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Nasdaq · USD

CNXC

Concentrix Corp

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Tapewire entity
4519
SEC CIK
0001803599
Parsed reports
314

Last 12 months

Inside the activity.

4 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202610
Feb 202600
Mar 202610
Apr 202611
May 202600
Jun 202600
Jul 202610
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
March 23, 2023 Filed Mar 27, 2023 21:16 UTC
VEZINA ANN FDirector
GrantCommon Stock 1,482 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000056 · wf-form4_167995178286425.xml · nonDerivative · entry 1

VEZINA ANN F · CIK 0001356299 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,294

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2024 Annual Meeting of Stockholders.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 21:09 UTC
POLK DENNISDirector
GrantCommon Stock 1,482 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000052 · wf-form4_167995133636341.xml · nonDerivative · entry 1

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,989

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2024 Annual Meeting of Stockholders.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 21:12 UTC GrantCommon Stock 1,482 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000054 · wf-form4_167995154219680.xml · nonDerivative · entry 1

Marinello Kathryn V · CIK 0001378931 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,350

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2024 Annual Meeting of Stockholders.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 21:32 UTC GrantCommon Stock 1,482 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000064 · wf-form4_167995271545425.xml · nonDerivative · entry 1

Deason Jennifer · CIK 0001679060 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,350

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2024 Annual Meeting of Stockholders.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 17:25 UTC GrantCommon Stock 1,482 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000060 · wf-form4_167995229974417.xml · nonDerivative · entry 1

Council LaVerne H · CIK 0001788616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,350

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2024 Annual Meeting of Stockholders.

Read SEC document
March 23, 2023 Filed Mar 27, 2023 21:18 UTC GrantCommon Stock 1,482 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000058 · wf-form4_167995191855938.xml · nonDerivative · entry 1

Chou Teh-Chien · CIK 0001834419 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,350

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests in full on the earlier of (x) the one-year anniversary of the date of grant and (y) the date of the Issuer's 2024 Annual Meeting of Stockholders.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:06 UTC
POLK DENNISDirector
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $55.12 $0.00
Disclosure

SEC source: 0001803599-23-000046 · wf-form4_167788115993043.xml · derivative · entry 5

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,129

Underlying: Common Stock · 10,000 shares

Expires 2029-10-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: This stock option vested as to 20% of the shares on the first anniversary of October 2, 2020 and vests as to 1/60th of the shares monthly thereafter.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:06 UTC
POLK DENNISDirector
SaleCommon Stock 801 $137.33 $110,001.33
Disclosure

SEC source: 0001803599-23-000046 · wf-form4_167788115993043.xml · nonDerivative · entry 4

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,507

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.065 to $137.61, inclusive. 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 regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:06 UTC
POLK DENNISDirector
SaleCommon Stock 5,408 $136.73 $739,430.43
Disclosure

SEC source: 0001803599-23-000046 · wf-form4_167788115993043.xml · nonDerivative · entry 3

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,308

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.04 to $137.02, inclusive. 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 regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:06 UTC
POLK DENNISDirector
SaleCommon Stock 3,791 $135.48 $513,619.84
Disclosure

SEC source: 0001803599-23-000046 · wf-form4_167788115993043.xml · nonDerivative · entry 2

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,716

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.03 to $136.02, inclusive. 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 regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:06 UTC
POLK DENNISDirector
Exercise / conversionCommon Stock 10,000 $55.12 $551,200.00
Disclosure

SEC source: 0001803599-23-000046 · wf-form4_167788115993043.xml · nonDerivative · entry 1

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,507

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 10, 2023 Filed Dec 29, 2023 16:35 UTC OtherCommon Stock 2.1 $146.39 $307.42
Disclosure

SEC source: 0001803599-23-000245 · wk-form5_1703885706.xml · nonDerivative · entry 1

Hayley Kathryn · CIK 0001431838 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,358.1206

F1 · kind: Shares were acquired pursuant to a broker-sponsored dividend reinvestment program.

