Tapewire

NYSE · USD

JXN

Jackson Financial Inc.

Export transactions ↓
Tapewire entity
3581
SEC CIK
0001822993
Parsed reports
622

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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
October 04, 2023 Filed Oct 6, 2023 20:01 UTC
Cummings Don WSVP, Controller and CAO
Tax withholdingCommon Stock 1,010.25 $36.35 $36,722.59
Disclosure

SEC source: 0001062993-23-019131 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP, Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,855.21

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:03 UTC
Smith Craig DonaldCEO, CIO & Pres PPM America
Tax withholdingCommon Stock 3,008.71 $36.35 $109,366.61
Disclosure

SEC source: 0001062993-23-019136 · form4.xml · nonDerivative · entry 1

Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,157.02

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:03 UTC
Romine ScottPresident and CEO, JNLD
Tax withholdingCommon Stock 1,432.87 $36.35 $52,084.82
Disclosure

SEC source: 0001062993-23-019135 · form4.xml · nonDerivative · entry 1

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,434.86

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:02 UTC
Raub ChristopherEVP and Chief Risk Officer
Exercise / conversionRestricted Share Units · Derivative 4,395.51 $36.35 $159,776.79
Disclosure

SEC source: 0001062993-23-019134 · form4.xml · derivative · entry 3

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,541.97

Underlying: Common Stock · 4,395.51 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Reflects the vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On October 4, 2021, the reporting person was granted 11,956 restricted stock units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date.

F2 · derivative.expiration_date: On October 4, 2021, the reporting person was granted 11,956 restricted stock units ("RSUs"), vesting in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:02 UTC
Raub ChristopherEVP and Chief Risk Officer
Disposition to issuerCommon Stock 4,395.51 $36.35 $159,776.79
Disclosure

SEC source: 0001062993-23-019134 · form4.xml · nonDerivative · entry 2

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,265.53

F4 · kind: Reflects the cash settlement of 4,395.51 converted shares awarded as part of the 2021 Annual RSU Grant, including related converted dividend equivalents.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:02 UTC
Raub ChristopherEVP and Chief Risk Officer
Exercise / conversionCommon Stock 4,395.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-019134 · form4.xml · nonDerivative · entry 1

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,661.04

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 · kind: Reflects the vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:02 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
Tax withholdingCommon Stock 17,192.91 $36.35 $624,962.28
Disclosure

SEC source: 0001062993-23-019133 · form4.xml · nonDerivative · entry 2

Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 290,110.12

F2 · shares: Shares withheld to cover tax obligations upon vesting of the final tranche of the October 4, 2021 Executive Founders' Award of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:02 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
Tax withholdingCommon Stock 7,335.75 $36.35 $266,654.51
Disclosure

SEC source: 0001062993-23-019133 · form4.xml · nonDerivative · entry 1

Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 307,303.03

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:01 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
Tax withholdingCommon Stock 2,503.7 $36.35 $91,009.50
Disclosure

SEC source: 0001062993-23-019132 · form4.xml · nonDerivative · entry 1

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,031.03

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:01 UTC
Chelko CarrieEVP, General Counsel
Tax withholdingCommon Stock 2,002.59 $36.35 $72,794.15
Disclosure

SEC source: 0001062993-23-019130 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,141.77

F1 · shares: Shares withheld to cover tax obligations upon vesting of the second tranche of the October 4, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 23:23 UTC GrantCommon Stock 81.07 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018218 · form4.xml · nonDerivative · entry 7

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,685.15

F7 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, where the Director elected to receive equity in lieu of the cash portion of the 2023-2024 Annual Director Compensation. The RSUs vest in four equal installments. The first quarter vested on August 31, 2023, and the remaining installments vest on November 30, 2023, February 29, 2024, and May 31, 2024, subject to the Director's continued service through such dates. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 23:23 UTC GrantCommon Stock 89.18 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018218 · form4.xml · nonDerivative · entry 6

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,604.08

F6 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 23:23 UTC GrantCommon Stock 71.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018218 · form4.xml · nonDerivative · entry 5

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,514.9

F5 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 4,282 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 23:23 UTC GrantCommon Stock 71.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018218 · form4.xml · nonDerivative · entry 4

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,443.15

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 23:23 UTC GrantCommon Stock 70.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018218 · form4.xml · nonDerivative · entry 3

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,371.4

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 23:23 UTC GrantCommon Stock 65.73 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018218 · form4.xml · nonDerivative · entry 2

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,300.89

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation the "cash portion" of compensation and is to receive 3,750 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 23:23 UTC GrantCommon Stock 98.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018218 · form4.xml · nonDerivative · entry 1

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,235.16

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 89.18 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018209 · form4.xml · nonDerivative · entry 4

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,350.22

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 71.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018209 · form4.xml · nonDerivative · entry 3

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,261.04

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 4.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018209 · form4.xml · nonDerivative · entry 2

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,189.29

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 49.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018209 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,184.42

