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CSW

CSW INDUSTRIALS, INC.

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Tapewire entity
3917
SEC CIK
0001624794
Parsed reports
426

Last 12 months

Inside the activity.

1 purchase rows · 23 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202505
Jan 202602
Feb 202602
Mar 202611
Apr 202603
May 202602
Jun 202601
Jul 202601
Aug 202603
Sep 202601
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
May 04, 2023 Filed May 5, 2023 20:09 UTC
Armes Joseph BDirector · Chairman, President & CEO
GrantPerformance Rights · Derivative 12,422 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000028 · wf-form4_168331735400205.xml · derivative · entry 3

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,157

Underlying: Common Stock · 12,422 shares

Expires not disclosed

F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

Read SEC document
May 04, 2023 Filed May 5, 2023 20:09 UTC GrantPerformance Rights · Derivative 3,037 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000029 · wf-form4_168331738044066.xml · derivative · entry 1

Perry James E · CIK 0001323684 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,635

Underlying: Common Stock · 3,037 shares

Expires not disclosed

F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

Read SEC document
May 04, 2023 Filed May 5, 2023 20:10 UTC
Sullivan DonEVP, GM Contractor Solutions
GrantPerformance Rights · Derivative 3,037 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000030 · wf-form4_168331739809134.xml · derivative · entry 1

Sullivan Don · CIK 0001663176 · EVP, GM Contractor Solutions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,435

Underlying: Common Stock · 3,037 shares

Expires not disclosed

F1 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

F1 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

F1 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vest at a rate between 0% and 200% during a three-year performance cycle beginning on April 1, 2023 and ending on March 31, 2026 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights may be settled, at the issuer's discretion, in cash or shares of common stock.

Read SEC document
April 17, 2023 Filed Apr 18, 2023 20:35 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 236 $141.61 $33,419.96
Disclosure

SEC source: 0001624794-23-000020 · wf-form4_168185014021968.xml · nonDerivative · entry 4

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 66,584

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.36 to $141.84, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
April 17, 2023 Filed Apr 18, 2023 20:35 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 521 $140.82 $73,367.22
Disclosure

SEC source: 0001624794-23-000020 · wf-form4_168185014021968.xml · nonDerivative · entry 3

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 66,820

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.36 to $141.34, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
April 17, 2023 Filed Apr 18, 2023 20:35 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 229 $139.79 $32,011.91
Disclosure

SEC source: 0001624794-23-000020 · wf-form4_168185014021968.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 67,341

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.32 to $140.28, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
April 17, 2023 Filed Apr 18, 2023 20:35 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 14 $138.28 $1,935.92
Disclosure

SEC source: 0001624794-23-000020 · wf-form4_168185014021968.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 67,570

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.28 to $138.83, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Alverson LukeSVP, GC & Secretary
Exercise / conversionPerformance Rights · Derivative 2,273 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000019 · wf-form4_168081442122928.xml · derivative · entry 3

Alverson Luke · CIK 0001668461 · SVP, GC & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,635

Underlying: Common Stock · 2,273 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 46 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 46 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 46 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Alverson LukeSVP, GC & Secretary
Tax withholdingCommon Stock 1,631 $138.93 $226,594.83
Disclosure

SEC source: 0001624794-23-000019 · wf-form4_168081442122928.xml · nonDerivative · entry 2

Alverson Luke · CIK 0001668461 · SVP, GC & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,547

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Alverson LukeSVP, GC & Secretary
Exercise / conversionCommon Stock 4,048 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000019 · wf-form4_168081442122928.xml · nonDerivative · entry 1

Alverson Luke · CIK 0001668461 · SVP, GC & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,178

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
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Armes Joseph BDirector · Chairman, President & CEO
Exercise / conversionPerformance Rights · Derivative 12,333 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000017 · wf-form4_168081439196812.xml · derivative · entry 4

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,735

Underlying: Common Stock · 12,333 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 220 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 220 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 220 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Armes Joseph BDirector · Chairman, President & CEO
Tax withholdingCommon Stock 8,698 $138.93 $1,208,413.14
Disclosure

SEC source: 0001624794-23-000017 · wf-form4_168081439196812.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,584

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Armes Joseph BDirector · Chairman, President & CEO
Exercise / conversionCommon Stock 22,106 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000017 · wf-form4_168081439196812.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,282

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
April 05, 2023 Filed Apr 6, 2023 20:53 UTC Exercise / conversionPerformance Rights · Derivative 7,279 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000018 · wf-form4_168081440665019.xml · derivative · entry 3

Perry James E · CIK 0001323684 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,598

Underlying: Common Stock · 7,279 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 116 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 116 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 116 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC Tax withholdingCommon Stock 5,141 $138.93 $714,239.13
Disclosure

SEC source: 0001624794-23-000018 · wf-form4_168081440665019.xml · nonDerivative · entry 2

Perry James E · CIK 0001323684 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,065

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC Exercise / conversionCommon Stock 13,023 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000018 · wf-form4_168081440665019.xml · nonDerivative · entry 1

Perry James E · CIK 0001323684 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,206

