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Nasdaq · USD

ACT

Enact Holdings, Inc.

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Tapewire entity
3734
SEC CIK
0001823529
Parsed reports
536

Last 12 months

Inside the activity.

0 purchase rows · 18 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202503
Dec 202501
Jan 202601
Feb 202602
Mar 202603
Apr 202601
May 202601
Jun 202602
Jul 202601
Aug 202602
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 06, 2025 Filed May 8, 2025 20:23 UTC
McMullen JamesController
SaleCommon Stock 4,000 $36.45 $145,780.00
Disclosure

SEC source: 0001823529-25-000126 · wk-form4_1746735797.xml · nonDerivative · entry 1

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,132

F1 · price: Price indicated is the weighted average sale price as a result of a series of broker-assisted transactions ranging from $36.44 to $36.47 per share. The reporting person undertakes to provide full information regarding the number of shares purchased at each separate price within the range upon request by the SEC staff, the issuer, or any security holder of the issuer.

Read SEC document
April 30, 2025 Filed May 1, 2025 20:16 UTC SaleCommon Stock 561,977 $34.59 $19,439,121.62
Disclosure

SEC source: 0000950170-25-061857 · ownership.xml · nonDerivative · entry 1

Genworth Holdings, Inc. · CIK 0001572983 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,611,828

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement between Enact Holdings, Inc. (the "Issuer") and Genworth Holdings, Inc. dated as of May 1, 2024 (the "Agreement"). A copy of the Agreement can be found as exhibit 10.3 to the Issuer's Form 10-Q for the quarterly period ended March 31, 2024, on the SEC's website at: https://www.sec.gov/Archives/edgar/data/1823529/000182352924000105/enact-genworthrepurchaseag.htm.

F2 · price: Represents a price per share determined pursuant to the terms of the Agreement, based on a weighted average price paid by the Issuer for purchases from third-parties.

F3 · ownership.direct: Genworth Holdings, Inc. owns approximately 81% of the outstanding shares of common stock of the Issuer.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:13 UTC
McMullen JamesController
Exercise / conversionRestricted Stock Units · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000118 · wk-form4_1743711223.xml · derivative · entry 3

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,154

Underlying: Common Stock · 578 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F3 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on April 1, 2025

F3 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on April 1, 2025

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:13 UTC
McMullen JamesController
Tax withholdingCommon Stock 166 $35.20 $5,843.20
Disclosure

SEC source: 0001823529-25-000118 · wk-form4_1743711223.xml · nonDerivative · entry 2

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,132

F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Restricted Stock Units that vested on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:13 UTC
McMullen JamesController
Exercise / conversionCommon Stock 578 Not disclosed Not disclosed
Disclosure

SEC source: 0001823529-25-000118 · wk-form4_1743711223.xml · nonDerivative · entry 1

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,298

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

Read SEC document
March 31, 2025 Filed Apr 1, 2025 20:16 UTC SaleCommon Stock 577,361 $33.87 $19,555,678.96
Disclosure

SEC source: 0000950170-25-048539 · ownership.xml · nonDerivative · entry 1

Genworth Holdings, Inc. · CIK 0001572983 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,173,805

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Share Repurchase Agreement between Enact Holdings, Inc. (the "Issuer") and Genworth Holdings, Inc. dated as of May 1, 2024 (the "Agreement"). A copy of the Agreement can be found as exhibit 10.3 to the Issuer's Form 10-Q for the quarterly period ended March 31, 2024, on the SEC's website at: https://www.sec.gov/Archives/edgar/data/1823529/000182352924000105/enact-genworthrepurchaseag.htm.

F2 · price: Represents a price per share determined pursuant to the terms of the Agreement, based on a weighted average price paid by the Issuer for purchases from third-parties.

F3 · ownership.direct: Genworth Holdings, Inc. owns approximately 81% of the outstanding shares of common stock of the Issuer.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:08 UTC
FISK JOHN DDirector
GrantDeferred Stock Units · Derivative 143 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000105 · wk-form4_1742328481.xml · derivative · entry 1

FISK JOHN D · CIK 0001168481 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,271.605

Underlying: Common Stock · 143 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Hooda SheilaDirector
GrantDeferred Stock Units · Derivative 143 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000103 · wk-form4_1742328460.xml · derivative · entry 1

Hooda Sheila · CIK 0001691816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,271.605

Underlying: Common Stock · 143 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:08 UTC GrantDeferred Stock Units · Derivative 143 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000106 · wk-form4_1742328491.xml · derivative · entry 1

