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BFH

BREAD FINANCIAL HOLDINGS, INC.

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Tapewire entity
4059
SEC CIK
0001101215
Parsed reports
352

Last 12 months

Inside the activity.

2 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202601
May 202613
Jun 202600
Jul 202601
Aug 202600
Sep 202610
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 14, 2026 Filed Sep 16, 2026 17:37 UTC
McCarthy Dennis JamesEVP, Chief Revenue Officer
PurchaseCommon Stock 15.89 $108.14 $1,718.34
Disclosure

SEC source: 0002153122-26-000005 · wk-form4_1789580268.xml · nonDerivative · entry 1

McCarthy Dennis James · CIK 0002153122 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,546

F1 · shares: These shares were acquired pursuant to a dividend reinvestment feature of Mr. McCarthy's brokerage account.

F2 · balance_after: This number represents the total amount of shares owned by Mr. McCarthy, rounded to the nearest whole share.

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July 28, 2026 Filed Jul 29, 2026 20:38 UTC SaleCommon Stock 2,802 $106.12 $297,348.24
Disclosure

SEC source: 0002026080-26-000004 · wk-form4_1785357490.xml · nonDerivative · entry 1

Lakhwara Praniti · CIK 0002026080 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,458

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July 15, 2026 Filed Jul 17, 2026 15:35 UTC GrantCommon Stock 730 Not disclosed Not disclosed
Disclosure

SEC source: 0001321140-26-000008 · wk-form4_1784302538.xml · nonDerivative · entry 1

Gerspach John C · CIK 0001321140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,574

F1 · price: The new grant is for 730 shares of common stock represented by restricted stock units, which will vest on July 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 22,235 unrestricted shares; (b) 5,981 unvested restricted stock units granted 6/22/20; (c) 2,241 unvested restricted stock units granted 6/15/21; (d) 431 unvested restricted stock units granted 9/15/21; (e) 474 unvested restricted stock units granted 12/15/21; (f) 538 unvested restricted stock units granted 3/15/22; (g) 2,650 unvested restricted stock units granted 6/15/22; (h) 934 unvested restricted stock units granted 7/15/22; (i) 969 unvested restricted stock units granted 10/17/22; (j) 912 unvested restricted stock units granted 1/17/23; (k) 1,038 unvested restricted stock units granted 4/17/23; (l) 4,932 unvested restricted stock units granted 6/15/23; (m) 1,186 unvested restricted stock units granted 7/17/23; (n) 1,033 unvested restricted stock units granted 10/16/23;

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June 15, 2026 Filed Jun 17, 2026 22:21 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001812674-26-000004 · wk-form4_1781734906.xml · nonDerivative · entry 1

Natarajan Rajesh · CIK 0001812674 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,442

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 6,275 unrestricted stock units; (b) 3,432 unvested restricted stock units granted 6/22/20; (c) 1,803 unvested restricted stock units granted 6/15/21; (d) 339 unvested restricted stock units granted 9/15/21; (e) 373 unvested restricted stock units granted 12/15/21; (f) 2,650 unvested restricted stock units granted 6/15/22; (g) 4,932 unvested restricted stock units granted 6/15/23; and (h) the new grant for 1,638 restricted stock units.

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June 15, 2026 Filed Jun 17, 2026 22:22 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0002026080-26-000002 · wk-form4_1781734974.xml · nonDerivative · entry 1

Lakhwara Praniti · CIK 0002026080 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,260

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 5,622 unrestricted shares; and (b) the new grant for 1,638 restricted stock units.