Read SEC document
February 02, 2023 Filed Feb 3, 2023 17:10 UTC
Twomey Cormac JEVP, Global Ops & Delivery
SaleCommon Stock 3,631 $150.00 $544,650.00
Disclosure

SEC source: 0001803599-23-000030 · wf-form4_167546221609701.xml · nonDerivative · entry 1

Twomey Cormac J · CIK 0001722281 · EVP, Global Ops & Delivery

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,277

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 30, 2022.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 22:14 UTC
POLK DENNISDirector
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $55.12 $0.00
Disclosure

SEC source: 0001803599-23-000032 · wf-form4_167546244961477.xml · derivative · entry 5

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,129

Underlying: Common Stock · 10,000 shares

Expires 2029-10-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: This stock option vested as to 20% of the shares on the first anniversary of October 2, 2020 and vests as to 1/60th of the shares monthly thereafter.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 22:14 UTC
POLK DENNISDirector
SaleCommon Stock 100 $142.22 $14,222.00
Disclosure

SEC source: 0001803599-23-000032 · wf-form4_167546244961477.xml · nonDerivative · entry 4

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,507

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 22:14 UTC
POLK DENNISDirector
SaleCommon Stock 4,645 $141.49 $657,216.41
Disclosure

SEC source: 0001803599-23-000032 · wf-form4_167546244961477.xml · nonDerivative · entry 3

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,607

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.11 to $142.06, inclusive. 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 regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 22:14 UTC
POLK DENNISDirector
SaleCommon Stock 5,255 $140.48 $738,227.66
Disclosure

SEC source: 0001803599-23-000032 · wf-form4_167546244961477.xml · nonDerivative · entry 2

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,252

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.05 to $140.98, inclusive. 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 regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 22:14 UTC
POLK DENNISDirector
Exercise / conversionCommon Stock 10,000 $55.12 $551,200.00
Disclosure

SEC source: 0001803599-23-000032 · wf-form4_167546244961477.xml · nonDerivative · entry 1

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,507

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 30, 2023 Filed Feb 1, 2023 17:12 UTC
Twomey Cormac JEVP, Global Ops & Delivery
SaleCommon Stock 328 $137.91 $45,234.48
Disclosure

SEC source: 0001803599-23-000028 · wf-form4_167528956309187.xml · nonDerivative · entry 1

Twomey Cormac J · CIK 0001722281 · EVP, Global Ops & Delivery

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,908

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 30, 2022.

Read SEC document
January 27, 2023 Filed Jan 30, 2023 20:51 UTC
Twomey Cormac JEVP, Global Ops & Delivery
GrantCommon Stock 4,209 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000025 · wf-form4_167512989409400.xml · nonDerivative · entry 2

Twomey Cormac J · CIK 0001722281 · EVP, Global Ops & Delivery

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,236

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of the grant date.

Read SEC document
January 27, 2023 Filed Jan 31, 2023 01:50 UTC
Caldwell Christopher ADirector · President and CEO
GrantCommon Stock 24,465 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000022 · wf-form4_167512983528366.xml · nonDerivative · entry 2

Caldwell Christopher A · CIK 0001604279 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 208,360

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of the grant date.

Read SEC document
January 27, 2023 Filed Jan 31, 2023 01:52 UTC
Valentine Andre SChief Financial Officer
GrantCommon Stock 3,741 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000026 · wf-form4_167512991210400.xml · nonDerivative · entry 2

Valentine Andre S · CIK 0001477299 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,915

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of the grant date.

Read SEC document
January 27, 2023 Filed Jan 31, 2023 01:51 UTC
Rosso RichardEVP, Global Sales & Acct. Mgmt
GrantCommon Stock 3,274 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000024 · wf-form4_167512987531052.xml · nonDerivative · entry 2

Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,175

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of the grant date.

Read SEC document
January 27, 2023 Filed Jan 31, 2023 01:51 UTC
Fogarty JaneEVP, Legal
GrantCommon Stock 1,888 $0.00 $0.00
Disclosure

SEC source: 0001803599-23-000023 · wf-form4_167512985621050.xml · nonDerivative · entry 2

Fogarty Jane · CIK 0001884030 · EVP, Legal

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,817

F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on each of the first four anniversaries of the grant date.

