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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
May 03, 2024 Filed May 7, 2024 23:32 UTC
David ReedDirector
GrantRestricted Stock Units · Derivative 2,093 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-054931 · ownership.xml · derivative · entry 2

David Reed · CIK 0001561621 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,093

Underlying: Common Stock · 2,093 shares

Expires not disclosed

F2 · kind: Represents an annual grant of restricted stock units to the reporting person on May 3, 2024 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2024 Filed May 7, 2024 23:30 UTC
Roush John ADirector
GrantRestricted Stock Units · Derivative 2,093 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-054929 · ownership.xml · derivative · entry 2

Roush John A · CIK 0001308225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,093

Underlying: Common Stock · 2,093 shares

Expires not disclosed

F2 · kind: Represents an annual grant of restricted stock units to the reporting person on May 3, 2024 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 01, 2024 Filed May 2, 2024 15:36 UTC SaleCommon Stock 148 $94.99 $14,058.52
Disclosure

SEC source: 0000950170-24-051736 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,056

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023.

Read SEC document
April 15, 2024 Filed Apr 17, 2024 15:57 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Tax withholdingCommon Stock 750 $96.52 $72,390.00
Disclosure

SEC source: 0000950170-24-044979 · ownership.xml · nonDerivative · entry 1

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,887

F1 · shares: Payment of tax liability by withholding securities incident to vesting of restricted stock units.

F2 · balance_after: Represents 5,217 unvested restricted stock units and 2,670 shares of common stock.

Read SEC document
April 01, 2024 Filed Apr 2, 2024 16:27 UTC SaleCommon Stock 148 $101.89 $15,079.72
Disclosure

SEC source: 0000950170-24-039867 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,204

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023.

Read SEC document
March 16, 2024 Filed Mar 19, 2024 18:58 UTC
Kelley Stephen DouglasDirector · President and CEO
Tax withholdingCommon Stock 3,874 $95.75 $370,935.50
Disclosure

SEC source: 0000950170-24-033374 · 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: 82,083

F1 · shares: Payment of tax liability by withholding securities incident to vesting of restricted stock units.

F2 · balance_after: Represents 30,753 unvested restricted stock units and 51,330 shares of common stock.

Read SEC document
March 16, 2024 Filed Mar 19, 2024 18:56 UTC
Donaghey JohnEVP, Global Sales
Tax withholdingCommon Stock 547 $95.75 $52,375.25
Disclosure

SEC source: 0000950170-24-033371 · ownership.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,570

F1 · shares: Payment of tax liability of withholding securities incident to vesting to restricted stock units.

F2 · balance_after: Represents 6,020 unvested restricted stock units and 5,550 shares of common stock.

Read SEC document
March 16, 2024 Filed Mar 19, 2024 18:54 UTC Tax withholdingCommon Stock 1,119 $95.75 $107,144.25
Disclosure

SEC source: 0000950170-24-033362 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,251

F1 · shares: Payment of tax liability by withholding securities incident to vesting of restricted stock units.

F2 · balance_after: Represents 8,864 unvested restricted stock units and 21,387 shares of common stock.

Read SEC document
March 01, 2024 Filed Mar 1, 2024 22:24 UTC SaleCommon Stock 148 $101.35 $14,999.80
Disclosure

SEC source: 0001209191-24-004194 · doc4.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,352

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:21 UTC
Donaghey JohnEVP, Global Sales
GrantPhantom Stock · Derivative 876 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-004465 · doc4.xml · derivative · entry 5

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 876

Underlying: Common Stock · 876 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 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.

F1 · price: In connection with the 03/01/2024 vesting of previously granted restricted stock units, 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 instead of 876 shares of phantom stock.

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 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.

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 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, 2024 Filed Mar 6, 2024 00:21 UTC
Donaghey JohnEVP, Global Sales
GrantPerformance Units · Derivative 7,837 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004465 · doc4.xml · derivative · entry 4

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,837

Underlying: Common Stock · 7,837 shares

Expires not disclosed

F5 · derivative.exercise_date: These performance share awards were issued pursuant to the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be canceled.

F5 · derivative.expiration_date: These performance share awards were issued pursuant to the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be canceled.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:21 UTC
Donaghey JohnEVP, Global Sales
GrantRestricted Stock Units · Derivative 7,837 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004465 · doc4.xml · derivative · entry 3

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,837

Underlying: Common Stock · 7,837 shares

Expires not disclosed

F4 · derivative.exercise_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

F4 · derivative.expiration_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:21 UTC
Donaghey JohnEVP, Global Sales
Tax withholdingCommon Stock 348 $101.20 $35,217.60
Disclosure

SEC source: 0001209191-24-004465 · doc4.xml · nonDerivative · entry 2

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,117

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

F3 · balance_after: Represents 7,397 shares of unvested restricted units and 4,720 shares of common stock.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:21 UTC
Donaghey JohnEVP, Global Sales
Disposition to issuerCommon Stock 876 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-004465 · doc4.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,465

F1 · price: In connection with the 03/01/2024 vesting of previously granted restricted stock units, 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 instead of 876 shares of phantom stock.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
GrantPhantom Stock · Derivative 438 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-004463 · doc4.xml · derivative · entry 5

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 438

Underlying: Common Stock · 438 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 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.

