1.3M XNAS Volume
XNAS 21 Mar, 2025 5:30 PM (EDT)
| Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|
| Michael K. Ellis | Chief Development Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.67 per share. | 28 Feb 2025 | 3 | 31,990 | - | 12.7 | 38 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Grant, award, or other acquisition of securities at price $ 12.57 per share. | 28 Feb 2025 | 124 | 31,993 | - | 12.6 | 1,559 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 12.57 per share. | 28 Feb 2025 | 1,718 | 51,684 | - | 12.6 | 21,595 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.58 per share. | 28 Feb 2025 | 59 | 51,625 | - | 12.6 | 742 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 12.57 per share. | 28 Feb 2025 | 573 | 96,496 | - | 12.6 | 7,203 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.58 per share. | 28 Feb 2025 | 19 | 96,477 | - | 12.6 | 239 | Class A common stock |
| Jill Waite | Chief People Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.60 per share. | 28 Feb 2025 | 5 | 37,329 | - | 12.6 | 63 | Class A common stock |
| Jill Waite | Chief People Officer | Grant, award, or other acquisition of securities at price $ 12.57 per share. | 28 Feb 2025 | 154 | 37,334 | - | 12.6 | 1,936 | Class A common stock |
| Kelly M. Kaiser | General Counsel and Secretary | Grant, award, or other acquisition of securities at price $ 12.57 per share. | 28 Feb 2025 | 418 | 23,304 | - | 12.6 | 5,254 | Class A common stock |
| Kelly M. Kaiser | General Counsel and Secretary | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.57 per share. | 28 Feb 2025 | 14 | 23,290 | - | 12.6 | 176 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 10.49 per share. | 06 Dec 2024 | 1,738 | 25,220 | - | 10.5 | 18,232 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Grant, award, or other acquisition of securities at price $ 11.55 per share. | 30 Nov 2024 | 176 | 31,873 | - | 11.6 | 2,033 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.50 per share. | 30 Nov 2024 | 4 | 31,869 | - | 11.5 | 46 | Class A common stock |
| Jill Waite | Chief People Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.50 per share. | 30 Nov 2024 | 6 | 37,180 | - | 11.5 | 69 | Class A common stock |
| Jill Waite | Chief People Officer | Grant, award, or other acquisition of securities at price $ 11.55 per share. | 30 Nov 2024 | 218 | 37,186 | - | 11.6 | 2,518 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Grant, award, or other acquisition of securities at price $ 11.56 per share. | 30 Nov 2024 | 90 | 26,960 | - | 11.6 | 1,040 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.50 per share. | 30 Nov 2024 | 2 | 26,958 | - | 11.5 | 23 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.57 per share. | 21 Oct 2024 | 29,075 | 49,966 | - | 12.6 | 365,473 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.57 per share. | 21 Oct 2024 | 10,900 | 95,923 | - | 12.6 | 137,013 | Class A common stock |
| Jill Waite | Chief People Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.57 per share. | 21 Oct 2024 | 3,233 | 36,968 | - | 12.6 | 40,639 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.57 per share. | 21 Oct 2024 | 1,580 | 26,870 | - | 12.6 | 19,861 | Class A common stock |
| Kelly M. Kaiser | General Counsel and Secretary | Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.95 per share. | 05 Sep 2024 | 437 | 22,886 | - | 11.9 | 5,222 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.00 per share. | 31 Aug 2024 | 3 | 31,697 | - | 11 | 33 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Grant, award, or other acquisition of securities at price $ 11.08 per share. | 31 Aug 2024 | 140 | 31,700 | - | 11.1 | 1,551 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 11.08 per share. | 31 Aug 2024 | 175 | 40,206 | - | 11.1 | 1,939 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.00 per share. | 31 Aug 2024 | 5 | 40,201 | - | 11 | 55 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.27 per share. | 29 Aug 2024 | 1,133 | 31,560 | - | 12.3 | 13,902 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 5.45 per share. | 15 Aug 2024 | 18,373 | 46,823 | - | 5.5 | 100,133 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Aug 2024 | 4,858 | 0 | - | - | Stock Option (right to buy) | |
| Nicholas Scarpino | Chief Marketing Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Aug 2024 | 73,491 | 4,858 | - | - | Stock Option (right to buy) | |
| Nicholas Scarpino | Chief Marketing Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Aug 2024 | 18,373 | 0 | - | - | Stock Option (right to buy) | |