Read SEC document
January 26, 2023 Filed Jan 30, 2023 20:51 UTC
Twomey Cormac JEVP, Global Ops & Delivery
Tax withholdingCommon Stock 292 $141.82 $41,411.44
Disclosure

SEC source: 0001803599-23-000025 · wf-form4_167512989409400.xml · nonDerivative · entry 1

Twomey Cormac J · CIK 0001722281 · EVP, Global Ops & Delivery

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,027

Read SEC document
January 26, 2023 Filed Jan 31, 2023 01:50 UTC
Caldwell Christopher ADirector · President and CEO
Tax withholdingCommon Stock 1,042 $141.82 $147,776.44
Disclosure

SEC source: 0001803599-23-000022 · wf-form4_167512983528366.xml · nonDerivative · entry 1

Caldwell Christopher A · CIK 0001604279 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,895

Read SEC document
January 26, 2023 Filed Jan 31, 2023 01:52 UTC
Valentine Andre SChief Financial Officer
Tax withholdingCommon Stock 193 $141.82 $27,371.26
Disclosure

SEC source: 0001803599-23-000026 · wf-form4_167512991210400.xml · nonDerivative · entry 1

Valentine Andre S · CIK 0001477299 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,174

Read SEC document
January 26, 2023 Filed Jan 31, 2023 01:51 UTC
Rosso RichardEVP, Global Sales & Acct. Mgmt
Tax withholdingCommon Stock 168 $141.82 $23,825.76
Disclosure

SEC source: 0001803599-23-000024 · wf-form4_167512987531052.xml · nonDerivative · entry 1

Rosso Richard · CIK 0001832714 · EVP, Global Sales & Acct. Mgmt

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,901

Read SEC document
January 26, 2023 Filed Jan 31, 2023 01:51 UTC
Fogarty JaneEVP, Legal
Tax withholdingCommon Stock 113 $141.82 $16,025.66
Disclosure

SEC source: 0001803599-23-000023 · wf-form4_167512985621050.xml · nonDerivative · entry 1

Fogarty Jane · CIK 0001884030 · EVP, Legal

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,929

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 8,459 $0.00 Strike: $55.12 $0.00
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · derivative · entry 8

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,129

Underlying: Common Stock · 8,459 shares

Expires 2029-10-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: This stock option vested as to 20% of the shares on the first anniversary of October 2, 2020 and vests as to 1/60th of the shares monthly thereafter.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,541 $0.00 Strike: $37.94 $0.00
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · derivative · entry 7

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,384

Underlying: Common Stock · 1,541 shares

Expires 2028-10-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: This stock option vested as to 20% of the shares on the first anniversary of October 11, 2019 and vests as to 1/60th of the shares monthly thereafter.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
SaleCommon Stock 700 $135.23 $94,661.00
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · nonDerivative · entry 6

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,507

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $135.06 to $135.35, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
SaleCommon Stock 3,440 $134.30 $461,995.44
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · nonDerivative · entry 5

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,207

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $133.97 to $134.85, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
SaleCommon Stock 4,430 $133.53 $591,533.47
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · nonDerivative · entry 4

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,647

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F3 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $132.90 to $133.89, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
SaleCommon Stock 1,430 $132.19 $189,033.13
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · nonDerivative · entry 3

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,077

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $131.82 to $132.81, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
Exercise / conversionCommon Stock 8,459 $55.12 $466,260.08
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · nonDerivative · entry 2

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,507

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 21:47 UTC
POLK DENNISDirector
Exercise / conversionCommon Stock 1,541 $37.94 $58,465.54
Disclosure

SEC source: 0001803599-23-000002 · wf-form4_167286881249050.xml · nonDerivative · entry 1

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,048

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 01, 2022 Filed Dec 2, 2022 22:21 UTC
Caldwell Christopher ADirector · President and CEO
Tax withholdingCommon Stock 6,574 $121.73 $800,253.02
Disclosure

SEC source: 0001803599-22-000162 · wf-form4_167001965613357.xml · nonDerivative · entry 1

Caldwell Christopher A · CIK 0001604279 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,937

Read SEC document
December 01, 2022 Filed Dec 2, 2022 22:21 UTC
POLK DENNISDirector
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $37.94 $0.00
Disclosure

SEC source: 0001803599-22-000163 · wf-form4_167001967648987.xml · derivative · entry 5

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,925

Underlying: Common Stock · 10,000 shares

Expires 2028-10-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: This stock option vested as to 20% of the shares on the first anniversary of October 11, 2019 and vests as to 1/60th of the shares monthly thereafter.