Waleski Anne G · CIK 0001492023 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,271.605

Underlying: Common Stock · 143 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Addesso Dominic JamesDirector · Chairperson of the Board
GrantDeferred Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000104 · wk-form4_1742328471.xml · derivative · entry 1

Addesso Dominic James · CIK 0001463920 · Director · Chairperson of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,827.357

Underlying: Common Stock · 250 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC GrantDeferred Stock Units · Derivative 143 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000100 · wk-form4_1742328425.xml · derivative · entry 1

THOMPSON WESTLEY V · CIK 0001228941 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,271.605

Underlying: Common Stock · 143 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:08 UTC GrantDeferred Stock Units · Derivative 143 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000107 · wk-form4_1742328504.xml · derivative · entry 1

RESTREPO ROBERT P JR · CIK 0001227758 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,271.605

Underlying: Common Stock · 143 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC GrantDeferred Stock Units · Derivative 119 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000098 · wk-form4_1742328404.xml · derivative · entry 1

BLESS MICHAEL A · CIK 0001204903 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,291.686

Underlying: Common Stock · 119 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
STILL DEBRADirector
GrantDeferred Stock Units · Derivative 143 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000094 · wk-form4_1742328360.xml · derivative · entry 1

STILL DEBRA · CIK 0001733953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,271.605

Underlying: Common Stock · 143 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F2 · price: Additional deferred stock units acquired pursuant to reinvestment terms under the director award agreement from a dividend paid on March 14, 2025, at $0.185 per share.

F1 · derivative.exercise_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

F1 · derivative.expiration_date: Deferred Stock Units become payable in shares of Common Stock one year after termination of service as a director.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Stolove EvanEVP, Gen. Counsel & Secretary
GrantPerformance Stock Units · Derivative 118 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000102 · wk-form4_1742328449.xml · derivative · entry 6

Stolove Evan · CIK 0001858566 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118

Underlying: Common Stock · 118 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

F8 · derivative.exercise_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

F8 · derivative.expiration_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Stolove EvanEVP, Gen. Counsel & Secretary
GrantRestricted Stock Units · Derivative 33 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000102 · wk-form4_1742328449.xml · derivative · entry 5

Stolove Evan · CIK 0001858566 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,977

Underlying: Common Stock · 33 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F7 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

F7 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Stolove EvanEVP, Gen. Counsel & Secretary
GrantRestricted Stock Units · Derivative 28 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000102 · wk-form4_1742328449.xml · derivative · entry 4

Stolove Evan · CIK 0001858566 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,922

Underlying: Common Stock · 28 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F6 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

F6 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Stolove EvanEVP, Gen. Counsel & Secretary
GrantRestricted Stock Units · Derivative 18 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000102 · wk-form4_1742328449.xml · derivative · entry 3

Stolove Evan · CIK 0001858566 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,117

Underlying: Common Stock · 18 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Stolove EvanEVP, Gen. Counsel & Secretary
Tax withholdingCommon Stock 52 $33.40 $1,736.80
Disclosure

SEC source: 0001823529-25-000102 · wk-form4_1742328449.xml · nonDerivative · entry 2

Stolove Evan · CIK 0001858566 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,461

F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Stolove EvanEVP, Gen. Counsel & Secretary
Exercise / conversionCommon Stock 118 Not disclosed Not disclosed
Disclosure

SEC source: 0001823529-25-000102 · wk-form4_1742328449.xml · nonDerivative · entry 1

Stolove Evan · CIK 0001858566 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,513

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Mitchell Hardin DeanEVP, CFO and Treasurer
GrantPerformance Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000101 · wk-form4_1742328437.xml · derivative · entry 6

Mitchell Hardin Dean · CIK 0001859018 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250

Underlying: Common Stock · 250 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

F8 · derivative.exercise_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

F8 · derivative.expiration_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Mitchell Hardin DeanEVP, CFO and Treasurer
GrantRestricted Stock Units · Derivative 83 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000101 · wk-form4_1742328437.xml · derivative · entry 5

Mitchell Hardin Dean · CIK 0001859018 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,942

Underlying: Common Stock · 83 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F7 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

F7 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Mitchell Hardin DeanEVP, CFO and Treasurer
GrantRestricted Stock Units · Derivative 68 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000101 · wk-form4_1742328437.xml · derivative · entry 4

Mitchell Hardin Dean · CIK 0001859018 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,303

Underlying: Common Stock · 68 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F6 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

F6 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Mitchell Hardin DeanEVP, CFO and Treasurer
GrantRestricted Stock Units · Derivative 39 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000101 · wk-form4_1742328437.xml · derivative · entry 3