| Nicholas Scarpino | Chief Marketing Officer | Sale of securities on an exchange or to another person at price $ 11.86 per share. | 15 Aug 2024 | 4,858 | 28,450 | - | 11.9 | 57,616 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 3.30 per share. | 15 Aug 2024 | 4,858 | 33,308 | - | 3.3 | 16,031 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Sale of securities on an exchange or to another person at price $ 11.71 per share. | 15 Aug 2024 | 73,491 | 28,450 | - | 11.7 | 860,580 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 3.30 per share. | 15 Aug 2024 | 73,491 | 101,941 | - | 3.3 | 242,520 | Class A common stock |
| Nicholas Scarpino | Chief Marketing Officer | Sale of securities on an exchange or to another person at price $ 11.86 per share. | 15 Aug 2024 | 18,373 | 28,450 | - | 11.9 | 217,904 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Sale of securities on an exchange or to another person at price $ 10.29 per share. | 09 Aug 2024 | 66,052 | 79,041 | - | 10.3 | 679,675 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 9.02 per share. | 31 May 2024 | 470 | 145,113 | - | 9.0 | 4,239 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 9.00 per share. | 31 May 2024 | 20 | 145,093 | - | 9 | 180 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 9.02 per share. | 31 May 2024 | 1,996 | 106,880 | - | 9.0 | 18,004 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 9.02 per share. | 31 May 2024 | 57 | 106,823 | - | 9.0 | 514 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 9.00 per share. | 31 May 2024 | 24 | 40,031 | - | 9 | 216 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 9.02 per share. | 31 May 2024 | 825 | 40,055 | - | 9.0 | 7,442 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 9.02 per share. | 31 May 2024 | 56 | 51,865 | - | 9.0 | 505 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 9.02 per share. | 31 May 2024 | 1,913 | 51,921 | - | 9.0 | 17,255 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Grant, award, or other acquisition of securities at price $ 11.94 per share. | 02 May 2024 | 18,844 | 32,693 | - | 11.9 | 224,997 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 311,042 | 311,042 | - | - | Stock Option (right to buy) | |
| Paulette R. Dodson | Director | Grant, award, or other acquisition of securities at price $ 11.94 per share. | 02 May 2024 | 10,050 | 26,730 | - | 11.9 | 119,997 | Class A common stock |
| Ann G. Bordelon | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 10,050 | 22,351 | - | 0 | Class A common stock | |
| Noah H. Glass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 10,050 | 27,796 | - | 0 | Class A common stock | |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 41,876 | 104,884 | - | 0 | Class A common stock | |
| Jill Waite | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 18,844 | 39,230 | - | 0 | Class A common stock | |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 26,172 | 50,008 | - | 0 | Class A common stock | |
| Nicholas Scarpino | Chief Marketing Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 17,797 | 28,450 | - | 0 | Class A common stock | |
| Joshua A. Lutzker | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 18,006 | 36,739 | - | 0 | Class A Common Stock | |
| Kelly M. Kaiser | General Counsel and Secretary | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 18,844 | 23,323 | - | 0 | Class A common stock | |
| Keith Correia | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 12,562 | 18,724 | - | 0 | Class A common stock | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Mar 2024 | 5,216,808 | 9,037,513 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Mar 2024 | 143,372 | 248,374 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 14.37 per share. | 04 Mar 2024 | 2,167,629 | 3,755,165 | - | 14.4 | 31,148,829 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Mar 2024 | 472,191 | 818,015 | - | - | LLC Units of PHD Group Holdings LLC | |
| Michael Osanloo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 13.08 per share. | 29 Feb 2024 | 1,588 | 144,704 | - | 13.1 | 20,771 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.08 per share. | 29 Feb 2024 | 61 | 144,643 | - | 13.1 | 798 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.08 per share. | 29 Feb 2024 | 25 | 63,008 | - | 13.1 | 327 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 13.08 per share. | 29 Feb 2024 | 669 | 63,033 | - | 13.1 | 8,751 | Class A common stock |
