Class A Common Stock

Class A Common Stock

The Reporting Person acquired shares of Class A Common Stock of the Issuer upon the exercise of stock options and payment of the aggregate exercise price in cash.

The reported sale was made pursuant to a pre-arranged program for selling shares of Class A Common Stock adopted on December 13, 2024 pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.00 to $44.97, inclusive. The Reporting Person has provided to the Issuer, and undertakes to provide any security holder of 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 set forth in footnotes 3 and 4 to this Form 4.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.03 to $45.13, inclusive. See the last sentence of footnote 3 to this Form 4 above.

These stock options were granted on April 18, 2018. As of the date hereof, all such remaining stock options have vested.

These stock options were granted on November 7, 2017. As of the date hereof, all such remaining stock options have vested.


Common Stock

This option represents a right to purchase a total of 250,000 shares of the Issuer's common stock, 25% of which will vest on August 5, 2026, with the remaining vesting in equal monthly installments over the following three years, subject to the Reporting Person's continued service to the Issuer through each vesting date.

/s/ Ruoyu Chen, as attorney-in-fact for Ping Zhang


TAKANASHI KEN

C/O SHIN NIPPON BIOMEDICAL LABORATORIES,

On August 5, 2025, the reporting person sold 4,872 ordinary shares solely to cover taxes associated with the vesting of restricted share units on August 5, 2025. These sales were made pursuant to a 10b5-1 Trading Plan.


On August 5, 2025, the reporting person sold 1,127 ordinary shares solely to cover taxes associated with the vesting of restricted share units on August 5, 2025.These sales were made pursuant to a 10b5-1 Trading Plan.


The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.66 to $146.365 inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Reported amount includes 54,997 vested and unvested restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan. Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date.

/s/ Jessica L. Lomm, as Attorney-in-Fact


The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan adopted on March 13, 2025.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.70 to $236.68 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $236.76 to $237.70 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.85 to $238.84 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $238.85 to $239.84 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $239.85 to $240.83 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $240.86 to $241.81 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $238.51 to $239.49 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $239.51 to $240.50 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $240.51 to $241.49 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.51 to $242.49 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $242.51 to $243.14 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Solely for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, and the rules and regulations promulgated thereunder ("Section 16"), each Reporting Person may be deemed to be a director-by-deputization by virtue of the fact that each of Timotheus Hoettges, Chief Executive Officer of DT, Dr. Christian P. Illek, Board Member for Finance of DT, Raphael Kubler, Senior Vice President of the Corporate Operating Office of DT and Managing Director of Deutsche Telekom Holding B.V., Thorsten Langheim, Board Member for USA and Group Development of DT, and Dominique Leroy, Board Member for Europe of DT, serve on the board of directors of the Issuer. In addition, Each of T-Mobile Global Zwischenholding GmbH, T-Mobile Global Holding GmbH and Deutsche Telekom Holding B.V. are wholly-owned subsidiaries of DT. Each Reporting Person disclaims beneficial ownership in the securities reported on this Form 4 except to the extent of its pecuniary interest, if any, therein, and this report shall not be deemed to be an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Deutsche Telekom disclaims beneficial ownership in any Common Stock held by Project 6 or Project 9 if such Common Stock is not subject to the Proxy Agreement.


Common Stock

Common Stock

Common Stock

The acquisition represents the vesting of restricted stock granted to the reporting person on August 6, 2024. The shares vested on the first anniversary of the grant date.

The award represents a grant of restricted stock which vests ratably over a three-year period provided that Mr. Cheravitch remains continuously employed by Middlefield as of each vesting date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. The vesting details may be found on a Form 8-K filed January 17, 2025.

Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

The award represents a grant of restricted stock which vests ratably over a three-year period provided that Mr. Cheravitch remains continuously employed by Middlefield as of each vesting date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. The vesting details may be found on a Form 8-K filed September 4, 2024.

The award represents a grant of restricted stock which vests on December 31, 2025, if the executive's service continues through that date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient.

/s/ Michael L. Cheravitch by Julie E. Shaw Power of Attorney


Class A Common Stock

Class A Common Stock

Due to clerical errors in prior filings, (i) the number of Class A Common Shares held directly by Eli Casdin was overstated by 1,376 shares in Form 4 filings filed from March 6th, 2024 through June 5th, 2024; and (ii) the Form 4 filed on August 5, 2024 understated Mr. Casdin's direct Class A Common Share holdings by 4,452 shares, as it did not reflect the correct total of 7,594 shares held directly following the vesting of 5,828 RSUs on June 20, 2024. These discrepancies in Class A Common Shares held by Eli Casdin have been corrected in subsequent filings.

Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration.

The securities are owned directly by the Casdin Partners Master Fund, L.P. (the "Master Fund") and may be deemed to be indirectly beneficially owned by (i) Casdin Capital, LLC, the investment adviser to the Master Fund ("Casdin"), (ii) Casdin Partners GP, LLC, the general partner of the Master Fund (the "GP"), and (iii) Eli Casdin, the managing member of Casdin and the GP.

The securities are owned directly by the GP and may be deemed to be indirectly beneficially owned by Eli Casdin, the managing member of the GP.

The securities are owned directly by CMLS Holdings LLC ("CMLS Holdings"). The Board of Managers of CMLS Holdings includes Eli Casdin, who, as a member of the Board of Managers of CMLS Holdings, shares voting and investment discretion with respect to the common stock held by CMLS Holdings.

The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date.

This Form 4 is being amended to include footnote 1. The Reporting Person disclaims beneficial ownership in the securities reported on this Form 4 except to the extent of its pecuniary interest, if any, therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.


Class A Common Stock

The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2024.

The sales were executed in multiple trades at prices ranging from $197.61 to $198.55. The price reported reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price within the ranges set forth in footnotes (2) to (11) to this Form 4.

The sales were executed in multiple trades at prices ranging from $198.74 to $199.61.

The sales were executed in multiple trades at prices ranging from $199.77 to $200.73.