F1 · price: In connection with the 03/01/2024 vesting of previously granted restricted stock units, 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 instead of 438 shares of phantom stock.

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 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.

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 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, 2024 Filed Mar 6, 2024 00:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
GrantPerformance Units · Derivative 5,877 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004463 · doc4.xml · derivative · entry 4

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,877

Underlying: Common Stock · 5,877 shares

Expires not disclosed

F5 · derivative.exercise_date: These performance share awards were issued pursuant to the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be canceled.

F5 · derivative.expiration_date: These performance share awards were issued pursuant to the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be canceled.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
GrantRestricted Stock Units · Derivative 5,877 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004463 · doc4.xml · derivative · entry 3

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,877

Underlying: Common Stock · 5,877 shares

Expires not disclosed

F4 · derivative.exercise_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

F4 · derivative.expiration_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Tax withholdingCommon Stock 574 $101.20 $58,088.80
Disclosure

SEC source: 0001209191-24-004463 · doc4.xml · nonDerivative · entry 2

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,637

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

F3 · balance_after: Represents 6,933 unvested restricted stock units and 1,704 shares of common stock.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:18 UTC
Vonne Elizabeth KarpinskiEVP, General Counsel
Disposition to issuerCommon Stock 438 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-004463 · doc4.xml · nonDerivative · entry 1

Vonne Elizabeth Karpinski · CIK 0001923149 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,211

F1 · price: In connection with the 03/01/2024 vesting of previously granted restricted stock units, 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 instead of 438 shares of phantom stock.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:15 UTC GrantPhantom Stock · Derivative 3,154 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-004461 · doc4.xml · derivative · entry 5

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,154

Underlying: Common Stock · 3,154 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 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.

F1 · price: In connection with the 03/01/2024 vesting of previously granted restricted stock units, the reporting person's receipt of 3,154 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 instead of 3,154 shares of phantom stock.

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 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.

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 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, 2024 Filed Mar 6, 2024 00:15 UTC GrantPerformance Units · Derivative 9,796 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004461 · doc4.xml · derivative · entry 4

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,796

Underlying: Common Stock · 9,796 shares

Expires not disclosed

F5 · derivative.exercise_date: These performance share awards were issued pursuant to the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be canceled.

F5 · derivative.expiration_date: These performance share awards were issued pursuant to the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be canceled.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:15 UTC GrantRestricted Stock Units · Derivative 9,796 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004461 · doc4.xml · derivative · entry 3

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,796

Underlying: Common Stock · 9,796 shares

Expires not disclosed

F4 · derivative.exercise_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

F4 · derivative.expiration_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:15 UTC Tax withholdingCommon Stock 794 $101.20 $80,352.80
Disclosure

SEC source: 0001209191-24-004461 · doc4.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,370

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

F3 · balance_after: Represents 11,422 unvested restricted stock units and 19,948 shares of common stock.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:15 UTC Disposition to issuerCommon Stock 3,154 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-004461 · doc4.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,164

F1 · price: In connection with the 03/01/2024 vesting of previously granted restricted stock units, the reporting person's receipt of 3,154 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 instead of 3,154 shares of phantom stock.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:14 UTC
Kelley Stephen DouglasDirector · President and CEO
GrantPerformance Units · Derivative 31,348 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004459 · doc4.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,348

Underlying: Common Stock · 31,348 shares

Expires not disclosed

F4 · derivative.exercise_date: These performance share awards were issued under the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be cancelled.

F4 · derivative.expiration_date: These performance share awards were issued under the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be cancelled.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:14 UTC
Kelley Stephen DouglasDirector · President and CEO
GrantRestricted Stock Units · Derivative 31,348 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004459 · doc4.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,348

Underlying: Common Stock · 31,348 shares

Expires not disclosed

F3 · derivative.exercise_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:14 UTC
Kelley Stephen DouglasDirector · President and CEO
Tax withholdingCommon Stock 8,004 $101.20 $810,004.80
Disclosure

SEC source: 0001209191-24-004459 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,957

F1 · shares: Payment of tax liability by withholding securities incident to vesting of restricted stock units.