Mitchell Hardin Dean · CIK 0001859018 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,976

Underlying: Common Stock · 39 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Mitchell Hardin DeanEVP, CFO and Treasurer
Tax withholdingCommon Stock 110 $33.40 $3,674.00
Disclosure

SEC source: 0001823529-25-000101 · wk-form4_1742328437.xml · nonDerivative · entry 2

Mitchell Hardin Dean · CIK 0001859018 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,375

F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Mitchell Hardin DeanEVP, CFO and Treasurer
Exercise / conversionCommon Stock 250 Not disclosed Not disclosed
Disclosure

SEC source: 0001823529-25-000101 · wk-form4_1742328437.xml · nonDerivative · entry 1

Mitchell Hardin Dean · CIK 0001859018 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,485

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Gould BrianEVP & Chief Operations Officer
GrantPerformance Stock Units · Derivative 96 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000099 · wk-form4_1742328414.xml · derivative · entry 6

Gould Brian · CIK 0001858568 · EVP & Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96

Underlying: Common Stock · 96 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

F8 · derivative.exercise_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

F8 · derivative.expiration_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Gould BrianEVP & Chief Operations Officer
GrantRestricted Stock Units · Derivative 27 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000099 · wk-form4_1742328414.xml · derivative · entry 5

Gould Brian · CIK 0001858568 · EVP & Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,782

Underlying: Common Stock · 27 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F7 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

F7 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Gould BrianEVP & Chief Operations Officer
GrantRestricted Stock Units · Derivative 22 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000099 · wk-form4_1742328414.xml · derivative · entry 4

Gould Brian · CIK 0001858568 · EVP & Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,938

Underlying: Common Stock · 22 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F6 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

F6 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Gould BrianEVP & Chief Operations Officer
GrantRestricted Stock Units · Derivative 15 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000099 · wk-form4_1742328414.xml · derivative · entry 3

Gould Brian · CIK 0001858568 · EVP & Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,565

Underlying: Common Stock · 15 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Gould BrianEVP & Chief Operations Officer
Tax withholdingCommon Stock 42 $33.40 $1,402.80
Disclosure

SEC source: 0001823529-25-000099 · wk-form4_1742328414.xml · nonDerivative · entry 2

Gould Brian · CIK 0001858568 · EVP & Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,746

F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:07 UTC
Gould BrianEVP & Chief Operations Officer
Exercise / conversionCommon Stock 96 Not disclosed Not disclosed
Disclosure

SEC source: 0001823529-25-000099 · wk-form4_1742328414.xml · nonDerivative · entry 1

Gould Brian · CIK 0001858568 · EVP & Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,788

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Derstine MichaelEVP and Chief Risk Officer
GrantPerformance Stock Units · Derivative 96 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000097 · wk-form4_1742328394.xml · derivative · entry 6

Derstine Michael · CIK 0001858567 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96

Underlying: Common Stock · 96 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

F8 · derivative.exercise_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

F8 · derivative.expiration_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Derstine MichaelEVP and Chief Risk Officer
GrantRestricted Stock Units · Derivative 33 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000097 · wk-form4_1742328394.xml · derivative · entry 5

Derstine Michael · CIK 0001858567 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,977

Underlying: Common Stock · 33 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F7 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

F7 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Derstine MichaelEVP and Chief Risk Officer
GrantRestricted Stock Units · Derivative 28 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000097 · wk-form4_1742328394.xml · derivative · entry 4

Derstine Michael · CIK 0001858567 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,922

Underlying: Common Stock · 28 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F6 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

F6 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Derstine MichaelEVP and Chief Risk Officer
GrantRestricted Stock Units · Derivative 17 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000097 · wk-form4_1742328394.xml · derivative · entry 3

Derstine Michael · CIK 0001858567 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,931

Underlying: Common Stock · 17 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Derstine MichaelEVP and Chief Risk Officer
Tax withholdingCommon Stock 42 $33.40 $1,402.80
Disclosure

SEC source: 0001823529-25-000097 · wk-form4_1742328394.xml · nonDerivative · entry 2

Derstine Michael · CIK 0001858567 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,771

F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Derstine MichaelEVP and Chief Risk Officer
Exercise / conversionCommon Stock 96 Not disclosed Not disclosed
Disclosure

SEC source: 0001823529-25-000097 · wk-form4_1742328394.xml · nonDerivative · entry 1

Derstine Michael · CIK 0001858567 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,813

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Gupta RohitDirector · President and CEO
GrantPerformance Stock Units · Derivative 1,175 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000095 · wk-form4_1742328371.xml · derivative · entry 6

Gupta Rohit · CIK 0001848069 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,175

Underlying: Common Stock · 1,175 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

F8 · derivative.exercise_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025.

