Last 12 months
Inside the activity.
5 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 2 | 0 |
| Jun 2026 | 3 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 10, 2023 Filed Apr 20, 2023 00:15 UTC |
Blum Steven MEVP, Chief Operating Officer
|
GrantCommon Stock | 14,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000080 · wf-form4_168194974137683.xml · nonDerivative · entry 1 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,310 F1 · kind: These Restricted Stock Units vest as to approximately 1/3 of the total shares on an approximate annual basis over a 3-year period from the date of grant on April 10, 2023. F2 · balance_after: The total securities beneficially owned includes 29,893 shares of unvested Restricted Stock Units. Read SEC document |
| April 10, 2023 Filed Apr 20, 2023 00:15 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
GrantCommon Stock | 1,498 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000079 · wf-form4_168194972502810.xml · nonDerivative · entry 1 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,052 F1 · kind: These Restricted Stock Units vest as to approximately 1/3 of the total shares on an approximate annual basis over a 3-year period from the date of grant on April 10, 2023. F2 · balance_after: The total securities beneficially owned includes 3,052 shares of unvested Restricted Stock Units. Read SEC document |
| April 10, 2023 Filed Apr 20, 2023 00:15 UTC |
Pearce RebeccaEVP, Chief People Officer
|
GrantCommon Stock | 7,591 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000078 · wf-form4_168194970986827.xml · nonDerivative · entry 1 Pearce Rebecca · CIK 0001927435 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,184 F1 · kind: These Restricted Stock Units vest as to approximately 1/3 of the total shares on an approximate annual basis over a 3-year period from the date of grant on April 10, 2023. F2 · balance_after: Includes shares acquired in March 2023 pursuant to the Issuer's Employee Stock Purchase Plan. F3 · balance_after: The total securities beneficially owned includes 17,798 shares of unvested Restricted Stock Units. Read SEC document |
| April 03, 2023 Filed Apr 3, 2023 22:16 UTC |
RAFAEL BETSYDirector
|
SaleCommon Stock | 309 | $205.09 | $63,372.81 |
DisclosureSEC source: 0000769397-23-000061 · wf-form4_168056017232494.xml · nonDerivative · entry 1 RAFAEL BETSY · CIK 0001255995 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,506 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 09/30/2022. F2 · balance_after: The total securities beneficially owned includes 1,521 shares of unvested Restricted Stock Units. Read SEC document |
| April 03, 2023 Filed Apr 3, 2023 22:16 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
SaleCommon Stock | 68 | $205.09 | $13,946.12 |
DisclosureSEC source: 0000769397-23-000060 · wf-form4_168056015726203.xml · nonDerivative · entry 1 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,554 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/11/2020; first amendment on 8/26/2021 and second amendment on 06/06/2022. F2 · balance_after: Includes shares acquired in March 2023 pursuant to the Issuer's Employee Stock Purchase Plan. F3 · balance_after: The total securities beneficially owned includes 1,554 shares of unvested Restricted Stock Units. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 23:01 UTC |
Clifford DeborahEVP, Chief Financial Officer
|
SaleCommon Stock | 3,815 | $196.75 | $750,601.25 |
DisclosureSEC source: 0000769397-23-000057 · wf-form4_168013085554960.xml · nonDerivative · entry 4 Clifford Deborah · CIK 0001756365 · EVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,209 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 09/12/2022 F2 · balance_after: The total securities beneficially owned includes 8,386 shares of unvested Restricted Stock Units. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 23:00 UTC |
Anagnost AndrewDirector · President and CEO
|
SaleCommon Stock | 2,847 | $196.75 | $560,147.25 |
DisclosureSEC source: 0000769397-23-000056 · wf-form4_168013083332478.xml · nonDerivative · entry 4 Anagnost Andrew · CIK 0001661768 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,452 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 05/31/2022 F2 · balance_after: The total securities beneficially owned includes 30,586 shares of unvested Restricted Stock Units. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 23:00 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
SaleCommon Stock | 2,457 | $196.75 | $483,414.75 |
