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CBRE

CBRE GROUP, INC.

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3066
SEC CIK
0001138118
Parsed reports
696

Last 12 months

Inside the activity.

0 purchase rows · 9 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202601
Mar 202602
Apr 202600
May 202602
Jun 202600
Jul 202601
Aug 202602
Sep 202600
Oct 202600

Latest available

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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 05, 2025 Filed May 5, 2025 22:08 UTC
Doellinger Chad JChief Legal & Admin. Officer
SaleClass A Common Stock 133 $125.91 $16,746.03
Disclosure

SEC source: 0001225208-25-004760 · doc4.xml · nonDerivative · entry 3

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,812

Read SEC document
May 02, 2025 Filed May 5, 2025 22:08 UTC
Doellinger Chad JChief Legal & Admin. Officer
SaleClass A Common Stock 494 $126.05 $62,268.70
Disclosure

SEC source: 0001225208-25-004760 · doc4.xml · nonDerivative · entry 2

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,945

Read SEC document
May 01, 2025 Filed May 5, 2025 22:10 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 371 $123.52 $45,825.92
Disclosure

SEC source: 0001225208-25-004761 · doc4.xml · nonDerivative · entry 1

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 29,708

Read SEC document
May 01, 2025 Filed May 5, 2025 22:08 UTC
Doellinger Chad JChief Legal & Admin. Officer
Tax withholdingClass A Common Stock 180 $123.52 $22,233.60
Disclosure

SEC source: 0001225208-25-004760 · doc4.xml · nonDerivative · entry 1

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,439

Read SEC document
March 17, 2025 Filed Mar 19, 2025 22:21 UTC
Giamartino Emma E.Chief Financial Officer
SaleClass A Common Stock 2,000 $125.69 $251,380.00
Disclosure

SEC source: 0001225208-25-003492 · doc4.xml · nonDerivative · entry 1

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 107,343

Read SEC document
March 12, 2025 Filed Mar 12, 2025 22:04 UTC
Doellinger Chad JChief Legal & Admin. Officer
SaleClass A Common Stock 116 $128.74 $14,933.84
Disclosure

SEC source: 0001225208-25-003328 · doc4.xml · nonDerivative · entry 3

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,619

Read SEC document
March 11, 2025 Filed Mar 12, 2025 22:04 UTC
Doellinger Chad JChief Legal & Admin. Officer
SaleClass A Common Stock 797 $126.31 $100,669.07
Disclosure

SEC source: 0001225208-25-003328 · doc4.xml · nonDerivative · entry 2

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,735

Read SEC document
March 10, 2025 Filed Mar 12, 2025 22:04 UTC
Doellinger Chad JChief Legal & Admin. Officer
Tax withholdingClass A Common Stock 156 $125.92 $19,643.52
Disclosure

SEC source: 0001225208-25-003328 · doc4.xml · nonDerivative · entry 1

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,532

Read SEC document
March 10, 2025 Filed Mar 12, 2025 22:03 UTC
Giamartino Emma E.Chief Financial Officer
Tax withholdingClass A Common Stock 2,605 $125.92 $328,021.60
Disclosure

SEC source: 0001225208-25-003327 · doc4.xml · nonDerivative · entry 1

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,343

Read SEC document
March 10, 2025 Filed Mar 12, 2025 22:03 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 259 $125.92 $32,613.28
Disclosure

SEC source: 0001225208-25-003326 · doc4.xml · nonDerivative · entry 2

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 30,079

Read SEC document
March 10, 2025 Filed Mar 12, 2025 22:03 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 167 $125.92 $21,028.64
Disclosure

SEC source: 0001225208-25-003326 · doc4.xml · nonDerivative · entry 1

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,066

Read SEC document
March 10, 2025 Filed Mar 12, 2025 22:01 UTC
Kohli VikramadityaCOO & CEO, Advisory Services
Tax withholdingClass A Common Stock 2,008 $125.92 $252,847.36
Disclosure

SEC source: 0001225208-25-003325 · doc4.xml · nonDerivative · entry 1

Kohli Vikramaditya · CIK 0001876060 · COO & CEO, Advisory Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,473

