Tapewire

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
April 15, 2025 Filed Apr 15, 2025 23:00 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Tax withholdingCommon Stock 749 $88.86 $66,556.14
Disclosure

SEC source: 0000950170-25-054400 · ownership.xml · nonDerivative · entry 1

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,043

F1 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

F2 · balance_after: Represents 3,065 shares of unvested restricted stock units and 5,978 of shares of common stock.

Read SEC document
March 16, 2025 Filed Mar 18, 2025 16:10 UTC
Donaghey JohnEVP, Global Sales
Tax withholdingCommon Stock 541 $106.19 $57,448.79
Disclosure

SEC source: 0000950170-25-040909 · ownership.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,029

F1 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

F2 · balance_after: Represents 2,627 shares of unvested restricted stock units and 10,402 shares of common stock.

Read SEC document
March 16, 2025 Filed Mar 18, 2025 16:08 UTC Tax withholdingCommon Stock 1,119 $106.19 $118,826.61
Disclosure

SEC source: 0000950170-25-040905 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,006

F1 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

F2 · balance_after: Represents 3,153 shares of unvested restricted stock units and 27,853 shares of common stock.

F3 · balance_after: Due to an administrative error, the Form 4 dated February 26, 2025, incorrectly reported Table 1 Column 5 ownership amounts after the transactions as 43,829 shares, 38,848 shares and 37,787 shares, respectively, instead of the correct amounts of 39,482 shares, 34,501 shares and 33,440 shares. The Form 4 dated March 1, 2025, correctly reported all Table 1 Column 5 ownership amounts.

Read SEC document
March 16, 2025 Filed Mar 18, 2025 16:06 UTC
Kelley Stephen DouglasDirector · President and CEO
Tax withholdingCommon Stock 3,873 $106.19 $411,273.87
Disclosure

SEC source: 0000950170-25-040900 · 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: 93,952

F1 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

F2 · balance_after: Represents 21,899 shares of unvested restricted stock units and 72,053 shares of common stock.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:36 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 12,084 $0.00 Strike: $85.79 $0.00
Disclosure

SEC source: 0000950170-25-033980 · ownership.xml · derivative · entry 5

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,042

Underlying: Common Stock · 12,084 shares

Expires 2033-03-16

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.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:36 UTC SaleCommon Stock 16,522 $111.59 $1,843,689.98
Disclosure

SEC source: 0000950170-25-033980 · ownership.xml · nonDerivative · entry 4

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,822

F2 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2024.

F3 · balance_after: Represents 7,967 shares of unvested restricted stock units and 11,855 shares of common stock.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:36 UTC SaleCommon Stock 2,787 $111.75 $311,447.25
Disclosure

SEC source: 0000950170-25-033980 · ownership.xml · nonDerivative · entry 3

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,344

F2 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 2, 2024.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:36 UTC Tax withholdingCommon Stock 9,297 $111.75 $1,038,939.75
Disclosure

SEC source: 0000950170-25-033980 · ownership.xml · nonDerivative · entry 2

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,131

F1 · shares: Payment of options exercise price by withholding securities incident to options exercised and same-day-sale.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:36 UTC Exercise / conversionCommon Stock 12,084 $85.97 $1,038,861.48
Disclosure

SEC source: 0000950170-25-033980 · ownership.xml · nonDerivative · entry 1

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 48,428

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.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:35 UTC GrantPerformance Units · Derivative 10,111 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032828 · ownership.xml · derivative · entry 4

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,111

Underlying: Common Stock · 10,111 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, 2025 Filed Mar 5, 2025 01:35 UTC GrantRestricted Stock Units · Derivative 10,112 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032828 · ownership.xml · derivative · entry 3

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,112

Underlying: Common Stock · 10,112 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, 2025 Filed Mar 5, 2025 01:35 UTC Exercise / conversionRestricted Stock Units · Derivative 4,898 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032828 · ownership.xml · derivative · entry 2

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,796

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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:35 UTC Exercise / conversionCommon Stock 4,898 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032828 · ownership.xml · nonDerivative · entry 1

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,344

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 first installment vested on March 1, 2025. RSUs convert into common stock on a one-for-one basis.