The sales were executed in multiple trades at prices ranging from $200.78 to $201.60.

The sales were executed in multiple trades at prices ranging from $201.92 to $202.88.

The sales were executed in multiple trades at prices ranging from $202.95 to $203.93.

The sales were executed in multiple trades at prices ranging from $204.02 to $204.97.

The sales were executed in multiple trades at prices ranging from $205.18 to $206.17.

The sales were executed in multiple trades at prices ranging from $206.18 to $206.93.

The sales were executed in multiple trades at prices ranging from $207.20 to $208.17.

The Class B Common Stock is convertible at any time at the option of the holder into the Issuer's Class A Common Stock on a one-to-one basis.


The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 11, 2025.

The sales were executed in multiple trades at prices ranging from $197.74 to $198.52. The price reported reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price within the ranges set forth in footnotes (2) to (8) to this Form 4.

The sales were executed in multiple trades at prices ranging from $198.84 to $199.58.

The sales were executed in multiple trades at prices ranging from $200.02 to $200.88.

The sales were executed in multiple trades at prices ranging from $202.71 to $203.61.

The sales were executed in multiple trades at prices ranging from $203.71 to $204.63.

The sales were executed in multiple trades at prices ranging from $204.87 to $205.45.

The sales were executed in multiple trades at prices ranging from $205.92 to $206.72.


Common Stock

Common Stock

The acquisition represents the vesting of restricted stock granted to the reporting person on August 6, 2024. The shares vested on the first anniversary of the grant date.

The award represents a grant of restricted stock which vests ratably over a three-year period provided that Mrs. Winters remains continuously employed by Middlefield as of each vesting date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. The details of the vesting conditions may be found in a Form 8-K filing dated January 17, 2025.

Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

The award represents a grant of restricted stock which vests ratably over a three-year period provided that Mrs. Winters remains continuously employed by Middlefield as of each vesting date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. The details of the vesting conditions may be found in a Form 8-K filing dated September 4, 2024.

/s/ Sarah A. Winters by Julie E. Shaw Power of Attorney


The Compensation Committee determined that a portion of performance restricted stock units ("PRSUs") granted on August 5, 2022 would vest in full on August 5, 2025 based on the Issuer achieving performance goals for the period ended December 31, 2024, subject to continued employment.

Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of separate PRSUs granted August 5, 2022.

Represents shares forfeited to the Issuer in connection with the satisfaction of tax liabilities incurred upon the vesting of restricted stock granted August 5, 2022.

/s/ Donald R. Reynolds, Attorney-in-Fact


The 364 Variable Rate Muni Term Preferred Shares reported as disposed of in Table I represent Variable Rate Muni Term Preferred Shares of the Issuer (the "VMTP Shares") that were beneficially owned by Toronto Dominion Investments, Inc. ("TDI"). The VMTP Shares were disposed of as a result of a redemption by the Issuer for a redemption price of $100,263.589038 per share (which includes a liquidation preference of $100,000.00 per share and accrued dividends of $263.589038 per share). TDI is a wholly owned indirect subsidiary of The Toronto-Dominion Bank ("TD Bank").

This statement is jointly filed by TD Bank, TDI, Toronto Dominion Holdings (U.S.A.), Inc. ("TDH"), and TD Group US Holdings LLC ("TD GUS"). The VMTP Shares are owned directly by TDI. Toronto Dominion Holdings (U.S.A.), Inc. ("TDH") is the sole owner of TDI and TD Group US Holdings LLC ("TD GUS") is the sole owner of TDH. TD Bank is the sole owner of TD GUS. TD Bank, TDH, and TD GUS hold an indirect interest in the VMTP Shares by virtue of their ownership of TDI.

Each reporting person declares that neither the filing of this statement nor anything herein shall be construed as an admission that such person is, for the purposes of Section 13(d) of the US Securities Exchange Act of 1934 or any other purpose, (i) acting (or has agreed or is agreeing to act together with any other person) as a partnership, limited partnership, syndicate or other group for the purpose of acquiring, holding or disposing of securities of the Issuer or otherwise with respect to the Issuer or any securities of the Issuer or (ii) a member of any group with respect to the Issuer or any securities of the Issuer.

Remarks:
Exhibits Index
Exhibit 99.1 - Joint Filing Agreement
Exhibit 99.2 - Joint Filer Information


Common Stock

Common Stock

Common Stock

The award represents grant of restricted stock which vests ratably over a three-year period provided that Mr. Wilson remains continuously employed by Middlefield as of each vesting date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. The details of the vesting conditions may be found in a Form 8K filing dated January 17, 2025

The award represents a grant of restricted stock which vests ratably over a three-year period provided that Mr. Wilson remains continuously employed by Middlefield as of each vesting date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. The details of the vesting conditions may be found in a Form 8K filed dated September 4, 2025.

Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. Vesting is subject to a time-based or service condition and a performance-based condition. The details of the vesting conditions may be found in a Form 8K filing dated March 17, 2023.

/s/ Thomas M. Wilson by Julie E. Shaw Power of Attorney


Common Stock

The transaction was made pursuant to a 10b5-1 plan adopted by the Reporting Person on November 27, 2024 in effect at the time of this transaction.

Fully exercisable.

The power of attorney under which this form was signed is on file with the Commission.

/s/ Joseph Douglas Lyon, as attorney-in-fact for William Guyer.


Common Stock

Common Stock

The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 28, 2025.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $446.39 to $447.245, inclusive.  The reporting person undertakes to provide to Thermo Fisher Scientific Inc. ("TMO"), any security holder of TMO 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 ranges set forth in footnotes (2), (3), (4), (5), (6), (7), (8), (9), (10), (11), (12), (13), (14), (15), (16), (17), (18) and (19) to this Form 4.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $447.44 to $448.43, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $448.57 to $449.50, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $449.611 to $450.572, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $450.63 to $451.545, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $451.666 to $452.606, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $452.68 to $453.51, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $453.948 to $454.90, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $455.013 to $456.01, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $456.03 to $456.77, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $458.225 to $458.76, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $460.67 to $461.56, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $461.88 to $462.84, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $452.06 to $453.004, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $453.006 to $454.005, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $454.026 to $455.015, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $455.08 to $456.037, inclusive.

