Last 12 months
Inside the activity.
0 purchase rows · 77 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 9 |
| Jan 2026 | 0 | 12 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 8 |
| Apr 2026 | 0 | 10 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 5 |
| Jul 2026 | 0 | 7 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 13 |
| Oct 2026 | 0 | 8 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 15, 2021 Filed Dec 16, 2021 18:16 UTC |
Phi Tram TSVP, General Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 764 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · derivative · entry 5 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,692 Underlying: Common Stock · 764 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F6 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:16 UTC |
Phi Tram TSVP, General Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 734 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · derivative · entry 4 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,343 Underlying: Common Stock · 734 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through each such date.The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:16 UTC |
Phi Tram TSVP, General Counsel
|
Exercise / conversionRestricted Stock Units · Derivative | 3,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · derivative · entry 3 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,781 Underlying: Common Stock · 3,683 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F3 · derivative.exercise_date: Twenty-five percent of the total RSUs granted vested on July 10, 2020, and the balance of the RSUs shall vest in twelve equal quarterly installments until fully vested on July 20, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:16 UTC |
Phi Tram TSVP, General Counsel
|
Tax withholdingCommon Stock | 2,570 | $144.46 | $371,262.20 |
DisclosureSEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · nonDerivative · entry 2 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,766 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:16 UTC |
Phi Tram TSVP, General Counsel
|
Exercise / conversionCommon Stock | 5,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000231 · wf-form4_163969655235191.xml · nonDerivative · entry 1 Phi Tram T · CIK 0001424551 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,336 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 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Exercise / conversionPerformance Stock Units · Derivative | 5,040 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 9 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,080 Underlying: Common Stock · 5,040 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. F9 · derivative.exercise_date: Represents shares issuable on settlement of performance stock units granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs began vesting upon the achievement of specified performance metrics achieved during the Issuer's fiscal year ending January 31, 2019. Twenty-five percent of the PSUs vested on April 22, 2019, and the balance of the PSUs shall vest in twelve equal quarterly installments starting May 10, 2019, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date. F9 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs began vesting upon the achievement of specified performance metrics achieved during the Issuer's fiscal year ending January 31, 2019. Twenty-five percent of the PSUs vested on April 22, 2019, and the balance of the PSUs shall vest in twelve equal quarterly installments starting May 10, 2019, in each case subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Exercise / conversionPerformance Stock Units · Derivative | 5,039 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 8 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,079 Underlying: Common Stock · 5,039 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. F8 · derivative.exercise_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to Reporting Person's continued service with the Issuer through each such vesting date. F8 · derivative.expiration_date: Represents shares issuable on settlement of performance stock units ("PSUs") granted to the Reporting Person. Each PSU represents a contingent right to receive one share of Issuer's Common Stock. The PSUs vest subject to the achievement of certain performance conditions involving the Issuer's stock price, subject to Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 2,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 7 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,548 Underlying: Common Stock · 2,182 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F7 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 3,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 6 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,373 Underlying: Common Stock · 3,337 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through such date.The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following achange in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 5,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,292 Underlying: Common Stock · 5,382 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2019, in each case subject to the Reporting Person being a service provider through each such date.The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 6,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · derivative · entry 4 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,438 Underlying: Common Stock · 6,719 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date.The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Tax withholdingCommon Stock | 13,737 | $144.46 | $1,984,447.02 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599,575 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
Exercise / conversionCommon Stock | 27,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613,312 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 15, 2021 Filed Dec 16, 2021 23:16 UTC |
Springer Daniel D.Director · President and CEO
|
GiftCommon Stock | 4,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000232 · wf-form4_163969657024114.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,585,613 Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · derivative · entry 5 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,329 Underlying: Common Stock · 1,309 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · derivative · entry 4 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,685 Underlying: Common Stock · 1,468 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through such date.The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following achange in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · derivative · entry 3 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,428 Underlying: Common Stock · 3,071 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2019, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Tax withholdingCommon Stock | 2,901 | $144.46 | $419,078.46 |
DisclosureSEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · nonDerivative · entry 2 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,716 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionCommon Stock | 5,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000230 · wf-form4_163969652972436.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,617 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 15, 2021 Filed Dec 16, 2021 23:15 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 6 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,220 Underlying: Common Stock · 873 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F7 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over four years, with a vesting commencement date of May 10, 2021, in each case subject to the Reporting Person being a service provider through each such date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 5 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,932 Underlying: Common Stock · 1,193 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F6 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2020, in each case subject to the Reporting Person being a service provider through such date.The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 4,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 4 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,600 Underlying: Common Stock · 4,719 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F5 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of February 10, 2019, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · derivative · entry 3 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 3,750 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. F3 · derivative.exercise_date: The RSUs will vest in sixteen equal quarterly installments over four years, with a vest commencement date of May 10, 2018, in each case subject to the Reporting Person being a service provider through each such date. The RSUs are subject to accelerated vesting in the event of a termination of employment of the Reporting Person including under certain circumstances following a change in control of the Issuer. F4 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
Alhadeff LorenChief Revenue Officer
|
Tax withholdingCommon Stock | 4,147 | $144.46 | $599,075.62 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · nonDerivative · entry 2 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,815 F1 · shares: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the Reporting Person upon the vesting and settlement of restricted stock units ("RSU"). Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 23:15 UTC |
