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NYSE · USD

MED

MEDIFAST INC

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Tapewire entity
6587
SEC CIK
0000910329
Parsed reports
258

Last 12 months

Inside the activity.

11 purchase rows · 2 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 202610
Apr 202600
May 202620
Jun 202600
Jul 202600
Aug 202680
Sep 202602
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
November 08, 2022 Filed Nov 10, 2022 23:32 UTC PurchaseCommon Stock 10.537 $106.93 $1,126.72
Disclosure

SEC source: 0001628280-22-029560 · wf-form4_166812310986073.xml · nonDerivative · entry 1

HALLQUIST CONSTANCE J. · CIK 0001645615 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,892.561

F1 · shares: The shares were acquired pursuant to a dividend reinvestment feature in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The shares accrued when and as dividends were paid on Medifast common stock.

Read SEC document
November 08, 2022 Filed Feb 10, 2023 02:06 UTC
Xian MingDirector
GrantRestricted Stock Units (cash settled) · Derivative 9.7766 $106.93 $1,045.41
Disclosure

SEC source: 0001628280-23-003055 · wf-form4_167599477045468.xml · derivative · entry 1

Xian Ming · CIK 0001743879 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,964.222

Underlying: Common Stock · 9.7766 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit (cash settled) is the economic equivalent of one share of Medifast's common stock. Restricted stock units become payable, in cash, following termination of the Reporting Person's service as a director.

F2 · kind: Accrual of dividend equivalents in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The dividend equivalents accrued when and as dividends were paid on Medifast common stock.

F1 · derivative.exercise_date: Each restricted stock unit (cash settled) is the economic equivalent of one share of Medifast's common stock. Restricted stock units become payable, in cash, following termination of the Reporting Person's service as a director.

F1 · derivative.expiration_date: Each restricted stock unit (cash settled) is the economic equivalent of one share of Medifast's common stock. Restricted stock units become payable, in cash, following termination of the Reporting Person's service as a director.

Read SEC document
November 04, 2022 Filed Nov 10, 2022 23:33 UTC PurchaseCommon Stock 560.972 $105.06 $58,935.72
Disclosure

SEC source: 0001628280-22-029564 · wf-form4_166812321065156.xml · nonDerivative · entry 2

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Brown Equity Partners, LLC

Disclosed balance after: 36,498.822

F2 · kind: The shares were acquired by Brown Equity Partners, LLC, for which the reporting person is the managing member, pursuant to a broker-sponsored Dividend Reinvestment Plan.

F3 · ownership.nature: These shares are directly owned by Brown Equity Partners, LLC, for which the reporting persons is the managing member.

Read SEC document
September 13, 2022 Filed Feb 10, 2023 02:07 UTC Tax withholdingCommon Stock 10 $124.56 $1,245.60
Disclosure

SEC source: 0001628280-23-003056 · wf-form4_167599481548690.xml · nonDerivative · entry 1

MacKenzie Jonathan Barrett · CIK 0001883230 · VP, Finance & CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 647

Read SEC document
August 09, 2022 Filed Aug 11, 2022 21:00 UTC PurchaseCommon Stock 3,530 $126.63 $447,003.90
Disclosure

SEC source: 0001104659-22-089416 · tm2223244-1_4seq1.xml · nonDerivative · entry 4

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Jeffrey Brown Living Trust

Disclosed balance after: 3,940

F3 · price: The price reported in Column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $126.11 to $126.96, inclusive.

F4 · ownership.nature: These shares are directly owned by Jeffrey Brown Living Trust, for which the reporting person is the sole trustee and sole beneficiary.

Read SEC document
August 09, 2022 Filed Aug 11, 2022 21:00 UTC PurchaseCommon Stock 410 $125.72 $51,545.20
Disclosure

SEC source: 0001104659-22-089416 · tm2223244-1_4seq1.xml · nonDerivative · entry 3

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Jeffrey Brown Living Trust

Disclosed balance after: 410

F2 · price: The price reported in Column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $125.57 to $125.90, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares acquired at each separate price within the ranges set forth in footnotes 2 and 3 herein.

F4 · ownership.nature: These shares are directly owned by Jeffrey Brown Living Trust, for which the reporting person is the sole trustee and sole beneficiary.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:02 UTC GrantCommon Stock 7.906 $138.78 $1,097.19
Disclosure

SEC source: 0001104659-22-088741 · tm2223137-6_4seq1.xml · nonDerivative · entry 1

SCHLACKMAN SCOTT · CIK 0001645617 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,259.906

F1 · kind: Accrual of dividend equivalents in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The dividend equivalents accrued when and as dividends were paid on Medifast common stock.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:02 UTC
Xian MingDirector
GrantRestricted Stock Units (cash settled) · Derivative 7.445 $138.78 $1,033.22
Disclosure

SEC source: 0001104659-22-088740 · tm2223137-5_4seq1.xml · derivative · entry 1

Xian Ming · CIK 0001743879 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,954.445

Underlying: Common Stock · 7.445 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit (cash settled) is the economic equivalent of one share of Medifast's common stock. Restricted stock units become payable, in cash, following termination of the Reporting Person's service as a director.

F2 · kind: Accrual of dividend equivalents in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The dividend equivalents accrued when and as dividends were paid on Medifast common stock.

F1 · derivative.exercise_date: Each restricted stock unit (cash settled) is the economic equivalent of one share of Medifast's common stock. Restricted stock units become payable, in cash, following termination of the Reporting Person's service as a director.