The price reported in Column 4 is a weighted average price.  These shares were sold in multiple transactions at prices ranging from $456.11 to $456.876 inclusive.

The reporting person disclaims beneficial ownership of the securities reported herein as indirectly beneficially owned, except to the extent of any pecuniary interest therein.

The option vested in four equal installments on February 26, 2020, 2021, 2022, and 2023.

/s/ Melodie T. Morin, Attorney-in-Fact for Marc N. Casper


Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Stock options to purchase shares pursuant to the BGSF, Inc. 2013 Long-Term Incentive Plan.

/s/ C. David Allen, Jr., by Keith Schroeder, as Attorney-in-Fact


The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $25.8201 to $25.8250, inclusive. The reporting person undertakes to provide to Mueller Water Products, Inc. (the "Company"), any security holder of the Company, 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 ranges set forth in this footnote.

/s/ Barbara A. Smucygz, Attorney-in-Fact


Shares withheld by issuer to satisfy tax withholding obligations of reporting person resulting from vesting of restricted stock units.


Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

/s/ Donna Carroll, by Keith Schroeder, as Attorney-in-Fact


Shares withheld by the issuer to satisfy tax withholding obligations of the reporting person resulting from vesting of restricted stock units.


Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

/s/ Richard L. Baum, Jr., by Keith Schroeder, as Attorney-in-Fact


The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 5, 2025.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.00 to $15.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.


By 2012 Fyrwald Irrevocable Family Trust

By J. Erik Fyrwald Irrevocable Trust u/a/d 12/21/2012

Weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.83 to $65.00 inclusive. The reporting persons undertake to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the shares purchased at each separate price within the range set forth in this footnote (1) to this Form 4.

/s/ Chrystalla Potamitou,  attorney in fact


Restricted stock units will convert to common stock on a 1-to-1 ratio. 100% of the restricted stock units will vest 6 months after the grant date.


Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

/s/ Douglas E. Hailey, by Keith Schroeder, as Attorney-in-Fact


Common Stock, par value $0.0001 per share ("Common Stock")

The restricted stock vests in full on the earlier of (i) August 5, 2026 or (ii) the Issuer's next annual stockholder meeting; provided, however, that if the vesting would otherwise occur on a date that is closed for trading under the Issuer's Insider Trading Policy, the vesting shall be automatically deemed to occur on the next trading day on which the sale of shares of Common Stock by the Reporting Person (as defined below) in the open market would be permitted under the Issuer's Insider Trading Policy.

Represents securities granted to Jeffrey Altman ("Mr. Altman" or the "Reporting Person") as compensation for his services as a non-employee director on the Issuer's board of directors. Mr. Altman may be deemed to hold the securities reported herein for the benefit of certain funds (the "Owl Creek Funds") to which Owl Creek Asset Management, L.P., a Delaware limited partnership (the "Investment Manager"), serves as investment manager.

Represents shares of Common Stock directly held by Mr. Altman.

These securities are held by the Owl Creek Funds. Mr. Altman is the managing member of the general partner of the Investment Manager.

Each of the Investment Manager and Mr. Altman disclaims beneficial ownership of the securities to which this filing relates for purposes of Section 16 of the Securities and Exchange Act of 1934, as amended, except to the extent of his or its pecuniary interest therein, if any.


These shares were retained by the Issuer in order to meet the tax withholding obligations of the Reporting Person in connection with the vesting of an installment of the restricted stock units. The amount retained by the Issuer was not in excess of the amount of the tax liability.

/s/ Tracy Feanny, Attorney in Fact For: Erhaan Shaikh


Common Stock

Common Stock

Common Stock

The acquisition represents the vesting of restricted stock granted to the reporting person on August 6, 2024. The shares vested on the first anniversary of the grant date.

Includes shares acquired under MBCN Dividend Reinvestment Plan

Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. Vesting is subject to a time-based or service condition and a performance-based condition. The details of the vesting conditions may be found in a Form 8K filing dated March 17, 2023.

The award represents a grant of restricted stock which vests ratably over a three-year period provided that Mr. Ranttila remains continuously employed by Middlefield as of each vesting date. Until the award vests, the award confers no right to vote, no right to dividends, and no other shareholder rights to the recipient. The details of the vesting conditions may be found in a Form 8-K filing dated January 17, 2025.

Each restricted stock unit represents the right to receive, at settlement, one share of common stock.

/s/ Michael C. Ranttila by Julie E. Shaw Power of Attorney


The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.005 to $10.265. The Reporting Person undertakes to provide EverCommerce Inc. (the "Company"), any security holder of the Company, 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 set forth in this footnote.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.98 to $10.285. The Reporting Person undertakes to provide the Company, any security holder of the Company, 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 set forth in this footnote.

All sale transactions reported herein were made pursuant to a Rule 10b5-1 trading plan dated June 14, 2024.


/s/ Tracy Feanny, Attorney in Fact For: Tonya Stevens


Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Common Stock, $0.01 per share par value

Stock options to purchase shares pursuant to the BGSF, Inc. 2013 Long-Term Incentive Plan.

/s/ Paul A. Seid, by Keith Schroeder, as Attorney-in-Fact


These securities are held in a trust revocable by the Reporting Person during his life. The Reporting Person is the sole beneficiary and the sole trustee of this trust.

These securities are held by a limited partnership controlled by the Reporting Person, and are held solely for purposes of charitable donations.

These securities are held by a limited partnership, whose general partner is a limited liability company over which the Reporting Person has investment discretion.

These securities are held in a corporation owned by the Reporting Person and of which the Reporting Person is the president.

Pursuant to Mr. Roberts' prior disclosure in his June 2, 2025 Form 4 filing, Mr. Roberts has no present plan to sell any additional shares during the remainder of the 2025 calendar year. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended, the Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein.

