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CARLISLE COMPANIES INC

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982
SEC CIK
0000790051
Parsed reports
691

Last 12 months

Inside the activity.

0 purchase rows · 18 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 2026018
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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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
February 06, 2018 Filed Feb 7, 2018 23:48 UTC
Zdimal Kevin PV.P., Business Development
GrantCommon Stock 1,385 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000064 · wf-form4_151804728498222.xml · nonDerivative · entry 1

Zdimal Kevin P · CIK 0001492140 · V.P., Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,308

F1 · shares: Represents a grant of 1,385 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 56 shares acquired in the issuer's defined contribution plan during the prior year.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 23:16 UTC
FORD STEVEN JV.P., Secretary & Gen. Counsel
GrantEmployee Stock Option (Right to Buy) · Derivative 14,780 $0.00 Strike: $108.72 $0.00
Disclosure

SEC source: 0000790051-18-000062 · wf-form4_151804536587181.xml · derivative · entry 2

FORD STEVEN J · CIK 0001237729 · V.P., Secretary & Gen. Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,780

Underlying: Common Stock · 14,780 shares

Expires 2028-02-05

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 6, 2019.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 23:16 UTC
FORD STEVEN JV.P., Secretary & Gen. Counsel
GrantCommon Stock 3,205 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000062 · wf-form4_151804536587181.xml · nonDerivative · entry 1

FORD STEVEN J · CIK 0001237729 · V.P., Secretary & Gen. Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,198

F1 · shares: Represents a grant of 3,205 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 122 shares acquired in the issuer's defined contribution plan during the prior year and 581 shares acquired in a dividend reinvestment plan during the prior year.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 22:18 UTC
Roche Robert M.VP & Chief Financial Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 12,445 $0.00 Strike: $108.72 $0.00
Disclosure

SEC source: 0000790051-18-000060 · wf-form4_151804189570013.xml · derivative · entry 2

Roche Robert M. · CIK 0001698243 · VP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,445

Underlying: Common Stock · 12,445 shares

Expires 2028-02-05

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 6, 2019.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 22:18 UTC
Roche Robert M.VP & Chief Financial Officer
GrantCommon Stock 2,700 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000060 · wf-form4_151804189570013.xml · nonDerivative · entry 1

Roche Robert M. · CIK 0001698243 · VP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,937

F1 · shares: Represents a grant of 2,700 restricted shares from the issuer for services as an executive officer of the issuer.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 21:58 UTC
KOCH D CHRISTIANCEO & President
GrantEmployee Stock Option (Right to Buy) · Derivative 60,430 $0.00 Strike: $108.72 $0.00
Disclosure

SEC source: 0000790051-18-000058 · wf-form4_151804069699448.xml · derivative · entry 2

KOCH D CHRISTIAN · CIK 0001190801 · CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,430

Underlying: Common Stock · 60,430 shares

Expires 2028-02-05

F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 6, 2019.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 21:58 UTC
KOCH D CHRISTIANCEO & President
GrantCommon Stock 13,105 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000058 · wf-form4_151804069699448.xml · nonDerivative · entry 1

KOCH D CHRISTIAN · CIK 0001190801 · CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,341

F1 · shares: Represents a grant of 13,105 restricted shares from the issuer for services as an executive officer of the issuer.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 20:58 UTC GrantRestricted Stock Units · Derivative 2,070 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000054 · wf-form4_151803710925077.xml · derivative · entry 3

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,188

Underlying: Common Stock · 2,070 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F4 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F5 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F5 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 20:46 UTC GrantRestricted Stock Units · Derivative 1,196 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000052 · wf-form4_151803639340312.xml · derivative · entry 1

Ricard Corrine D. · CIK 0001547351 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,409

Underlying: Common Stock · 1,196 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F3 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F3 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F4 · balance_after: Includes 68 units acquired through dividend reinvestment.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 20:33 UTC GrantRestricted Stock Units · Derivative 1,196 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000050 · wf-form4_151803558453121.xml · derivative · entry 1

GROWCOCK TERRY D · CIK 0001205084 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,721

Underlying: Common Stock · 1,196 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F3 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F3 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 19:42 UTC GrantRestricted Stock Units · Derivative 1,196 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000048 · wf-form4_151803251988949.xml · derivative · entry 1