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June 15, 2026 Filed Jun 17, 2026 22:15 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001393081-26-000002 · wk-form4_1781734539.xml · nonDerivative · entry 1

St Clair Joyce · CIK 0001393081 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,307

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 6,275 unrestricted shares; (b) 3,394 unvested restricted stock units granted 8/15/23; and (b) the new grant for 1,638 restricted stock units

Read SEC document
June 15, 2026 Filed Jun 17, 2026 22:13 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001614143-26-000004 · wk-form4_1781734392.xml · nonDerivative · entry 1

Fawcett John J. · CIK 0001614143 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,638

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 11,000 unrestricted shares; and (b) the new grant for 1,638 restricted stock units.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 22:10 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001190305-26-000002 · wk-form4_1781734247.xml · nonDerivative · entry 1

THERIAULT TIMOTHY J · CIK 0001190305 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,384

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 10,275 unrestricted shares; (b) 519 unvested restricted stock units granted 10/17/16; (c) 655 unvested restricted stock units granted 6/26/17; (d) 761 unvested restricted stock units granted 6/25/18; (e) 1,114 unvested restricted stock units granted 6/24/19; (f) 3,432 unvested restricted stock units granted 6/22/20; (g) 1,408 unvested restricted stock units granted 6/15/21; (h) 2,650 unvested restricted stock units granted 6/15/22; (i) 4,932 unvested restricted stock units granted 6/15/23; and (j) the new grant for 1,638 restricted stock units.

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June 15, 2026 Filed Jun 17, 2026 22:08 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001363500-26-000004 · wk-form4_1781734099.xml · nonDerivative · entry 1

TURNEY SHAREN J · CIK 0001363500 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,174

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 8,000 unrestricted shares; (b) 1,114 unvested restricted stock units granted 6/24/19; (c) 3,432 unvested restricted stock units granted 6/22/20; (d) 1,408 unvested restricted stock units granted 6/15/21; (e) 2,650 unvested restricted stock units granted 6/15/22; (f) 4,932 unvested restricted stock units granted 6/15/23; and (g) the new grant for 1,638 restricted stock units.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 22:07 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001321140-26-000006 · wk-form4_1781734041.xml · nonDerivative · entry 1

Gerspach John C · CIK 0001321140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,844

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 21,564 unrestricted shares; (b) 5,981 unvested restricted stock units granted 6/22/20; (c) 2,241 unvested restricted stock units granted 6/15/21; (d) 431 unvested restricted stock units granted 9/15/21; (e) 474 unvested restricted stock units granted 12/15/21; (f) 538 unvested restricted stock units granted 3/15/22; (g) 2,650 unvested restricted stock units granted 6/15/22; (h) 934 unvested restricted stock units granted 7/15/22; (i) 969 unvested restricted stock units granted 10/17/22; (j) 912 unvested restricted stock units granted 1/17/23; (k) 1,038 unvested restricted stock units granted 4/17/23; (l) 4,932 unvested restricted stock units granted 6/15/23; (m) 1,186 unvested restricted stock units granted 7/17/23; (n) 1,033 unvested restricted stock units granted 10/16/23;

Read SEC document
June 15, 2026 Filed Jun 17, 2026 22:06 UTC GrantCommon Stock 1,638 Not disclosed Not disclosed
Disclosure

SEC source: 0001391264-26-000002 · wk-form4_1781733990.xml · nonDerivative · entry 1

Tucker Laurie Anne · CIK 0001391264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,459

F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 10,761 unrestricted shares; (b) 1,179 unvested restricted stock units granted 6/27/16; (c) 1,085 unvested restricted stock units granted 6/26/17; (d) 1,341 unvested restricted stock units granted 6/25/18; (e) 1,645 unvested restricted stock units granted 6/24/19; (f) 5,007 unvested restricted stock units granted 6/22/20; (g) 1,731 unvested restricted stock units granted 6/15/21; (h) 206 unvested restricted stock units granted 9/15/21; (i) 227 unvested restricted stock units granted 12/15/21; (j) 257 unvested restricted stock units granted 3/15/22; (k) 2,650 unvested restricted stock units granted 6/15/22; (l) 369 unvested restricted stock units granted 7/15/22; (m) 464 unvested restricted stock units granted 10/17/22; (n) 437 unvested restricted stock units granted 1/17/23;

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May 29, 2026 Filed Jun 1, 2026 21:36 UTC
Andretta Ralph JDirector · President and CEO
SaleCommon Stock 1,000 $89.57 $89,570.00
Disclosure

SEC source: 0001801850-26-000005 · wk-form4_1780349784.xml · nonDerivative · entry 3

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 582,241

F1 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2026.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.51 to $89.64, inclusive.

