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NYSE · USD

EFX

EQUIFAX INC

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Tapewire entity
3235
SEC CIK
0000033185
Parsed reports
593

Last 12 months

Inside the activity.

1 purchase rows · 31 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 2026115
Mar 202600
Apr 202604
May 202602
Jun 202600
Jul 202608
Aug 202600
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
September 29, 2017 Filed Oct 3, 2017 20:21 UTC GrantPhantom Stock Units · Derivative 257 $105.99 $27,239.43
Disclosure

SEC source: 0001225208-17-015764 · doc4.xml · derivative · entry 1

HUMANN L PHILLIP · CIK 0001014178 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,114

Underlying: Common Stock · 257 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
September 29, 2017 Filed Oct 3, 2017 20:21 UTC GrantPhantom Stock Units · Derivative 230 $105.99 $24,377.70
Disclosure

SEC source: 0001225208-17-015763 · doc4.xml · derivative · entry 1

DRIVER WALTER W JR · CIK 0001181973 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,585

Underlying: Common Stock · 230 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
August 02, 2017 Filed Aug 3, 2017 20:34 UTC
Ploder Rodolfo OPres-Wkf Sols
SaleCommon Stock 1,719 $145.70 $250,458.30
Disclosure

SEC source: 0000899243-17-019702 · doc4.xml · nonDerivative · entry 1

Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,648

Read SEC document
August 01, 2017 Filed Aug 3, 2017 20:23 UTC Exercise / conversionStock Options/Right to Buy · Derivative 3,000 $0.00 Strike: $33.60 $0.00
Disclosure

SEC source: 0000899243-17-019692 · doc4.xml · derivative · entry 4

Loughran Joseph Michael III · CIK 0001478566 · Pres USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,000

Underlying: Common Stock · 3,000 shares

Expires 2020-04-30

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_date: The option vested in three equal annual increments beginning 4/30/2011.

Read SEC document
August 01, 2017 Filed Aug 3, 2017 20:23 UTC SaleCommon Stock 4,000 $146.02 $584,098.80
Disclosure

SEC source: 0000899243-17-019692 · doc4.xml · nonDerivative · entry 2

Loughran Joseph Michael III · CIK 0001478566 · Pres USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,723

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $145.98 to $146.065, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
August 01, 2017 Filed Aug 3, 2017 20:23 UTC Exercise / conversionCommon Stock 3,000 $33.60 $100,800.00
Disclosure

SEC source: 0000899243-17-019692 · doc4.xml · nonDerivative · entry 1

Loughran Joseph Michael III · CIK 0001478566 · Pres USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,723

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
August 01, 2017 Filed Aug 3, 2017 20:21 UTC SaleCommon Stock 6,500 $145.60 $946,374.00
Disclosure

SEC source: 0000899243-17-019691 · doc4.xml · nonDerivative · entry 1

GAMBLE JOHN W JR · CIK 0001222712 · CVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,078

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $145.56 to $145.82, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
August 01, 2017 Filed Aug 3, 2017 20:21 UTC GrantStock Options/Right to Buy · Derivative 2,051 $0.00 Strike: $146.26 $0.00
Disclosure

SEC source: 0000899243-17-019690 · doc4.xml · derivative · entry 3

Wilbanks Laura Louise · CIK 0001713229 · CVP & CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,051

Underlying: Common Stock · 2,051 shares

Expires 2027-08-01

F2 · derivative.exercise_date: The option vests in three equal annual increments beginning 8/1/2018.

Read SEC document
August 01, 2017 Filed Aug 3, 2017 20:21 UTC GrantCommon Stock 513 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-019690 · doc4.xml · nonDerivative · entry 1

Wilbanks Laura Louise · CIK 0001713229 · CVP & CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,725

F1 · security: Award of restricted stock units. The stock vests 100% on 8/1/2020.

Read SEC document
July 28, 2017 Filed Jul 31, 2017 20:11 UTC GrantStock Option/Right to Buy · Derivative 3,445 $0.00 Strike: $145.09 $0.00
Disclosure

SEC source: 0001225208-17-013016 · doc4.xml · derivative · entry 3

Loughran Joseph Michael III · CIK 0001478566 · Pres USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,445

Underlying: Common Stock · 3,445 shares

Expires 2027-07-28

F2 · derivative.exercise_date: The option vests in three equal annual increments beginning on 7/28/2018.

