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Nasdaq · USD

AEIS

ADVANCED ENERGY INDUSTRIES INC

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Tapewire entity
3497
SEC CIK
0000927003
Parsed reports
358

Last 12 months

Inside the activity.

0 purchase rows · 61 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202503
Dec 202502
Jan 202601
Feb 202604
Mar 2026024
Apr 202602
May 202600
Jun 202601
Jul 202600
Aug 2026021
Sep 202602
Oct 202601

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
March 01, 2026 Filed Mar 3, 2026 23:55 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,959 $0.00 $0.00
Disclosure

SEC source: 0001923149-26-000002 · ownership.xml · derivative · entry 5

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,959

Underlying: Common Stock · 1,959 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: On March 1, 2024, the reporting person was granted 5,877 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 5,877 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 5,877 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:55 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Disposition to issuerCommon Stock 437 Not disclosed Not disclosed
Disclosure

SEC source: 0001923149-26-000002 · ownership.xml · nonDerivative · entry 4

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,579

F4 · price: In connection with the March 1, 2026 vesting of RSUs previously granted on March 1, 2023, the reporting person's receipt of 437 shares of common stock was deferred pursuant to the reporting person's election under the Plan, resulting in the reporting person's receipt of 437 shares of phantom stock.

F5 · balance_after: Amount includes 29.832 shares acquired through the Dividend Reinvestment Plan. The numbers reported herein are rounded to the nearest number.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:55 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Tax withholdingCommon Stock 2,033 $335.57 $682,213.81
Disclosure

SEC source: 0001923149-26-000002 · ownership.xml · nonDerivative · entry 3

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,986

F3 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:55 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionCommon Stock 1,377 Not disclosed Not disclosed
Disclosure

SEC source: 0001923149-26-000002 · ownership.xml · nonDerivative · entry 2

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,019

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.

F2 · shares: On March 1, 2025, the reporting person was granted 5,899 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis. Of the 1,967 vested shares, receipt of 590 shares of common stock was deferred pursuant to the reporting person's election under the Company's deferred compensation plan (the "Plan").

F2 · price: On March 1, 2025, the reporting person was granted 5,899 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis. Of the 1,967 vested shares, receipt of 590 shares of common stock was deferred pursuant to the reporting person's election under the Company's deferred compensation plan (the "Plan").

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:55 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionCommon Stock 1,959 Not disclosed Not disclosed
Disclosure

SEC source: 0001923149-26-000002 · ownership.xml · nonDerivative · entry 1

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,642

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 · shares: On March 1, 2024, the reporting person was granted 5,877 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · price: On March 1, 2024, the reporting person was granted 5,877 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:52 UTC GrantPerformance Units · Derivative 4,647 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001881031-26-000002 · ownership.xml · derivative · entry 6

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,647

Underlying: Common Stock · 4,647 shares

Expires not disclosed

F4 · derivative.exercise_date: These performance share awards were issued pursuant to the LTI Plan at 100% of target, have a three-year performance period, and will vest in all or in part upon achievement of performance metrics. Any awards that have not been vested and released at the end of the three-year performance period will be canceled.

F4 · derivative.expiration_date: These performance share awards were issued pursuant to the LTI Plan at 100% of target, have a three-year performance period, and will vest in all or in part upon achievement of performance metrics. Any awards that have not been vested and released at the end of the three-year performance period will be canceled.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:52 UTC GrantRestricted Stock Units · Derivative 4,648 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001881031-26-000002 · ownership.xml · derivative · entry 5

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,648

Underlying: Common Stock · 4,648 shares

Expires not disclosed

F3 · derivative.exercise_date: These employee RSUs were issued pursuant to the Company's Amended and Restated 2023 Omnibus Incentive Plan ("LTI Plan") and will vest in three equal installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: These employee RSUs were issued pursuant to the Company's Amended and Restated 2023 Omnibus Incentive Plan ("LTI Plan") and will vest in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:52 UTC Exercise / conversionRestricted Stock Units · Derivative 3,371 $0.00 $0.00
Disclosure

SEC source: 0001881031-26-000002 · ownership.xml · derivative · entry 4

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,741

Underlying: Common Stock · 3,371 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.