F2 · balance_after: Represents 7,967 shares of unvested restricted stock units and 28,377 shares of common stock.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Kelley Stephen DouglasDirector · President and CEO
GrantPerformance Units · Derivative 42,135 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032823 · 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: 42,135

Underlying: Common Stock · 42,135 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, 2025 Filed Mar 5, 2025 01:32 UTC
Kelley Stephen DouglasDirector · President and CEO
GrantRestricted Stock Units · Derivative 27,388 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032823 · 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: 27,388

Underlying: Common Stock · 27,388 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, 2025 Filed Mar 5, 2025 01:32 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 10,450 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032823 · 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: 20,898

Underlying: Common Stock · 10,450 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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Kelley Stephen DouglasDirector · President and CEO
Tax withholdingCommon Stock 9,361 $115.17 $1,078,106.37
Disclosure

SEC source: 0000950170-25-032823 · 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: 97,825

F2 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

F3 · balance_after: Represents 30,753 shares of unvested restricted stock units and 67,072 shares of common stock.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionCommon Stock 10,450 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032823 · 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: 107,186

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 first installment vested on March 1, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:30 UTC GrantPhantom Stock · Derivative 3,153 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032818 · ownership.xml · derivative · entry 7

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,307

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, 2025 Filed Mar 5, 2025 01:30 UTC GrantPerformance Units · Derivative 10,111 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032818 · ownership.xml · derivative · entry 6

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,111

Underlying: Common Stock · 10,111 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, 2025 Filed Mar 5, 2025 01:30 UTC GrantRestricted Stock Units · Derivative 10,112 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032818 · ownership.xml · derivative · entry 5

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,112

Underlying: Common Stock · 10,112 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, 2025 Filed Mar 5, 2025 01:30 UTC Exercise / conversionRestricted Stock Units · Derivative 3,266 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032818 · ownership.xml · derivative · entry 4

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,530

Underlying: Common Stock · 3,266 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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:30 UTC Disposition to issuerCommon Stock 3,153 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032818 · ownership.xml · nonDerivative · entry 3

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,125

F3 · price: In connection with the March 1, 2025 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.

F4 · balance_after: Represents 5,711 shares of unvested restricted stock units and 26,414 shares of common stock.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:30 UTC Tax withholdingCommon Stock 1,428 $115.17 $164,462.76
Disclosure

SEC source: 0000950170-25-032818 · ownership.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,278

F2 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:30 UTC Exercise / conversionCommon Stock 3,266 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032818 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,706

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 first installment vested on March 1, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:27 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
GrantPhantom Stock · Derivative 438 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032815 · ownership.xml · derivative · entry 7

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 876

Underlying: Common Stock · 438 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, 2025 Filed Mar 5, 2025 01:27 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
GrantPerformance Units · Derivative 5,898 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032815 · ownership.xml · derivative · entry 6

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,898

Underlying: Common Stock · 5,898 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, 2025 Filed Mar 5, 2025 01:27 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
GrantRestricted Stock Units · Derivative 5,899 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032815 · ownership.xml · derivative · entry 5

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,899

Underlying: Common Stock · 5,899 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, 2025 Filed Mar 5, 2025 01:27 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,959 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032815 · ownership.xml · derivative · entry 4

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,918

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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. 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 first installment vested on March 1, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:27 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Disposition to issuerCommon Stock 438 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032815 · ownership.xml · nonDerivative · entry 3

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,792

F3 · price: In connection with the March 1, 2025 vesting of RSUs previously granted on March 1, 2023, the reporting person's receipt of 438 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 438 shares of phantom stock.

F4 · balance_after: Represents 4,779 shares of unvested restricted stock units and 5,013 shares of common stock.

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March 01, 2025 Filed Mar 5, 2025 01:27 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Tax withholdingCommon Stock 1,431 $115.17 $164,808.27
Disclosure

SEC source: 0000950170-25-032815 · ownership.xml · nonDerivative · entry 2

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,230

F2 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:27 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionCommon Stock 1,959 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032815 · ownership.xml · nonDerivative · entry 1

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,661

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 5,877 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, 2025. RSUs convert into common stock on a one-for-one basis.

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March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
GrantPhantom Stock · Derivative 862 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · derivative · entry 8

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 862

Underlying: Common Stock · 862 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.

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March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
GrantPhantom Stock · Derivative 876 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · derivative · entry 7

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,752

Underlying: Common Stock · 876 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.

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March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
GrantPerformance Units · Derivative 7,162 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · derivative · entry 6

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,162

Underlying: Common Stock · 7,162 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.

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March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
GrantRestricted Stock Units · Derivative 7,163 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · derivative · entry 5

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,163

Underlying: Common Stock · 7,163 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.

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March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
Exercise / conversionRestricted Stock Units · Derivative 2,613 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · derivative · entry 4

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,224

Underlying: Common Stock · 2,613 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 7,837 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, 2025. RSUs convert into common stock on a one-for-one basis. Of the 2,613 vested shares, reciept of 862 shares of common stock were deferred pursuant to the reporting person's election under the Company's deferred compensation plan. See reporting of 862 shares of Phantom Stock below.

F1 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 7,837 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, 2025. RSUs convert into common stock on a one-for-one basis. Of the 2,613 vested shares, reciept of 862 shares of common stock were deferred pursuant to the reporting person's election under the Company's deferred compensation plan. See reporting of 862 shares of Phantom Stock below.