Frias James D · CIK 0001477666 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,809

Underlying: Common Stock · 1,196 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F3 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F3 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F4 · balance_after: Includes 126 units acquired through dividend reinvestment.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 19:32 UTC GrantRestricted Stock Units · Derivative 1,196 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000046 · wf-form4_151803194205787.xml · derivative · entry 1

Collins Jonathan R. · CIK 0001683884 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,328

Underlying: Common Stock · 1,196 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F3 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F3 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F4 · balance_after: Includes 32 units acquired through dividend reinvestment.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 19:19 UTC GrantRestricted Stock Units · Derivative 1,196 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000044 · wf-form4_151803113397260.xml · derivative · entry 1

BOHN ROBERT G · CIK 0001190796 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,987

Underlying: Common Stock · 1,196 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F3 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F3 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F4 · balance_after: Includes 1,557 units acquired through dividend reinvestment.

Read SEC document
February 06, 2018 Filed Feb 7, 2018 19:02 UTC GrantRestricted Stock Units · Derivative 1,196 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000042 · wf-form4_151803015477899.xml · derivative · entry 1

ADAMS ROBIN J · CIK 0001044213 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,951

Underlying: Common Stock · 1,196 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F3 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F3 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F4 · balance_after: Includes 987 units acquired through dividend reinvestment.

Read SEC document
February 06, 2018 Filed Feb 8, 2018 15:58 UTC GrantRestricted Stock Units · Derivative 1,196 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000085 · wf-form4_151810551538897.xml · derivative · entry 1

OSTRANDER GREGG A · CIK 0001071491 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,933

Underlying: Common Stock · 1,196 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the issuer's common stock.

F2 · shares: Represents a grant of units from the issuer for services as a director of the issuer.

F3 · derivative.exercise_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F3 · derivative.expiration_date: The restricted stock units were fully vested on the date of grant and the vested shares will be delivered to the reporting person upon the reporting person's termination of service as a director of the issuer.

F4 · balance_after: Includes 133 units acquired through dividend reinvestment since the last report filed by the reporting person on September 13, 2017.

Read SEC document
February 01, 2018 Filed Feb 2, 2018 21:47 UTC
Altmeyer John WPresident, CCM
Tax withholdingCommon Stock 421 $116.13 $48,890.73
Disclosure

SEC source: 0000790051-18-000038 · wf-form4_151760802572792.xml · nonDerivative · entry 1

Altmeyer John W · CIK 0001343846 · President, CCM

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,406

F1 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to a share distribution from the issuer's non-qualified deferred compensation plan.

F2 · balance_after: Includes 198 shares acquired in the issuer's defined contribution plan during the prior year.

Read SEC document
February 01, 2018 Filed Feb 2, 2018 21:43 UTC
KOCH D CHRISTIANCEO & President
Tax withholdingCommon Stock 52 $116.13 $6,038.76
Disclosure

SEC source: 0000790051-18-000036 · wf-form4_151760781542044.xml · nonDerivative · entry 1

KOCH D CHRISTIAN · CIK 0001190801 · CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,236

F1 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to a share distribution from the issuer's non-qualified deferred compensation plan.

F2 · balance_after: Includes 65 shares acquired in the issuer's defined contribution plan during the prior year.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:26 UTC
Berlin John EPresident, CIT
Tax withholdingCommon Stock 2,260 $113.65 $256,849.00
Disclosure

SEC source: 0000790051-18-000016 · wf-form4_151501116946894.xml · nonDerivative · entry 2

Berlin John E · CIK 0001492665 · President, CIT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,861

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:26 UTC
Berlin John EPresident, CIT
GrantCommon Stock 2,726 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000016 · wf-form4_151501116946894.xml · nonDerivative · entry 1

Berlin John E · CIK 0001492665 · President, CIT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,121

F1 · shares: Grant of 2,726 performance shares.