F2 · derivative.exercise_price: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F2 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:52 UTC Exercise / conversionRestricted Stock Units · Derivative 4,898 $0.00 $0.00
Disclosure

SEC source: 0001881031-26-000002 · ownership.xml · derivative · entry 3

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,898

Underlying: Common Stock · 4,898 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: On March 1, 2024, the reporting person was granted 14,694 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 14,694 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 14,694 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:52 UTC Exercise / conversionCommon Stock 3,371 Not disclosed Not disclosed
Disclosure

SEC source: 0001881031-26-000002 · ownership.xml · nonDerivative · entry 2

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,838

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.

F2 · price: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:52 UTC Exercise / conversionCommon Stock 4,898 Not disclosed Not disclosed
Disclosure

SEC source: 0001881031-26-000002 · ownership.xml · nonDerivative · entry 1

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,467

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: On March 1, 2024, the reporting person was granted 14,694 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC GrantPhantom Stock · Derivative 3,153 $0.00 $0.00
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · derivative · entry 9

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,626.018

Underlying: Common Stock · 3,153 shares

Expires not disclosed

F7 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to certain timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms of the Plan.

F7 · derivative.exercise_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to certain timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms of the Plan.

F7 · derivative.expiration_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to certain timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms of the Plan.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC GrantPerformance Units · Derivative 4,481 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · derivative · entry 8

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,481

Underlying: Common Stock · 4,481 shares

Expires not disclosed

F6 · derivative.exercise_date: These performance share awards were issued pursuant to the LTI Plan at 100% of target, have a three-year performance period, and will vest in all or in part upon achievement of performance metrics. Any awards that have not been vested and released at the end of the three-year performance period will be canceled.

F6 · derivative.expiration_date: These performance share awards were issued pursuant to the LTI Plan at 100% of target, have a three-year performance period, and will vest in all or in part upon achievement of performance metrics. Any awards that have not been vested and released at the end of the three-year performance period will be canceled.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC GrantRestricted Stock Units · Derivative 4,482 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · derivative · entry 7

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,482

Underlying: Common Stock · 4,482 shares

Expires not disclosed

F5 · derivative.exercise_date: These employee RSUs were issued pursuant to the Company's Amended and Restated 2023 Omnibus Incentive Plan ("LTI Plan") and will vest in three equal installments beginning on the first anniversary of the grant date.

F5 · derivative.expiration_date: These employee RSUs were issued pursuant to the Company's Amended and Restated 2023 Omnibus Incentive Plan ("LTI Plan") and will vest in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC Exercise / conversionRestricted Stock Units · Derivative 3,371 $0.00 $0.00
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · derivative · entry 6

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,741

Underlying: Common Stock · 3,371 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.

F2 · derivative.exercise_price: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F2 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC Exercise / conversionRestricted Stock Units · Derivative 3,265 $0.00 $0.00
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · derivative · entry 5

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,265

Underlying: Common Stock · 3,265 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: On March 1, 2024, the reporting person was granted 9,796 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 9,796 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 9,796 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC Disposition to issuerCommon Stock 3,153 Not disclosed Not disclosed
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · nonDerivative · entry 4

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,373

F4 · price: In connection with the March 1, 2026 vesting of RSUs previously granted on March 1, 2023 and reported in Table 1, the reporting person's receipt of 3,153 shares of common stock was deferred pursuant to the reporting person's election under the Company's deferred compensation plan (the "Plan"), resulting in the reporting person's receipt of 3,153 shares of phantom stock.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC Tax withholdingCommon Stock 2,902 $335.57 $973,824.14
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · nonDerivative · entry 3

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,526

F3 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC Exercise / conversionCommon Stock 3,371 Not disclosed Not disclosed
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,428

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.

F2 · price: On March 1, 2025, the reporting person was granted 10,112 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:49 UTC Exercise / conversionCommon Stock 3,265 Not disclosed Not disclosed
Disclosure

SEC source: 0001421764-26-000002 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,057

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: On March 1, 2024, the reporting person was granted 9,796 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:47 UTC
Kelley Stephen DouglasDirector · President and CEO
GrantPerformance Units · Derivative 18,260 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001443674-26-000002 · ownership.xml · derivative · entry 7

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,260

Underlying: Common Stock · 18,260 shares

Expires not disclosed

F5 · derivative.exercise_date: These performance share awards were issued pursuant to the LTI Plan at 100% of target, have a three-year performance period, and will vest in all or in part upon achievement of performance metrics. Any awards that have not been vested and released at the end of the three-year performance period will be canceled.