Read SEC document
July 28, 2017 Filed Jul 31, 2017 20:11 UTC GrantCommon Stock 862 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-013016 · doc4.xml · nonDerivative · entry 1

Loughran Joseph Michael III · CIK 0001478566 · Pres USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,723

F1 · security: Award of restricted stock units. The stock vests 100% on 7/28/2020.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:30 UTC GrantPhantom Stock Units · Derivative 177 $137.42 $24,323.34
Disclosure

SEC source: 0001225208-17-012218 · doc4.xml · derivative · entry 1

Stock Elane B · CIK 0001500235 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177

Underlying: Common Stock · 177 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:30 UTC GrantPhantom Stock Units · Derivative 214 $137.42 $29,407.88
Disclosure

SEC source: 0001225208-17-012217 · doc4.xml · derivative · entry 1

MARSHALL SIRI S · CIK 0001206689 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,192

Underlying: Common Stock · 214 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:30 UTC GrantPhantom Stock Units · Derivative 198 $137.42 $27,209.16
Disclosure

SEC source: 0001225208-17-012216 · doc4.xml · derivative · entry 1

HUMANN L PHILLIP · CIK 0001014178 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,857

Underlying: Common Stock · 198 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:30 UTC GrantPhantom Stock Units · Derivative 177 $137.42 $24,323.34
Disclosure

SEC source: 0001225208-17-012215 · doc4.xml · derivative · entry 1

DRIVER WALTER W JR · CIK 0001181973 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,355

Underlying: Common Stock · 177 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
June 30, 2017 Filed Jul 5, 2017 20:30 UTC GrantPhantom Stock Units · Derivative 237 $137.42 $32,568.54
Disclosure

SEC source: 0001225208-17-012214 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,750

Underlying: Common Stock · 237 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
May 23, 2017 Filed May 24, 2017 20:15 UTC SaleCommon Stock 14,000 $136.44 $1,910,132.00
Disclosure

SEC source: 0001225208-17-010359 · doc4.xml · nonDerivative · entry 1

GAMBLE JOHN W JR · CIK 0001222712 · CVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,578

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $136.24 to $136.71, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
May 21, 2017 Filed May 22, 2017 20:04 UTC Tax withholdingCommon Stock 47,337 $136.37 $6,455,346.69
Disclosure

SEC source: 0001225208-17-010196 · doc4.xml · nonDerivative · entry 2

GAMBLE JOHN W JR · CIK 0001222712 · CVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,578

Read SEC document
May 21, 2017 Filed May 22, 2017 20:04 UTC GrantCommon Stock 18,736 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-010196 · doc4.xml · nonDerivative · entry 1

GAMBLE JOHN W JR · CIK 0001222712 · CVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,915

Read SEC document
May 04, 2017 Filed May 8, 2017 19:32 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009297 · doc4.xml · nonDerivative · entry 1

MARCUS ROBERT D · CIK 0001225752 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,609

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:32 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009296 · doc4.xml · nonDerivative · entry 1

Stock Elane B · CIK 0001500235 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,717

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:32 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009295 · doc4.xml · nonDerivative · entry 1

McKinley John A · CIK 0001445313 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,002

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:32 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009294 · doc4.xml · nonDerivative · entry 1

FEIDLER MARK L · CIK 0001026941 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,357

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:32 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009293 · doc4.xml · nonDerivative · entry 1

TEMPLETON MARK B · CIK 0001201938 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,002

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:32 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009292 · doc4.xml · nonDerivative · entry 1

DRIVER WALTER W JR · CIK 0001181973 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,942

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:32 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009291 · doc4.xml · nonDerivative · entry 1

MARSHALL SIRI S · CIK 0001206689 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,002

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:31 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009290 · doc4.xml · nonDerivative · entry 1

HOUGH G. THOMAS · CIK 0001640483 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,550

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:31 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009289 · doc4.xml · nonDerivative · entry 1

HUMANN L PHILLIP · CIK 0001014178 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,425

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
May 04, 2017 Filed May 8, 2017 19:31 UTC GrantCommon Stock 1,243 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-009288 · doc4.xml · nonDerivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,002

F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 20:35 UTC GrantPhantom Stock Units · Derivative 215 $136.74 $29,399.10
Disclosure

SEC source: 0001225208-17-007409 · doc4.xml · derivative · entry 1

MARSHALL SIRI S · CIK 0001206689 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,978.738

Underlying: Common Stock · 215 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 20:35 UTC GrantPhantom Stock Units · Derivative 219 $136.74 $29,946.06
Disclosure

SEC source: 0001225208-17-007408 · doc4.xml · derivative · entry 1

HUMANN L PHILLIP · CIK 0001014178 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,659.025

Underlying: Common Stock · 219 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 20:35 UTC GrantPhantom Stock Units · Derivative 178 $136.74 $24,339.72
Disclosure

SEC source: 0001225208-17-007407 · doc4.xml · derivative · entry 1

DRIVER WALTER W JR · CIK 0001181973 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,178

Underlying: Common Stock · 178 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
March 31, 2017 Filed Apr 4, 2017 20:35 UTC GrantPhantom Stock Units · Derivative 238 $136.74 $32,544.12
Disclosure

SEC source: 0001225208-17-007406 · doc4.xml · derivative · entry 1

DALEO ROBERT D · CIK 0001370217 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,513.17

Underlying: Common Stock · 238 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:59 UTC
Smith Richard FDirector · Chairman and CEO
SaleCommon Stock 74,346 $131.04 $9,742,076.80
Disclosure

SEC source: 0001225208-17-005279 · doc4.xml · nonDerivative · entry 1

Smith Richard F · CIK 0001338352 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,735

