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NYSE · USD

EQH

Equitable Holdings, Inc.

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Tapewire entity
3405
SEC CIK
0001333986
Parsed reports
625

Last 12 months

Inside the activity.

1 purchase rows · 61 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202504
Dec 202516
Jan 202606
Feb 202605
Mar 202600
Apr 2026010
May 202605
Jun 202605
Jul 202606
Aug 2026010
Sep 202604
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
December 18, 2025 Filed Dec 19, 2025 21:06 UTC
Lane NickSee Remarks
SaleCommon Stock 10,000 $47.88 $478,799.00
Disclosure

SEC source: 0001628280-25-058245 · wk-form4_1766178358.xml · nonDerivative · entry 2

Lane Nick · CIK 0001441552 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 139,957.8

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 18, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $47.4800 to $48.3200. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · balance_after: Total includes Restricted Stock Units.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 21:06 UTC
Lane NickSee Remarks
Exercise / conversionCommon Stock 10,000 $23.18 $231,800.00
Disclosure

SEC source: 0001628280-25-058245 · wk-form4_1766178358.xml · nonDerivative · entry 1

Lane Nick · CIK 0001441552 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 149,957.8

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 18, 2025.

F2 · balance_after: Total includes Restricted Stock Units.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 21:05 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 27,200 $0.00 Strike: $23.18 $0.00
Disclosure

SEC source: 0001628280-25-058243 · wk-form4_1766178348.xml · derivative · entry 3

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 190,400

Underlying: Common Stock · 27,200 shares

Expires 2030-02-26

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F4 · derivative.exercise_date: Grant of employee stock option under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The options vested in three installments beginning on February 26, 2021.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 21:05 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 39,700 $47.88 $1,900,665.29
Disclosure

SEC source: 0001628280-25-058243 · wk-form4_1766178348.xml · nonDerivative · entry 2

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 665,445.01

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $47.4400 to $48.3900 The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 21:05 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionCommon Stock 27,200 $23.18 $630,496.00
Disclosure

SEC source: 0001628280-25-058243 · wk-form4_1766178348.xml · nonDerivative · entry 1

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 705,145.01

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
December 15, 2025 Filed Dec 16, 2025 22:27 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 6,790 $48.35 $328,321.62
Disclosure

SEC source: 0001628280-25-057454 · wk-form4_1765924064.xml · nonDerivative · entry 1

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 61,812.56

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $48.1300 to $48.8300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
December 10, 2025 Filed Dec 11, 2025 21:19 UTC
Eckert William James IVChief Accounting Officer
SaleCommon Stock 4,300 $47.27 $203,261.00
Disclosure

SEC source: 0001628280-25-056543 · wk-form4_1765487962.xml · nonDerivative · entry 1

Eckert William James IV · CIK 0001693205 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,625.46

F1 · shares: All shares were sold at a price of $47.270, therefore only a single price is reported. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and price at which the transaction was affected.

F2 · balance_after: Total includes RSUs.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 15:40 UTC
Raju Robin MChief Financial Officer
GrantCommon Stock 329.77 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054932 · wk-form4_1764776430.xml · nonDerivative · entry 1

Raju Robin M · CIK 0001854854 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,587.66

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 15:40 UTC
Eckert William James IVChief Accounting Officer
GrantCommon Stock 53.76 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054933 · wk-form4_1764776436.xml · nonDerivative · entry 1

Eckert William James IV · CIK 0001693205 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,925.46

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 15:41 UTC
HURD JEFFREY JChief Operating Officer
GrantCommon Stock 294.78 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054938 · wk-form4_1764776464.xml · nonDerivative · entry 1

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,602.56

F1 · price: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 15:41 UTC
Lane NickSee Remarks
GrantCommon Stock 333.48 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054937 · wk-form4_1764776458.xml · nonDerivative · entry 1

Lane Nick · CIK 0001441552 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,957.8

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 15:40 UTC
BERNSTEIN SETH PSee Remarks
GrantCommon Stock 115.07 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054936 · wk-form4_1764776453.xml · nonDerivative · entry 1

BERNSTEIN SETH P · CIK 0001705584 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,490.07

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 15:40 UTC
Pearson MarkDirector · President and CEO
GrantCommon Stock 1,405.01 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054935 · wk-form4_1764776448.xml · nonDerivative · entry 1

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 677,945.01

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 15:40 UTC
Meyers KurtChief Legal Officer, Secretary
GrantCommon Stock 163.75 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054934 · wk-form4_1764776443.xml · nonDerivative · entry 1

Meyers Kurt · CIK 0002091731 · Chief Legal Officer, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,899.75

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when and as dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

F3 · balance_after: Reflects acquisition of shares pursuant to the Equitable Stock Purchase Plan that have occurred since the date of the reporting person's last ownership report.