| Susan Shelton | General Counsel and Secretary | Grant, award, or other acquisition of securities at price $ 13.08 per share. | 29 Feb 2024 | 64 | 14,308 | - | 13.1 | 837 | Class A common stock |
| Susan Shelton | General Counsel and Secretary | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.00 per share. | 29 Feb 2024 | 2 | 14,306 | - | 13 | 26 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 13.08 per share. | 29 Feb 2024 | 142 | 20,391 | - | 13.1 | 1,857 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.00 per share. | 29 Feb 2024 | 5 | 20,386 | - | 13 | 65 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 13.08 per share. | 29 Feb 2024 | 246 | 23,845 | - | 13.1 | 3,218 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.11 per share. | 29 Feb 2024 | 9 | 23,836 | - | 13.1 | 118 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 14.94 per share. | 04 Jan 2024 | 1,827 | 23,599 | - | 14.9 | 27,295 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Sale of securities on an exchange or to another person at price $ 15.99 per share. | 07 Dec 2023 | 1,558 | 143,116 | - | 16.0 | 24,912 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. | 30 Nov 2023 | 4 | 20,249 | - | 14 | 56 | Class A common stock |
| Waite Jill | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 13.99 per share. | 30 Nov 2023 | 156 | 20,253 | - | 14.0 | 2,182 | Class A common stock |
| Susan Shelton | General Counsel and Secretary | Grant, award, or other acquisition of securities at price $ 13.99 per share. | 30 Nov 2023 | 69 | 14,246 | - | 14.0 | 965 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 13.99 per share. | 30 Nov 2023 | 269 | 25,433 | - | 14.0 | 3,763 | Class A common stock |
| Susan Shelton | General Counsel and Secretary | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. | 30 Nov 2023 | 2 | 14,244 | - | 14 | 28 | Class A common stock |
| Pratt Derrick | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. | 30 Nov 2023 | 7 | 25,426 | - | 14 | 98 | Class A common stock |
| Michael K. Ellis | Chief Development Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 18.46 per share. | 29 Aug 2023 | 1,134 | 13,849 | - | 18.5 | 20,934 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 20.07 per share. | 31 May 2023 | 258 | 183,757 | - | 20.1 | 5,178 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.12 per share. | 31 May 2023 | 8 | 183,749 | - | 20.1 | 161 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 20.07 per share. | 31 May 2023 | 676 | 73,091 | - | 20.1 | 13,567 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.05 per share. | 31 May 2023 | 20 | 73,071 | - | 20.1 | 401 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.00 per share. | 31 May 2023 | 4 | 23,221 | - | 20 | 80 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 20.07 per share. | 31 May 2023 | 120 | 23,225 | - | 20.1 | 2,408 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 20.07 per share. | 31 May 2023 | 207 | 60,543 | - | 20.1 | 4,154 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.00 per share. | 31 May 2023 | 6 | 60,537 | - | 20 | 120 | Class A common stock |
| Rick Cook | Senior VP, Technology | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.00 per share. | 31 May 2023 | 5 | 10,060 | - | 20 | 100 | Class A common stock |
| Rick Cook | Senior VP, Technology | Grant, award, or other acquisition of securities at price $ 20.07 per share. | 31 May 2023 | 158 | 10,065 | - | 20.1 | 3,171 | Class A common stock |
| Paulette R. Dodson | Director | Grant, award, or other acquisition of securities at price $ 20.80 per share. | 04 Apr 2023 | 9,615 | 16,680 | - | 20.8 | 199,992 | Class A common stock |
| Ann G. Bordelon | Director | Grant, award, or other acquisition of securities at price $ 20.80 per share. | 04 Apr 2023 | 5,769 | 12,301 | - | 20.8 | 119,995 | Class A common stock |
| Noah Glass | Director | Grant, award, or other acquisition of securities at price $ 20.80 per share. | 04 Apr 2023 | 9,615 | 17,746 | - | 20.8 | 199,992 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Apr 2023 | 10,673 | 391,746 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Grant, award, or other acquisition of securities at price $ 20.80 per share. | 04 Apr 2023 | 9,615 | 17,746 | - | 20.8 | 199,992 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 20.80 per share. | 04 Apr 2023 | 161,374 | 5,922,794 | - | 20.8 | 3,356,579 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Apr 2023 | 388,377 | 14,254,321 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Apr 2023 | 35,153 | 1,290,206 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Grant, award, or other acquisition of securities at price $ 20.80 per share. | 04 Apr 2023 | 10,336 | 18,733 | - | 20.8 | 214,989 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Apr 2023 | 35,153 | 1,290,206 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Apr 2023 | 10,673 | 391,746 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 04 Apr 2023 | 388,377 | 14,254,321 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 20.80 per share. | 04 Apr 2023 | 161,374 | 5,922,794 | - | 20.8 | 3,356,579 | Class A common stock |
