BRO

SEC source: 0000950170-24-055871 · ownership.xml · nonDerivative · entry 1

VARNER CHILTON D · CIK 0001296762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,904

SEC source: 0000950170-24-055868 · ownership.xml · nonDerivative · entry 1

PATEL JAYMIN B · CIK 0001241813 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,255

SEC source: 0000950170-24-055867 · ownership.xml · nonDerivative · entry 1

GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,539

SEC source: 0000950170-24-055862 · ownership.xml · nonDerivative · entry 1

Main Timothy R.M. · CIK 0001504080 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,321

SEC source: 0000950170-24-055866 · ownership.xml · nonDerivative · entry 1

Hoepner Theodore J · CIK 0001181994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,483

SEC source: 0000950170-24-055865 · ownership.xml · nonDerivative · entry 1

Savio Kathleen A. · CIK 0002008457 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407

SEC source: 0000950170-24-055861 · ownership.xml · nonDerivative · entry 1

Reilly Wendell · CIK 0001327922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,029

SEC source: 0000950170-24-055860 · ownership.xml · nonDerivative · entry 1

KRUMP PAUL J · CIK 0001191204 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407

SEC source: 0000950170-24-055859 · ownership.xml · nonDerivative · entry 1

JENNINGS TONI · CIK 0001198014 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,157

SEC source: 0000950170-24-057237 · ownership.xml · nonDerivative · entry 1

Masojada Bronislaw Edmund · CIK 0001976143 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407

SEC source: 0000950170-24-048459 · ownership.xml · nonDerivative · entry 1

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Limited Partnership

Disclosed balance after: 36,418,928

F1 · ownership.nature: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.

SEC source: 0001209191-24-005040 · doc4.xml · nonDerivative · entry 1

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,659

F1 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. With respect to securities that are restricted stock awards, the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. With respect to securities that are restricted stock units, the Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions or the Reporting Person's qualified retirement.

SEC source: 0001209191-24-004845 · doc4.xml · nonDerivative · entry 5

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Limited Partnership

Disclosed balance after: 37,368,928

F1 · shares: The reported transactions were effected in accordance with the Reporting Person's tax planning strategy.

F2 · ownership.nature: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.

SEC source: 0001209191-24-004845 · doc4.xml · nonDerivative · entry 4

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Limited Partnership

Disclosed balance after: 37,410,605

F1 · shares: The reported transactions were effected in accordance with the Reporting Person's tax planning strategy.

F2 · ownership.nature: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.

SEC source: 0001209191-24-004845 · doc4.xml · nonDerivative · entry 3

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Limited Partnership

Disclosed balance after: 37,460,605

F1 · shares: The reported transactions were effected in accordance with the Reporting Person's tax planning strategy.

F2 · ownership.nature: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.

SEC source: 0001209191-24-004845 · doc4.xml · nonDerivative · entry 2

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Limited Partnership

Disclosed balance after: 37,510,605

F1 · shares: The reported transactions were effected in accordance with the Reporting Person's tax planning strategy.

F2 · ownership.nature: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.

SEC source: 0001209191-24-004845 · doc4.xml · nonDerivative · entry 1

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Limited Partnership

Disclosed balance after: 37,560,605

F1 · shares: The reported transactions were effected in accordance with the Reporting Person's tax planning strategy.

F2 · ownership.nature: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.

SEC source: 0001209191-24-004014 · doc4.xml · nonDerivative · entry 1

Turpin Julie · CIK 0001861040 · EVP/Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,947

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 7,114 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-004013 · doc4.xml · nonDerivative · entry 1

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,588

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 35,581 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-004012 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,319

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 11,860 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-004010 · doc4.xml · nonDerivative · entry 1

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,754,798

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 118,603 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-004011 · doc4.xml · nonDerivative · entry 1

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,340,031

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 17,789 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-004009 · doc4.xml · nonDerivative · entry 2

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,207

F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 8,384 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-004008 · doc4.xml · nonDerivative · entry 1

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 249,243

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 26,684 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-004009 · doc4.xml · nonDerivative · entry 1

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,073

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 9,744 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-003846 · doc4.xml · nonDerivative · entry 1

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,269

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 3,092 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-24-003570 · doc4.xml · nonDerivative · entry 2

Turpin Julie · CIK 0001861040 · EVP/Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,995

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003570 · doc4.xml · nonDerivative · entry 1

Turpin Julie · CIK 0001861040 · EVP/Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,181

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003562 · doc4.xml · nonDerivative · entry 2

Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,776

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003562 · doc4.xml · nonDerivative · entry 1

Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,962

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003568 · doc4.xml · nonDerivative · entry 2

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 255,322

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003568 · doc4.xml · nonDerivative · entry 1

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246,252

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003569 · doc4.xml · nonDerivative · entry 2

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,611

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003569 · doc4.xml · nonDerivative · entry 1

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,495

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003563 · doc4.xml · nonDerivative · entry 2

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,827

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003563 · doc4.xml · nonDerivative · entry 1

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,897

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003567 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,600

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003567 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,484

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003565 · doc4.xml · nonDerivative · entry 2

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,033

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. With respect to securities that are restricted stock awards, the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. With respect to securities that are restricted stock units, the Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions or the Reporting Person's qualified retirement.

SEC source: 0001209191-24-003565 · doc4.xml · nonDerivative · entry 1

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,219

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. With respect to securities that are restricted stock awards, the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. With respect to securities that are restricted stock units, the Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions or the Reporting Person's qualified retirement.

SEC source: 0001209191-24-003566 · doc4.xml · nonDerivative · entry 2

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,006

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-003566 · doc4.xml · nonDerivative · entry 1

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,495

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

SEC source: 0001209191-24-000235 · doc4.xml · nonDerivative · entry 1

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · Charity Lead Annuity Trust

Disclosed balance after: 2,054,950

F1 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary.

SEC source: 0001209191-24-000178 · doc4.xml · nonDerivative · entry 1

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Charitable Lead Annuity Trust

Disclosed balance after: 2,054,950

F1 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries.

SEC source: 0001209191-24-000177 · doc4.xml · nonDerivative · entry 1

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: No plan indicated

Ownership: Indirect · Charitable Lead Annuity Trust

Disclosed balance after: 2,054,950

F1 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary.

SEC source: 0001209191-23-059231 · doc4.xml · nonDerivative · entry 3

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Watts Family Trust

Disclosed balance after: 2,383

SEC source: 0001209191-23-059231 · doc4.xml · nonDerivative · entry 2

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,006

F1 · balance_after: A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. This amount reflects the transfer by Reporting Owner of 86,494 shares in November 2023 pursuant to a domestic relations order.

SEC source: 0001209191-23-058984 · doc4.xml · nonDerivative · entry 1

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,682,866

F1 · balance_after: A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

SEC source: 0001209191-23-058983 · doc4.xml · nonDerivative · entry 1

BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Revocable Trust

Disclosed balance after: 0

F1 · balance_after: These shares are held by a revocable trust (the "Revocable Trust"), of which the Reporting Person and his spouse are the sole trustees and beneficiaries.

SEC source: 0001209191-23-058981 · doc4.xml · nonDerivative · entry 1

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,330,219

F1 · balance_after: A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.