DisclosureSEC source: 0000769397-23-000055 · wf-form4_168013080755247.xml · nonDerivative · entry 4 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,554 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/11/2020; first amendment on 8/26/2021 and second amendment on 06/06/2022. F2 · balance_after: The total securities beneficially owned includes 1,554 shares of unvested Restricted Stock Units. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 21:17 UTC |
Pearce RebeccaEVP, Chief People Officer
|
Tax withholdingCommon Stock | 3,393 | $196.75 | $667,572.75 |
DisclosureSEC source: 0000769397-23-000047 · wf-form4_168012463170922.xml · nonDerivative · entry 2 Pearce Rebecca · CIK 0001927435 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,463 F3 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 10,207 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:01 UTC |
Clifford DeborahEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 4,910 | $200.22 | $983,080.20 |
DisclosureSEC source: 0000769397-23-000057 · wf-form4_168013085554960.xml · nonDerivative · entry 3 Clifford Deborah · CIK 0001756365 · EVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,024 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 8,386 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:01 UTC |
Clifford DeborahEVP, Chief Financial Officer
|
GrantCommon Stock | 9,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000057 · wf-form4_168013085554960.xml · nonDerivative · entry 2 Clifford Deborah · CIK 0001756365 · EVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,934 F3 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 9,899 shares subject to one PSU vested on attainment on 03/27/2023. F2 · balance_after: The total securities beneficially owned includes 8,386 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:01 UTC |
Clifford DeborahEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 2,574 | $200.22 | $515,366.28 |
DisclosureSEC source: 0000769397-23-000057 · wf-form4_168013085554960.xml · nonDerivative · entry 1 Clifford Deborah · CIK 0001756365 · EVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,035 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 8,386 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:00 UTC |
Anagnost AndrewDirector · President and CEO
|
Tax withholdingCommon Stock | 17,112 | $200.22 | $3,426,164.64 |
DisclosureSEC source: 0000769397-23-000056 · wf-form4_168013083332478.xml · nonDerivative · entry 3 Anagnost Andrew · CIK 0001661768 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,299 F1 · kind: Shares withheld to cover taxes. F3 · balance_after: Represents shares earned based upon attainment for Performance Stock Unit awards. 34,510 shares subject to one PSU vested on attainment on 03/27/2023. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:00 UTC |
Anagnost AndrewDirector · President and CEO
|
GrantCommon Stock | 34,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000056 · wf-form4_168013083332478.xml · nonDerivative · entry 2 Anagnost Andrew · CIK 0001661768 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 105,411 F3 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 34,510 shares subject to one PSU vested on attainment on 03/27/2023. F2 · balance_after: The total securities beneficially owned includes 30,586 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:00 UTC |
Anagnost AndrewDirector · President and CEO
|
Tax withholdingCommon Stock | 9,070 | $200.22 | $1,815,995.40 |
DisclosureSEC source: 0000769397-23-000056 · wf-form4_168013083332478.xml · nonDerivative · entry 1 Anagnost Andrew · CIK 0001661768 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 70,901 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 30,586 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:00 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
Tax withholdingCommon Stock | 606 | $200.22 | $121,333.32 |
DisclosureSEC source: 0000769397-23-000055 · wf-form4_168013080755247.xml · nonDerivative · entry 3 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,011 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 1,554 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:00 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