Read SEC document
December 01, 2025 Filed May 21, 2026 21:11 UTC PurchaseCommon Stock 103.777 $46.86 $4,862.68
Disclosure

SEC source: 0001628280-26-037383 · wk-form4_1779397890.xml · nonDerivative · entry 12

Hondal Francis · CIK 0001823810 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,930.801

F1 · kind: Reflects shares acquired through a dividend reinvestment plan inadvertently administered by the reporting person's broker dealer and not previously reported. Late disclosure of these shares resulted from the reporting person's initial understanding the automatic dividend reinvestment plan was not active.

Read SEC document
November 18, 2025 Filed Nov 20, 2025 21:38 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 27,200 $0.00 Strike: $23.18 $0.00
Disclosure

SEC source: 0001628280-25-053405 · wk-form4_1763674715.xml · derivative · entry 4

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,600

Underlying: Common Stock · 27,200 shares

Expires 2030-02-26

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F5 · derivative.exercise_date: Grant of employee stock option under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The options vested in three installments beginning on February 26, 2021.

Read SEC document
November 18, 2025 Filed Nov 20, 2025 21:38 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 3,735 $43.53 $162,572.60
Disclosure

SEC source: 0001628280-25-053405 · wk-form4_1763674715.xml · nonDerivative · entry 3

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 676,540

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $43.4700 to $43.6200 The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
November 18, 2025 Filed Nov 20, 2025 21:38 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 35,965 $43.11 $1,550,274.92
Disclosure

SEC source: 0001628280-25-053405 · wk-form4_1763674715.xml · nonDerivative · entry 2

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 680,275

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $42.4700 to $43.4699 The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
November 18, 2025 Filed Nov 20, 2025 21:38 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionCommon Stock 27,200 $23.18 $630,496.00
Disclosure

SEC source: 0001628280-25-053405 · wk-form4_1763674715.xml · nonDerivative · entry 1

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 716,240

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
November 17, 2025 Filed Nov 18, 2025 21:49 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 3,000 $43.88 $131,634.90
Disclosure

SEC source: 0001628280-25-052944 · wk-form4_1763502569.xml · nonDerivative · entry 2

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,307.78

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $43.5500 to $44.2200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
November 17, 2025 Filed Nov 18, 2025 21:49 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 3,790 $42.81 $162,236.26
Disclosure

SEC source: 0001628280-25-052944 · wk-form4_1763502569.xml · nonDerivative · entry 1

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 71,307.78

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $42.4900 to $43.3700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
October 20, 2025 Filed Oct 21, 2025 20:47 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 27,200 $0.00 Strike: $23.18 $0.00
Disclosure

SEC source: 0001628280-25-045723 · wk-form4_1761079619.xml · derivative · entry 4

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 244,800

Underlying: Common Stock · 27,200 shares

Expires 2030-02-26

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F5 · derivative.exercise_date: Grant of employee stock option under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The options vested in three installments beginning on February 26, 2021.

Read SEC document
October 20, 2025 Filed Oct 21, 2025 20:47 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 2,200 $48.41 $106,505.52
Disclosure

SEC source: 0001628280-25-045723 · wk-form4_1761079619.xml · nonDerivative · entry 3

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 689,040

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $48.4000 to $48.4400 The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
October 20, 2025 Filed Oct 21, 2025 20:47 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 37,500 $48.15 $1,805,718.75
Disclosure

SEC source: 0001628280-25-045723 · wk-form4_1761079619.xml · nonDerivative · entry 2

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 691,240

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $47.4000 to $48.3999 The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
October 20, 2025 Filed Oct 21, 2025 20:47 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionCommon Stock 27,200 $23.18 $630,496.00
Disclosure

SEC source: 0001628280-25-045723 · wk-form4_1761079619.xml · nonDerivative · entry 1

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 728,740

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F2 · balance_after: Includes Restricted Stock Units and 11,011 shares acquired under the Employee Stock Purchase Plan.

Read SEC document
October 15, 2025 Filed Oct 16, 2025 21:19 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 907 $49.82 $45,184.74
Disclosure

SEC source: 0001628280-25-045246 · wk-form4_1760649548.xml · nonDerivative · entry 2

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 75,097.78

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $49.5900 to $50.3000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
October 15, 2025 Filed Oct 16, 2025 21:19 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 5,883 $48.86 $287,448.09
Disclosure

SEC source: 0001628280-25-045246 · wk-form4_1760649548.xml · nonDerivative · entry 1

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,004.78

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $48.4600 to $49.4100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
September 22, 2025 Filed Sep 23, 2025 20:28 UTC
Raju Robin MChief Financial Officer
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 17,162 $0.00 Strike: $23.18 $0.00
Disclosure

SEC source: 0001628280-25-042483 · wk-form4_1758659335.xml · derivative · entry 5

Raju Robin M · CIK 0001854854 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,162 shares

Expires 2030-02-26

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.