Exhibit List: Exhibit 24- Power of Attorney


These shares are held by The Baszucki Family Foundation. The Reporting Person may be deemed to have beneficial ownership of the securities held by the Foundation.

A portion of these securities are Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

These shares are held directly by The Freedom Revocable Trust dated February 28, 2017 as amended, and for which the Reporting Person serves as trustee.

/s/ Mark Reinstra Attorney-in-Fact for David Baszucki


The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 11, 2025.

/s/ Erin Guldiken, attorney-in-fact for Jennifer Newstead


Common  Stock

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.99 to $4.01, inclusive. The Reporting Person undertakes to provide to Rimini Street, Inc., any security holder of Rimini Street, Inc., or the staff of the United States Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote of this Form 4.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.00 to $4.02, inclusive. The Reporting Person undertakes to provide to Rimini Street, Inc., any security holder of Rimini Street, Inc., or the staff of the United States Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote of this Form 4.

On May 6, 2024, the Reporting Person was granted 38,749 employee stock options, one-third of which vested on May 6, 2025.  The remaining two-thirds will vest ratibly on May 6, 2026 and May 6, 2027, generally subject to the Reporting Person continuing to be a Service Provider (as such term is defined in the Issuer's 2013 Equity Incentive Plan) through the applicable vesting date.

/s/ Celeste Rasmussen Peiffer, as Attorney-in-Fact


The sales reported were effected pursuant to the Rule 10b5-1 trading plan adopted by the reporting person on May 5, 2025.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $773.67 to $774.64 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Shares held of record by Christopher K. Cox, Trustee of The Christopher K. Cox Revocable Trust.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $774.675 to $775.67 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $775.675 to $776.65 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $776.68 to $777.6401 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $777.70 to $778.59 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $779.14 to $779.44 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Shares held of record by Christopher K. Cox and Visra Vichit-Vadakan, Co-Trustees of The Cox-Vadakan Irrevocable Remainder Trust.

/s/ Erin Guldiken, attorney-in-fact for Christopher K. Cox


This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 20, 2025.

This transaction was executed in multiple trades during the day at prices ranging from $184.27 to $185.21. The weighted-average price is reported above. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Shares are held by CBC Co Pty Limited as trustee for the Cannon-Brookes Head Trust.

This transaction was executed in multiple trades during the day at prices ranging from $185.30 to $186.27. The weighted-average price is reported above. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

This transaction was executed in multiple trades during the day at prices ranging from $188.68 to $189.05. The weighted-average price is reported above. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

This transaction was executed in multiple trades during the day at prices ranging from $186.32 to $187.31. The weighted-average price is reported above. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

This transaction was executed in multiple trades during the day at prices ranging from $187.39 to $188.32. The weighted-average price is reported above. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

/s/ Veena Bhatia, Attorney-in-Fact for Cannon-Brookes Michael


This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 12, 2025.

Shares are held by Farquhar Investment Partnership No. 2.

/s/ Veena Bhatia, Attorney-in-Fact for Farquhar Scott


Grant of quarterly retainer shares pursuant to the Company's Non-Employee Director Compensation Policy under the 2017 Omnibus Incentive Plan.

/s/ Michael C. Donlon, attorney-in-fact for Michael R. Winter


The reporting person's spouse is a general partner of the partnership that owns the reported securities. The reporting person disclaims beneficial ownership of the reported securities except to the extent of her spouse's pecuniary interest therein.

/s/ Michael C. Donlon, attorney-in-fact for Nicole R. Tzetzo


/s/ Michael C. Donlon, attorney-in-fact for Steven C. Finch


/s/ Michael C. Donlon, attorney-in-fact for Richard D. Federico


/s/ Michael C. Donlon, attorney-in-fact for Robert B. Engel


Common Stock

Common Stock

Common Stock

Common Stock

Common Stock

Represents a dividend reinvestment effected on July 24, 2025.

Shares withheld for payment of tax liability upon vesting of restricted stock units.

Sale of shares pursuant to Rule 10b5-1 Plan adopted on December 18, 2024.

Each restricted stock unit represents the contingent right to receive, at settlement, one share of common stock.

Represents unvested restricted stock units ("RSUs") awarded prior to the Reporting Person becoming a Section 16 officer on June 2, 2025, which were inadvertently omitted from the Reporting Person's Form 3 filed with the Commission on June 12, 2025.

Includes 146,822 unvested RSUs from a previous grant of 293,643 RSUs granted on September 20, 2022; the RSUs vest in four equal annual installments, beginning on the first anniversary of the date of the grant.

Includes 158,020 unvested RSUs from a previous grant of 210,693 RSUs granted on September 15, 2023; the RSUs vest in four equal annual installments, beginning on the first anniversary of the date of the grant.

Includes 143,207 unvested RSUs from a previous grant of 143,207 RSUs granted on September 19, 2024; the RSUs vest in four equal annual installments, beginning on the first anniversary of the date of the grant.

Includes 50,000 unvested RSUs from a previous grant of 200,000 RSUs granted on August 3, 2021; the RSUs vest in four equal annual installments, beginning on the first anniversary of the date of the grant.

/s/ Aimee Weast by Aimee Weast, Attorney in Fact for Michael D. Sicilia (POA filed 6/12/2025)


On June 10, 2025, the reporting person was granted 7,550 shares of restricted stock with a vesting date of March 19, 2027.

/s/ Mike Clark as Attorney in fact for Clynton Nauman


/s/ Mike Clark as Attorney in fact for Michael Cinnamond


Ordinary Shares, par value NIS 1.75 per share

Represents 35,920 ordinary shares, par value NIS 1.75 per share, issuable upon the vesting of restricted stock units ("RSUs") granted on August 1, 2025 (the "Grant Date") under the Lifeward Ltd. 2025 Incentive Compensation Plan. The RSUs vest ratably in four equal quarterly installments starting three months following the Grant Date.


