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COHEN & STEERS, INC.

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Tapewire entity
4049
SEC CIK
0001284812
Parsed reports
786

Last 12 months

Inside the activity.

14 purchase rows · 6 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025140
Dec 202500
Jan 202600
Feb 202603
Mar 202600
Apr 202600
May 202601
Jun 202601
Jul 202601
Aug 202600
Sep 202600
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
January 31, 2023 Filed Feb 2, 2023 21:10 UTC
Stadler Matthew S.Chief Financial Officer, EVP
Tax withholdingCommon Stock 9,432 $71.74 $676,651.68
Disclosure

SEC source: 0001284812-23-000035 · wf-form4_167537219947979.xml · nonDerivative · entry 1

Stadler Matthew S. · CIK 0001198029 · Chief Financial Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,599

F1 · shares: Represents the withholding by the issuer of shares of common stock in connection with the reporting person's tax obligations upon the vesting of previously reported restricted stock units ("RSUs") and delivery of the common stock underlying such RSUs.

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January 31, 2023 Filed Feb 2, 2023 21:08 UTC
Cheigh JonChief Investment Officer, EVP
GrantCommon Stock 34,159 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000030 · wf-form4_167537209056161.xml · nonDerivative · entry 2

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,487

F2 · shares: Represents RSUs granted by the issuer to the reporting person constituting the portion of the reporting person's 2022 annual incentive performance bonus that was mandatorily deferred by the issuer. Any dividends paid on the issuer's common stock are paid in additional RSUs (the "dividend RSUs"). The RSUs vest ratably over four years, and the dividend RSUs vest on the fourth anniversary of the grant date of the RSUs.

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January 31, 2023 Filed Feb 2, 2023 21:08 UTC
Cheigh JonChief Investment Officer, EVP
Tax withholdingCommon Stock 16,998 $71.74 $1,219,436.52
Disclosure

SEC source: 0001284812-23-000030 · wf-form4_167537209056161.xml · nonDerivative · entry 1

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,328

F1 · shares: Represents the withholding by the issuer of shares of common stock in connection with the reporting person's tax obligations upon the vesting of previously reported restricted stock units ("RSUs") and delivery of the common stock underlying such RSUs.

Read SEC document
January 31, 2023 Filed Mar 14, 2024 21:21 UTC GiftCommon Stock 36,046 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000146 · wk-form4_1710451275.xml · nonDerivative · entry 1

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,344

F1 · kind: Represents the transfer by the reporting person of shares of common stock in a series of transactions to the Edmond Dennis Villani Revocable Trust, a revocable trust, of which Dr. Villani and a member of his family serve as trustees.

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January 03, 2023 Filed Jan 4, 2023 21:18 UTC
COHEN MARTINDirector · 10% owner
GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000012 · wf-form4_167286710788111.xml · nonDerivative · entry 4

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 977,035

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:18 UTC GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000011 · wf-form4_167286708611834.xml · nonDerivative · entry 1

Connor Frank T · CIK 0001469602 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,985

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:19 UTC GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000013 · wf-form4_167286713829224.xml · nonDerivative · entry 1

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,678

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 16:17 UTC GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000009 · wf-form4_167286703471608.xml · nonDerivative · entry 1

Simon Richard P · CIK 0001296123 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,203

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:20 UTC
Smith DashaDirector
GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000014 · wf-form4_167286716960039.xml · nonDerivative · entry 1

Smith Dasha · CIK 0001794225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,868

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:18 UTC GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000010 · wf-form4_167286706535515.xml · nonDerivative · entry 1

Aggarwal Reena · CIK 0001519118 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,015

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:17 UTC GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000008 · wf-form4_167286700906545.xml · nonDerivative · entry 2

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,632

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
December 12, 2022 Filed Jan 4, 2023 21:18 UTC
COHEN MARTINDirector · 10% owner
GiftCommon Stock 30,000 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000012 · wf-form4_167286710788111.xml · nonDerivative · entry 3

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 976,616

Read SEC document
November 29, 2022 Filed Nov 30, 2022 16:13 UTC
Dee AliciaExecutive Vice President
GrantCommon Stock 11 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000278 · wf-form4_166984277751792.xml · nonDerivative · entry 1

Dee Alicia · CIK 0001926600 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,448

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 21:14 UTC
DERECHIN ADAM MChief Operating Officer, EVP
GrantCommon Stock 243 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000282 · wf-form4_166984285813394.xml · nonDerivative · entry 1

DERECHIN ADAM M · CIK 0001181440 · Chief Operating Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 518,074

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 16:13 UTC
STEERS ROBERT HAMILTONDirector · Executive Chairman · 10% owner
GrantCommon Stock 1,083 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000279 · wf-form4_166984280373756.xml · nonDerivative · entry 5

STEERS ROBERT HAMILTON · CIK 0001181438 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,263