F3 · derivative.exercise_date: Grant of employee stock options under the Issuer's omnibus incentive plans. The options vested/vest in three equal annual installments beginning on February 26, 2021. The number of securities underlying the initial derivative security grant was reported on a Form 3 filing dated April 9, 2021. All other options under this grant were executed prior to Reporting Person's appointment to Section 16 Officer.

Read SEC document
September 22, 2025 Filed Sep 23, 2025 20:28 UTC
Raju Robin MChief Financial Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 8,726 $0.00 Strike: $18.74 $0.00
Disclosure

SEC source: 0001628280-25-042483 · wk-form4_1758659335.xml · derivative · entry 4

Raju Robin M · CIK 0001854854 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,726 shares

Expires 2029-02-14

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: Grant of employee stock options under the Issuer's omnibus incentive plans. The options vested/vest in three equal annual installments beginning on February 14, 2020. The number of securities underlying the initial derivative security grant was reported on a Form 3 filing dated April 9, 2021. All other options under this grant were executed prior to Reporting Person's appointment to Section 16 Officer.

Read SEC document
September 22, 2025 Filed Sep 23, 2025 20:28 UTC
Raju Robin MChief Financial Officer
SaleCommon Stock 36,888 $54.00 $1,991,952.00
Disclosure

SEC source: 0001628280-25-042483 · wk-form4_1758659335.xml · nonDerivative · entry 3

Raju Robin M · CIK 0001854854 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,257.89

F1 · balance_after: Includes Restricted Stock Units.

Read SEC document
September 22, 2025 Filed Sep 23, 2025 20:28 UTC
Raju Robin MChief Financial Officer
Exercise / conversionCommon Stock 17,162 $23.18 $397,815.16
Disclosure

SEC source: 0001628280-25-042483 · wk-form4_1758659335.xml · nonDerivative · entry 2

Raju Robin M · CIK 0001854854 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,145.89

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 · balance_after: Includes Restricted Stock Units.

Read SEC document
September 22, 2025 Filed Sep 23, 2025 20:28 UTC
Raju Robin MChief Financial Officer
Exercise / conversionCommon Stock 8,726 $18.74 $163,525.24
Disclosure

SEC source: 0001628280-25-042483 · wk-form4_1758659335.xml · nonDerivative · entry 1

Raju Robin M · CIK 0001854854 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,983.89

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 · balance_after: Includes Restricted Stock Units.

Read SEC document
September 19, 2025 Filed Sep 19, 2025 20:05 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 149 $54.47 $8,116.03
Disclosure

SEC source: 0001628280-25-042154 · wk-form4_1758312320.xml · nonDerivative · entry 3

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 690,529

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F2 · balance_after: Includes Restricted Stock Units.

Read SEC document
September 18, 2025 Filed Sep 19, 2025 20:05 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 27,200 $0.00 Strike: $23.18 $0.00
Disclosure

SEC source: 0001628280-25-042154 · wk-form4_1758312320.xml · derivative · entry 4

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 272,000

Underlying: Common Stock · 27,200 shares

Expires 2030-02-26

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F4 · derivative.exercise_date: Grant of employee stock option under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The options vested in three installments beginning on February 26, 2021.

Read SEC document
September 18, 2025 Filed Sep 19, 2025 20:05 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 39,551 $54.22 $2,144,641.11
Disclosure

SEC source: 0001628280-25-042154 · wk-form4_1758312320.xml · nonDerivative · entry 2

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 690,678

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $53.470 to $54.4699. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units.

Read SEC document
September 18, 2025 Filed Sep 19, 2025 20:05 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionCommon Stock 27,200 $23.18 $630,496.00
Disclosure

SEC source: 0001628280-25-042154 · wk-form4_1758312320.xml · nonDerivative · entry 1

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 730,229

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F2 · balance_after: Includes Restricted Stock Units.