The reported number of shares has been adjusted to reflect the impact of the Issuer's 1-for-7 reverse share split, which became effective on March 15, 2024.


By The John L. Hennessy and Andrea J. Hennessy Revocable Trust UAD 10/22/93

The Class C Google Stock Units (GSU) entitle the Reporting Person to receive one share of Alphabet Inc. Class C Capital Stock for each share underlying the GSU as GSU vest. 1/48th of GSUs vested on July 25, 2022 and an additional 1/48th of GSUs vests on the 25th day of each month thereafter, subject to continued service on the Board on the applicable vesting dates.

1/48th of GSU grant vested on July 25, 2023 and an additional 1/48th vests monthly on the 25th day of each month thereafter, subject to continued service on the Board on the applicable vesting dates.

1/48 of GSUs will vest on the 25th day of each month following the grant date for 31 months and on the 1st day of each month for the following 17 months, subject to continued service on the Board on the applicable vesting dates.

1/48 of GSUs will vest on the 25th day of each month following the grant date for 19 months and on the 1st day of each month for the following 29 months, subject to continued service on the Board on the applicable vesting dates.

Valentina Margulis, as Attorney-in-Fact for John L. Hennessy


Represents 71,839 ordinary shares, par value NIS 1.75 per share, issuable upon the vesting of restricted stock units ("RSUs") granted on August 1, 2025 (the "Grant Date") under the Lifeward Ltd. 2025 Incentive Compensation Plan. The RSUs vest ratably in four equal quarterly installments starting three months following the Grant Date.


Common Stock, $0.01 par value per share ("Common Stock")

Common Stock

Common Stock

Common Stock

These securities represent the number of shares of Common Stock withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations due upon the vesting of 25,655 Restricted Stock Units ("RSUs"), which represents 33% of the RSU award granted to the Reporting Person on August 7, 2023. These awards were granted pursuant to the terms of RSU agreements under the Sotera Health Company 2020 Omnibus Incentive Plan ("2020 Incentive Plan"). Each RSU represents the Reporting Person's right to receive one share of Common Stock, subject to vesting conditions.

No transaction is being reported on this line.  Reported on a previously filed Form 4.

These options were granted on March 4, 2024, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. The options vest annually in three equal installments commencing on March 2, 2025, subject to the Reporting Person's continued service through each such date.

These options were granted on August 7, 2023, pursuant to the terms of a stock option agreement under the 2020 Incentive Plan. The options vest annually in three equal installments commencing August 5, 2024, subject to the Reporting Person's continued service through each such date.

These securities consist of a maximum number of additional performance-based RSUs that were granted on March 3, 2025, pursuant to the terms of an RSU agreement under the 2020 Incentive Plan. Each additional RSU represents the Reporting Person's right to receive one share of Common Stock, subject to stock price-related performance conditions. The additional RSUs generally vest annually in 60%, 20%, and 20% installments, respectively, commencing March 3, 2026, subject to performance.

The Power of Attorney for Mr. Lyons is filed as an exhibit to the Form 3 filed on July 6, 2023, which is hereby incorporated by reference.


Performance-Based Stock Options ("Options")

Common Shares

1) Table I reflects a grant of 5,388 restricted stock units ("RSUs"), which vest as follows: 50% on January 27, 2026; 25% on January 27, 2027; and 25% on January 27, 2028.
2) Table II reflects a grant of 5,733 performance-based stock options have an exercise price of $10.69/share, being a 10% premium to their fair market value at the time of grant.


Amount adjusted to reflect shares acquired through participation in the Dun & Bradstreet Employee Stock Purchase Plan.


By The Anthony M. Jabbour 2019 Dynasty Trust

The Anthony M. Jabbour 2023 Grantor Retained Annuity Trust


Shares withheld to satisfy tax obligations arising out of vesting of a portion of previously granted restricted stock units.

The Reporting Person acquired 166 ordinary shares under a Section 423 Employee Stock Purchase Plan on May 30, 2025.

By: /s/Adam Guttmann, as attorney in fact For: Samantha J Pearce


Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on September 30, 2024 by SB and HB, Co-Trustees of the Biswas Family Trust u/a/d 7/13/2012, over which the Reporting Person has voting or investment power (the "Biswas Family Trust").

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $35.76 to $36.70, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Consists of shares held by the Biswas Family Trust.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $36.78 to $37.74, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on September 30, 2024 by Jordan Park Trust Company LLC, Trustee, by Courtney J. Maloney as Trust Officer.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $36.21 to $37.18, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Consists of shares held by Jordan Park Trust Company, LLC, Trustee of The Biswas Trust I u/a/d 11/11/2021, over which the Reporting Person has voting or investment power.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $37.21 to $37.55, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $35.76 to $36.68, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Consists of shares held by Jordan Park Trust Company, LLC, Trustee of The Biswas Trust II u/a/d 10/14/2021, over which the Reporting Person has voting or investment power.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $36.78 to $37.485, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $35.87 to $36.54, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis.

The number of shares held reflects the transfer, on July 17, 2025, of (i) 67,358 shares of Class B Common Stock from Sanjit Biswas, Trustee of the Sanjit Biswas 2024 Annuity Trust u/a/d 3/22/2024, over which the Reporting Person has voting or investment power (the "SB 2024 Annuity Trust"), to the Biswas Family Trust, and (ii) 67,358 shares of Class B Common Stock from HB, Trustee of the HB 2024 Annuity Trust u/a/d 3/22/2024, over which the Reporting Person has voting or investment power (the "HB 2024 Annuity Trust"), to the Biswas Family Trust.

Consists of shares held by the Reporting Person's spouse.

The number of shares held reflects the transfer, on July 17, 2025, of 67,358 shares of Class B Common Stock from the SB 2024 Annuity Trust to the Biswas Family Trust.

Consists of shares held by the SB 2024 Annuity Trust.

The number of shares held reflects the transfer, on July 17, 2025, of 67,358 shares of Class B Common Stock from the HB 2024 Annuity Trust to the Biswas Family Trust.