F8 · derivative.expiration_date: Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Gupta RohitDirector · President and CEO
GrantRestricted Stock Units · Derivative 247 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000095 · wk-form4_1742328371.xml · derivative · entry 5

Gupta Rohit · CIK 0001848069 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,824

Underlying: Common Stock · 247 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F7 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

F7 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Gupta RohitDirector · President and CEO
GrantRestricted Stock Units · Derivative 204 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000095 · wk-form4_1742328371.xml · derivative · entry 4

Gupta Rohit · CIK 0001848069 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,909

Underlying: Common Stock · 204 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F6 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

F6 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Gupta RohitDirector · President and CEO
GrantRestricted Stock Units · Derivative 173 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000095 · wk-form4_1742328371.xml · derivative · entry 3

Gupta Rohit · CIK 0001848069 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,233

Underlying: Common Stock · 173 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F5 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Gupta RohitDirector · President and CEO
Tax withholdingCommon Stock 514 $33.40 $17,167.60
Disclosure

SEC source: 0001823529-25-000095 · wk-form4_1742328371.xml · nonDerivative · entry 2

Gupta Rohit · CIK 0001848069 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 402,650

F2 · shares: The Company withheld shares of common stock to satisfy the tax withholding obligation for the Reporting Person's Performance Stock Units resulting from a dividend with a record date of February 21, 2025 and a payment date of March 14, 2025.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
Gupta RohitDirector · President and CEO
Exercise / conversionCommon Stock 1,175 Not disclosed Not disclosed
Disclosure

SEC source: 0001823529-25-000095 · wk-form4_1742328371.xml · nonDerivative · entry 1

Gupta Rohit · CIK 0001848069 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 403,164

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit will settle into shares of Issuer common stock on a 1:1 basis.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
McMullen JamesController
GrantRestricted Stock Units · Derivative 12 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000096 · wk-form4_1742328383.xml · derivative · entry 4

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,033

Underlying: Common Stock · 12 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F3 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F6 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

F6 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 21, 2026

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
McMullen JamesController
GrantRestricted Stock Units · Derivative 10 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000096 · wk-form4_1742328383.xml · derivative · entry 3

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,732

Underlying: Common Stock · 10 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F3 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F5 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on April 1, 2025

F5 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on April 1, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
McMullen JamesController
GrantRestricted Stock Units · Derivative 9 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000096 · wk-form4_1742328383.xml · derivative · entry 2

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,598

Underlying: Common Stock · 9 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F3 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F4 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

F4 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 16, 2025

Read SEC document
March 14, 2025 Filed Mar 18, 2025 20:06 UTC
McMullen JamesController
GrantRestricted Stock Units · Derivative 6 $0.00 $0.00
Disclosure

SEC source: 0001823529-25-000096 · wk-form4_1742328383.xml · derivative · entry 1

McMullen James · CIK 0001856018 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 949

Underlying: Common Stock · 6 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit will settle into shares of Issuer common stock on a 1:1 basis.

F3 · price: Additional restricted stock units acquired pursuant to reinvestment terms in the restricted stock unit award agreement resulting from a quarterly dividend at $0.185 per share, paid on March 14, 2025.

F2 · derivative.exercise_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

F2 · derivative.expiration_date: Restricted Stock Units vest and convert to Common Stock in three equal annual installments beginning on February 9, 2024

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:08 UTC
Gould BrianEVP & Chief Operations Officer
SaleCommon Stock 15,000 $33.60 $504,000.00
Disclosure

SEC source: 0001823529-25-000074 · wk-form4_1741637277.xml · nonDerivative · entry 1

Gould Brian · CIK 0001858568 · EVP & Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,692

F1 · price: Price indicated is the weighted average sale price as a result of a series of broker-assisted transactions ranging from $33.37 to $33.83 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range upon request by the SEC staff, the issuer, or any security holder of the issuer

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:03 UTC
Stolove EvanEVP, Gen. Counsel & Secretary
SaleCommon Stock 7,222 $33.96 $245,259.12
Disclosure

SEC source: 0001823529-25-000072 · wk-form4_1741294994.xml · nonDerivative · entry 1

Stolove Evan · CIK 0001858566 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,395

F1 · price: Price indicated is the sale price as a result of a series of broker-assisted transactions at $33.96 per share.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.