GrantCommon Stock | 1,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000055 · wf-form4_168013080755247.xml · nonDerivative · entry 2 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,617 F3 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 4,617 shares subject to one PSU vested on attainment on 03/27/2023. F2 · balance_after: The total securities beneficially owned includes 1,554 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 23:00 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
Tax withholdingCommon Stock | 332 | $200.22 | $66,473.04 |
DisclosureSEC source: 0000769397-23-000055 · wf-form4_168013080755247.xml · nonDerivative · entry 1 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,870 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 1,554 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:17 UTC |
Keene Ruth AnnEVP, Corp Affairs, CLO
|
Tax withholdingCommon Stock | 2,708 | $200.22 | $542,195.76 |
DisclosureSEC source: 0000769397-23-000048 · wf-form4_168012464783654.xml · nonDerivative · entry 3 Keene Ruth Ann · CIK 0001823981 · EVP, Corp Affairs, CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,620 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 27,386 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:17 UTC |
Keene Ruth AnnEVP, Corp Affairs, CLO
|
GrantCommon Stock | 5,461 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000048 · wf-form4_168012464783654.xml · nonDerivative · entry 2 Keene Ruth Ann · CIK 0001823981 · EVP, Corp Affairs, CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,328 F3 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 5,461 shares subject to one PSU vested on attainment on 03/27/2023. F2 · balance_after: The total securities beneficially owned includes 27,386 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:17 UTC |
Keene Ruth AnnEVP, Corp Affairs, CLO
|
Tax withholdingCommon Stock | 1,102 | $200.22 | $220,642.44 |
DisclosureSEC source: 0000769397-23-000048 · wf-form4_168012464783654.xml · nonDerivative · entry 1 Keene Ruth Ann · CIK 0001823981 · EVP, Corp Affairs, CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,867 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 27,386 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:17 UTC |
Blum Steven MEVP, Chief Operating Officer
|
Tax withholdingCommon Stock | 4,434 | $200.22 | $887,775.48 |
DisclosureSEC source: 0000769397-23-000046 · wf-form4_168012461678721.xml · nonDerivative · entry 3 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust Disclosed balance after: 54,205 F1 · kind: Shares withheld to cover taxes. F5 · ownership.nature: The shares are held by the BLUM FAMILY DECL. TR U/A/D 4/20/06 (the "Family Trust"). The reporting person is a trustee of the Family Trust. The reporting person disclaims beneficial ownership of the shares held by the Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:17 UTC |
Blum Steven MEVP, Chief Operating Officer
|
GrantCommon Stock | 11,264 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000046 · wf-form4_168012461678721.xml · nonDerivative · entry 2 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust Disclosed balance after: 58,639 F3 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 11,264 shares subject to one PSU vested on attainment on 03/27/2023. F4 · balance_after: Reflects the transfer of 3,661 shares from direct holdings to the BLUM FAMLY DECL. TR U/A/D 4/30/06 (the "Family Trust") F5 · ownership.nature: The shares are held by the BLUM FAMILY DECL. TR U/A/D 4/20/06 (the "Family Trust"). The reporting person is a trustee of the Family Trust. The reporting person disclaims beneficial ownership of the shares held by the Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:17 UTC |
Blum Steven MEVP, Chief Operating Officer
|
Tax withholdingCommon Stock | 2,153 | $200.22 | $431,073.66 |
DisclosureSEC source: 0000769397-23-000046 · wf-form4_168012461678721.xml · nonDerivative · entry 1 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,222 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 14,911 shares of unvested Restricted Stock Units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:17 UTC |
Pearce RebeccaEVP, Chief People Officer
|
GrantCommon Stock | 4,767 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000047 · wf-form4_168012463170922.xml · nonDerivative · entry 1 Pearce Rebecca · CIK 0001927435 · EVP, Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,856 F1 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 4,767 shares subject to one PSU vested on attainment on 03/27/2023. F2 · balance_after: The total securities beneficially owned includes 10,207 shares of unvested Restricted Stock Units. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Anagnost AndrewDirector · President and CEO