| Rick Cook | Senior VP, Technology | Sale of securities on an exchange or to another person at price $ 18.92 per share. | 10 Mar 2023 | 2,662 | 9,907 | - | 18.9 | 50,365 | Class A common stock |
| Rick Cook | Senior VP, Technology | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.37 per share. | 10 Mar 2023 | 16,000 | 25,907 | - | 4.4 | 69,920 | Class A common stock |
| Rick Cook | Senior VP, Technology | Sale of securities on an exchange or to another person at price $ 18.96 per share. | 10 Mar 2023 | 16,000 | 9,907 | - | 19.0 | 303,360 | Class A common stock |
| Rick Cook | Senior VP, Technology | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2023 | 16,000 | 51,598 | - | - | Stock Option (right to buy) | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 10 Mar 2023 | 137,608 | 402,419 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 21.05 per share. | 10 Mar 2023 | 2,080,584 | 6,084,168 | - | 21.0 | 43,796,293 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 10 Mar 2023 | 5,007,328 | 14,642,698 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 10 Mar 2023 | 453,232 | 1,325,359 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 21.05 per share. | 10 Mar 2023 | 2,080,584 | 6,084,168 | - | 21.0 | 43,796,293 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 10 Mar 2023 | 5,007,328 | 14,642,698 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 10 Mar 2023 | 137,608 | 402,419 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 10 Mar 2023 | 453,232 | 1,325,359 | - | - | LLC Units of PHD Group Holdings LLC | |
| Michael Osanloo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 20.45 per share. | 28 Feb 2023 | 1,043 | 183,536 | - | 20.4 | 21,329 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.46 per share. | 28 Feb 2023 | 37 | 183,499 | - | 20.5 | 757 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.47 per share. | 28 Feb 2023 | 17 | 72,415 | - | 20.5 | 348 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 20.45 per share. | 28 Feb 2023 | 499 | 72,432 | - | 20.5 | 10,205 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.50 per share. | 28 Feb 2023 | 4 | 23,105 | - | 20.5 | 82 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 20.45 per share. | 28 Feb 2023 | 89 | 23,109 | - | 20.4 | 1,820 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 20.45 per share. | 28 Feb 2023 | 153 | 60,342 | - | 20.5 | 3,129 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.50 per share. | 28 Feb 2023 | 6 | 60,336 | - | 20.5 | 123 | Class A common stock |
| Rick Cook | Senior VP, Technology | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.40 per share. | 28 Feb 2023 | 5 | 12,569 | - | 20.4 | 102 | Class A common stock |
| Rick Cook | Senior VP, Technology | Grant, award, or other acquisition of securities at price $ 20.45 per share. | 28 Feb 2023 | 120 | 12,574 | - | 20.5 | 2,454 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 17.19 per share. | 23 Dec 2022 | 24,069 | 193,155 | - | 17.2 | 413,746 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.19 per share. | 23 Dec 2022 | 10,662 | 182,493 | - | 17.2 | 183,280 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 17.19 per share. | 23 Dec 2022 | 6,428 | 74,735 | - | 17.2 | 110,497 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.19 per share. | 23 Dec 2022 | 2,802 | 71,933 | - | 17.2 | 48,166 | Class A common stock |
| Susan Shelton | General Counsel and Secretary | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.19 per share. | 23 Dec 2022 | 2,235 | 16,345 | - | 17.2 | 38,420 | Class A common stock |