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
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Sullivan DonEVP, GM Contractor Solutions
Exercise / conversionPerformance Rights · Derivative 3,945 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000016 · wf-form4_168081437307251.xml · derivative · entry 3

Sullivan Don · CIK 0001663176 · EVP, GM Contractor Solutions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,398

Underlying: Common Stock · 3,945 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 76 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.exercise_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 76 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

F1 · derivative.expiration_date: Each performance right represented a contingent right to receive one share of the issuer's common stock at vesting. The performance rights vested at a rate between 0% and 200% during a three-year performance cycle ending on March 31, 2023 based on the issuer's relative total shareholder return in comparison to the total shareholder return performance among the Russell 2000 Index over the performance cycle. The performance rights, along with 76 dividend equivalent units, vested at 176.1% of the target award amount and were settled in shares of common stock pursuant to the award agreement terms.

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Sullivan DonEVP, GM Contractor Solutions
Tax withholdingCommon Stock 2,800 $138.93 $389,004.00
Disclosure

SEC source: 0001624794-23-000016 · wf-form4_168081437307251.xml · nonDerivative · entry 2

Sullivan Don · CIK 0001663176 · EVP, GM Contractor Solutions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,968

Read SEC document
April 05, 2023 Filed Apr 6, 2023 20:53 UTC
Sullivan DonEVP, GM Contractor Solutions
Exercise / conversionCommon Stock 7,081 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000016 · wf-form4_168081437307251.xml · nonDerivative · entry 1

Sullivan Don · CIK 0001663176 · EVP, GM Contractor Solutions

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,768

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
March 15, 2023 Filed Mar 17, 2023 20:09 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 72 $133.69 $9,625.68
Disclosure

SEC source: 0001624794-23-000014 · wf-form4_167908377001719.xml · nonDerivative · entry 4

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,176

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.42 to $134.24, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 20:09 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 209 $132.47 $27,686.23
Disclosure

SEC source: 0001624794-23-000014 · wf-form4_167908377001719.xml · nonDerivative · entry 3

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,248

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.26 to $133.25, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 20:09 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 340 $131.60 $44,744.00
Disclosure

SEC source: 0001624794-23-000014 · wf-form4_167908377001719.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,457

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.25 to $132.24, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 20:09 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 379 $130.75 $49,554.25
Disclosure

SEC source: 0001624794-23-000014 · wf-form4_167908377001719.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,797

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.14 to $131.08, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 21:39 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 7 $143.11 $1,001.77
Disclosure

SEC source: 0001624794-23-000013 · wf-form4_167658357071355.xml · nonDerivative · entry 6

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,176

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 21:39 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 278 $142.28 $39,553.84
Disclosure

SEC source: 0001624794-23-000013 · wf-form4_167658357071355.xml · nonDerivative · entry 5

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,183

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F6 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.86 to $142.85, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 21:39 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 456 $141.17 $64,373.52
Disclosure

SEC source: 0001624794-23-000013 · wf-form4_167658357071355.xml · nonDerivative · entry 4

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,461

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.81 to $141.80, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 21:39 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 100 $140.36 $14,036.00
Disclosure

SEC source: 0001624794-23-000013 · wf-form4_167658357071355.xml · nonDerivative · entry 3

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,917

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.81 to $140.79, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 21:39 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 93 $139.31 $12,955.83
Disclosure

SEC source: 0001624794-23-000013 · wf-form4_167658357071355.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,017

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.78 to $139.77, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 21:39 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 66 $138.42 $9,135.72
Disclosure

SEC source: 0001624794-23-000013 · wf-form4_167658357071355.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,110

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $137.78 to $138.77, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
February 06, 2023 Filed Feb 6, 2023 22:05 UTC
Alverson LukeSVP, GC & Secretary
GiftCommon Stock 350 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000011 · wf-form4_167572108926250.xml · nonDerivative · entry 1

Alverson Luke · CIK 0001668461 · SVP, GC & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,130

F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund.

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February 06, 2023 Filed Feb 6, 2023 22:05 UTC GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001624794-23-000012 · wf-form4_167572111245946.xml · nonDerivative · entry 1

Perry James E · CIK 0001323684 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,183

F1 · kind: Represents bona fide charitable gifts made by the Reporting Person.

Read SEC document
January 17, 2023 Filed Jan 17, 2023 23:29 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 113 $124.98 $14,122.74
Disclosure

SEC source: 0001624794-23-000001 · wf-form4_167399818145907.xml · nonDerivative · entry 6

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,176

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F7 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.98 to $125.08, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
January 17, 2023 Filed Jan 17, 2023 23:29 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 249 $125.67 $31,291.83
Disclosure

SEC source: 0001624794-23-000001 · wf-form4_167399818145907.xml · nonDerivative · entry 5

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,289

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F6 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.09 to $126.09, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
January 17, 2023 Filed Jan 17, 2023 23:29 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 272 $126.86 $34,505.92
Disclosure

SEC source: 0001624794-23-000001 · wf-form4_167399818145907.xml · nonDerivative · entry 4

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,538

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.22 to $127.14, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
January 17, 2023 Filed Jan 17, 2023 23:29 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 189 $127.62 $24,120.18
Disclosure