F1 · security: Acquired dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RS. The RS vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023. Upon vesting, the RS will settle on a one-for-one basis in shares of common stock and any fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:55 UTC GrantCommon Stock 67.56 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018203 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,315.6

F7 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, where the Director elected to receive equity in lieu of the cash portion of the 2023-2024 Annual Director Compensation. The RSUs vest in four equal installments. The first quarter vested on August 31, 2023, and the remaining installments vest on November 30, 2023, February 29, 2024, and May 31, 2024, subject to the Director's continued service through such dates. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:55 UTC GrantCommon Stock 89.18 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018203 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,248.04

F6 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:55 UTC GrantCommon Stock 59.78 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018203 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,158.86

F5 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,568 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:55 UTC GrantCommon Stock 71.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018203 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,099.08

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:55 UTC GrantCommon Stock 70.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018203 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,027.33

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:55 UTC GrantCommon Stock 54.77 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018203 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,956.82

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,125 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:55 UTC GrantCommon Stock 98.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018203 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,902.05

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as the 2021 Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 89.18 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018206 · form4.xml · nonDerivative · entry 3

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,151.17

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 4.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018206 · form4.xml · nonDerivative · entry 2

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,061.99

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 278 RSUs for service provided from September 13, 2021 to September 30, 2021. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 49.3 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018206 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,057.12

F1 · security: Acquired dividend equivalents in the form of Restricted Shares ("RS"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RS. The RS vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023. Upon vesting, the RS will settle on a one-for-one basis in shares of common stock and any fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 89.18 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018204 · form4.xml · nonDerivative · entry 4

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,469.06

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 71.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018204 · form4.xml · nonDerivative · entry 3

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,379.88

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 70.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018204 · form4.xml · nonDerivative · entry 2

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,308.13

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 98.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018204 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,237.62

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 5,626 RSUs. The RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the second half shall vest on the two-year anniversary of the grant date, October 4, 2023. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 357.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 4

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,604.13

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2023 Annual Grant of 22,068 RSUs. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026, subject to continued employment through such dates. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 251 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,246.28

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the March 2022 Annual Grant of 22,494 RSUs. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 397.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,995.28

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the 2021 Executive Founders' Award of 46,886 RSUs. These RSUs vest over two years in two equal installments. The first half vested on the one-year anniversary of the grant date, October 4, 2022, and the remaining half vests on the two-year anniversary of the grant date, October 4, 2023. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 18:55 UTC GrantCommon Stock 339.26 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018202 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,597.71

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient as part of the October 2021 Annual Grant of 30,007 RSUs. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vests on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024. Upon vesting, full shares will be distributed and the fractional shares will be applied to the shares withheld to cover tax obligations.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 178.38 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018205 · form4.xml · nonDerivative · entry 5

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,003.71

F5 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 157.84 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018205 · form4.xml · nonDerivative · entry 4

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,825.33

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 9,420 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 72.31 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018205 · form4.xml · nonDerivative · entry 3

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,667.49

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on January 31, 2022, as annual director compensation for service provided from February 1, 2021 to May 31, 2021, where the Director received 4,180 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 216.95 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018205 · form4.xml · nonDerivative · entry 2

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,595.18

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 12,378 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:56 UTC GrantCommon Stock 788.91 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018205 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,378.23

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as Director Founders' Award of 45,011 RSUs. The RSUs vest over three years in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third shall vest on the two-year anniversary of the grant date, October 4, 2023, and the remaining third shall vest on the three-year anniversary of the grant date, October 4, 2024. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 67.56 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018208 · form4.xml · nonDerivative · entry 7

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,315.6

F7 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, where the Director elected to receive equity in lieu of the cash portion of the 2023-2024 Annual Director Compensation. The RSUs vest in four equal installments. The first quarter vested on August 31, 2023, and the remaining installments vest on November 30, 2023, February 29, 2024, and May 31, 2024, subject to the Director's continued service through such dates. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 89.18 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018208 · form4.xml · nonDerivative · entry 6

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,248.04

F6 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 1, 2023, as part of the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 59.78 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018208 · form4.xml · nonDerivative · entry 5

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,158.86

F5 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,568 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 71.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018208 · form4.xml · nonDerivative · entry 4

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,099.08

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on June 9, 2022, as annual director compensation, where the Director received 4,282 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 70.51 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018208 · form4.xml · nonDerivative · entry 3

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,027.33

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as annual director compensation, where the Director received 4,023 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

Read SEC document
September 14, 2023 Filed Sep 18, 2023 22:57 UTC GrantCommon Stock 54.77 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-018208 · form4.xml · nonDerivative · entry 2

Lippert Martin J · CIK 0001527888 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,956.82

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as part of annual director compensation, where the Director elected equity in lieu of cash as part of annual director compensation for the "cash portion" and is to receive 3,125 RSUs. The RSUs have fully vested. Upon the Director's end of service, the vested RSUs will settle in shares of common stock on a one-for-one basis and any vested fractional shares will be paid out in cash.

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.