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May 29, 2026 Filed Jun 1, 2026 21:36 UTC
Andretta Ralph JDirector · President and CEO
SaleCommon Stock 12,500 $89.17 $1,114,625.00
Disclosure

SEC source: 0001801850-26-000005 · wk-form4_1780349784.xml · nonDerivative · entry 2

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 583,241

F1 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2026.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.50 to $89.49, inclusive.

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May 29, 2026 Filed Jun 1, 2026 21:36 UTC
Andretta Ralph JDirector · President and CEO
SaleCommon Stock 1,500 $88.23 $132,345.00
Disclosure

SEC source: 0001801850-26-000005 · wk-form4_1780349784.xml · nonDerivative · entry 1

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 595,741

F1 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.48 to $88.43, inclusive. The reporting person undertakes to provide to Bread Financial Holdings, Inc., any security holder of Bread Financial Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3) and (4) to this Form 4.

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May 21, 2026 Filed May 22, 2026 15:19 UTC PurchaseCommon Stock 698 $86.43 $60,328.14
Disclosure

SEC source: 0001614143-26-000002 · wk-form4_1779463150.xml · nonDerivative · entry 1

Fawcett John J. · CIK 0001614143 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,000

F1 · balance_after: The total amount of securities beneficially owned includes: (a) 8,198 unrestricted shares; and (b) 2,802 unvested restricted stock units granted 6/16/25.

Read SEC document
April 24, 2026 Filed Apr 27, 2026 23:48 UTC SaleCommon Stock 9,687 $90.32 $874,929.84
Disclosure

SEC source: 0001158369-26-000004 · wk-form4_1777333707.xml · nonDerivative · entry 1

BALLOU ROGER H · CIK 0001158369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,079

F1 · balance_after: The total amount of securities beneficially owned includes: (a) 11,626 unrestricted shares; (b) 699 unvested restricted stock units granted 6/27/16; (c) 655 unvested restricted stock units granted 6/26/17; (d) 761 unvested restricted stock units granted 6/25/18; (e) 1,114 unvested restricted stock units granted 6/24/19; (f) 3,432 unvested restricted stock units granted 6/22/20; (g) 1,408 unvested restricted stock units granted 6/15/21; (h) 2,650 unvested restricted stock units granted 6/15/22; (i) 4,932 unvested restricted stock units granted 6/15/23; and (j) 2,802 unvested restricted stock units granted 6/16/25.

Read SEC document
April 15, 2026 Filed Apr 17, 2026 19:08 UTC GrantCommon Stock 483 Not disclosed Not disclosed
Disclosure

SEC source: 0001321140-26-000004 · wk-form4_1776452926.xml · nonDerivative · entry 1

Gerspach John C · CIK 0001321140 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,206

F1 · price: The new grant is for 483 shares of common stock represented by restricted stock units, which will vest on April 15, 2027.

F2 · balance_after: The total amount of securities beneficially owned includes: (a) 18,762 unrestricted shares; (b) 5,981 unvested restricted stock units granted 6/22/20; (c) 2,241 unvested restricted stock units granted 6/15/21; (d) 431 unvested restricted stock units granted 9/15/21; (e) 474 unvested restricted stock units granted 12/15/21; (f) 538 unvested restricted stock units granted 3/15/22; (g) 2,650 unvested restricted stock units granted 6/15/22; (h) 934 unvested restricted stock units granted 7/15/22; (i) 969 unvested restricted stock units granted 10/17/22; (j) 912 unvested restricted stock units granted 1/17/23; (k) 1,038 unvested restricted stock units granted 4/17/23; (l) 4,932 unvested restricted stock units granted 6/15/23; (m) 1,186 unvested restricted stock units granted 7/17/23; (n) 1,033 unvested restricted stock units granted 10/16/23;

Read SEC document
February 19, 2026 Filed Feb 20, 2026 21:40 UTC GiftCommon Stock 1,351 $0.00 $0.00
Disclosure