F2 · balance_after: Represents 39,608 unvested restricted stock units and 46,349 shares of common stock.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:12 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
GrantPerformance Units · Derivative 2,938 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004456 · doc4.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,938

Underlying: Common Stock · 2,938 shares

Expires not disclosed

F2 · derivative.exercise_date: These performance share awards were issued under the 2024 LTI Plan at 100% of target, have a 3-year vesting 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 3-year period will be cancelled.

F2 · derivative.expiration_date: These performance share awards were issued under the 2024 LTI Plan at 100% of target, have a 3-year vesting 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 3-year period will be cancelled.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:12 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
GrantRestricted Stock Units · Derivative 2,938 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004456 · doc4.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,938

Underlying: Common Stock · 2,938 shares

Expires not disclosed

F1 · derivative.exercise_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

F1 · derivative.expiration_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:10 UTC GrantPerformance Units · Derivative 14,694 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004454 · doc4.xml · derivative · entry 2

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,694

Underlying: Common Stock · 14,694 shares

Expires not disclosed

F2 · derivative.exercise_date: These performance share awards were issued under the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be cancelled.

F2 · derivative.expiration_date: These performance share awards were issued under the 2024 LTI Plan at 100% of target, have a 3-year vest 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 3-year period will be cancelled.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 00:10 UTC GrantRestricted Stock Units · Derivative 14,694 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-004454 · doc4.xml · derivative · entry 1

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,694

Underlying: Common Stock · 14,694 shares

Expires not disclosed

F1 · derivative.exercise_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

F1 · derivative.expiration_date: Employee restricted stock units granted 3/1/2024 under the Company's 2024 Long-Term Incentive Plan ("2024 LTI Plan"), which will vest in 3 equal installments beginning on the first anniversary of the grant date.

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February 21, 2024 Filed Feb 23, 2024 23:33 UTC
Donaghey JohnEVP, Global Sales
Exercise / conversionPerformance Units · Derivative 2,948 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003913 · doc4.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 · 2,948 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 2021 LTI Plan at 200% of target and reported voluntarily on 8/4/2022. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F4 · derivative.exercise_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and reported voluntarily on 8/4/2022. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F4 · derivative.expiration_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and reported voluntarily on 8/4/2022. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

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February 21, 2024 Filed Feb 23, 2024 23:33 UTC
Donaghey JohnEVP, Global Sales
Tax withholdingCommon Stock 523 $99.60 $52,090.80
Disclosure

SEC source: 0001209191-24-003913 · doc4.xml · nonDerivative · entry 2

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,341

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

F3 · balance_after: Represents 9,149 shares of unvested restricted units and 4,192 shares of common stock.

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February 21, 2024 Filed Feb 23, 2024 23:33 UTC
Donaghey JohnEVP, Global Sales
Exercise / conversionCommon Stock 1,322 $99.60 $131,671.20
Disclosure

SEC source: 0001209191-24-003913 · doc4.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,864

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 2021 Long-Term Incentive Plan (the "2021 LTI Plan") and reported voluntarily on 8/4/2022, based on achievement of performance metrics under the 2021 LTI Plan. The shares were approved for a 2/21/2024 release by the Board of Directors.

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February 21, 2024 Filed Feb 23, 2024 23:30 UTC Exercise / conversionPerformance Units · Derivative 11,025 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003911 · doc4.xml · derivative · entry 3

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,025 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 2021 LTI Plan at 200% of target and reported voluntarily on 3/3/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F4 · derivative.exercise_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and reported voluntarily on 3/3/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F4 · derivative.expiration_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and reported voluntarily on 3/3/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

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February 21, 2024 Filed Feb 23, 2024 23:30 UTC Tax withholdingCommon Stock 2,065 $99.60 $205,674.00
Disclosure

SEC source: 0001209191-24-003911 · doc4.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,318

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

F3 · balance_after: Represents 16,413 shares of unvested restricted stock units and 18,905 shares of common stock.

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February 21, 2024 Filed Feb 23, 2024 23:30 UTC Exercise / conversionCommon Stock 4,949 $99.60 $492,920.40
Disclosure

SEC source: 0001209191-24-003911 · doc4.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,383

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 2021 Long-Term Incentive Plan (the "2021 LTI Plan") and reported voluntarily on 3/3/2021, based on achievement of performance metrics under the 2021 LTI Plan. The shares were approved for a 2/21/2024 release by the Board of Directors.