F2 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:17 UTC
Ball Titus B.Chief Accounting Officer
Tax withholdingCommon Stock 228 $113.65 $25,912.20
Disclosure

SEC source: 0000790051-18-000012 · wf-form4_151501064238959.xml · nonDerivative · entry 2

Ball Titus B. · CIK 0001675628 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,060

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:17 UTC
Ball Titus B.Chief Accounting Officer
GrantCommon Stock 248 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000012 · wf-form4_151501064238959.xml · nonDerivative · entry 1

Ball Titus B. · CIK 0001675628 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,288

F1 · shares: Grant of 248 performance shares.

F2 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:20 UTC
Altmeyer John WPresident, CCM
Tax withholdingCommon Stock 2,332 $113.65 $265,031.80
Disclosure

SEC source: 0000790051-18-000014 · wf-form4_151501083274089.xml · nonDerivative · entry 2

Altmeyer John W · CIK 0001343846 · President, CCM

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,629

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:20 UTC
Altmeyer John WPresident, CCM
GrantCommon Stock 3,373 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000014 · wf-form4_151501083274089.xml · nonDerivative · entry 1

Altmeyer John W · CIK 0001343846 · President, CCM

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 194,961

F1 · shares: Grant of 3,373 performance shares.

F2 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:12 UTC
Selbach Scott CV.P., Corporate Development
Tax withholdingCommon Stock 1,006 $113.65 $114,331.90
Disclosure

SEC source: 0000790051-18-000010 · wf-form4_151501031964534.xml · nonDerivative · entry 2

Selbach Scott C · CIK 0001398657 · V.P., Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,117

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:12 UTC
Selbach Scott CV.P., Corporate Development
GrantCommon Stock 971 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000010 · wf-form4_151501031964534.xml · nonDerivative · entry 1

Selbach Scott C · CIK 0001398657 · V.P., Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,123

F1 · shares: Grant of 971 performance shares.

F2 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 19:58 UTC
FORD STEVEN JV.P., Secretary & Gen. Counsel
Tax withholdingCommon Stock 1,695 $113.65 $192,636.75
Disclosure

SEC source: 0000790051-18-000006 · wf-form4_151500952195819.xml · nonDerivative · entry 5

FORD STEVEN J · CIK 0001237729 · V.P., Secretary & Gen. Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,290

Read SEC document
December 31, 2017 Filed Jan 3, 2018 19:58 UTC
FORD STEVEN JV.P., Secretary & Gen. Counsel
GrantCommon Stock 2,953 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000006 · wf-form4_151500952195819.xml · nonDerivative · entry 4

FORD STEVEN J · CIK 0001237729 · V.P., Secretary & Gen. Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,985

F4 · shares: Grant of 2,953 performance shares.

F5 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:02 UTC
Zdimal Kevin PV.P., Business Development
Tax withholdingCommon Stock 351 $113.65 $39,891.15
Disclosure

SEC source: 0000790051-18-000008 · wf-form4_151500972189284.xml · nonDerivative · entry 2

Zdimal Kevin P · CIK 0001492140 · V.P., Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,908

Read SEC document
December 31, 2017 Filed Jan 3, 2018 20:02 UTC
Zdimal Kevin PV.P., Business Development
GrantCommon Stock 824 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000008 · wf-form4_151500972189284.xml · nonDerivative · entry 1

Zdimal Kevin P · CIK 0001492140 · V.P., Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,259

F1 · shares: Grant of 824 performance shares.

F2 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 19:50 UTC Tax withholdingCommon Stock 17,832 $113.65 $2,026,606.80
Disclosure

SEC source: 0000790051-18-000002 · wf-form4_151500904255751.xml · nonDerivative · entry 2

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,994

Read SEC document
December 31, 2017 Filed Jan 3, 2018 19:50 UTC GrantCommon Stock 18,056 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000002 · wf-form4_151500904255751.xml · nonDerivative · entry 1

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,826

F1 · shares: Grant of 18,056 performance shares.

F2 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 3, 2018 19:54 UTC
KOCH D CHRISTIANCEO & President
Tax withholdingCommon Stock 3,445 $113.65 $391,524.25
Disclosure

SEC source: 0000790051-18-000004 · wf-form4_151500926314755.xml · nonDerivative · entry 2

KOCH D CHRISTIAN · CIK 0001190801 · CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,223

Read SEC document
December 31, 2017 Filed Jan 3, 2018 19:54 UTC
KOCH D CHRISTIANCEO & President
GrantCommon Stock 3,545 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000004 · wf-form4_151500926314755.xml · nonDerivative · entry 1

KOCH D CHRISTIAN · CIK 0001190801 · CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,668

F1 · shares: Grant of 3,545 performance shares.