|
Tax withholdingCommon Stock | 4,764 | $200.42 | $954,800.88 |
DisclosureSEC source: 0000769397-23-000042 · wf-form4_167952135739365.xml · nonDerivative · entry 3 Anagnost Andrew · CIK 0001661768 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,971 F3 · kind: Shares withheld to cover taxes. F4 · balance_after: The total securities beneficially owned includes 49,769 shares of unvested Restricted Stock Units. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Anagnost AndrewDirector · President and CEO
|
Tax withholdingCommon Stock | 7,639 | $200.42 | $1,531,008.38 |
DisclosureSEC source: 0000769397-23-000042 · wf-form4_167952135739365.xml · nonDerivative · entry 2 Anagnost Andrew · CIK 0001661768 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,735 F3 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 61,440 shares of unvested Restricted Stock Units. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Anagnost AndrewDirector · President and CEO
|
GrantCommon Stock | 15,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000042 · wf-form4_167952135739365.xml · nonDerivative · entry 1 Anagnost Andrew · CIK 0001661768 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,374 F1 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 15,406 shares subject to one PSU vested on attainment on 03/21/2023. F2 · balance_after: The total securities beneficially owned includes 61,440 shares of unvested Restricted Stock Units. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
Tax withholdingCommon Stock | 194 | $200.42 | $38,881.48 |
DisclosureSEC source: 0000769397-23-000040 · wf-form4_167952132615584.xml · nonDerivative · entry 3 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,202 F3 · kind: Shares withheld to cover taxes. F4 · balance_after: The total securities beneficially owned includes 2,513 shares of unvested Restricted Stock Units. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
Tax withholdingCommon Stock | 171 | $200.42 | $34,271.82 |
DisclosureSEC source: 0000769397-23-000040 · wf-form4_167952132615584.xml · nonDerivative · entry 2 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,396 F3 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 3,074 shares of unvested Restricted Stock Units. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
GrantCommon Stock | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000040 · wf-form4_167952132615584.xml · nonDerivative · entry 1 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,567 F1 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 493 shares subject to one PSU vested on attainment on 03/21/2023. F2 · balance_after: The total securities beneficially owned includes 3,074 shares of unvested Restricted Stock Units. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Blum Steven MEVP, Chief Operating Officer
|
Tax withholdingCommon Stock | 1,870 | $200.42 | $374,785.40 |
DisclosureSEC source: 0000769397-23-000041 · wf-form4_167952134157481.xml · nonDerivative · entry 3 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust Disclosed balance after: 43,714 F1 · kind: Shares withheld to cover taxes. F5 · ownership.nature: The shares are held by the BLUM FAMILY DECL. TR U/A/D 4/20/06 (the "Family Trust"). The reporting person is a trustee of the Family Trust. The reporting person disclaims beneficial ownership of the shares held by the Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Blum Steven MEVP, Chief Operating Officer
|
GrantCommon Stock | 4,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000769397-23-000041 · wf-form4_167952134157481.xml · nonDerivative · entry 2 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust Disclosed balance after: 45,584 F3 · kind: Represents shares earned based upon attainment for Performance Stock Unit awards. 4,739 shares subject to one PSU vested on attainment on 03/21/2023 and were transferred to the BLUM FAM DECL.TRU/A/D 4/20/06 (the "Family Trust"). F4 · balance_after: Reflects the transfer of 2,262 shares from direct holdings to the BLUM FAMLY DECL. TR U/A/D 4/30/06 (the "Family Trust") F5 · ownership.nature: The shares are held by the BLUM FAMILY DECL. TR U/A/D 4/20/06 (the "Family Trust"). The reporting person is a trustee of the Family Trust. The reporting person disclaims beneficial ownership of the shares held by the Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 21:42 UTC |
Blum Steven MEVP, Chief Operating Officer
|
Tax withholdingCommon Stock | 1,329 | $200.42 | $266,358.18 |