Consists of shares held by the HB 2024 Annuity Trust.

Consists of shares held by Sanjit Biswas, Trustee of the Sanjit Biswas 2025 Annuity Trust u/a/d 3/25/2025, over which the Reporting Person has voting or investment power.

Consists of shares held by HB, Trustee of the HB 2025 Annuity Trust u/a/d 3/25/2025, over which the Reporting Person has voting or investment power.

/s/ Adam Eltoukhy, attorney-in-fact on behalf of Sanjit Biswas


Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on September 30, 2024 by John C. Bicket, Trustee of the John C. Bicket Revocable Trust u/a/d 2/15/2013, over which the Reporting Person has voting or investment power (the "Bicket Revocable Trust").

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $35.755 to $36.70, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Consists of shares held by the Bicket Revocable Trust.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $36.78 to $37.74, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on September 30, 2024 by Jordan Park Trust Company LLC, Trustee, by Courtney J. Maloney as Trust Officer.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $36.19 to $37.18, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Consists of shares held by Jordan Park Trust Company, LLC, Trustee of The Bicket-Dobson Trust I u/a/d 11/10/2021, over which the Reporting Person has voting or investment power.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $37.25 to $37.74, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $35.79 to $36.78, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

Consists of shares held by Jordan Park Trust Company, LLC, Trustee of The Bicket-Dobson Trust II u/a/d 10/8/2021, over which the Reporting Person has voting or investment power.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $36.83 to $37.74, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $35.87 to $36.54, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

The Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis.

The number of shares held reflects the transfer, on July 17, 2025, of (i) 67,358 shares of Class B Common Stock from John C. Bicket, Trustee of the John C. Bicket 2024 Annuity Trust u/a/d 4/24/2024, over which the Reporting Person has voting or investment power (the "JB 2024 Annuity Trust"), to John C. Bicket and CBD, Co-Trustees of the Bicket-Dobson Revocable Trust u/a/d 12/23/2020, over which the Reporting Person has voting or investment power (the "Bicket-Dobson Revocable Trust"), and (ii) 67,358 shares of Class B Common Stock from CBD, Trustee of the CBD 2024 Annuity Trust u/a/d 4/24/2024, over which the Reporting Person has voting or investment power (the "CBD 2024 Annuity Trust"), to the Bicket-Dobson Revocable Trust.

Consists of shares held by the Bicket-Dobson Revocable Trust.

Consists of shares held by the Reporting Person's spouse.

The number of shares held reflects the transfer, on July 17, 2025, of 67,358 shares of Class B Common Stock from the JB 2024 Annuity Trust to the Bicket-Dobson Revocable Trust.

Consists of shares held by the JB 2024 Annuity Trust.

The number of shares held reflects the transfer, on July 17, 2025, of 67,358 shares of Class B Common Stock from the CBD 2024 Annuity Trust to the Bicket-Dobson Revocable Trust.

Consists of shares held by the CBD 2024 Annuity Trust.

Consists of shares held by John C. Bicket, Trustee of The John C. Bicket 2025 Annuity Trust u/a/d 3/27/2025, over which the Reporting Person has voting or investment power,

Consists of shares held by CBD, Trustee of the CBD 2025 Annuity Trust u/a/d 3/27/2025, over which the Reporting Person has voting or investment power.

Executive Vice President, Chief Technology Officer

/s/ Adam Eltoukhy, attorney-in-fact on behalf of John Bicket


On August 6, 2025, the reporting person gifted without the receipt of consideration 500 shares of the common stock to a third party charitable donor advised fund.

/s/ Jennifer B. Wuamett by Timothy Shelhamer under Power of Attorney


Reflects a grant of restricted stock units will vest on in three equal annual installments on each of the first three anniversaries of the grant date, subject to the Reporting Person's continued service on the board of directors (the "Board") of the Issuer.

Reflects an annual grant of restricted stock units pursuant to the Issuer's 2021 Stock Incentive Plan, prorated to the date of the Reporting Person's appointment to the Board of the Issuer, and is subject to vesting upon the earlier of (x) the one year anniversary of grant and (y) the Issuer's 2026 shareholder meeting, subject to the Reporting Person's continued service on the Board.


This transaction was executed in multiple trades at prices ranging from $115.53 to $116.06. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Daniel V. Logue with POA for Stuart A. Randle


Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the 2026 annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director.

Amount reported includes unvested RSUs.


Amount reported includes unvested RSUs.


Class A Common Stock

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2024.

The stock options vest in 24 equal monthly installments beginning August 1, 2022, subject to the Reporting Person's continuous service with the Issuer as of each vesting date.


By William M. Boyd, III 2025 Qualified Annuity Trust

By The William M. Boyd, III Revocable Trust of 2015

Class A Common Stock

Class A Common Stock

By the William M. Boyd, III 2025 Qualified Annuity Trust

Class A Common Stock

The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are together redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share.

On August 5, 2025, the Reporting Person sold 25,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective August 5, 2025, the Reporting Person redeemed 25,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 25,000 shares of Class V-1 Common Stock.

This transaction was executed pursuant to a trading plan entered into by the Reporting Person on August 29, 2024, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

/s/ Corey Dufresne, Attorney-in-Fact for William M. Boyd, III


This transaction was executed pursuant to a trading plan entered into by the Reporting Person on February 24, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.

/s/ Corey Dufresne, as Attorney-in-Fact for Daniela Rus


Class B Common Stock

Class A Common Stock

Class A Common Stock

Class B Common Stock

Class A Common Stock

Class A Common Stock

Class A Common Stock

Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon the earliest of: (i) any transfer, whether or not for value, except for certain "Permitted Transfers" as defined in the Issuer's amended and restated certificate of incorporation, (ii) the death of the Reporting Person in the case of shares held directly or in a trustee capacity, and (iii) the tenth anniversary of the Issuer's initial public offering of its Class A Common Stock.

Shares sold pursuant to a 10b5-1 plan dated September 5, 2023.