SEC source: 0001158369-26-000002 · wk-form4_1771623627.xml · nonDerivative · entry 1

BALLOU ROGER H · CIK 0001158369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,766

F1 · balance_after: Mr. Ballou transferred 1,351 shares as a gift for charitable purposes.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 01:31 UTC
Andretta Ralph JDirector · President and CEO
Tax withholdingCommon Stock 5,326 $73.74 $392,739.24
Disclosure

SEC source: 0001801850-26-000002 · wk-form4_1771551097.xml · nonDerivative · entry 5

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 597,241

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

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February 18, 2026 Filed Feb 20, 2026 01:30 UTC
Motes Joseph L IIIEVP, CAO, Gen Counsel & Secy
Tax withholdingCommon Stock 1,470 $73.74 $108,397.80
Disclosure

SEC source: 0001101215-26-000027 · wk-form4_1771551039.xml · nonDerivative · entry 5

Motes Joseph L III · CIK 0001648042 · EVP, CAO, Gen Counsel & Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,617

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 01:29 UTC
Greer Valerie EEVP, Chief Commercial Officer
Tax withholdingCommon Stock 2,003 $73.74 $147,701.22
Disclosure

SEC source: 0001843064-26-000002 · wk-form4_1771550958.xml · nonDerivative · entry 5

Greer Valerie E · CIK 0001843064 · EVP, Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,352

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 01:28 UTC
Beberman Perry SEVP, Chief Financial Officer
Tax withholdingCommon Stock 2,014 $73.74 $148,512.36
Disclosure

SEC source: 0001869941-26-000002 · wk-form4_1771550899.xml · nonDerivative · entry 5

Beberman Perry S · CIK 0001869941 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,570

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 01:26 UTC
Campbell Jonathan BryanSVP, Chief Accounting Officer
Tax withholdingCommon Stock 1,310 $73.74 $96,599.40
Disclosure

SEC source: 0001101215-26-000025 · wk-form4_1771550808.xml · nonDerivative · entry 3

Campbell Jonathan Bryan · CIK 0001893356 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,149

F2 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 01:25 UTC
Driscoll Allegra SEVP, Chief Technology Officer
Tax withholdingCommon Stock 2,564 $73.74 $189,069.36
Disclosure

SEC source: 0001101215-26-000023 · wk-form4_1771550717.xml · nonDerivative · entry 4

Driscoll Allegra S · CIK 0002008252 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,968

F3 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 01:17 UTC
McConnaughey Tammy MEVP, Operations & Credit Risk
Tax withholdingCommon Stock 1,606 $73.74 $118,426.44
Disclosure

SEC source: 0001801426-26-000002 · wk-form4_1771550221.xml · nonDerivative · entry 5

McConnaughey Tammy M · CIK 0001801426 · EVP, Operations & Credit Risk

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,320.055

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 18, 2026 Filed Mar 4, 2026 23:05 UTC Amendment
Driscoll Allegra SEVP, Chief Technology Officer
Tax withholdingCommon Stock 1,752 $73.74 $129,192.48
Disclosure

SEC source: 0002008252-26-000002 · wk-form4a_1772665551.xml · nonDerivative · entry 1

Driscoll Allegra S · CIK 0002008252 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,780

F1 · shares: The initial Form 4 filed on February 19, 2026 inadvertently overreported the number of shares of common stock that were withheld for tax withholding purposes upon the vesting of restricted stock units on February 18, 2026. This amendment corrects the number of shares that were withheld on February 18, 2026 (1,752 shares), as well as the resulting total number of shares beneficially owned following all transactions reported in the initial Form 4. This amendment does not change or modify any other information reported on such initial Form 4.

F1 · balance_after: The initial Form 4 filed on February 19, 2026 inadvertently overreported the number of shares of common stock that were withheld for tax withholding purposes upon the vesting of restricted stock units on February 18, 2026. This amendment corrects the number of shares that were withheld on February 18, 2026 (1,752 shares), as well as the resulting total number of shares beneficially owned following all transactions reported in the initial Form 4. This amendment does not change or modify any other information reported on such initial Form 4.