F1 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 7,837 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, 2025. RSUs convert into common stock on a one-for-one basis. Of the 2,613 vested shares, reciept of 862 shares of common stock were deferred pursuant to the reporting person's election under the Company's deferred compensation plan. See reporting of 862 shares of Phantom Stock below.

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March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
Disposition to issuerCommon Stock 876 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · nonDerivative · entry 3

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,570

F3 · price: In connection with the March 1, 2025 vesting of RSUs previously granted on March 1, 2023 and reported in Table 1, the reporting person's receipt of 876 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 876 shares of phantom stock.

F4 · balance_after: Represents 4,004 shares of unvested restricted stock units and 9,566 shares of common stock.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
Tax withholdingCommon Stock 1,000 $115.17 $115,170.00
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · nonDerivative · entry 2

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,446

F2 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:23 UTC
Donaghey JohnEVP, Global Sales
Exercise / conversionCommon Stock 1,751 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032810 · ownership.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,446

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 7,837 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, 2025. RSUs convert into common stock on a one-for-one basis. Of the 2,613 vested shares, reciept of 862 shares of common stock were deferred pursuant to the reporting person's election under the Company's deferred compensation plan. See reporting of 862 shares of Phantom Stock below.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:21 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
GrantPerformance Units · Derivative 2,948 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032807 · ownership.xml · derivative · entry 5

COLPITTS BERNARD RAYMOND JR · CIK 0001699662 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,948

Underlying: Common Stock · 2,948 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, 2025 Filed Mar 5, 2025 01:21 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
GrantRestricted Stock Units · Derivative 2,949 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032807 · ownership.xml · derivative · entry 4

COLPITTS BERNARD RAYMOND JR · CIK 0001699662 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,949

Underlying: Common Stock · 2,949 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, 2025 Filed Mar 5, 2025 01:21 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 980 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-032807 · ownership.xml · derivative · entry 3

COLPITTS BERNARD RAYMOND JR · CIK 0001699662 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,958

Underlying: Common Stock · 980 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 2,938 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, 2025. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.exercise_date: On March 1, 2024, the reporting person was granted 2,938 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, 2025. RSUs convert into common stock on a one-for-one basis.

F1 · derivative.expiration_date: On March 1, 2024, the reporting person was granted 2,938 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, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:21 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
Tax withholdingCommon Stock 428 $115.17 $49,292.76
Disclosure

SEC source: 0000950170-25-032807 · ownership.xml · nonDerivative · entry 2

COLPITTS BERNARD RAYMOND JR · CIK 0001699662 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,774

F2 · shares: Payment of tax liability by withholding securities incident to vesting of RSUs.

F3 · balance_after: Represents 3,294 shares of unvested restricted stock units and 1,480 shares of common stock.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:21 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
Exercise / conversionCommon Stock 980 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-032807 · ownership.xml · nonDerivative · entry 1

COLPITTS BERNARD RAYMOND JR · CIK 0001699662 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,202

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 2,938 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, 2025. RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 20:48 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 6,042 $0.00 Strike: $85.97 $0.00
Disclosure

SEC source: 0000950170-25-029953 · ownership.xml · derivative · entry 4

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,084

Underlying: Common Stock · 6,042 shares

Expires 2033-03-16

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.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 20:48 UTC SaleCommon Stock 1,061 $125.00 $132,625.00
Disclosure

SEC source: 0000950170-25-029953 · ownership.xml · nonDerivative · entry 3

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,787

F2 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2024.

F3 · balance_after: Represents 8,864 shares of unvested restricted stock units and 24,576 shares of common stock.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 20:48 UTC Tax withholdingCommon Stock 4,981 $125.00 $622,625.00
Disclosure

SEC source: 0000950170-25-029953 · ownership.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,848

F1 · shares: Payment of tax liability and option exercise price by withholding securities incident to options exercised and same-day-sale.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 20:48 UTC Exercise / conversionCommon Stock 6,042 $85.97 $519,430.74
Disclosure

SEC source: 0000950170-25-029953 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,829

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.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 23:26 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Exercise / conversionPerformance Units · Derivative 6,741 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025060 · ownership.xml · derivative · entry 3

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.

F4 · shares: These performance unit awards were issued under the 2022 LTI Plan at 200% of target and reported voluntarilty on 4/19/2022. Following the end of the three-year performance period, the awards vested based on acheivement of performance metrics under the 2022 LTI Plan.

F4 · derivative.exercise_date: These performance unit awards were issued under the 2022 LTI Plan at 200% of target and reported voluntarilty on 4/19/2022. Following the end of the three-year performance period, the awards vested based on acheivement of performance metrics under the 2022 LTI Plan.

F4 · derivative.expiration_date: These performance unit awards were issued under the 2022 LTI Plan at 200% of target and reported voluntarilty on 4/19/2022. Following the end of the three-year performance period, the awards vested based on acheivement of performance metrics under the 2022 LTI Plan.

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