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December 01, 2022 Filed Dec 2, 2022 22:21 UTC
POLK DENNISDirector
SaleCommon Stock 2,583 $123.64 $319,362.12
Disclosure

SEC source: 0001803599-22-000163 · wf-form4_167001967648987.xml · nonDerivative · entry 4

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,507

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $123.22 to $123.94, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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December 01, 2022 Filed Dec 2, 2022 22:21 UTC
POLK DENNISDirector
SaleCommon Stock 1,826 $122.87 $224,364.27
Disclosure

SEC source: 0001803599-22-000163 · wf-form4_167001967648987.xml · nonDerivative · entry 3

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,090

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F3 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $122.22 to $123.21, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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December 01, 2022 Filed Dec 2, 2022 22:21 UTC
POLK DENNISDirector
SaleCommon Stock 5,591 $121.54 $679,518.96
Disclosure

SEC source: 0001803599-22-000163 · wf-form4_167001967648987.xml · nonDerivative · entry 2

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,916

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $121.06 to $122.04, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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December 01, 2022 Filed Dec 2, 2022 22:21 UTC
POLK DENNISDirector
Exercise / conversionCommon Stock 10,000 $37.94 $379,400.00
Disclosure

SEC source: 0001803599-22-000163 · wf-form4_167001967648987.xml · nonDerivative · entry 1

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,507

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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November 01, 2022 Filed Nov 3, 2022 21:30 UTC
POLK DENNISDirector
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $37.94 $0.00
Disclosure

SEC source: 0001803599-22-000159 · wf-form4_166751101331084.xml · derivative · entry 6

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,925

Underlying: Common Stock · 10,000 shares

Expires 2028-10-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: The stock option vested as to 20% of the shares on October 11, 2019, the first anniversary of the date of grant, and vests as to 1/60th of the shares monthly thereafter.

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November 01, 2022 Filed Nov 3, 2022 21:30 UTC
POLK DENNISDirector
SaleCommon Stock 490 $123.70 $60,612.02
Disclosure

SEC source: 0001803599-22-000159 · wf-form4_166751101331084.xml · nonDerivative · entry 5

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,507

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F5 · shares: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $123.50 to $123.83, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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November 01, 2022 Filed Nov 3, 2022 21:30 UTC
POLK DENNISDirector
SaleCommon Stock 2,644 $122.72 $324,469.04
Disclosure

SEC source: 0001803599-22-000159 · wf-form4_166751101331084.xml · nonDerivative · entry 4

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,997

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F4 · shares: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.30 to $123.16, inclusive. 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 regarding the number of shares sold at each separate price within the range set forth in this footnote.

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November 01, 2022 Filed Nov 3, 2022 21:30 UTC
POLK DENNISDirector
SaleCommon Stock 2,342 $121.51 $284,576.42
Disclosure

SEC source: 0001803599-22-000159 · wf-form4_166751101331084.xml · nonDerivative · entry 3

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,641

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F3 · shares: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $121.30 to $121.85, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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November 01, 2022 Filed Nov 3, 2022 21:30 UTC
POLK DENNISDirector
SaleCommon Stock 4,524 $120.85 $546,711.83
Disclosure

SEC source: 0001803599-22-000159 · wf-form4_166751101331084.xml · nonDerivative · entry 2

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,983

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2021.

F2 · shares: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $120.19 to $121.17, inclusive. 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 regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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November 01, 2022 Filed Nov 3, 2022 21:30 UTC
POLK DENNISDirector
Exercise / conversionCommon Stock 10,000 $37.94 $379,400.00
Disclosure

SEC source: 0001803599-22-000159 · wf-form4_166751101331084.xml · nonDerivative · entry 1

POLK DENNIS · CIK 0001270710 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,507

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 11, 2022 Filed Oct 12, 2022 17:42 UTC
Twomey Cormac JEVP, Global Ops & Delivery
SaleCommon Stock 654 $120.30 $78,678.82
Disclosure

SEC source: 0001803599-22-000150 · wf-form4_166561092072833.xml · nonDerivative · entry 4

Twomey Cormac J · CIK 0001722281 · EVP, Global Ops & Delivery

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,319

F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 30, 2022.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.93 to $120.64, inclusive. 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 regarding the number of shares sold at each separate price within the range set forth in this footnote.

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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.