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February 17, 2026 Filed Feb 20, 2026 01:31 UTC
Andretta Ralph JDirector · President and CEO
Tax withholdingCommon Stock 56,858 $73.05 $4,153,476.90
Disclosure

SEC source: 0001801850-26-000002 · wk-form4_1771551097.xml · nonDerivative · entry 4

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 602,567

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:31 UTC
Andretta Ralph JDirector · President and CEO
GrantCommon Stock 19,123 Not disclosed Not disclosed
Disclosure

SEC source: 0001801850-26-000002 · wk-form4_1771551097.xml · nonDerivative · entry 3

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 659,425

F3 · kind: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 87,319 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 19,123 units, for a total of 106,442 units.

F3 · price: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 87,319 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 19,123 units, for a total of 106,442 units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:31 UTC
Andretta Ralph JDirector · President and CEO
GrantCommon Stock 63,183 Not disclosed Not disclosed
Disclosure

SEC source: 0001801850-26-000002 · wk-form4_1771551097.xml · nonDerivative · entry 2

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 640,302

F2 · kind: The new grant is for 63,183 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

F2 · price: The new grant is for 63,183 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

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February 17, 2026 Filed Feb 20, 2026 01:31 UTC
Andretta Ralph JDirector · President and CEO
GrantCommon Stock 42,122 Not disclosed Not disclosed
Disclosure

SEC source: 0001801850-26-000002 · wk-form4_1771551097.xml · nonDerivative · entry 1

Andretta Ralph J · CIK 0001801850 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 577,119

F1 · kind: The new grant is for 42,122 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 13,900 units vesting on 2/17/27, 13,900 units vesting on 2/17/28 and 14,322 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

F1 · price: The new grant is for 42,122 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 13,900 units vesting on 2/17/27, 13,900 units vesting on 2/17/28 and 14,322 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:30 UTC
Motes Joseph L IIIEVP, CAO, Gen Counsel & Secy
Tax withholdingCommon Stock 16,918 $73.05 $1,235,859.90
Disclosure

SEC source: 0001101215-26-000027 · wk-form4_1771551039.xml · nonDerivative · entry 4

Motes Joseph L III · CIK 0001648042 · EVP, CAO, Gen Counsel & Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,087

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:30 UTC
Motes Joseph L IIIEVP, CAO, Gen Counsel & Secy
GrantCommon Stock 4,262 Not disclosed Not disclosed
Disclosure

SEC source: 0001101215-26-000027 · wk-form4_1771551039.xml · nonDerivative · entry 3

Motes Joseph L III · CIK 0001648042 · EVP, CAO, Gen Counsel & Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,005

F3 · kind: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 19,457 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 4,262 units, for a total of 23,719 units.

F3 · price: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 19,457 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 4,262 units, for a total of 23,719 units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:30 UTC
Motes Joseph L IIIEVP, CAO, Gen Counsel & Secy
GrantCommon Stock 12,005 Not disclosed Not disclosed
Disclosure

SEC source: 0001101215-26-000027 · wk-form4_1771551039.xml · nonDerivative · entry 2

Motes Joseph L III · CIK 0001648042 · EVP, CAO, Gen Counsel & Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,743

F2 · kind: The new grant is for 12,005 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

F2 · price: The new grant is for 12,005 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:30 UTC
Motes Joseph L IIIEVP, CAO, Gen Counsel & Secy
GrantCommon Stock 8,004 Not disclosed Not disclosed
Disclosure

SEC source: 0001101215-26-000027 · wk-form4_1771551039.xml · nonDerivative · entry 1

Motes Joseph L III · CIK 0001648042 · EVP, CAO, Gen Counsel & Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,738

F1 · kind: The new grant is for 8,004 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,641 units vesting on 2/17/27, 2,641 units vesting on 2/17/28 and 2,722 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

