Every officer and director reconciles for this period.
Gina Mastantuono: minor difference of 168 shares. Difference is under 0.5% of holdings.
Kevin McBride: minor difference of 138 shares. Difference is stated in footnotes (unreported vesting, exempt acquisition or transfer).
Paul Fipps: minor difference of 149 shares. Small increase from an employee stock purchase plan.
Hossein Nowbar: minor difference of 212 shares. Small increase from an employee stock purchase plan.
Inferred rename: "Frederic B. Luddy Family Trust" is treated as the same holder as "Trust", because the old name was never reported again and the new one opened with the same balance (647,860 shares). Old name, new name
Inferred rename: "Miller Living Trust, dtd 7/7/85" is treated as the same holder as "Trust", because the old name was never reported again and the new one opened with the same balance (215,200 shares). Old name, new name
Inferred rename: "Equity V Funds" is treated as the same holder as "Equity V Funds and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (120,340 shares). Old name, new name
Inferred rename: "Equity IV Funds" is treated as the same holder as "Equity IV Funds and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (42,170 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Equity Side Fund, L.P" is treated as the same holder as "Equity Side Fund and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (750 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Participating Partners" is treated as the same holder as "Participating Partners and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (39,230 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Services, LLC" is treated as the same holder as "Services and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (19,095 shares). Old name, new name
Inferred rename: "Equity V Funds" is treated as the same holder as "Equity V Funds and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (120,340 shares). Old name, new name
Inferred rename: "Equity IV Funds" is treated as the same holder as "Equity IV Funds and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (42,170 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Equity Side Fund, L.P" is treated as the same holder as "Equity Side Fund and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (750 shares). Old name, new name
Inferred rename: "three family trusts as of the date hereof which Mr" is treated as the same holder as "Family Trusts described in footnote", because the old name was never reported again and the new one opened with the same balance (3,971,455 shares). Old name, new name
Inferred rename: "Family Trusts described in footnote" is treated as the same holder as "Living Trust described in footnote", because the old name was never reported again and the new one opened with the same balance (3,551,145 shares). Old name, new name
Inferred rename: "Living Trust described in footnote" is treated as the same holder as "a revocable, living trust", because the old name was never reported again and the new one opened with the same balance (3,471,455 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Participating Partners" is treated as the same holder as "JMI Participating Partners", because the old name was never reported again and the new one opened with the same balance (48,758,270 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Services, LLC" is treated as the same holder as "In connection with the Follow-on Offering, JMI Services, LLC", because the old name was never reported again and the new one opened with the same balance (21,361,295 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Equity Side Fund, L.P" is treated as the same holder as "In connection with the Follow-on Offering, JMI Equity Side Fund, L.P", because the old name was never reported again and the new one opened with the same balance (933,310 shares). Old name, new name
Inferred rename: "Equity V Funds" is treated as the same holder as "Equity V Funds and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (120,340 shares). Old name, new name
Inferred rename: "Equity IV Funds" is treated as the same holder as "Equity IV Funds and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (42,170 shares). Old name, new name
Inferred rename: "As of the date hereof, JMI Equity Side Fund, L.P" is treated as the same holder as "Equity Side Fund and this report shall not be deemed an admission that such reporting person", because the old name was never reported again and the new one opened with the same balance (750 shares). Old name, new name
External context: we only cite outside events when a documented connection exists. None is shown for this period.