Price reported is a weighted-average sales price. The shares were sold at prices ranging from $132.78 to $133.77. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Price reported is a weighted-average sales price. The shares were sold at prices ranging from $133.78 to $134.77. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Price reported is a weighted-average sales price. The shares were sold at prices ranging from $134.78 to $135.76. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Price reported is a weighted-average sales price. The shares were sold at prices ranging from $135.81 to $136.77. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Price reported is a weighted-average sales price. The shares were sold at prices ranging from $136.86 to $137.85. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Price reported is a weighted-average sales price. The shares were sold at prices ranging from $137.86 to $138.14. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Shares are held by the Alexis Le-Quoc Revocable Trust.

Option is fully vested and exercisable.


MacKenzie Realty Capital Inc. Common Stock

MacKenzie Real Estate Advisers, LP ("MREA") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MREA and therefore could be deemed to beneficially own the MRC shares acquired by MREA, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.

MPF Successors, LP ("MPF") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MPF and therefore could be deemed to beneficially own the MRC shares acquired by MPF, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.

/s/ Jeri Bluth, as attorney-in-fact for Robert Dixon


This transaction was executed in multiple trades at prices ranging from $361.58 to $362.58, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $362.59 to $362.90, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

Vice President, General Counsel, & Secretary


Represents restricted stock granted to Mr. Heard as compensation of his service as a non-employee director on the Issuer's board of directors. The restricted stock vests in full on the earlier of (i) August 5, 2026 or (ii) the Issuer's next annual stockholder meeting; provided, however, that if the vesting would otherwise occur on a date that is closed for trading under the Issuer's Insider Trading Policy, the vesting shall be automatically deemed to occur on the next trading day on which the sale of shares of common stock by the Reporting Person in the open market would be permitted under the Issuer's Insider Trading Policy.

These securities are held by certain investment funds and/or accounts for which Heard Capital LLC serves as investment manager. The Reporting Person is the ultimate beneficial owner of Heard Capital LLC. Each of Heard Capital LLC and the Reporting Person disclaims beneficial ownership of the securities to which this filing relates for purposes of Section 16 of the Securities and Exchange Act of 1934, as amended, except to the extent of his or its pecuniary interest therein.


Common Stock

Includes 12,482 shares acquired under the Issuer's employee stock purchase plan between November 15, 2022 to May 15, 2025.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.85 to $3.91, inclusive. The reporting person undertakes to provide to Issuer, any security holder of 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 ranges set forth in footnote (1) to this Form 4.


/s/ Jeri Bluth, as attorney-in-fact for Christine Simpson


Common Stock

Common Stock

Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Shares withheld to cover tax withholding obligations on the vesting of restricted stock units.

One-third of the original grant of these RSUs vested on August 6, 2025, and except as otherwise provided in the award notice, one-third will vest on each of the second and third anniversary of the date of grant.

The RSUs were granted under the Issuer's 2023 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest one-third on the first, second, and third anniversary of the date of grant.

/s/ Polly Grunfeld Sack, Attorney-in-Fact for Michael Reed


The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $83.1000 to $83.1650, inclusive. The reporting person undertakes to provide to Boise Cascade Co., any security holder of Boise Cascade Co., 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 set forth in footnote (1) to this Form 4.


Common Stock

Common Stock

/s/ Polly Grunfeld Sack, Attorney-in-Fact for Trisha Gosser


The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2024.

This transaction was executed in multiple trades at prices ranging from $346.11 to $347.11 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

These shares of Class A Common Stock are held directly by the Ernest Irrevocable 2004 Trust III (the "Irrevocable Trust"). The Reporting Person is the Investment Trustee and Co-Administrative Trustee of the Irrevocable Trust.

These shares of Class A Common Stock are held directly by the Ernest C. Garcia III Multi-Generational Trust III (the "Multi-Generational Trust"). The Reporting Person is the Investment Trustee
and Co-Administrative Trustee of the Multi-Generational Trust.

This transaction was executed in multiple trades at prices ranging from $347.17 to $347.21 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $347.21 to $348.07 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $348.71 to $349.34, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $349.34 to $349.68, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $349.90 to $350.49 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $350.99 to $351.56 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $352.42 to $353.32, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $353.75 to $354.69 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $354.80 to $355.47 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $355.96 to $356.64 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

/s/ Paul Breaux, by Power of Attorney for Ernest C. Garcia, III


This transaction was executed in multiple trades at prices ranging from $361.92 to $362.15 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $363.04 to $363.63 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $363.63 to $364.02 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $364.06 to $364.37, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $364.37 to $365.00, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $365.10 to $365.99 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $366.20 to $366.60 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $366.60 to $367.19, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $367.87 to $368.14 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $368.14 to $368.74 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.


MacKenzie Real Estate Advisers, LP ("MREA") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MREA and therefore could be deemed to beneficially own the MRC shares acquired by MREA, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.

MPF Successors, LP ("MPF") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MPF and therefore could be deemed to beneficially own the MRC shares acquired by MPF, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.

/s/ Jeri Bluth, as attorney-in-fact for Angche Sherpa


The price reported in Column 4 is a weighted average price.  These shares were purchased in multiple transactions at prices ranging from $15.01 to $15.05, inclusive.  The reporting person undertakes to provide the SEC staff, Citizens Community Bancorp, Inc., or any security holder of Citizens Community Bancorp, Inc., upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

/s/ Rebecca L. Johnson, Attorney-in-fact


The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2024.

This transaction was executed in multiple trades at prices ranging from $346.40 to $346.94  inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

These shares of Class A Common Stock are held directly by the Ernest Irrevocable 2004 Trust III (the "Irrevocable Trust"). The Reporting Person is the Investment Trustee and Co-Administrative Trustee of the Irrevocable Trust.

This transaction was executed in multiple trades at prices ranging from $346.94 to $347.40  inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

These shares of Class A Common Stock are held directly by the Ernest C. Garcia III Multi-Generational Trust III (the "Multi-Generational Trust"). The Reporting Person is the Investment Trustee
and Co-Administrative Trustee of the Multi-Generational Trust.