F5 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 16:12 UTC
Charles Daniel PExecutive Vice President
GrantCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000277 · wf-form4_166984275845376.xml · nonDerivative · entry 1

Charles Daniel P · CIK 0001423880 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,779

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2020, January 2021 and January 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 21:12 UTC
Harvey Joseph MDirector · CEO and President
GrantCommon Stock 1,062 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000275 · wf-form4_166984271298416.xml · nonDerivative · entry 2

Harvey Joseph M · CIK 0001299637 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,256,202

F2 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 21:14 UTC
Stadler Matthew S.Chief Financial Officer, EVP
GrantCommon Stock 306 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000283 · wf-form4_166984287650285.xml · nonDerivative · entry 1

Stadler Matthew S. · CIK 0001198029 · Chief Financial Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,031

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 21:13 UTC
Dulik ElenaChief Accounting Officer, SVP
GrantCommon Stock 44 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000280 · wf-form4_166984282110619.xml · nonDerivative · entry 1

Dulik Elena · CIK 0001574998 · Chief Accounting Officer, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,999

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 21:14 UTC
Cheigh JonChief Investment Officer, EVP
GrantCommon Stock 596 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000281 · wf-form4_166984283814443.xml · nonDerivative · entry 1

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,326

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
November 29, 2022 Filed Nov 30, 2022 21:12 UTC
POLI FRANCIS CGC, Secretary, EVP
GrantCommon Stock 235 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000276 · wf-form4_166984273245939.xml · nonDerivative · entry 1

POLI FRANCIS C · CIK 0001201881 · GC, Secretary, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,949

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
November 23, 2022 Filed Jan 4, 2023 21:17 UTC GiftCommon Stock 1,696 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000008 · wf-form4_167286700906545.xml · nonDerivative · entry 1

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By the Rhein family trust

Disclosed balance after: 12,563

F1 · ownership.nature: Shares held by the Rhein family trust, a revocable trust, of which Mr. Rhein and a member of his family serve as trustees.

Read SEC document
October 21, 2022 Filed Jan 4, 2023 21:18 UTC
COHEN MARTINDirector · 10% owner
GiftCommon Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001284812-23-000012 · wf-form4_167286710788111.xml · nonDerivative · entry 2

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006,616

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:55 UTC
COHEN MARTINDirector · 10% owner
GrantCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000252 · wf-form4_166491689585650.xml · nonDerivative · entry 2

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,076,616

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:57 UTC GrantCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000254 · wf-form4_166491697216006.xml · nonDerivative · entry 1

Connor Frank T · CIK 0001469602 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,566

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:52 UTC GrantCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000248 · wf-form4_166491662656056.xml · nonDerivative · entry 1

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,259

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 16:53 UTC GrantCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000249 · wf-form4_166491677221887.xml · nonDerivative · entry 1

Simon Richard P · CIK 0001296123 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,784

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:56 UTC GrantCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000253 · wf-form4_166491694052908.xml · nonDerivative · entry 2

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,608

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:54 UTC
Smith DashaDirector
GrantCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000251 · wf-form4_166491686779991.xml · nonDerivative · entry 1

Smith Dasha · CIK 0001794225 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,449

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:54 UTC GrantCommon Stock 432 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000250 · wf-form4_166491683553312.xml · nonDerivative · entry 1

Aggarwal Reena · CIK 0001519118 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,596

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 12:38 UTC
Dee AliciaExecutive Vice President
GrantCommon Stock 10 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000230 · wf-form4_166153187163255.xml · nonDerivative · entry 1

Dee Alicia · CIK 0001926600 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,437

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 12:36 UTC
STEERS ROBERT HAMILTONDirector · Executive Chairman · 10% owner
GrantCommon Stock 927 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000225 · wf-form4_166153177333623.xml · nonDerivative · entry 5

STEERS ROBERT HAMILTON · CIK 0001181438 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,180

F5 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 16:37 UTC
DERECHIN ADAM MChief Operating Officer, EVP
GrantCommon Stock 208 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000228 · wf-form4_166153183383260.xml · nonDerivative · entry 1

DERECHIN ADAM M · CIK 0001181440 · Chief Operating Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 517,831

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 12:36 UTC
Charles Daniel PExecutive Vice President
GrantCommon Stock 201 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000224 · wf-form4_166153175611368.xml · nonDerivative · entry 1

Charles Daniel P · CIK 0001423880 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,543

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2020, January 2021 and January 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 16:37 UTC
Harvey Joseph MDirector · CEO and President
GrantCommon Stock 911 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000227 · wf-form4_166153181528210.xml · nonDerivative · entry 2

Harvey Joseph M · CIK 0001299637 · Director · CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,255,087

F2 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 16:38 UTC
Stadler Matthew S.Chief Financial Officer, EVP
GrantCommon Stock 261 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000232 · wf-form4_166153191051113.xml · nonDerivative · entry 1