F1 · price: The new grant is for 8,004 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,641 units vesting on 2/17/27, 2,641 units vesting on 2/17/28 and 2,722 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:29 UTC
Greer Valerie EEVP, Chief Commercial Officer
Tax withholdingCommon Stock 23,834 $73.05 $1,741,073.70
Disclosure

SEC source: 0001843064-26-000002 · wk-form4_1771550958.xml · nonDerivative · entry 4

Greer Valerie E · CIK 0001843064 · EVP, Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,355

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:29 UTC
Greer Valerie EEVP, Chief Commercial Officer
GrantCommon Stock 5,543 Not disclosed Not disclosed
Disclosure

SEC source: 0001843064-26-000002 · wk-form4_1771550958.xml · nonDerivative · entry 3

Greer Valerie E · CIK 0001843064 · EVP, Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,189

F3 · kind: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 5,543 units, for a total of 30,853 units.

F3 · price: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 5,543 units, for a total of 30,853 units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:29 UTC
Greer Valerie EEVP, Chief Commercial Officer
GrantCommon Stock 14,217 Not disclosed Not disclosed
Disclosure

SEC source: 0001843064-26-000002 · wk-form4_1771550958.xml · nonDerivative · entry 2

Greer Valerie E · CIK 0001843064 · EVP, Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,646

F2 · kind: The new grant is for 14,217 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

F2 · price: The new grant is for 14,217 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:29 UTC
Greer Valerie EEVP, Chief Commercial Officer
GrantCommon Stock 9,478 Not disclosed Not disclosed
Disclosure

SEC source: 0001843064-26-000002 · wk-form4_1771550958.xml · nonDerivative · entry 1

Greer Valerie E · CIK 0001843064 · EVP, Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,429

F1 · kind: The new grant is for 9,478 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,127 units vesting on 2/17/27, 3,127 units vesting on 2/17/28 and 3,224 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

F1 · price: The new grant is for 9,478 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,127 units vesting on 2/17/27, 3,127 units vesting on 2/17/28 and 3,224 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:28 UTC
Beberman Perry SEVP, Chief Financial Officer
Tax withholdingCommon Stock 43,007 $73.05 $3,141,661.35
Disclosure

SEC source: 0001869941-26-000002 · wk-form4_1771550899.xml · nonDerivative · entry 4

Beberman Perry S · CIK 0001869941 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,584

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:28 UTC
Beberman Perry SEVP, Chief Financial Officer
GrantCommon Stock 5,543 Not disclosed Not disclosed
Disclosure

SEC source: 0001869941-26-000002 · wk-form4_1771550899.xml · nonDerivative · entry 3

Beberman Perry S · CIK 0001869941 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,591

F3 · kind: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 5,543 units, for a total of 30,853 units.

F3 · price: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 5,543 units, for a total of 30,853 units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:28 UTC
Beberman Perry SEVP, Chief Financial Officer
GrantCommon Stock 15,796 Not disclosed Not disclosed
Disclosure

SEC source: 0001869941-26-000002 · wk-form4_1771550899.xml · nonDerivative · entry 2

Beberman Perry S · CIK 0001869941 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,048

F2 · kind: The new grant is for 15,796 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

F2 · price: The new grant is for 15,796 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:28 UTC
Beberman Perry SEVP, Chief Financial Officer
GrantCommon Stock 10,531 Not disclosed Not disclosed
Disclosure

SEC source: 0001869941-26-000002 · wk-form4_1771550899.xml · nonDerivative · entry 1

Beberman Perry S · CIK 0001869941 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,252

F1 · kind: The new grant is for 10,531 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,475 units vesting on 2/17/27, 3,475 units vesting on 2/17/28 and 3,581 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

F1 · price: The new grant is for 10,531 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,475 units vesting on 2/17/27, 3,475 units vesting on 2/17/28 and 3,581 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:26 UTC
Campbell Jonathan BryanSVP, Chief Accounting Officer
Tax withholdingCommon Stock 2,951 $73.05 $215,570.55
Disclosure

SEC source: 0001101215-26-000025 · wk-form4_1771550808.xml · nonDerivative · entry 2

