[Form 4] Unity Software Inc. Insider Trading Activity

Rhea-AI Filing Summary

Matthew S. Bromberg, CEO and President of Unity Software Inc. (U), reported transactions on Form 4 showing an option exercise and concurrent share sale on 08/26/2025. He acquired 120,000 shares by exercising stock options with an exercise price of $22.38 and immediately sold 120,000 shares under a Rule 10b5-1 trading plan at a weighted average price of $40.03. Following these transactions, the filing reports 1,222,812 shares of common stock beneficially owned directly and 1,880,000 derivative securities beneficially owned.

The Form 4 notes the sale was effected under a 10b5-1 plan adopted May 14, 2025, and the sold shares traded in multiple executions at prices ranging from $40.00 to $40.08. The reported option was fully vested and exercisable, and the filing was signed by an attorney-in-fact on 08/27/2025.

Positive

• Sale executed under a Rule 10b5-1 trading plan, providing affirmative defense and procedural clarity
• Option was fully vested at exercise, indicating no acceleration or special vesting change
• Reporting shows specific prices and ranges (sale weighted average $40.03; sale prices ranged $40.00–$40.08), enabling transparency

Negative

• CEO sold 120,000 shares, reducing direct common stock holdings from 1,342,812 to 1,222,812 as reported
• Filing does not aggregate dollar proceeds from the sale, requiring external calculation for total value realized

Insights

Corporate Governance Expert

TL;DR: CEO exercised vested options and sold identical shares under a pre-established 10b5-1 plan, a routine insider liquidity action.

The filing documents a simultaneous option exercise and sale of 120,000 shares by the CEO, executed pursuant to a Rule 10b5-1 plan adopted May 14, 2025. Such plans provide affirmative defense against insider trading claims when properly adopted. The option exercise price was $22.38 and the weighted average sale price was $40.03, indicating a realized spread between exercise and sale prices. The transaction is reported as direct beneficial ownership changes and notes the option was fully vested. This is a clear, well-documented insider liquidity event rather than an unexplained or ad hoc sale.

Securities Analyst

TL;DR: Materiality limited to insider liquidity; no new corporate events or financial results disclosed.

The Form 4 shows the CEO reduced non-derivative common holdings by 120,000 shares via sales at a weighted average of $40.03, after exercising options at $22.38 on the same date. The filing confirms the sale strategy was implemented under an established 10b5-1 plan, which mitigates informational asymmetry concerns. While the dollar value of proceeds is not aggregated in the filing, the transaction size and the existence of fully vested options are explicitly stated. There are no disclosures of additional corporate actions, changes in compensation terms, or amendments to equity plans in this filing.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Bromberg Matthew S

(Last) (First) (Middle)

C/O UNITY SOFTWARE INC

116 NEW MONTGOMERY STREET

(Street)

SAN FRANCISCO CA 94105-3607

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Unity Software Inc. [ U ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CEO and President

3. Date of Earliest Transaction (Month/Day/Year)
08/26/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/26/2025		M		120,000	A	$22.38	1,342,812	D
Common Stock	08/26/2025		S(1)		120,000	D	$40.03(2)	1,222,812	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Option (Right to Buy)	$22.38	08/26/2025		M			120,000	(3)	05/14/2034	Common Stock	120,000	$0	1,880,000	D

Explanation of Responses:

1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 14, 2025.

2. The price reported in Column 4 is a weighted average price, rounded to the nearest hundredth. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.08, 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 above.

3. Fully vested.

Remarks:

	/s/ Anirma Gupta, Attorney-in-fact	08/27/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did Unity Software (U) report on this Form 4?

The Form 4 reports the CEO exercised 120,000 stock options at an exercise price of $22.38 and sold 120,000 common shares on 08/26/2025.

Were the sales part of a pre-arranged trading plan for Unity Software insider?

Yes. The Form 4 states the sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 14, 2025.

What price did Matthew Bromberg receive for the shares sold?

The weighted average sale price reported is $40.03, with individual sale prices ranging from $40.00 to $40.08.

How many shares does the filing show the reporting person owns after the transactions?

After the reported transactions, the filing shows 1,222,812 shares of common stock beneficially owned directly and 1,880,000 derivative securities beneficially owned.

Was the exercised option immediately exercisable and vested?

Yes. The filing specifically notes the option was fully vested.