This transaction was executed in multiple trades at prices ranging from $347.42 to $347.97 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $347.97 to $348.41 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $348.43 to $349.43, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $349.45 to $349.82 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $349.82 to $350.43 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $350.48 to $351.47 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $351.50 to $351.83 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $351.83 to $352.36, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $352.52 to $353.45 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $353.75 to $354.62 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $354.62 to $354.75 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $354.86 to $355.79 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $355.95 to $356.88 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $357.01 to $358.00 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $358.14 to $358.27 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $358.27 to $358.74 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $359.15 to $359.79 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.

This transaction was executed in multiple trades at prices ranging from $360.68 to $361.61 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.


Common Stock

Common Stock

Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

Shares withheld to cover tax withholding obligations on the vesting of restricted stock units.

One-third of the original grant of these RSUs vested on August 6, 2025, and except as otherwise provided in the award notice, one-third will vest on each of the second and third anniversary of the date of grant.

The RSUs were granted under the Issuer's 2023 Stock Incentive Plan in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest one-third on the first, second, and third anniversary of the date of grant.

/s/ Polly Grunfeld Sack, Attorney-in-Fact for Cindy Gallagher


Class A common stock, $0.0001 par value per share


/s/ Melissa M. Tomkiel, Attorney-in-fact for Robert S. Wiesenthal


Common Stock

Includes 134,030 Unvested RSUs.

The shares are held of record by the Rohatgi-Ho Family 2009 Revocable Trust, for which Reporting Person serves as trustee.

The shares are held of record by The Rohatgi-Ho Irrevocable GST Trust for the benefit of the Reporting Person's children.

The vesting of the shares subject to the option are contingent upon the achievement of certain performance metrics. 50% of the shares subject to the option vested on March 3, 2021, and 50% of the shares subject to the option will vest on the date the closing price of Issuer's Common Stock equals or exceeds $80.00 per share on NASDAQ for 90 consecutive trading days.


This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted on August 26, 2022.

This Form 4 is being filed late due to in advertent administrative error.


COMMON STOCK

COMMON STOCK

Represents sale pursuant to a Rule 10b5-1 trading plan adopted December 5, 2024.

The stock option is fully vested.

/s/ Timothy Bixby, Attorney-in-Fact for Adina Eckstein


Class A Common Stock

Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025.

Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.24 to $4.38 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price.

These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia.  Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp.  In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp.  By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization.

Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.21 to $4.38 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price.

Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.45 to $4.90 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price.

These shares are held directly by Mat Ishbia and SFS Corp. has no interests in these shares.

These Restricted Stock Units ("RSUs") convert to Class A Common Stock on a one-for-one basis.

These RSUs vest on March 1, 2026. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan.


Award of 2,290 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date.

Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 6, 2025. Includes 2,290 restricted stock units as of the date this Form 4 is filed.

/s/ Catherine H. Claiborne, attorney-in-fact


Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 6, 2025. Includes 2,290 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed.


Christina A. Mecklenborg, Attorney-in-Fact


Reflects (a) an aggregate of 1,896,959 shares transferred from grantor retained annuity trusts held by the reporting person on 8/5/2025, and (b) an aggregate of 1,995,112 shares transferred to grantor retained annuity trusts held by the reporting person on 8/1/2025.

Shares held in grantor retained annuity trusts for which the reporting person is trustee and income beneficiary.

Shares held in trust for the benefit of the reporting person's spouse, of which she is the trustee. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Shares held by Boyle Columbia Sportswear Company Voting Trust, Timothy P. Boyle, Trustee, dated January 24, 2011.


Common Stock

Each restricted stock unit represents a contingent right to receive one share of the underlying common stock.

Represents shares of common stock withheld to satisfy the reporting person's tax obligation upon the vesting of restricted stock units and the corresponding acquisition of shares of common stock by the reporting person pursuant to the Issuer's 2020 Omnibus Incentive Compensation Plan.

The restricted stock units vested as to 13,678 shares on August 6, 2025 and were delivered to the reporting person on August 7, 2025.


Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 6, 2025. Includes 2,290 restricted stock units and 9,650 shares of restricted stock as of the date this Form 4 is filed.


The Reporting Person is voluntarily filing this Form 4 to report the acquisition of 1,226 shares by the Reporting Person on 07/31/2025 pursuant to the Issuer's Employee Stock Purchase Plan.

/s/ Michael A. Metzger, Attorney-in-Fact


Shares previously reported as indirectly held by the Lennart R. Freeman Revocable Trust have been transferred to the reporting person's direct ownership.


Common Stock

Represents shares of common stock received upon vesting of a restricted stock unit award.

Represents shares of Common Stock retained by Exact Sciences Corporation for tax withholding purposes in connection with the net-settlement on the issuance of shares of Common Stock in respect to the vesting of certain restricted stock units.

In addition to the shares of Common Stock reported on this Form 4, which total 29,727 shares, Mr. Orville also holds, in the aggregate, an additional 79,661 vested and unvested options to purchase shares of Common Stock and restricted stock units, with each restricted stock unit representing a contingent right to receive one share of Common Stock.

Each restricted stock unit represents a contingent right to receive one share of common stock.

Represents a restricted stock unit award granted on August 5, 2024 that partially vested on August 5, 2025. The restricted stock units vest in four equal annual installments.

/s/ Jacob A. Orville by Mark Busch, attorney-in-fact


Common Stock

In addition to the shares of Common Stock reported on this Form 4, which total 25,896 shares, Mr. Baranick also holds, in the aggregate, an additional 73,080 vested and unvested options to purchase shares of Common Stock and restricted stock units, with each restricted stock unit representing a contingent right to receive one share of Common Stock.

/s/ Brian Baranick by Mark Busch, attorney-in-fact


Common Stock

The restricted stock units vested as to 27,356 shares on August 6, 2025 and were delivered to the reporting person on August 7, 2025.