Campbell Jonathan Bryan · CIK 0001893356 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,459

F2 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:26 UTC
Campbell Jonathan BryanSVP, Chief Accounting Officer
GrantCommon Stock 5,183 Not disclosed Not disclosed
Disclosure

SEC source: 0001101215-26-000025 · wk-form4_1771550808.xml · nonDerivative · entry 1

Campbell Jonathan Bryan · CIK 0001893356 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,410

F1 · kind: The new grant is for 5,183 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 1,710 units vesting on 2/17/27, 1,710 units vesting on 2/17/28 and 1,762 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

F1 · price: The new grant is for 5,183 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 1,710 units vesting on 2/17/27, 1,710 units vesting on 2/17/28 and 1,762 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:25 UTC
Driscoll Allegra SEVP, Chief Technology Officer
Tax withholdingCommon Stock 2,787 $73.05 $203,590.35
Disclosure

SEC source: 0001101215-26-000023 · wk-form4_1771550717.xml · nonDerivative · entry 3

Driscoll Allegra S · CIK 0002008252 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,532

F3 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:25 UTC
Driscoll Allegra SEVP, Chief Technology Officer
GrantCommon Stock 10,663 Not disclosed Not disclosed
Disclosure

SEC source: 0001101215-26-000023 · wk-form4_1771550717.xml · nonDerivative · entry 2

Driscoll Allegra S · CIK 0002008252 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,319

F2 · kind: The new grant is for 10,663 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

F2 · price: The new grant is for 10,663 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:25 UTC
Driscoll Allegra SEVP, Chief Technology Officer
GrantCommon Stock 7,109 Not disclosed Not disclosed
Disclosure

SEC source: 0001101215-26-000023 · wk-form4_1771550717.xml · nonDerivative · entry 1

Driscoll Allegra S · CIK 0002008252 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,656

F1 · kind: The new grant is for 7,109 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,345 units vesting on 2/17/27, 2,345 units vesting on 2/17/28 and 2,417 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

F1 · price: The new grant is for 7,109 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,345 units vesting on 2/17/27, 2,345 units vesting on 2/17/28 and 2,417 units vesting on 2/17/29, subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting dates.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:17 UTC
McConnaughey Tammy MEVP, Operations & Credit Risk
Tax withholdingCommon Stock 17,861 $73.05 $1,304,746.05
Disclosure

SEC source: 0001801426-26-000002 · wk-form4_1771550221.xml · nonDerivative · entry 4

McConnaughey Tammy M · CIK 0001801426 · EVP, Operations & Credit Risk

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,926.055

F4 · kind: Shares withheld by the Company to satisfy the Reporting Person's tax withholding obligation upon the vesting of restricted stock units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:17 UTC
McConnaughey Tammy MEVP, Operations & Credit Risk
GrantCommon Stock 3,984 Not disclosed Not disclosed
Disclosure

SEC source: 0001801426-26-000002 · wk-form4_1771550221.xml · nonDerivative · entry 3

McConnaughey Tammy M · CIK 0001801426 · EVP, Operations & Credit Risk

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,787.055

F3 · kind: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 18,191 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 3,984 units, for a total of 22,175 units.

F3 · price: Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 18,191 performance-based restricted stock units granted 3/24/23 were earned, resulting in an additional 3,984 units, for a total of 22,175 units.

Read SEC document
February 17, 2026 Filed Feb 20, 2026 01:17 UTC
McConnaughey Tammy MEVP, Operations & Credit Risk
GrantCommon Stock 11,847 Not disclosed Not disclosed
Disclosure

SEC source: 0001801426-26-000002 · wk-form4_1771550221.xml · nonDerivative · entry 2

McConnaughey Tammy M · CIK 0001801426 · EVP, Operations & Credit Risk

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,803.055

F2 · kind: The new grant is for 11,847 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

F2 · price: The new grant is for 11,847 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29 contingent on meeting predetermined performance measures and subject to continued employment (subject to certain limited exceptions) by the Reporting Person on the vesting date.

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.