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $130.745 to $131.40, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:59 UTC
KELLEY JOHN J IIICVP, CLO & CS
SaleCommon Stock 8,500 $130.85 $1,112,200.35
Disclosure

SEC source: 0001225208-17-005278 · doc4.xml · nonDerivative · entry 1

KELLEY JOHN J III · CIK 0001562224 · CVP, CLO & CS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,787

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $130.81 to $130.96, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:59 UTC
Adams J DannPres-Gbl Cons Sols
SaleCommon Stock 8,217 $131.04 $1,076,733.49
Disclosure

SEC source: 0001225208-17-005277 · doc4.xml · nonDerivative · entry 1

Adams J Dann · CIK 0001363540 · Pres-Gbl Cons Sols

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,791

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $131.03 to $131.10, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:59 UTC SaleCommon Stock 7,148 $131.06 $936,781.85
Disclosure

SEC source: 0001225208-17-005276 · doc4.xml · nonDerivative · entry 1

Webb David · CIK 0001296852 · CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,191

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:59 UTC SaleCommon Stock 8,849 $131.00 $1,159,257.05
Disclosure

SEC source: 0001225208-17-005275 · doc4.xml · nonDerivative · entry 1

Barros Paulino R · CIK 0001490964 · Pres-USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,737

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $131.00 to $131.06, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:59 UTC SaleCommon Stock 2,595 $131.07 $340,138.59
Disclosure

SEC source: 0001225208-17-005274 · doc4.xml · nonDerivative · entry 1

Hartman John T. · CIK 0001431075 · Pres-Intl

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,970

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $131.07 to $131.09, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 20:59 UTC SaleCommon Stock 3,604 $131.16 $472,705.69
Disclosure

SEC source: 0001225208-17-005273 · doc4.xml · nonDerivative · entry 2

Loughran Joseph Michael III · CIK 0001478566 · CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,861

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $131.15 to $131.19, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

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February 24, 2017 Filed Mar 2, 2017 20:59 UTC GiftCommon Stock 550 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-005273 · doc4.xml · nonDerivative · entry 1

Loughran Joseph Michael III · CIK 0001478566 · CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,465

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February 21, 2017 Filed Feb 23, 2017 21:11 UTC Tax withholdingCommon Stock 7,483 $129.36 $968,000.88
Disclosure

SEC source: 0001225208-17-004316 · doc4.xml · nonDerivative · entry 2

Barros Paulino R · CIK 0001490964 · Pres-USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,586

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February 21, 2017 Filed Feb 23, 2017 21:11 UTC GrantCommon Stock 10,888 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-004316 · doc4.xml · nonDerivative · entry 1

Barros Paulino R · CIK 0001490964 · Pres-USIS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,069

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February 21, 2017 Filed Feb 23, 2017 21:11 UTC Exercise / conversionStock Option/Right to Buy · Derivative 3,000 $0.00 Strike: $33.60 $0.00
Disclosure

SEC source: 0001225208-17-004323 · doc4.xml · derivative · entry 6

Loughran Joseph Michael III · CIK 0001478566 · CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,000

Underlying: Common Stock · 3,000 shares

Expires 2020-04-30

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_date: The option vested in three equal annual increments beginning 4/30/2011.

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February 21, 2017 Filed Feb 23, 2017 21:11 UTC Tax withholdingCommon Stock 4,003 $129.36 $517,828.08
Disclosure

SEC source: 0001225208-17-004323 · doc4.xml · nonDerivative · entry 4

Loughran Joseph Michael III · CIK 0001478566 · CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,015

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February 21, 2017 Filed Feb 23, 2017 21:11 UTC SaleCommon Stock 3,000 $130.16 $390,483.60
Disclosure

SEC source: 0001225208-17-004323 · doc4.xml · nonDerivative · entry 3

Loughran Joseph Michael III · CIK 0001478566 · CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,018

F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $130.1510 to $130.1620, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.

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February 21, 2017 Filed Feb 23, 2017 21:11 UTC Exercise / conversionCommon Stock 3,000 $33.60 $100,800.00
Disclosure

SEC source: 0001225208-17-004323 · doc4.xml · nonDerivative · entry 2

Loughran Joseph Michael III · CIK 0001478566 · CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,018

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

Read SEC document
February 21, 2017 Filed Feb 23, 2017 21:11 UTC GrantCommon Stock 7,984 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-004323 · doc4.xml · nonDerivative · entry 1

Loughran Joseph Michael III · CIK 0001478566 · CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,018

Read SEC document
February 21, 2017 Filed Feb 23, 2017 21:11 UTC Tax withholdingCommon Stock 6,136 $129.36 $793,752.96
Disclosure

SEC source: 0001225208-17-004322 · doc4.xml · nonDerivative · entry 2

Webb David · CIK 0001296852 · CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,339

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February 21, 2017 Filed Feb 23, 2017 21:11 UTC GrantCommon Stock 8,856 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-004322 · doc4.xml · nonDerivative · entry 1

Webb David · CIK 0001296852 · CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,475

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.