filed Jun 21, 2021 16:11 UTC	Accolade, Inc. ACCD · Entity 80959	GrantStock Option (Right to Buy) · Derivative	89,552	$53.38 Strike: $53.38	$4,780,285.76	Disclosure SEC source: 0001127602-21-020376 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,552 Underlying: Common Stock · 89,552 shares Expires 2031-06-15 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 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. Read SEC document
June 16, 2021 Filed Jun 21, 2021 16:11 UTC	Accolade, Inc. ACCD · Entity 80959	GrantRestricted Stock Units · Derivative	44,776	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-020376 · form4.xml · derivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,776 Underlying: Common Stock · 44,776 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · 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. F3 · 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
June 03, 2021 Filed Jun 7, 2021 17:00 UTC	AVALARA, INC. AVLR · Entity 123010	GrantCommon Stock	1,591	$0.00	$0.00	Disclosure SEC source: 0001209191-21-038668 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,375 Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	OtherWarrant (Right To Buy) · Derivative	4,383	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · derivative · entry 12 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Avanti Holdings, LLC Disclosed balance after: 0 Underlying: Common Stock · 4,383 shares Expires 2028-07-31 F6 · derivative.exercise_date: The shares subject to this warrant were fully vested prior to exercise. F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	OtherWarrant (Right To Buy) · Derivative	20,320	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · derivative · entry 11 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Avanti Holdings, LLC Disclosed balance after: 0 Underlying: Common Stock · 20,320 shares Expires 2028-03-16 F6 · derivative.exercise_date: The shares subject to this warrant were fully vested prior to exercise. F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	OtherWarrant (Right To Buy) · Derivative	6,649	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · derivative · entry 10 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Avanti Holdings, LLC Disclosed balance after: 0 Underlying: Common Stock · 6,649 shares Expires 2026-07-26 F6 · derivative.exercise_date: The shares subject to this warrant were fully vested prior to exercise. F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	ConversionSeries E Preferred Stock · Derivative	297,544	$0.00	$0.00	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · derivative · entry 9 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 0 Underlying: Common Stock · 620,270 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series E Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:2.08463409090909 basis immediately upon closing of the Issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: The Series E Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:2.08463409090909 basis immediately upon closing of the Issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: The Series E Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:2.08463409090909 basis immediately upon closing of the Issuer's initial public offering and had no expiration date. F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	SaleCommon Stock	1	$22.00	$22.00	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · nonDerivative · entry 7 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 651,619 F5 · kind: Upon closing of the Issuer's initial public offering, Avanti Holdings, LLC exercised a warrant to purchase 4,383 shares of the Issuer's Common Stock at an exercise price per share of $0.0005. Avanti Holdings, LLC paid the exercise price on a cashless basis, resulting in the Issuer withholding 1 share subject to the warrant in order to pay the exercise price and issuing to Avanti Holdings, LLC the remaining 4,382 shares of Common Stock. F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	OtherCommon Stock	4,383	$0.00	$2.19	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · nonDerivative · entry 6 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 651,620 F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	SaleCommon Stock	1	$22.00	$22.00	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · nonDerivative · entry 5 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 647,237 F4 · kind: Upon closing of the Issuer's initial public offering, Avanti Holdings, LLC exercised a warrant to purchase 20,320 shares of the Issuer's Common Stock at an exercise price per share of $0.0005. Avanti Holdings, LLC paid the exercise price on a cashless basis, resulting in the Issuer withholding 1 share subject to the warrant in order to pay the exercise price and issuing to Avanti Holdings, LLC the remaining 20,319 shares of Common Stock. F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	OtherCommon Stock	20,320	$0.00	$10.16	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · nonDerivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 647,238 F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	SaleCommon Stock	1	$22.00	$22.00	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 626,918 F3 · kind: Upon closing of the Issuer's initial public offering, Avanti Holdings, LLC exercised a warrant to purchase 6,649 shares of the Issuer's Common Stock at an exercise price per share of $0.0005. Avanti Holdings, LLC paid the exercise price on a cashless basis, resulting in the Issuer withholding 1 share subject to the warrant in order to pay the exercise price and issuing to Avanti Holdings, LLC the remaining 6,648 shares of Common Stock. F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	OtherCommon Stock	6,649	$0.00	$3.32	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 626,919 F2 · ownership.nature: 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. Read SEC document
July 07, 2020 Filed Jul 8, 2020 17:33 UTC	Accolade, Inc. ACCD · Entity 80959	ConversionCommon Stock	620,270	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-20-041789 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Avanti Holdings, LLC Disclosed balance after: 620,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series E Preferred Stock automatically converted into shares of Common Stock of the Issuer on a 1:2.08463409090909 basis immediately upon closing of the Issuer's initial public offering and had no expiration date. F2 · ownership.nature: 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. Read SEC document