F2 · price: Not applicable.

F3 · balance_after: Includes an additional 169 shares acquired in a dividend reinvestment plan.

Read SEC document
December 31, 2017 Filed Jan 4, 2018 22:15 UTC Amendment
Zdimal Kevin PV.P., Business Development
Tax withholdingCommon Stock 392 $113.65 $44,550.80
Disclosure

SEC source: 0000790051-18-000020 · wf-form4a_151510410402226.xml · nonDerivative · entry 2

Zdimal Kevin P · CIK 0001492140 · V.P., Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,867

Read SEC document
December 31, 2017 Filed Jan 4, 2018 22:15 UTC Amendment
Zdimal Kevin PV.P., Business Development
GrantCommon Stock 824 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000020 · wf-form4a_151510410402226.xml · nonDerivative · entry 1

Zdimal Kevin P · CIK 0001492140 · V.P., Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,259

F1 · shares: Grant of 824 performance shares.

F2 · price: Not applicable.

Read SEC document
December 31, 2017 Filed Jan 5, 2018 15:23 UTC Amendment Tax withholdingCommon Stock 29,033 $113.65 $3,299,600.45
Disclosure

SEC source: 0000790051-18-000022 · wf-form4a_151516581675431.xml · nonDerivative · entry 2

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,793

Read SEC document
December 31, 2017 Filed Jan 5, 2018 15:23 UTC Amendment GrantCommon Stock 18,056 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000022 · wf-form4a_151516581675431.xml · nonDerivative · entry 1

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,826

F1 · shares: Grant of 18,056 performance shares.

F2 · price: Not applicable.

Read SEC document
December 30, 2017 Filed Jan 3, 2018 22:37 UTC Tax withholdingCommon Stock 11,201 $113.65 $1,272,993.65
Disclosure

SEC source: 0000790051-18-000018 · wf-form4_151501904181865.xml · nonDerivative · entry 1

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,793

Read SEC document
December 21, 2017 Filed Dec 22, 2017 23:41 UTC GiftCommon Stock 2,036 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-17-000018 · wf-form4_151398608253199.xml · nonDerivative · entry 1

GROWCOCK TERRY D · CIK 0001205084 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 991

F1 · price: On December 21, 2017, the reporting person gifted 2,036 shares to the University of St. Francis.

Read SEC document
December 12, 2017 Filed Dec 13, 2017 19:28 UTC GrantDeferred Stock Units · Derivative 70 $0.00 $0.00
Disclosure

SEC source: 0000790051-17-000015 · wf-form4_151319329987663.xml · derivative · entry 2

OSTRANDER GREGG A · CIK 0001071491 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,110

Underlying: Common Stock · 70 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The deferred stock units are payable in cash upon the reporting person's termination of service as director of the issuer, such payment to be made in a lump sum or in quarterly installments over 10 years based on the closing price of the issuer's stock at such time.

F2 · derivative.expiration_date: The deferred stock units are payable in cash upon the reporting person's termination of service as director of the issuer, such payment to be made in a lump sum or in quarterly installments over 10 years based on the closing price of the issuer's stock at such time.

Read SEC document
December 12, 2017 Filed Dec 13, 2017 19:04 UTC GrantRestriced Stock Units · Derivative 447 $0.00 $0.00
Disclosure

SEC source: 0000790051-17-000013 · wf-form4_151319183122176.xml · derivative · entry 2

Singh Jesse G · CIK 0001594032 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 447

Underlying: Common Stock · 447 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1.

F2 · derivative.exercise_date: The restricted stock units are payable in common stock of the issuer (one common share for each unit) upon the reporting person's termination of service as a director of the issuer.

F2 · derivative.expiration_date: The restricted stock units are payable in common stock of the issuer (one common share for each unit) upon the reporting person's termination of service as a director of the issuer.