F5 · derivative.expiration_date: These performance share awards were issued pursuant to the LTI Plan at 100% of target, have a three-year performance period, and will vest in all or in part upon achievement of performance metrics. Any awards that have not been vested and released at the end of the three-year performance period will be canceled.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:47 UTC
Kelley Stephen DouglasDirector · President and CEO
GrantRestricted Stock Units · Derivative 11,620 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001443674-26-000002 · ownership.xml · derivative · entry 6

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,620

Underlying: Common Stock · 11,620 shares

Expires not disclosed

F4 · derivative.exercise_date: These employee RSUs were issued pursuant to the Company's Amended and Restated 2023 Omnibus Incentive Plan ("LTI Plan") and will vest in three equal installments beginning on the first anniversary of the grant date.

F4 · derivative.expiration_date: These employee RSUs were issued pursuant to the Company's Amended and Restated 2023 Omnibus Incentive Plan ("LTI Plan") and will vest in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:47 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 9,130 $0.00 $0.00
Disclosure

SEC source: 0001443674-26-000002 · ownership.xml · derivative · entry 5

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,258

Underlying: Common Stock · 9,130 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.

F2 · derivative.exercise_price: On March 1, 2025, the reporting person was granted 27,388 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On March 1, 2025, the reporting person was granted 27,388 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F2 · derivative.expiration_date: On March 1, 2025, the reporting person was granted 27,388 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:47 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 10,449 $0.00 $0.00
Disclosure

SEC source: 0001443674-26-000002 · ownership.xml · derivative · entry 4

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,449

Underlying: Common Stock · 10,449 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: On March 1, 2024, the reporting person was granted 31,348 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 31,348 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 31,348 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:47 UTC
Kelley Stephen DouglasDirector · President and CEO
Tax withholdingCommon Stock 13,355 $335.57 $4,481,537.35
Disclosure

SEC source: 0001443674-26-000002 · ownership.xml · nonDerivative · entry 3

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,376

F3 · balance_after: Represents 10,950 shares of unvested restricted stock units and 119,426 shares of common stock.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:47 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionCommon Stock 9,130 Not disclosed Not disclosed
Disclosure

SEC source: 0001443674-26-000002 · ownership.xml · nonDerivative · entry 2

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,731

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.

F2 · price: On March 1, 2025, the reporting person was granted 27,388 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 23:47 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionCommon Stock 10,449 Not disclosed Not disclosed
Disclosure

SEC source: 0001443674-26-000002 · ownership.xml · nonDerivative · entry 1

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,601

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: On March 1, 2024, the reporting person was granted 31,348 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis.

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February 25, 2026 Filed Feb 27, 2026 23:48 UTC OtherPhantom Stock · Derivative 6,324.114 $338.51 $2,140,775.83
Disclosure

SEC source: 0001193125-26-083560 · ownership.xml · derivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,473.018

Underlying: Common Stock · 6,324.114 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Company's deferred compensation plan (the "Plan") or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

F2 · shares: Reflects the transfer by the reporting person of shares of phantom stock into alternative investments within the Plan in accordance with the terms of the Plan.

F1 · derivative.exercise_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Company's deferred compensation plan (the "Plan") or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

F1 · derivative.expiration_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Company's deferred compensation plan (the "Plan") or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

F3 · balance_after: Includes shares of phantom stock acquired pursuant to dividend reinvestment under the Plan.

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February 23, 2026 Filed Feb 24, 2026 23:02 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
SaleCommon Stock 0.001 $329.76 $0.33
Disclosure

SEC source: 0001193125-26-067686 · ownership.xml · nonDerivative · entry 2

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,683

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2025.

F2 · balance_after: Represents 3,065 shares of unvested restricted stock units and 8,618 shares of common stock.