DisclosureSEC source: 0000769397-23-000041 · wf-form4_167952134157481.xml · nonDerivative · entry 1 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,036 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 20,725 shares of unvested Restricted Stock Units. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 21:06 UTC |
Clifford DeborahEVP, Chief Financial Officer
|
SaleCommon Stock | 1,557 | $205.71 | $320,290.47 |
DisclosureSEC source: 0000769397-23-000032 · wf-form4_167848237463839.xml · nonDerivative · entry 1 Clifford Deborah · CIK 0001756365 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,609 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 09/12/2022. F2 · balance_after: The total securities beneficially owned includes 13,599 shares of unvested Restricted Stock Units. Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 17:28 UTC |
Clifford DeborahEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 1,673 | $205.48 | $343,768.04 |
DisclosureSEC source: 0000769397-23-000030 · wf-form4_167838290276804.xml · nonDerivative · entry 1 Clifford Deborah · CIK 0001756365 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,166 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: Includes shares acquired in September 2022 pursuant to the Issuer's Employee Stock Purchase Plan. F3 · balance_after: The total securities beneficially owned includes 13,599 shares of unvested Restricted Stock Units. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:18 UTC |
RAFAEL BETSYDirector
|
SaleCommon Stock | 309 | $199.48 | $61,639.32 |
DisclosureSEC source: 0000769397-23-000026 · wf-form4_167779548490506.xml · nonDerivative · entry 1 RAFAEL BETSY · CIK 0001255995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,815 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 09/30/2022. F2 · balance_after: The total securities beneficially owned includes 1,521 shares of unvested Restricted Stock Units. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 20:39 UTC |
Keene Ruth AnnEVP, Corp Affairs, CLO
|
Tax withholdingCommon Stock | 10,620 | $192.53 | $2,044,668.60 |
DisclosureSEC source: 0000769397-23-000024 · wf-form4_167761674916794.xml · nonDerivative · entry 1 Keene Ruth Ann · CIK 0001823981 · EVP, Corp Affairs, CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,969 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: Includes shares acquired in September 2022 pursuant to the Issuer's Employee Stock Purchase Plan. F3 · balance_after: The total securities beneficially owned includes 29,608 shares of unvested Restricted Stock Units. Read SEC document |
| February 02, 2023 Filed Feb 2, 2023 22:40 UTC |
Howard AyannaDirector
|
SaleCommon Stock | 328 | $230.00 | $75,440.00 |
DisclosureSEC source: 0000769397-23-000018 · wf-form4_167537759233268.xml · nonDerivative · entry 1 Howard Ayanna · CIK 0001788899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,862 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 09/22/2022. F2 · balance_after: The total securities beneficially owned includes 3,673 shares of unvested Restricted Stock Units. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 22:36 UTC |
Blum Steven MEVP, Chief Operating Officer
|
Tax withholdingCommon Stock | 629 | $215.16 | $135,335.64 |
DisclosureSEC source: 0000769397-23-000016 · wf-form4_167537735243553.xml · nonDerivative · entry 1 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,627 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 24,316 shares of unvested Restricted Stock Units. F3 · balance_after: Reflects the transfer of 1,984 shares from direct holdings to the BLUM FAMLY DECL. TR U/A/D 4/30/06 (the "Family Trust") Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 22:34 UTC |
RAFAEL BETSYDirector
|
SaleCommon Stock | 309 | $213.89 | $66,092.01 |
DisclosureSEC source: 0000769397-23-000014 · wf-form4_167537722304522.xml · nonDerivative · entry 1 RAFAEL BETSY · CIK 0001255995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,124 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 09/30/2022. F2 · balance_after: The total securities beneficially owned includes 1,521 shares of unvested Restricted Stock Units. Read SEC document |
| January 11, 2023 Filed Jan 11, 2023 23:49 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
SaleCommon Stock | 394 | $195.66 | $77,090.04 |
