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333-248465), as amended (the “Registration Statement”), declared effective by the SEC on September
−Removed: There have been no material changes in the expected use of the net proceeds from our IPO as described in our
−Removed: Registration Statement.
−Removed: As of September 30, 2025 , we estimated we had used approximately $792.4 million of the net
−Removed: proceeds from our IPO:
+Added: As of March 31, 2026 , the $886.9 million net proceeds from our IPO have been fully utilized for the purposes described
+Added: in our Registration Statement:
(i) $197.9 million for the acquisition of businesses that complement our business;
−Removed: ( ii) $427.0 million
−Removed: for the repurchases of our Class A common stock;
−Removed: (iii) $160.0 million for the repayment of our outstanding debt obligations;
+Added: million for the repurchases of our Class A common stock;
+Added: (iii) $160.0 million for the repayment of our outstanding debt
and (iv) $80.8 million for working capital and other general corporate purposes.
−Removed: As of September 30, 2025 , we had $94.5
−Removed: million estimated remaining net proceeds from our IPO which have been invested in investment grade, interest-bearing
Issuer Repurchases of Equity Securities
The following table presents information with respect to our repurchases of our Class A common stock during the three
−Removed: months ended September 30, 2025 .
+Added: months ended March 31, 2026 .
Total Number of
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(in thousands)
−Removed: August 1 - 31
−Removed: September 1 - 30
+Added: January 1 - 31
+Added: February 1 - 28
_____________________________________________________
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See Note 9 to our condensed consolidated financial statements included
−Removed: elsewhere in this Quarterly Report on Form 10-Q for additional information related to our current $450.0 million
−Removed: stock repurchase program with no expiration date, which was publicly announced on February 29, 2024.
+Added: elsewhere in this Quarterly Report on Form 10-Q for additional information related to our $450.0 million stock
+Added: repurchase program with no expiration date, which was publicly announced on February 29, 2024.
(2) Average price paid per share includes direct costs and estimated excise taxes associated with the repurchases.
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Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.