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February 23, 2026 Filed Feb 24, 2026 23:02 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
SaleCommon Stock 964 $328.42 $316,596.88
Disclosure

SEC source: 0001193125-26-067686 · ownership.xml · nonDerivative · entry 1

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,683

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 12, 2025.

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February 18, 2026 Filed Feb 20, 2026 23:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
GrantPhantom Stock · Derivative 2,148 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-061768 · ownership.xml · derivative · entry 5

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,024

Underlying: Common Stock · 2,148 shares

Expires not disclosed

F6 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

F6 · derivative.exercise_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

F6 · derivative.expiration_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionPerformance Units · Derivative 5,255 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-061768 · ownership.xml · derivative · entry 4

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 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.

F5 · shares: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F5 · derivative.exercise_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F5 · derivative.expiration_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Disposition to issuerCommon Stock 2,148 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-061768 · ownership.xml · nonDerivative · entry 3

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,647

F3 · price: In connection with the February 18, 2026 vesting of PSUs previously granted on March 1, 2023, the reporting person's receipt of 2,148 shares of common stock was deferred pursuant to the reporting person's election under the Company's deferred compensation plan (the "Plan"), resulting in the reporting person's receipt of 2,148 shares of phantom stock.

F4 · balance_after: Represents 3,065 shares of unvested restricted stock units and 9,582 shares of common stock.

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February 18, 2026 Filed Feb 20, 2026 23:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Tax withholdingCommon Stock 2,839 $314.12 $891,786.68
Disclosure

SEC source: 0001193125-26-061768 · ownership.xml · nonDerivative · entry 2

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,795

F2 · shares: Payment of tax liability by withholding securities incident to vesting of performance stock units.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionCommon Stock 8,591 $314.12 $2,698,604.92
Disclosure

SEC source: 0001193125-26-061768 · ownership.xml · nonDerivative · entry 1

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,634

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 · shares: Represents the total number of shares vested pursuant to the performance unit award issued under the 2023 Long-Term Incentive Plan (the "2023 LTI Plan") and reported voluntarily on 3/3/2023, based on achievement of performance metrics under the 2023 LTI Plan. The shares were approved for a 2/18/2026 release by the Board of Directors.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:15 UTC
Donaghey JohnEVP, Global Sales
Exercise / conversionPerformance Units · Derivative 5,255 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-061762 · ownership.xml · derivative · entry 3

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 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.

F4 · shares: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F4 · derivative.exercise_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F4 · derivative.expiration_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:15 UTC
Donaghey JohnEVP, Global Sales
Tax withholdingCommon Stock 3,273 $314.12 $1,028,114.76
Disclosure

SEC source: 0001193125-26-061762 · ownership.xml · nonDerivative · entry 2

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,346

F2 · shares: Payment of tax liability by withholding securities incident to vesting of performance stock units.

F3 · balance_after: Represents 2,627 shares of unvested restricted stock units and 12,719 shares of common stock.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:15 UTC
Donaghey JohnEVP, Global Sales
Exercise / conversionCommon Stock 8,590 $314.12 $2,698,290.80
Disclosure

SEC source: 0001193125-26-061762 · ownership.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,619

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 · shares: Represents the total number of shares vested pursuant to the performance unit award issued under the 2023 Long-Term Incentive Plan (the "2023 LTI Plan"), and reported voluntarily on 3/3/2023, based on achievement of performance metrics under the 2023 LTI Plan. The shares were approved for a 2/18/2026 release by the Board of Directors.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:09 UTC GrantPhantom Stock · Derivative 15,466 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-061756 · ownership.xml · derivative · entry 4

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,773

Underlying: Common Stock · 15,466 shares

Expires not disclosed

F5 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

F5 · derivative.exercise_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

F5 · derivative.expiration_date: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. Shares of phantom stock become payable in accordance with the reporting person's distribution elections made pursuant to the Plan or upon the reporting person's termination of service, death, or disability. Subject to timing restrictions, the reporting person may transfer some or all of the shares of phantom stock into alternative investments under the terms on the Plan.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:09 UTC Disposition to issuerCommon Stock 15,466 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-061756 · ownership.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,792

F2 · price: In connection with the February 18, 2026 vesting of PSUs previously granted on March 1, 2023, the reporting person's receipt of 15,466 shares of common stock was deferred pursuant to the reporting person's election under the Company's deferred compensation plan (the "Plan"), resulting in the reporting person's receipt of 15,466 shares of phantom stock.