Read SEC document
March 10, 2025 Filed Mar 12, 2025 22:01 UTC
SULENTIC ROBERT EDirector · Chair & CEO
Tax withholdingClass A Common Stock 5,586 $125.92 $703,389.12
Disclosure

SEC source: 0001225208-25-003324 · doc4.xml · nonDerivative · entry 1

SULENTIC ROBERT E · CIK 0001190868 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,286,517

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:58 UTC
SULENTIC ROBERT EDirector · Chair & CEO
Tax withholdingClass A Common Stock 4,991 $142.30 $710,219.30
Disclosure

SEC source: 0001225208-25-003166 · doc4.xml · nonDerivative · entry 2

SULENTIC ROBERT E · CIK 0001190868 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,292,103

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:58 UTC
SULENTIC ROBERT EDirector · Chair & CEO
GrantClass A Common Stock 42,047 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-003166 · doc4.xml · nonDerivative · entry 1

SULENTIC ROBERT E · CIK 0001190868 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,297,094

F1 · kind: The Issuer granted these securities to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:58 UTC
Kohli VikramadityaCOO & CEO, Advisory Services
Tax withholdingClass A Common Stock 1,626 $142.30 $231,379.80
Disclosure

SEC source: 0001225208-25-003165 · doc4.xml · nonDerivative · entry 2

Kohli Vikramaditya · CIK 0001876060 · COO & CEO, Advisory Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,481

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:58 UTC
Kohli VikramadityaCOO & CEO, Advisory Services
GrantClass A Common Stock 12,590 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-003165 · doc4.xml · nonDerivative · entry 1

Kohli Vikramaditya · CIK 0001876060 · COO & CEO, Advisory Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,107

F1 · kind: The Issuer granted these securities to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:58 UTC
Giamartino Emma E.Chief Financial Officer
Tax withholdingClass A Common Stock 2,375 $142.30 $337,962.50
Disclosure

SEC source: 0001225208-25-003164 · doc4.xml · nonDerivative · entry 2

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,948

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:58 UTC
Giamartino Emma E.Chief Financial Officer
GrantClass A Common Stock 11,278 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-003164 · doc4.xml · nonDerivative · entry 1

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,323

F1 · kind: The Issuer granted these securities to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:57 UTC
Doellinger Chad JChief Legal & Admin. Officer
Tax withholdingClass A Common Stock 514 $142.30 $73,142.20
Disclosure

SEC source: 0001225208-25-003163 · doc4.xml · nonDerivative · entry 2

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,688

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:57 UTC
Doellinger Chad JChief Legal & Admin. Officer
GrantClass A Common Stock 5,036 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-003163 · doc4.xml · nonDerivative · entry 1

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,202

F1 · kind: The Issuer granted these securities to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:57 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 288 $142.30 $40,982.40
Disclosure

SEC source: 0001225208-25-003162 · doc4.xml · nonDerivative · entry 4

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 30,338

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:57 UTC
Caplan Lindsey SChief Accounting Officer
GrantClass A Common Stock 4,567 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-003162 · doc4.xml · nonDerivative · entry 3

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 30,626

F2 · kind: The Issuer granted these securities to the Reporting Person's spouse on March 5, 2025 as part of the Reporting Person's spouse's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:57 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 166 $142.30 $23,621.80
Disclosure

SEC source: 0001225208-25-003162 · doc4.xml · nonDerivative · entry 2

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,233

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:57 UTC
Caplan Lindsey SChief Accounting Officer
GrantClass A Common Stock 1,756 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-003162 · doc4.xml · nonDerivative · entry 1

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,399

F1 · kind: The Issuer granted these securities to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 21:56 UTC
Hodari JamieCEO, BOE & CCO
GrantClass A Common Stock 10,951 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-003161 · doc4.xml · nonDerivative · entry 1

Hodari Jamie · CIK 0001833225 · CEO, BOE & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,951

F1 · kind: The Issuer granted these securities to the Reporting Person on March 5, 2025 as part of the Reporting Person's 2025 annual equity award. These securities will vest at a rate of 25% per year on each of March 5, 2026, 2027, 2028 and 2029, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:59 UTC
Kohli VikramadityaCOO & CEO, Advisory Services
Tax withholdingClass A Common Stock 168 $140.62 $23,624.16
Disclosure