SEC source: 0001624794-23-000001 · wf-form4_167399818145907.xml · nonDerivative · entry 3

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,810

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.23 to $128.16, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
January 17, 2023 Filed Jan 17, 2023 23:29 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 57 $129.15 $7,361.55
Disclosure

SEC source: 0001624794-23-000001 · wf-form4_167399818145907.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,999

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.48 to $129.48, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
January 17, 2023 Filed Jan 17, 2023 23:29 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 120 $130.41 $15,649.20
Disclosure

SEC source: 0001624794-23-000001 · wf-form4_167399818145907.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,056

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on December 12, 2022.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $129.87 to $130.87, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
November 30, 2022 Filed Nov 30, 2022 21:21 UTC
Alverson LukeSVP, GC & Secretary
GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001624794-22-000106 · wf-form4_166984327117575.xml · nonDerivative · entry 1

Alverson Luke · CIK 0001668461 · SVP, GC & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,480

F1 · kind: Represents shares donated by the Reporting Person to a charitable donor advised fund.

Read SEC document
November 18, 2022 Filed Nov 18, 2022 22:00 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 1,158 $121.41 $140,592.78
Disclosure

SEC source: 0001624794-22-000105 · wf-form4_166880880503611.xml · nonDerivative · entry 3

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,176

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on August 15, 2019.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.13 to $121.90, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
November 18, 2022 Filed Nov 18, 2022 22:00 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 727 $120.65 $87,712.55
Disclosure

SEC source: 0001624794-22-000105 · wf-form4_166880880503611.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,334

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on August 15, 2019.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.11 to $121.00, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
November 17, 2022 Filed Nov 18, 2022 22:00 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 115 $120.00 $13,800.00
Disclosure

SEC source: 0001624794-22-000105 · wf-form4_166880880503611.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,061

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on August 15, 2019.

Read SEC document
October 18, 2022 Filed Oct 19, 2022 20:04 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 549 $122.27 $67,126.23
Disclosure

SEC source: 0001624794-22-000087 · wf-form4_166620985861879.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,176

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on August 15, 2019.

F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.02 to $122.40, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
October 18, 2022 Filed Oct 19, 2022 20:04 UTC
Armes Joseph BDirector · Chairman, President & CEO
SaleCommon Stock 1,451 $121.30 $176,006.30
Disclosure

SEC source: 0001624794-22-000087 · wf-form4_166620985861879.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,725

F1 · kind: The transaction reported was effected pursuant to a 10b5-1 trading plan established by the reporting person on August 15, 2019.

F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.01 to $121.98, inclusive. The reporting person undertakes to provide to 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.

Read SEC document
October 11, 2022 Filed Oct 11, 2022 20:54 UTC
Garde DanielleSVP, Chief People Officer
GrantCommon Stock 1,636 $0.00 $0.00
Disclosure

SEC source: 0001624794-22-000086 · wf-form4_166552167810878.xml · nonDerivative · entry 1

Garde Danielle · CIK 0001949798 · SVP, Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,636

F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:07 UTC
Alverson LukeSVP, GC & Secretary
Tax withholdingCommon Stock 720 $119.80 $86,256.00
Disclosure

SEC source: 0001624794-22-000081 · wf-form4_166491404112439.xml · nonDerivative · entry 2

Alverson Luke · CIK 0001668461 · SVP, GC & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,880

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:07 UTC
Alverson LukeSVP, GC & Secretary
GrantCommon Stock 1,636 $0.00 $0.00
Disclosure

SEC source: 0001624794-22-000081 · wf-form4_166491404112439.xml · nonDerivative · entry 1

Alverson Luke · CIK 0001668461 · SVP, GC & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,600

F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:07 UTC
Armes Joseph BDirector · Chairman, President & CEO
Tax withholdingCommon Stock 4,373 $119.80 $523,885.40
Disclosure

SEC source: 0001624794-22-000080 · wf-form4_166491401293363.xml · nonDerivative · entry 2

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,176

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:07 UTC
Armes Joseph BDirector · Chairman, President & CEO
GrantCommon Stock 8,629 $0.00 $0.00
Disclosure

SEC source: 0001624794-22-000080 · wf-form4_166491401293363.xml · nonDerivative · entry 1

Armes Joseph B · CIK 0001413614 · Director · Chairman, President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,549

F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:08 UTC Tax withholdingCommon Stock 901 $119.80 $107,939.80
Disclosure

SEC source: 0001624794-22-000082 · wf-form4_166491409060115.xml · nonDerivative · entry 2

Perry James E · CIK 0001323684 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,183

Read SEC document
October 03, 2022 Filed Oct 4, 2022 20:08 UTC GrantCommon Stock 3,793 $0.00 $0.00
Disclosure

SEC source: 0001624794-22-000082 · wf-form4_166491409060115.xml · nonDerivative · entry 1

Perry James E · CIK 0001323684 · EVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,084

F1 · price: Represents shares of restricted common stock granted to the reporting person pursuant to the issuer's Equity and Incentive Compensation Plan. The shares vest ratably over a three-year period on each annual anniversary of the grant.

Read SEC document

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