F3 · balance_after: Represents 3,153 shares of unvested restricted stock units and 21,639 shares of common stock.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:09 UTC Exercise / conversionCommon Stock 15,466 $314.12 $4,858,179.92
Disclosure

SEC source: 0001193125-26-061756 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,258

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 · shares: Represents the total number of shares vested pursuant to the performance unit award issued under the 2023 Long-Term Incentive Plan (the "2023 LTI Plan") and reported voluntarily on 3/3/2023, based on achievement of performance metrics under the 2023 LTI Plan. The shares were approved for a 2/18/2026 release by the Board of Directors.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:07 UTC Exercise / conversionPerformance Units · Derivative 8,409 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-061752 · ownership.xml · derivative · entry 2

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 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.

F3 · shares: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F3 · derivative.exercise_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F3 · derivative.expiration_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:07 UTC Exercise / conversionCommon Stock 13,747 $314.12 $4,318,207.64
Disclosure

SEC source: 0001193125-26-061752 · ownership.xml · nonDerivative · entry 1

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,569

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 · shares: Represents the total number of shares vested pursuant to the performance unit award issued under the 2023 Long-Term Incentive Plan (the "2023 LTI Plan") and reported voluntarily on 3/3/2023, based on achievement of performance metrics under the 2023 LTI Plan. The shares were approved for a 2/18/2026 release by the Board of Directors.

F2 · balance_after: Represents 7,967 shares of unvested restricted stock units and 25,602 shares of common stock.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:05 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionPerformance Units · Derivative 32,849 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-061749 · ownership.xml · derivative · entry 3

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 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.

F4 · shares: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F4 · derivative.exercise_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

F4 · derivative.expiration_date: These performance unit awards were issued under the 2023 LTI Plan at 100% of target and reported voluntarily on 3/3/2023. Following the end of the three-year performance period, the awards vested based on achievement of performance metrics under the 2023 LTI Plan.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:05 UTC
Kelley Stephen DouglasDirector · President and CEO
Tax withholdingCommon Stock 23,504 $314.12 $7,383,076.48
Disclosure

SEC source: 0001193125-26-061749 · ownership.xml · nonDerivative · entry 2

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,152

F2 · shares: Payment of tax liability by withholding securities incident to vesting of performance stock units.

F3 · balance_after: Represents 21,899 shares of unvested restricted stock units and 102,253 shares of common stock.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:05 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionCommon Stock 53,704 $314.12 $16,869,500.48
Disclosure

SEC source: 0001193125-26-061749 · ownership.xml · nonDerivative · entry 1

Kelley Stephen Douglas · CIK 0001443674 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147,656

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 · shares: Represents the total number of shares vested pursuant to the performance unit award issued under the 2023 Long-Term Incentive Plan (the "2023 LTI Plan") and reported voluntarily on 3/3/2023, based on achievement of performance metrics under the 2023 LTI Plan. The shares were approved for a 2/18/2026 release by the Board of Directors.

Read SEC document
February 17, 2026 Filed Feb 18, 2026 19:35 UTC SaleCommon Stock 240 $311.04 $74,649.60
Disclosure

SEC source: 0001193125-26-056775 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 6,654

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 19:21 UTC SaleCommon Stock 1,000 $316.63 $316,625.00
Disclosure

SEC source: 0001193125-26-056753 · ownership.xml · nonDerivative · entry 1

Minnix Lanesha · CIK 0001708662 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,585

F1 · balance_after: Amount includes 2.409 shares acquired through the Dividend Reinvestment Plan. The numbers reported herein rounded down to the nearest number.

Read SEC document
January 15, 2026 Filed Jan 16, 2026 19:35 UTC SaleCommon Stock 240 $247.00 $59,280.00
Disclosure

SEC source: 0001193125-26-015133 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 6,894

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:28 UTC SaleCommon Stock 240 $218.40 $52,416.00
Disclosure

SEC source: 0001193125-25-320288 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 7,134

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

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.