SEC source: 0001225208-25-003032 · doc4.xml · nonDerivative · entry 1

Kohli Vikramaditya · CIK 0001876060 · COO & CEO, Advisory Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,517

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:59 UTC
Giamartino Emma E.Chief Financial Officer
Tax withholdingClass A Common Stock 653 $140.62 $91,824.86
Disclosure

SEC source: 0001225208-25-003031 · doc4.xml · nonDerivative · entry 1

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,045

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:57 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 117 $140.62 $16,452.54
Disclosure

SEC source: 0001225208-25-003029 · doc4.xml · nonDerivative · entry 2

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 26,059

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:57 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 156 $140.62 $21,936.72
Disclosure

SEC source: 0001225208-25-003029 · doc4.xml · nonDerivative · entry 1

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,643

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:59 UTC
Doellinger Chad JChief Legal & Admin. Officer
Tax withholdingClass A Common Stock 156 $140.62 $21,936.72
Disclosure

SEC source: 0001225208-25-003030 · doc4.xml · nonDerivative · entry 1

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,166

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:57 UTC
SULENTIC ROBERT EDirector · Chair & CEO
Tax withholdingClass A Common Stock 3,731 $140.62 $524,653.22
Disclosure

SEC source: 0001225208-25-003028 · doc4.xml · nonDerivative · entry 1

SULENTIC ROBERT E · CIK 0001190868 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,255,047

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:40 UTC
Giamartino Emma E.Chief Financial Officer
GrantClass A Common Stock 12,266 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002605 · doc4.xml · nonDerivative · entry 3

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,698

F2 · kind: Represents restricted stock units granted to the Reporting Person on March 10, 2023 as part of the Reporting Person's 2023 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's cumulative Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 10, 2026, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:40 UTC
Giamartino Emma E.Chief Financial Officer
GrantClass A Common Stock 22,120 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002605 · doc4.xml · nonDerivative · entry 2

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,432

F1 · kind: Represents restricted stock units granted to the Reporting Person on March 5, 2024 as part of the Reporting Person's 2024 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 5, 2027, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:38 UTC
SULENTIC ROBERT EDirector · Chair & CEO
GrantClass A Common Stock 75,390 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002604 · doc4.xml · nonDerivative · entry 3

SULENTIC ROBERT E · CIK 0001190868 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,258,778

F2 · kind: Represents restricted stock units granted to the Reporting Person on March 10, 2023 as part of the Reporting Person's 2023 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's cumulative Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 10, 2026, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:38 UTC
SULENTIC ROBERT EDirector · Chair & CEO
GrantClass A Common Stock 112,102 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002604 · doc4.xml · nonDerivative · entry 2

SULENTIC ROBERT E · CIK 0001190868 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,183,388

F1 · kind: Represents restricted stock units granted to the Reporting Person on March 5, 2024 as part of the Reporting Person's 2024 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 5, 2027, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:34 UTC
Kohli VikramadityaCOO & CEO, Advisory Services
GrantClass A Common Stock 12,266 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002602 · doc4.xml · nonDerivative · entry 3

Kohli Vikramaditya · CIK 0001876060 · COO & CEO, Advisory Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,685

F2 · kind: Represents restricted stock units granted to the Reporting Person on March 10, 2023 as part of the Reporting Person's 2023 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's cumulative Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 10, 2026, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:34 UTC
Kohli VikramadityaCOO & CEO, Advisory Services
GrantClass A Common Stock 23,808 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002602 · doc4.xml · nonDerivative · entry 2

Kohli Vikramaditya · CIK 0001876060 · COO & CEO, Advisory Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,419

F1 · kind: Represents restricted stock units granted to the Reporting Person on March 5, 2024 as part of the Reporting Person's 2024 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 5, 2027, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:36 UTC
Doellinger Chad JChief Legal & Admin. Officer
GrantClass A Common Stock 8,434 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002603 · doc4.xml · nonDerivative · entry 2