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December 06, 2017 Filed Jan 3, 2018 19:58 UTC
FORD STEVEN JV.P., Secretary & Gen. Counsel
GiftCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000006 · wf-form4_151500952195819.xml · nonDerivative · entry 3

FORD STEVEN J · CIK 0001237729 · V.P., Secretary & Gen. Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,032

F3 · price: On December 6, 2017, the reporting person gifted 50 shares to his child.

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December 05, 2017 Filed Jan 3, 2018 19:58 UTC
FORD STEVEN JV.P., Secretary & Gen. Counsel
GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0000790051-18-000006 · wf-form4_151500952195819.xml · nonDerivative · entry 2

FORD STEVEN J · CIK 0001237729 · V.P., Secretary & Gen. Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,082

F2 · price: On December 5, 2017, the reporting person gifted 400 shares to his children.

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September 12, 2017 Filed Sep 13, 2017 21:47 UTC GrantDeferred Stock Units · Derivative 292 $95.61 $27,918.12
Disclosure

SEC source: 0001628280-17-009271 · wf-form4_150533922622354.xml · derivative · entry 2

OSTRANDER GREGG A · CIK 0001071491 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,040

Underlying: Common Stock · 292 shares

Expires not disclosed

F2 · derivative.exercise_price: 1 for 1.

F3 · derivative.exercise_date: The deferred stock units are payable in cash upon the reporting person's termination of service as a director of the issuer, such payment to be made in a lump sum or in quarterly installments over ten years based upon the closing price of the issuer's stock at such time.

F3 · derivative.expiration_date: The deferred stock units are payable in cash upon the reporting person's termination of service as a director of the issuer, such payment to be made in a lump sum or in quarterly installments over ten years based upon the closing price of the issuer's stock at such time.

F4 · balance_after: Includes 7,178 deferred stock units reported previously and 570 dividends on deferred stock units.

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September 12, 2017 Filed Sep 13, 2017 21:47 UTC OtherCommon Stock 209 $95.61 $19,982.49
Disclosure

SEC source: 0001628280-17-009271 · wf-form4_150533922622354.xml · nonDerivative · entry 1

OSTRANDER GREGG A · CIK 0001071491 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,459

F1 · kind: Received as part of annual retainer.

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August 30, 2017 Filed Aug 30, 2017 20:54 UTC
Berlin John EPresident, CIT
SaleCommon Stock 6,250 $94.31 $589,437.50
Disclosure

SEC source: 0001179110-17-011895 · edgar.xml · nonDerivative · entry 1

Berlin John E · CIK 0001492665 · President, CIT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,395

F1 · price: This transaction was executed in multiple trades at prices ranging from $94.25 to $94.47. The price reported above reflects the weighted average sales price. Mr. Berlin hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.

F2 · balance_after: Includes 45 shares acquired in the issuer's defined contribution plan during the year.

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July 03, 2017 Filed Jul 6, 2017 20:06 UTC Tax withholdingCommon Stock 7,860 $96.98 $762,262.80
Disclosure

SEC source: 0001179110-17-010171 · edgar.xml · nonDerivative · entry 1

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,834

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July 03, 2017 Filed Jul 12, 2017 13:11 UTC Amendment Tax withholdingCommon Stock 11,924 $96.98 $1,156,389.52
Disclosure

SEC source: 0001179110-17-010306 · edgar.xml · nonDerivative · entry 1

ROBERTS DAVID A · CIK 0001198752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,770

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June 09, 2017 Filed Jan 3, 2018 19:58 UTC
FORD STEVEN JV.P., Secretary & Gen. Counsel
GiftCommon Stock 250 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-18-000006 · wf-form4_151500952195819.xml · nonDerivative · entry 1

FORD STEVEN J · CIK 0001237729 · V.P., Secretary & Gen. Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,482

F1 · price: On June 9, 2017, the reporting person gifted 250 shares to his child.

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May 19, 2017 Filed May 23, 2017 14:05 UTC
Berlin John EPresident, CIT
Tax withholdingCommon Stock 3,802 $100.41 $381,758.82
Disclosure

SEC source: 0001179110-17-007806 · edgar.xml · nonDerivative · entry 1

Berlin John E · CIK 0001492665 · President, CIT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,600

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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.