Stadler Matthew S. · CIK 0001198029 · Chief Financial Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,725

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 16:38 UTC
Dulik ElenaChief Accounting Officer, SVP
GrantCommon Stock 38 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000231 · wf-form4_166153189025845.xml · nonDerivative · entry 1

Dulik Elena · CIK 0001574998 · Chief Accounting Officer, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,892

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 16:37 UTC
Cheigh JonChief Investment Officer, EVP
GrantCommon Stock 510 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000229 · wf-form4_166153185434128.xml · nonDerivative · entry 1

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,730

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 16:36 UTC
POLI FRANCIS CGC, Secretary, EVP
GrantCommon Stock 200 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000226 · wf-form4_166153179478469.xml · nonDerivative · entry 1

POLI FRANCIS C · CIK 0001201881 · GC, Secretary, EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,714

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2019, January 2020, January 2021 and January 2022.

Read SEC document
August 15, 2022 Filed Aug 15, 2022 20:31 UTC
COHEN MARTINDirector · 10% owner
SaleCommon Stock 12,600 $77.18 $972,468.00
Disclosure

SEC source: 0001284812-22-000214 · wf-form4_166059424962424.xml · nonDerivative · entry 6

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,076,184

F6 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $77.00 to $77.61. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information relating to the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
August 12, 2022 Filed Aug 15, 2022 20:31 UTC
COHEN MARTINDirector · 10% owner
SaleCommon Stock 1,680 $77.83 $130,754.40
Disclosure

SEC source: 0001284812-22-000214 · wf-form4_166059424962424.xml · nonDerivative · entry 5

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,088,784

F5 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $77.80 to $77.88. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information relating to the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
August 12, 2022 Filed Aug 15, 2022 20:31 UTC
COHEN MARTINDirector · 10% owner
SaleCommon Stock 21,807 $77.57 $1,691,568.99
Disclosure

SEC source: 0001284812-22-000214 · wf-form4_166059424962424.xml · nonDerivative · entry 4

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,090,464

F4 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $76.81 to $77.80. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information relating to the number of shares sold at each separate price within the ranges set forth in this footnote.

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August 11, 2022 Filed Aug 15, 2022 20:31 UTC
COHEN MARTINDirector · 10% owner
SaleCommon Stock 7,354 $78.07 $574,126.78
Disclosure

SEC source: 0001284812-22-000214 · wf-form4_166059424962424.xml · nonDerivative · entry 3

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,112,271

F3 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $78.00 to $78.24. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Commission, upon request, full information relating to the number of shares sold at each separate price within the ranges set forth in this footnote.

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August 11, 2022 Filed Aug 15, 2022 20:31 UTC
COHEN MARTINDirector · 10% owner
SaleCommon Stock 16,559 $77.41 $1,281,832.19
Disclosure

SEC source: 0001284812-22-000214 · wf-form4_166059424962424.xml · nonDerivative · entry 2

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,119,625

F2 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $77.00 to $77.99. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission (the "Commission"), upon request, full information relating to the number of shares sold at each separate price within the ranges set forth in this footnote.

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August 01, 2022 Filed Aug 2, 2022 20:17 UTC
Dulik ElenaChief Accounting Officer, SVP
SaleCommon Stock 1,200 $74.28 $89,136.00
Disclosure

SEC source: 0001284812-22-000208 · wf-form4_165947145404832.xml · nonDerivative · entry 1

Dulik Elena · CIK 0001574998 · Chief Accounting Officer, SVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,854

F1 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $74.26 to $74.32. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the ranges set forth in this footnote.

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July 01, 2022 Filed Jul 5, 2022 20:42 UTC
COHEN MARTINDirector · 10% owner
GrantCommon Stock 429 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000201 · wf-form4_165705373860524.xml · nonDerivative · entry 2

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,136,184

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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July 01, 2022 Filed Jul 5, 2022 20:41 UTC GrantCommon Stock 429 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000198 · wf-form4_165705365691488.xml · nonDerivative · entry 1

Connor Frank T · CIK 0001469602 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,134

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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July 01, 2022 Filed Jul 5, 2022 20:42 UTC GrantCommon Stock 429 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000200 · wf-form4_165705370842193.xml · nonDerivative · entry 1

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,827

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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July 01, 2022 Filed Jul 5, 2022 16:42 UTC GrantCommon Stock 429 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000202 · wf-form4_165705375943654.xml · nonDerivative · entry 1

Simon Richard P · CIK 0001296123 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,352

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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July 01, 2022 Filed Jul 5, 2022 20:40 UTC GrantCommon Stock 429 $0.00 $0.00
Disclosure

SEC source: 0001284812-22-000197 · wf-form4_165705361768813.xml · nonDerivative · entry 1

Aggarwal Reena · CIK 0001519118 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,164

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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