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,322

F1 · kind: Represents restricted stock units granted to the Reporting Person on March 5, 2024 as part of the Reporting Person's 2024 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 5, 2027, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:31 UTC
Caplan Lindsey SChief Accounting Officer
GrantClass A Common Stock 1,277 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002601 · doc4.xml · nonDerivative · entry 7

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 26,176

F5 · kind: Represents restricted stock units granted to the Reporting Person's spouse on March 10, 2023 as part of the Reporting Person's spouse's 2023 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's cumulative Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 10, 2026, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:31 UTC
Caplan Lindsey SChief Accounting Officer
GrantClass A Common Stock 2,358 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002601 · doc4.xml · nonDerivative · entry 6

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 24,899

F4 · kind: Represents restricted stock units granted to the Reporting Person's spouse on March 5, 2024 as part of the Reporting Person's spouse's 2024 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 5, 2027, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:31 UTC
Caplan Lindsey SChief Accounting Officer
GrantClass A Common Stock 3,766 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002601 · doc4.xml · nonDerivative · entry 5

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 22,541

F3 · kind: Represents restricted stock units granted to the Reporting Person's spouse on May 1, 2024 as part of the Reporting Person's spouse's 2024 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on May 1, 2027, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:31 UTC
Caplan Lindsey SChief Accounting Officer
GrantClass A Common Stock 1,647 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002601 · doc4.xml · nonDerivative · entry 3

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,799

F2 · kind: Represents restricted stock units granted to the Reporting Person on March 10, 2023 as part of the Reporting Person's 2023 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's cumulative Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 10, 2026, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreemen.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 00:31 UTC
Caplan Lindsey SChief Accounting Officer
GrantClass A Common Stock 2,720 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002601 · doc4.xml · nonDerivative · entry 2

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,152

F1 · kind: Represents restricted stock units granted to the Reporting Person on March 5, 2024 as part of the Reporting Person's 2024 annual equity award. On February 27, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Core EPS performance necessary for this award to vest. As such, these restricted stock units will vest in full on March 5, 2027, subject to forfeiture in certain circumstances as set forth in the restricted stock units award agreement.

Read SEC document
February 25, 2025 Filed Feb 28, 2025 00:40 UTC
Giamartino Emma E.Chief Financial Officer
Tax withholdingClass A Common Stock 842 $138.70 $116,785.40
Disclosure

SEC source: 0001225208-25-002605 · doc4.xml · nonDerivative · entry 1

Giamartino Emma E. · CIK 0001833339 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,312

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February 25, 2025 Filed Feb 28, 2025 00:38 UTC
SULENTIC ROBERT EDirector · Chair & CEO
Tax withholdingClass A Common Stock 3,361 $138.70 $466,170.70
Disclosure

SEC source: 0001225208-25-002604 · doc4.xml · nonDerivative · entry 1

SULENTIC ROBERT E · CIK 0001190868 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,071,286

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February 25, 2025 Filed Feb 28, 2025 00:34 UTC
Kohli VikramadityaCOO & CEO, Advisory Services
Tax withholdingClass A Common Stock 566 $138.70 $78,504.20
Disclosure

SEC source: 0001225208-25-002602 · doc4.xml · nonDerivative · entry 1

Kohli Vikramaditya · CIK 0001876060 · COO & CEO, Advisory Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,611

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February 25, 2025 Filed Feb 28, 2025 00:36 UTC
Doellinger Chad JChief Legal & Admin. Officer
Tax withholdingClass A Common Stock 148 $138.70 $20,527.60
Disclosure

SEC source: 0001225208-25-002603 · doc4.xml · nonDerivative · entry 1

Doellinger Chad J · CIK 0002016612 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,888

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February 25, 2025 Filed Feb 28, 2025 00:31 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 146 $138.70 $20,250.20
Disclosure

SEC source: 0001225208-25-002601 · doc4.xml · nonDerivative · entry 4

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 18,775

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February 25, 2025 Filed Feb 28, 2025 00:31 UTC
Caplan Lindsey SChief Accounting Officer
Tax withholdingClass A Common Stock 174 $138.70 $24,133.80
Disclosure

SEC source: 0001225208-25-002601 · doc4.xml · nonDerivative · entry 1

Caplan Lindsey S · CIK 0001946731 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,432

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.