Read SEC document
September 16, 2025 Filed Sep 17, 2025 20:14 UTC SaleCommon Stock 1,800 $52.74 $94,932.00
Disclosure

SEC source: 0001916941-25-000004 · wk-form4_1758140091.xml · nonDerivative · entry 1

Isaacs-Lowe Arlene · CIK 0001916941 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,363

Read SEC document
September 15, 2025 Filed Sep 17, 2025 20:18 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 1,100 $54.24 $59,665.98
Disclosure

SEC source: 0001486195-25-000010 · wk-form4_1758140277.xml · nonDerivative · entry 2

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 81,887.78

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $54.1500 to $54.3300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 20:18 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 5,690 $53.58 $304,871.34
Disclosure

SEC source: 0001486195-25-000010 · wk-form4_1758140277.xml · nonDerivative · entry 1

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 82,987.78

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $53.1100 to $54.1000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
August 21, 2025 Filed Aug 22, 2025 21:07 UTC SaleCommon Stock 2,600 $51.86 $134,836.00
Disclosure

SEC source: 0001221780-25-000005 · wk-form4_1755896856.xml · nonDerivative · entry 1

SCOTT BERTRAM L · CIK 0001221780 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,001

Read SEC document
August 18, 2025 Filed Aug 19, 2025 21:34 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 27,200 $0.00 Strike: $23.18 $0.00
Disclosure

SEC source: 0001512442-25-000009 · wk-form4_1755639249.xml · derivative · entry 4

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 299,200

Underlying: Common Stock · 27,200 shares

Expires 2030-02-26

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F5 · derivative.exercise_date: Grant of employee stock option under the Issuer's 2019 Omnibus Incentive Plan exempt under Rule 16b-3. The options vested in three installments beginning on February 26, 2021.

Read SEC document
August 18, 2025 Filed Aug 19, 2025 21:34 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 509 $53.60 $27,282.30
Disclosure

SEC source: 0001512442-25-000009 · wk-form4_1755639249.xml · nonDerivative · entry 3

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 703,029

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $53.5650 to $53.6400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units.

Read SEC document
August 18, 2025 Filed Aug 19, 2025 21:34 UTC
Pearson MarkDirector · President and CEO
SaleCommon Stock 39,191 $53.04 $2,078,718.07
Disclosure

SEC source: 0001512442-25-000009 · wk-form4_1755639249.xml · nonDerivative · entry 2

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 703,538

F1 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $52.5650 to $53.5649 The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes Restricted Stock Units.

Read SEC document
August 18, 2025 Filed Aug 19, 2025 21:34 UTC
Pearson MarkDirector · President and CEO
Exercise / conversionCommon Stock 27,200 $23.18 $630,496.00
Disclosure

SEC source: 0001512442-25-000009 · wk-form4_1755639249.xml · nonDerivative · entry 1

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 742,729

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 · shares: The sales reported and options exercised on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 16, 2025.

F2 · balance_after: Includes Restricted Stock Units.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 21:34 UTC
HURD JEFFREY JChief Operating Officer
SaleCommon Stock 6,790 $54.09 $367,290.11
Disclosure

SEC source: 0001486195-25-000007 · wk-form4_1755639281.xml · nonDerivative · entry 1

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 88,677.78

F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $53.7900 to $54.7800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Total includes Restricted Stock Units.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:01 UTC
Raju Robin MChief Financial Officer
GrantCommon Stock 272.68 $0.00 $0.00
Disclosure

SEC source: 0001854854-25-000004 · wk-form4_1755205286.xml · nonDerivative · entry 1

Raju Robin M · CIK 0001854854 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,257.89

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:04 UTC
Eckert William James IVChief Accounting Officer
GrantCommon Stock 44.45 $0.00 $0.00
Disclosure

SEC source: 0001693205-25-000005 · wk-form4_1755205473.xml · nonDerivative · entry 1

Eckert William James IV · CIK 0001693205 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,871.7

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:05 UTC
HURD JEFFREY JChief Operating Officer
GrantCommon Stock 243.75 $0.00 $0.00
Disclosure

SEC source: 0001486195-25-000005 · wk-form4_1755205538.xml · nonDerivative · entry 1

HURD JEFFREY J · CIK 0001486195 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,467.78

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:03 UTC
Lane NickSee Remarks
GrantCommon Stock 275.75 $0.00 $0.00
Disclosure

SEC source: 0001441552-25-000006 · wk-form4_1755205413.xml · nonDerivative · entry 1

Lane Nick · CIK 0001441552 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,624.32

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

Read SEC document
August 12, 2025 Filed Aug 14, 2025 21:06 UTC
Pearson MarkDirector · President and CEO
GrantCommon Stock 1,161.79 $0.00 $0.00
Disclosure

SEC source: 0001512442-25-000005 · wk-form4_1755205613.xml · nonDerivative · entry 1

Pearson Mark · CIK 0001512442 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 715,529

F1 · shares: Dividend equivalents accrued on Restricted Stock Units ("RSUs") previously awarded pursuant to Issuer's incentive plan. Dividend equivalents accrue when dividends are paid on the common shares underlying the RSUs, and vest proportionally with and are subject to settlement and expiration upon the same terms as the RSUs to which they relate. Dividend equivalents are issued in the form of RSUs, each of which represents a contingent right to receive one share of common stock.

F2 · balance_after: Total includes RSUs.

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.