Doordash Inc SEC Filings

AT&T Inc. (T) – Form 4 insider filing: Director Cindy B. Taylor reported an automatic, in-plan acquisition of 6,219.765 deferred stock units (DSUs) on 06/30/2025 under the company’s Non-Employee Director Stock and Deferral Plan. Each DSU represents the economic value of one common share and is settled in cash after the director leaves the board. The reference price recorded for the underlying common stock was $28.94.

Following the transaction, Taylor’s direct equity holdings remain at 5,718 common shares and 320 Series C depositary shares, while her indirect derivative position increases to 196,964.0096 DSUs held through the benefit plan. No shares were sold or disposed of, and there were no option exercises or other derivative conversions disclosed.

The filing indicates continued alignment between the director and shareholder interests but does not represent a material change to AT&T’s overall share structure or insiders’ cumulative ownership.

Codexis, Inc. (CDXS) received a Form 4 filing from Opaleye Management Inc., a 10% beneficial owner, detailing an open-market purchase completed on 27 June 2025.

• Transaction: 100,000 shares of Codexis common stock were purchased (Code P) at an average price of $2.39 per share.
• Post-transaction holdings: Opaleye now reports 12,350,000 shares held indirectly through Opaleye, L.P. and an additional 250,000 shares in a separately managed account, bringing total reported beneficial ownership to 12.6 million shares.
• Ownership form: All shares are reported as indirect (Form I); the investment manager disclaims beneficial ownership beyond its pecuniary interest.
• Reporting party status: Opaleye is classified as a 10% owner; no board or executive role is indicated.

The filing signals incremental insider accumulation by a large shareholder. While the 100 k-share purchase is modest relative to the 12.35 million-share position, fresh buying can be interpreted by investors as a vote of confidence in Codexis at current price levels. No derivative transactions, sales or options were disclosed in this filing.

L.B. Foster Company (NASDAQ: FSTR) executed a Fifth Amended & Restated Credit Agreement on 27-Jun-2025 that

• increases the revolving credit facility by 15% to $150 million (from $130 million) and introduces an incremental accordion of up to $60 million.
• extends maturity by almost four years—from 13-Aug-2026 to 27-Jun-2030.
• provides sub-limits of $30 million for letters of credit and $20 million for swing loans.
• sets variable pricing at Base +0.25–1.50% or Term SOFR +1.25–2.50%, tiered to the company’s net debt/EBITDA.
• is secured by substantially all domestic, Canadian and U.K. assets; equity of subsidiaries is pledged.

Key financial covenants require (1) a maximum gross leverage ratio ≤3.5× (≤4.0× during acquisition periods) and (2) a minimum fixed-charge coverage ≥1.10×. The facility allows dividends, buybacks and acquisitions—up to $75 million per deal—provided no default exists and liquidity remains ≥$15 million.

The agreement, syndicated by PNC, Bank of America, Citizens, Wells Fargo and Dollar Bank, enhances liquidity, lengthens the debt runway and affords strategic flexibility, albeit with strengthened collateral requirements.

DoorDash director John Doerr reported multiple transactions and holdings in a Form 4 filing dated June 28, 2025. Key details include:

• Acquired 1,164 restricted stock units (RSUs) on June 24, 2025, at $0 exercise price
• Currently holds 7,083 shares directly, including RSUs
• Maintains indirect ownership of: - 33,818 shares through KPCB DGF II Associates - 364,622 shares via Vallejo Ventures Trust - 462,294 shares through controlled investment entities

The newly granted RSUs will vest on either the one-year anniversary of the grant date or the day before DoorDash's next annual shareholder meeting, whichever comes first. This vesting is contingent on Doerr remaining a service provider through the vesting date. The filing reflects standard director compensation practices and demonstrates significant insider ownership through various investment vehicles.

DoorDash (NYSE:DASH) filed a routine Form 4 showing Chief Financial Officer Ravi Inukonda exercised 800 stock options at $7.66 and sold 1,425 Class A shares at $231.70 on 06/24/2025 under a Rule 10b5-1 trading plan, generating roughly $0.33 million in gross proceeds.

After the transactions, Inukonda directly holds 265,530 shares and indirectly holds 113,882 shares through a family trust, totaling about 379,000 shares. No changes to his executive role or new material events were disclosed.

DoorDash (DASH) director Diego Piacentini reported new equity transactions on June 24, 2025. Key details include:

• Acquired 1,164 restricted stock units (RSUs) at $0 cost basis
• Currently owns 11,364 shares directly following the transaction
• Holds an additional 3,719 shares indirectly through View Different Inc., where he serves as President

The newly granted RSUs will vest on either: (1) the one-year anniversary of the grant date, or (2) the day before DoorDash's next annual shareholder meeting, whichever comes first. Vesting is contingent on Piacentini remaining a service provider through the vesting date. This grant appears to be part of the company's director compensation program.

DoorDash director Elinor Mertz received a grant of 1,164 restricted stock units (RSUs) on June 24, 2025. The RSUs were awarded at $0 cost and will vest on either:

• One year from the grant date, or
• The day before DoorDash's next annual shareholder meeting

Following this transaction, Mertz now beneficially owns 13,823 shares directly. The vesting is contingent on Mertz remaining a service provider through the applicable vesting date. This equity grant appears to be part of standard director compensation arrangements. The Form 4 was filed by power of attorney through Kimberly Hackman on June 25, 2025.