| Susan Shelton | General Counsel and Secretary | Grant, award, or other acquisition of securities at price $ 17.19 per share. | 23 Dec 2022 | 5,046 | 18,580 | - | 17.2 | 86,741 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Grant, award, or other acquisition of securities at price $ 17.19 per share. | 23 Dec 2022 | 5,706 | 25,547 | - | 17.2 | 98,086 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.19 per share. | 23 Dec 2022 | 2,527 | 23,020 | - | 17.2 | 43,439 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 17.19 per share. | 23 Dec 2022 | 6,561 | 63,095 | - | 17.2 | 112,784 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.19 per share. | 23 Dec 2022 | 2,906 | 60,189 | - | 17.2 | 49,954 | Class A common stock |
| Rick Cook | Senior VP, Technology | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.19 per share. | 23 Dec 2022 | 1,708 | 12,454 | - | 17.2 | 29,361 | Class A common stock |
| Rick Cook | Senior VP, Technology | Grant, award, or other acquisition of securities at price $ 17.19 per share. | 23 Dec 2022 | 3,857 | 14,162 | - | 17.2 | 66,302 | Class A common stock |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.19 per share. | 23 Dec 2022 | 2,050 | 12,233 | - | 17.2 | 35,240 | Class A common stock |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Grant, award, or other acquisition of securities at price $ 17.19 per share. | 23 Dec 2022 | 4,628 | 14,283 | - | 17.2 | 79,555 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Purchase of securities on an exchange or from another person at price $ 18.17 per share. | 30 Nov 2022 | 1,262 | 169,086 | - | 18.2 | 22,931 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Grant, award, or other acquisition of securities at price $ 18.17 per share. | 30 Nov 2022 | 458 | 68,307 | - | 18.2 | 8,322 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Purchase of securities on an exchange or from another person at price $ 18.18 per share. | 30 Nov 2022 | 80 | 19,841 | - | 18.2 | 1,454 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 18.17 per share. | 30 Nov 2022 | 139 | 56,534 | - | 18.2 | 2,526 | Class A common stock |
| Rick Cook | Senior VP, Technology | Grant, award, or other acquisition of securities at price $ 18.17 per share. | 30 Nov 2022 | 109 | 10,305 | - | 18.2 | 1,981 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Nov 2022 | 453,232 | 1,778,591 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Nov 2022 | 137,608 | 540,027 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Nov 2022 | 5,007,328 | 19,650,026 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 22.69 per share. | 17 Nov 2022 | 2,080,584 | 8,164,752 | - | 22.7 | 47,208,451 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 22.69 per share. | 17 Nov 2022 | 2,080,584 | 8,164,752 | - | 22.7 | 47,208,451 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Nov 2022 | 453,232 | 1,778,591 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Nov 2022 | 137,608 | 540,027 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Nov 2022 | 5,007,328 | 19,650,026 | - | - | LLC Units of PHD Group Holdings LLC | |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Sale of securities on an exchange or to another person at price $ 25.38 per share. | 11 Nov 2022 | 21,500 | 9,655 | - | 25.4 | 545,670 | Class A common stock |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 11 Nov 2022 | 21,500 | 78,349 | - | - | Stock Option (right to buy) | |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Exercise or conversion of derivative security received from the company (such as an option) at price $ 3.30 per share. | 11 Nov 2022 | 21,500 | 31,155 | - | 3.3 | 70,950 | Class A common stock |
| Michael Osanloo | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 29,076 | 167,824 | - | 20.8 | 604,490 | Class A common stock |
| Michelle Hook | CFO & Treasurer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 7,151 | 67,849 | - | 20.8 | 148,669 | Class A common stock |
| Susan Shelton | General Counsel and Secretary | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 1,466 | 13,534 | - | 20.8 | 30,478 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 2,139 | 19,761 | - | 20.8 | 44,470 | Class A common stock |
| Sherri Abruscato | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 1,290 | 11,910 | - | 20.8 | 26,819 | Class A common stock |
| Derrick Pratt | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 6,105 | 56,395 | - | 20.8 | 126,923 | Class A common stock |