DisclosureSEC source: 0000769397-23-000010 · wf-form4_167348093395038.xml · nonDerivative · entry 2 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,074 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/11/2020; first amendment on 8/26/2021 and second amendment on 06/06/2022. F2 · balance_after: The total securities beneficially owned includes 3,074 shares of unvested Restricted Stock Units. Read SEC document |
| January 11, 2023 Filed Jan 12, 2023 23:39 UTC |
Pearce RebeccaEVP, Chief People Officer
|
Tax withholdingCommon Stock | 347 | $195.66 | $67,894.02 |
DisclosureSEC source: 0000769397-23-000012 · wf-form4_167356678328666.xml · nonDerivative · entry 1 Pearce Rebecca · CIK 0001927435 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,089 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 12,528 shares of unvested Restricted Stock Units. Read SEC document |
| January 10, 2023 Filed Jan 11, 2023 23:49 UTC |
Hope Stephen W.VP & Chief Accounting Officer
|
Tax withholdingCommon Stock | 275 | $192.47 | $52,929.25 |
DisclosureSEC source: 0000769397-23-000010 · wf-form4_167348093395038.xml · nonDerivative · entry 1 Hope Stephen W. · CIK 0001780227 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,468 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 3,074 shares of unvested Restricted Stock Units. Read SEC document |
| January 10, 2023 Filed Jan 11, 2023 23:47 UTC |
Blum Steven MEVP, Chief Operating Officer
|
Tax withholdingCommon Stock | 589 | $192.47 | $113,364.83 |
DisclosureSEC source: 0000769397-23-000008 · wf-form4_167348081633383.xml · nonDerivative · entry 1 Blum Steven M · CIK 0001515843 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,240 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: Includes shares acquired in September 2022 pursuant to the Issuer's Employee Stock Purchase Plan. F3 · balance_after: The total securities beneficially owned includes 26,929 shares of unvested Restricted Stock Units. F4 · balance_after: Reflects the transfer of 2,087 shares from direct holdings to the BLUM FAMLY DECL. TR U/A/D 4/30/06 (the "Family Trust") Read SEC document |
| January 05, 2023 Filed Jan 6, 2023 19:46 UTC |
Pearce RebeccaEVP, Chief People Officer
|
Tax withholdingCommon Stock | 759 | $186.04 | $141,204.36 |
DisclosureSEC source: 0000769397-23-000006 · wf-form4_167303437736588.xml · nonDerivative · entry 1 Pearce Rebecca · CIK 0001927435 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,436 F1 · kind: Shares withheld to cover taxes. F2 · balance_after: The total securities beneficially owned includes 13,264 shares of unvested Restricted Stock Units. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 00:43 UTC |
Howard AyannaDirector
|
SaleCommon Stock | 410 | $188.17 | $77,149.70 |
DisclosureSEC source: 0000769397-23-000004 · wf-form4_167287941026826.xml · nonDerivative · entry 1 Howard Ayanna · CIK 0001788899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,190 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 30, 2022. F2 · balance_after: The total securities beneficially owned includes 3,673 shares of unvested Restricted Stock Units. Read SEC document |
| January 03, 2023 Filed Jan 3, 2023 23:34 UTC |
RAFAEL BETSYDirector
|
SaleCommon Stock | 309 | $190.96 | $59,006.64 |
DisclosureSEC source: 0000769397-23-000002 · wf-form4_167278886160265.xml · nonDerivative · entry 1 RAFAEL BETSY · CIK 0001255995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,433 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 30, 2022. F2 · balance_after: The total securities beneficially owned includes 1,521 shares of unvested Restricted Stock Units. Read SEC document |
| December 28, 2022 Filed Dec 30, 2022 01:22 UTC |
Howard AyannaDirector
|
SaleCommon Stock | 410 | $184.49 | $75,640.90 |
DisclosureSEC source: 0000769397-22-000157 · wf-form4_167236331836189.xml · nonDerivative · entry 1 Howard Ayanna · CIK 0001788899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,600 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 22, 2022. F2 · balance_after: The total securities beneficially owned includes 3,673 shares of unvested Restricted Stock Units. Read SEC document |
| December 21, 2022 Filed Dec 27, 2022 22:24 UTC |
Howard AyannaDirector
|
SaleCommon Stock | 410 | $188.67 | $77,354.70 |
DisclosureSEC source: 0000769397-22-000155 · wf-form4_167217982882521.xml · nonDerivative · entry 1 Howard Ayanna · CIK 0001788899 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,010 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 22, 2022. F2 · balance_after: The total securities beneficially owned includes 3,673 shares of unvested Restricted Stock Units. 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.