June 11, 2020 Filed Jun 15, 2020 17:48 UTC	AVALARA, INC. AVLR · Entity 123010	GrantStock Option (right to buy) · Derivative	1,927	$0.00 Strike: $99.65	$0.00	Disclosure SEC source: 0001209191-20-036715 · doc4.xml · derivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,927 Underlying: Common Stock · 1,927 shares Expires 2030-06-11 F1 · derivative.exercise_date: The option vests and becomes exercisable in full on the earlier to occur of June 11, 2021, or the date immediately prior to the date of the 2021 annual meeting of the Issuer's shareholders. Read SEC document
June 11, 2020 Filed Jun 15, 2020 17:48 UTC	AVALARA, INC. AVLR · Entity 123010	GrantCommon Stock	752	$0.00	$0.00	Disclosure SEC source: 0001209191-20-036715 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,784 Read SEC document
June 19, 2019 Filed Jun 21, 2019 17:02 UTC	AVALARA, INC. AVLR · Entity 123010	GrantStock Option (right to buy) · Derivative	2,459	$0.00 Strike: $72.67	$0.00	Disclosure SEC source: 0001209191-19-038521 · doc4.xml · derivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,459 Underlying: Common Stock · 2,459 shares Expires 2029-06-19 F1 · derivative.exercise_date: The option will vest and become exercisable upon the earlier of (a) the one-year anniversary of the grant date or (b) the day prior to the Company's next annual meeting occurring after the grant date. Read SEC document
June 19, 2019 Filed Jun 21, 2019 17:02 UTC	AVALARA, INC. AVLR · Entity 123010	GrantCommon Stock	1,032	$0.00	$0.00	Disclosure SEC source: 0001209191-19-038521 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,032 Read SEC document
January 10, 2019 Filed Jan 11, 2019 21:37 UTC	Apptio Inc APTI · Entity 161106	Disposition to issuerStock Option (right to buy) · Derivative	30,000	Not disclosed Strike: $14.31	Not disclosed	Disclosure SEC source: 0000899243-19-001089 · doc4.xml · derivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2025-11-05 F3 · shares: 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 · shares: 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. F3 · price: 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 · price: 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 · derivative.exercise_date: 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. F3 · derivative.underlying_shares: 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 · derivative.underlying_shares: 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. Read SEC document
January 10, 2019 Filed Jan 11, 2019 21:37 UTC	Apptio Inc APTI · Entity 161106	Disposition to issuerClass A Common Stock	13,337	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-19-001089 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: 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 · price: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. Read SEC document
May 30, 2018 Filed Jun 1, 2018 18:19 UTC	Apptio Inc APTI · Entity 161106	GrantClass A Common Stock	4,649	$0.00	$0.00	Disclosure SEC source: 0001209191-18-034836 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,334 F1 · shares: The RSU Award was automatically granted on May 30, 2018 pursuant to the Issuer's Outside Director Compensation Policy that was approved and adopted by the Issuer's Board of Directors on September 1, 2016 and 100% of the RSUs will vest on the earlier of the one year anniversary of the grant date and the date of the next annual meeting of the Issuer, provided that the Reporting Person continues to serve on the Issuer's Board of Directors through the date of vesting. F2 · shares: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F3 · balance_after: Includes 4,649 RSUs that represent contingent rights to receive 4,649 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document
May 10, 2018 Filed May 14, 2018 21:18 UTC	Apptio Inc APTI · Entity 161106	OtherStock Option (right to buy) · Derivative	30,000	$0.00 Strike: $14.31	$0.00	Disclosure SEC source: 0000899243-18-012808 · doc4.xml · derivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2025-11-05 F1 · kind: The Company's Class B Common Stock automatically converted to Class A Common Stock on May 10, 2018, which is the date the Class B Common Stock ceased to represent at least 25% of the Issuer's outstanding common stock, as established in the Issuer's Amended and Restated Certificate of Incorporation. In connection with the conversion, outstanding options to purchase Class B Common Stock issued under the Issuer's 2011 Executive Equity Incentive Plan and 2007 Stock Plan remain unchanged, except that they now represent a right to buy shares of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 1/3rd of the shares subject to the option shall become 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. Read SEC document
May 10, 2018 Filed May 14, 2018 21:18 UTC	Apptio Inc APTI · Entity 161106	OtherStock Option (right to buy) · Derivative	30,000	$0.00 Strike: $14.31	$0.00	Disclosure SEC source: 0000899243-18-012808 · doc4.xml · derivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 30,000 shares Expires 2025-11-05 F1 · kind: The Company's Class B Common Stock automatically converted to Class A Common Stock on May 10, 2018, which is the date the Class B Common Stock ceased to represent at least 25% of the Issuer's outstanding common stock, as established in the Issuer's Amended and Restated Certificate of Incorporation. In connection with the conversion, outstanding options to purchase Class B Common Stock issued under the Issuer's 2011 Executive Equity Incentive Plan and 2007 Stock Plan remain unchanged, except that they now represent a right to buy shares of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 1/3rd of the shares subject to the option shall become 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. Read SEC document
July 27, 2017 Filed Jul 31, 2017 17:25 UTC	Apptio Inc APTI · Entity 161106	GrantClass A Common Stock	8,685	$0.00	$0.00	Disclosure SEC source: 0001209191-17-046747 · doc4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,685 F1 · security: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: The RSU Award was automatically granted on July 27, 2017 pursuant to the Issuer's Outside Director Compensation Policy that was approved and adopted by the Issuer's Board of Directors on September 1, 2016 and 100% of the RSUs will vest on the earlier of the one year anniversary of the grant date and the date of the next annual meeting of the Issuer, provided that the Reporting Person continues to serve on the Issuer's Board of Directors through the date of vesting. F3 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document

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