Alhadeff LorenChief Revenue Officer
|
Exercise / conversionCommon Stock | 10,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-21-000228 · wf-form4_163969648861295.xml · nonDerivative · entry 1 Alhadeff Loren · CIK 0001765953 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,962 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 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $16.21 | $0.00 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · derivative · entry 18 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 12,500 shares Expires 2027-04-16 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. F19 · derivative.exercise_date: This stock option was fully vested on the transaction date. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 60 | $145.87 | $8,752.00 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 17 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,820 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F18 · price: The shares were sold at prices ranging from $145.68 to $145.97. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 55 | $144.98 | $7,974.05 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 16 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,880 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F17 · price: The shares were sold at prices ranging from $144.59 to $145.34. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 266 | $144.06 | $38,319.69 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 15 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,935 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F16 · price: The shares were sold at prices ranging from $143.53 to $144.46. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 280 | $142.98 | $40,033.34 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 14 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,201 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F15 · price: The shares were sold at prices ranging from $142.52 to $143.48. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 44 | $141.79 | $6,238.68 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 13 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,481 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F14 · price: The shares were sold at prices ranging from $141.42 to $142.23. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 40 | $140.64 | $5,625.40 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 12 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,525 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F13 · price: The shares were sold at prices ranging from $140.14 to $141.13. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 43 | $139.13 | $5,982.41 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 11 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,565 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F12 · price: The shares were sold at prices ranging from $138.76 to $139.53. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 47 | $138.23 | $6,496.69 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 10 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 43,608 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F10 · price: The shares were sold at prices ranging from $137.63 to $138.53. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F11 · ownership.nature: These securities are held by The SVO Family Trust, of which the Reporting Person's spouse is trustee. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 1,300 | $145.50 | $189,154.03 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 9 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,769 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F9 · price: The shares were sold at prices ranging from $145.16 to $146.05. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 3,160 | $144.52 | $456,686.99 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 8 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,069 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F8 · price: The shares were sold at prices ranging from $144.15 to $145.12. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 2,888 | $143.52 | $414,475.36 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 7 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,229 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F7 · price: The shares were sold at prices ranging from $143.03 to $144.01. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 2,811 | $142.72 | $401,179.45 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 6 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,117 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F6 · price: The shares were sold at prices ranging from $142.01 to $142.98. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 600 | $141.33 | $84,799.02 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 5 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,928 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F5 · price: The shares were sold at prices ranging from $140.81 to $141.63. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 900 | $140.21 | $126,189.00 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 4 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,528 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F4 · price: The shares were sold at prices ranging from $139.72 to $140.65. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 400 | $139.11 | $55,644.00 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 3 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,428 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F3 · price: The shares were sold at prices ranging from $138.60 to $139.51. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
SaleCommon Stock | 441 | $137.76 | $60,751.85 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 2 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,828 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F2 · price: The shares were sold at prices ranging from $137.51 to $138.03. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 21:23 UTC |
OLRICH SCOTT V.Chief Operating Officer
|
Exercise / conversionCommon Stock | 12,500 | $16.21 | $202,625.00 |
DisclosureSEC source: 0001261333-21-000222 · wf-form4_163960341972065.xml · nonDerivative · entry 1 OLRICH SCOTT V. · CIK 0001517211 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,269 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 08, 2021 Filed Dec 8, 2021 21:21 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 1 | $149.15 | $149.15 |
DisclosureSEC source: 0001261333-21-000220 · wf-form4_163899850577779.xml · nonDerivative · entry 3 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 34,751 F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 21:21 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 75 | $142.38 | $10,678.35 |
DisclosureSEC source: 0001261333-21-000220 · wf-form4_163899850577779.xml · nonDerivative · entry 2 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 34,750 F3 · price: The shares were bought at prices ranging from $142.04 to $142.51. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 21:21 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 1,000 | $141.17 | $141,165.30 |
DisclosureSEC source: 0001261333-21-000220 · wf-form4_163899850577779.xml · nonDerivative · entry 1 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 34,675 F1 · price: The shares were bought at prices ranging from $140.40 to $141.33. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| December 07, 2021 Filed Dec 8, 2021 01:48 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 3,900 | $146.91 | $572,943.15 |
DisclosureSEC source: 0001261333-21-000218 · wf-form4_163892806831583.xml · nonDerivative · entry 8 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 33,675 F9 · price: The shares were bought at prices ranging from $146.62 to $147.38. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| December 07, 2021 Filed Dec 8, 2021 01:48 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 6,507 | $145.95 | $949,714.87 |
DisclosureSEC source: 0001261333-21-000218 · wf-form4_163892806831583.xml · nonDerivative · entry 7 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 29,775 F8 · price: The shares were bought at prices ranging from $145.56 to $146.53. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| December 07, 2021 Filed Dec 8, 2021 01:48 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 8,607 | $144.92 | $1,247,304.92 |
DisclosureSEC source: 0001261333-21-000218 · wf-form4_163892806831583.xml · nonDerivative · entry 6 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 23,268 F7 · price: The shares were bought at prices ranging from $144.52 to $145.42. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. Read SEC document |
| December 07, 2021 Filed Dec 8, 2021 01:48 UTC |
Springer Daniel D.Director · President and CEO
|
PurchaseCommon Stock | 5,120 | $144.21 | $738,330.62 |
DisclosureSEC source: 0001261333-21-000218 · wf-form4_163892806831583.xml · nonDerivative · entry 5 Springer Daniel D. · CIK 0001517205 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,661 F6 · price: The shares were bought at prices ranging from $143.52 to $144.51. The Reporting Person will provide upon request to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares bought at each separate price. F2 · ownership.nature: These securities are held by The Daniel Springer Revocable Trust, of which the Reporting Person is trustee. 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.