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February 21, 2024 Filed Feb 23, 2024 23:29 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionPerformance Units · Derivative 44,103 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003909 · doc4.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 · 44,103 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 2021 LTI Plan at 200% of target and reported voluntarily on 3/2/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F4 · derivative.exercise_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and reported voluntarily on 3/2/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F4 · derivative.expiration_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and reported voluntarily on 3/2/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

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February 21, 2024 Filed Feb 23, 2024 23:29 UTC
Kelley Stephen DouglasDirector · President and CEO
Tax withholdingCommon Stock 8,658 $99.60 $862,336.80
Disclosure

SEC source: 0001209191-24-003909 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,691

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

F3 · balance_after: Represents 57,908 shares of unvested restricted stock units and 36,053 shares of common stock.

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February 21, 2024 Filed Feb 23, 2024 23:29 UTC
Kelley Stephen DouglasDirector · President and CEO
Exercise / conversionCommon Stock 19,801 $99.60 $1,972,179.60
Disclosure

SEC source: 0001209191-24-003909 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,619

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 2021 Long-Term Incentive Plan (the "2021 LTI Plan") and reported voluntarily on 3/2/2021, based on achievement of performance metrics under the 2021 LTI Plan. The shares were approved for a 2/21/2024 release by the Board of Directors.

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February 21, 2024 Filed Feb 23, 2024 23:27 UTC Exercise / conversionPerformance Units · Derivative 3,430 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003907 · doc4.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 · 3,430 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 2021 LTI Plan at 200% of target and were reported voluntarily on 9/15/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F3 · derivative.exercise_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and were reported voluntarily on 9/15/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

F3 · derivative.expiration_date: These performance unit awards were issued under the 2021 LTI Plan at 200% of target and were reported voluntarily on 9/15/2021. Following the end of the 3-year performance period, the awards vested based on achievement of performance metrics under the 2021 LTI Plan.

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February 21, 2024 Filed Feb 23, 2024 23:27 UTC Exercise / conversionCommon Stock 1,538 $99.60 $153,184.80
Disclosure

SEC source: 0001209191-24-003907 · doc4.xml · nonDerivative · entry 1

Acebedo Eduardo Bernal · CIK 0001881031 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,489

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 2021 Long-Term Incentive Plan (the "2021 LTI Plan") and reported voluntarily on 9/15/2021, based on achievement of performance metrics under the 2021 LTI Plan. The shares were approved for a 2/21/2024 release by the Board of Directors.

F2 · balance_after: Represents 15,616 shares of unvested restricted stock units and 8,873 shares of common stock.

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February 01, 2024 Filed Feb 1, 2024 20:31 UTC SaleCommon Stock 148 $105.05 $15,547.40
Disclosure

SEC source: 0001209191-24-002543 · doc4.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,500

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023.

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January 02, 2024 Filed Jan 4, 2024 16:59 UTC SaleCommon Stock 148 $107.44 $15,901.12
Disclosure

SEC source: 0001209191-24-000672 · doc4.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,648

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023.

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December 13, 2023 Filed Dec 14, 2023 21:30 UTC SaleCommon Stock 618 $105.00 $64,890.00
Disclosure

SEC source: 0001209191-23-058642 · doc4.xml · nonDerivative · entry 1

FOSTER RONALD C · CIK 0001222896 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 14, 2023.

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December 01, 2023 Filed Dec 4, 2023 18:31 UTC SaleCommon Stock 1,000 $95.00 $95,000.00
Disclosure

SEC source: 0001209191-23-057158 · doc4.xml · nonDerivative · entry 1

FOSTER RONALD C · CIK 0001222896 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 618

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 14, 2023.

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December 01, 2023 Filed Dec 4, 2023 18:29 UTC SaleCommon Stock 148 $94.32 $13,959.36
Disclosure

SEC source: 0001209191-23-057156 · doc4.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,796

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023.

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November 15, 2023 Filed Nov 16, 2023 16:13 UTC SaleCommon Stock 1,000 $95.00 $95,000.00
Disclosure

SEC source: 0001209191-23-055455 · doc4.xml · nonDerivative · entry 1

FOSTER RONALD C · CIK 0001222896 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,618

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 14, 2023.

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November 10, 2023 Filed Nov 13, 2023 22:30 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
GrantCommon Stock 4,942 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-055051 · doc4.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: 4,942

F1 · shares: Employee restricted stock units granted on November 10, 2023 under the Company's Amended & Restated 2023 Omnibus Incentive Plan and vesting in three equal annual installments, beginning on the first anniversary of the grant date.

F1 · balance_after: Employee restricted stock units granted on November 10, 2023 under the Company's Amended & Restated 2023 Omnibus Incentive Plan and vesting in three equal annual installments, beginning on the first anniversary of the grant date.

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November 01, 2023 Filed Nov 2, 2023 15:35 UTC SaleCommon Stock 148 $87.39 $12,933.72
Disclosure

SEC source: 0001209191-23-054070 · doc4.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,944

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023.

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.