| Rick Cook | Senior VP, Technology | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 1,104 | 10,196 | - | 20.8 | 22,952 | Class A common stock |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.79 per share. | 21 Oct 2022 | 1,045 | 9,655 | - | 20.8 | 21,726 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 22.74 per share. | 13 Sep 2022 | 17,284 | 10,245,336 | - | 22.7 | 393,049 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 13 Sep 2022 | 3,765 | 2,231,823 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 13 Sep 2022 | 1,143 | 677,635 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 13 Sep 2022 | 41,597 | 24,657,354 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 22.74 per share. | 13 Sep 2022 | 17,284 | 10,245,336 | - | 22.7 | 393,049 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 13 Sep 2022 | 3,765 | 2,231,823 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 13 Sep 2022 | 1,143 | 677,635 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 13 Sep 2022 | 41,597 | 24,657,354 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 16 Aug 2022 | 453,232 | 2,235,587 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 16 Aug 2022 | 137,608 | 678,777 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 16 Aug 2022 | 5,007,328 | 24,698,951 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 22.74 per share. | 16 Aug 2022 | 2,080,584 | 10,262,620 | - | 22.7 | 47,313,729 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 16 Aug 2022 | 453,232 | 2,235,587 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 16 Aug 2022 | 137,608 | 678,777 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 16 Aug 2022 | 5,007,328 | 24,698,951 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 22.74 per share. | 16 Aug 2022 | 2,080,584 | 10,262,620 | - | 22.7 | 47,313,729 | Class A common stock |
| Jill Waite | Chief Human Resources Officer | Sale of securities on an exchange or to another person at price $ 19.10 per share. | 27 May 2022 | 44,614 | 21,900 | - | 19.1 | 852,127 | Class A Common stock |
| Jill Waite | Chief Human Resources Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 27 May 2022 | 44,614 | 178,456 | - | - | Stock Option (right to buy) | |
| Jill Waite | Chief Human Resources Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.30 per share. | 27 May 2022 | 44,614 | 66,514 | - | 4.3 | 191,840 | Class A Common stock |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Exercise or conversion of derivative security received from the company (such as an option) at price $ 3.30 per share. | 10 May 2022 | 65,506 | 76,206 | - | 3.3 | 216,170 | Class A Common stock |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 May 2022 | 65,506 | 99,849 | - | - | Stock Option (right to buy) | |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Sale of securities on an exchange or to another person at price $ 20.00 per share. | 10 May 2022 | 200 | 10,700 | - | 20 | 4,000 | Class A Common stock |
| Nicholas Scarpino | SVP Marketing & Off-Premises | Sale of securities on an exchange or to another person at price $ 18.39 per share. | 10 May 2022 | 65,306 | 10,900 | - | 18.4 | 1,200,977 | Class A Common stock |
| Paulette R. Dodson | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Jan 2022 | 7,065 | 7,065 | - | 0 | Class A common stock | |
| Ann G. Bordelon | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Jan 2022 | 532 | 6,532 | - | 0 | Class A common stock | |
| Noah Glass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Jan 2022 | 2,131 | 8,131 | - | 0 | Class A common stock | |
| Richard K. Lubin | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Jan 2022 | 8,131 | 8,131 | - | 0 | Class A common stock | |
| Joshua A. Lutzker | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Jan 2022 | 8,397 | 8,397 | - | 0 | Class A common stock | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 18.75 per share. | 25 Oct 2021 | 790,763 | 12,343,204 | - | 18.7 | 14,826,806 | Class A common stock |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 25 Oct 2021 | 172,259 | 2,688,819 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 25 Oct 2021 | 52,302 | 816,385 | - | - | LLC Units of PHD Group Holdings LLC | |
| Richard K. Lubin | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 25 Oct 2021 | 1,903,123 | 29,706,278 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 18.75 per share. | 25 Oct 2021 | 790,763 | 12,343,204 | - | 18.7 | 14,826,806 | Class A common stock |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 25 Oct 2021 | 172,259 | 2,688,819 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 25 Oct 2021 | 52,302 | 816,385 | - | - | LLC Units of PHD Group Holdings LLC | |
| Joshua A. Lutzker | Director | Sale or transfer of securities back to the company at price $ 0.00 per share. | 25 Oct 2021 | 1,903,123 | 29,706,278 | - | - | LLC Units of PHD Group Holdings LLC |