F1 · derivative.expiration_date: Each restricted stock unit (cash settled) is the economic equivalent of one share of Medifast's common stock. Restricted stock units become payable, in cash, following termination of the Reporting Person's service as a director.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:02 UTC GrantCommon Stock 7.681 $138.78 $1,065.97
Disclosure

SEC source: 0001104659-22-088738 · tm2223137-4_4seq1.xml · nonDerivative · entry 1

Hoer Michael A. · CIK 0001743755 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,137.681

F1 · kind: Accrual of dividend equivalents in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The dividend equivalents accrued when and as dividends were paid on Medifast common stock.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:01 UTC GrantCommon Stock 9.04 $138.78 $1,254.57
Disclosure

SEC source: 0001104659-22-088736 · tm2223137-3_4seq1.xml · nonDerivative · entry 1

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,354.04

F1 · kind: Accrual of dividend equivalents in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The dividend equivalents accrued when and as dividends were paid on Medifast common stock.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:01 UTC GrantCommon Stock 8.024 $138.78 $1,113.57
Disclosure

SEC source: 0001104659-22-088735 · tm2223137-2_4seq1.xml · nonDerivative · entry 1

HALLQUIST CONSTANCE J. · CIK 0001645615 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,882.024

F1 · kind: Accrual of dividend equivalents in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The dividend equivalents accrued when and as dividends were paid on Medifast common stock.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:01 UTC GrantCommon Stock 7.788 $138.78 $1,080.82
Disclosure

SEC source: 0001104659-22-088734 · tm2223137-1_4seq1.xml · nonDerivative · entry 1

Thomas Andrea B · CIK 0001779769 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,013.788

F1 · kind: Accrual of dividend equivalents in connection with deferred units held by the Reporting Person pursuant to the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). The dividend equivalents accrued when and as dividends were paid on Medifast common stock.

Read SEC document
August 04, 2022 Filed Aug 10, 2022 22:01 UTC PurchaseCommon Stock 399.162 $146.01 $58,283.40
Disclosure

SEC source: 0001104659-22-088736 · tm2223137-3_4seq1.xml · nonDerivative · entry 2

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Brown Equity Partners, LLC

Disclosed balance after: 35,937.85

F2 · kind: The shares were acquired by Brown Equity Partners, LLC, for which the reporting person is the managing member, pursuant to a broker-sponsored Dividend Reinvestment Plan.

F3 · ownership.nature: These shares are directly owned by Brown Equity Partners, LLC, for which the reporting persons is the managing member.

Read SEC document
July 20, 2022 Filed Jul 22, 2022 22:57 UTC
Maloney James P.Chief Financial Officer
Tax withholdingCommon Stock 115 $174.44 $20,060.60
Disclosure

SEC source: 0001104659-22-082119 · tm2221679-1_4seq1.xml · nonDerivative · entry 1

Maloney James P. · CIK 0001715428 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,944

Read SEC document
June 16, 2022 Filed Jun 22, 2022 01:17 UTC
Xian MingDirector
GrantRestricted Stock Units (cash settled) · Derivative 1,317 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-073172 · tm2219043-6_4seq1.xml · derivative · entry 1

Xian Ming · CIK 0001743879 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,947

Underlying: Common Stock · 1,317 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents the contingent right to receive 1,317 shares of the Issuer's common stock or the cash equivalent in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated) (the "Deferred Compensation Plan"). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023. The restricted stock units will become payable in cash upon or following the reporting person's termination of service as a director of the Issuer pursuant to the terms of the Deferred Compensation Plan.

F1 · derivative.exercise_date: Represents the contingent right to receive 1,317 shares of the Issuer's common stock or the cash equivalent in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated) (the "Deferred Compensation Plan"). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023. The restricted stock units will become payable in cash upon or following the reporting person's termination of service as a director of the Issuer pursuant to the terms of the Deferred Compensation Plan.

F1 · derivative.expiration_date: Represents the contingent right to receive 1,317 shares of the Issuer's common stock or the cash equivalent in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated) (the "Deferred Compensation Plan"). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023. The restricted stock units will become payable in cash upon or following the reporting person's termination of service as a director of the Issuer pursuant to the terms of the Deferred Compensation Plan.

F2 · balance_after: Mr. Xian's beneficial ownership consists of 1,317 and 630 restricted stock units granted June 16, 2022 and June 3, 2021, respectively, all of which are deferred pursuant to the terms of the Deferred Compensation Plan. Prior grants of restricted stock units for Mr. Xian were settled in cash on their respective vesting dates.

Read SEC document
June 16, 2022 Filed Jun 22, 2022 01:16 UTC GrantCommon Stock 1,448 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-073171 · tm2219043-5_4seq1.xml · nonDerivative · entry 1

SCHLACKMAN SCOTT · CIK 0001645617 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,252

F1 · shares: Represents the right to receive 1,448 shares of the Issuer's common stock in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023.

Read SEC document
June 16, 2022 Filed Jun 22, 2022 01:16 UTC GrantCommon Stock 1,580 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-073169 · tm2219043-3_4seq1.xml · nonDerivative · entry 1

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,345

F1 · shares: Represents the right to receive 1,580 shares of the Issuer's common stock in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023.

Read SEC document
June 16, 2022 Filed Jun 22, 2022 01:16 UTC GrantCommon Stock 1,350 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-073170 · tm2219043-4_4seq1.xml · nonDerivative · entry 1

Hoer Michael A. · CIK 0001743755 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,130

F1 · shares: Represents the right to receive 1,350 shares of the Issuer's common stock in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023.

Read SEC document
June 16, 2022 Filed Jun 22, 2022 01:15 UTC GrantCommon Stock 1,432 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-073168 · tm2219043-2_4seq1.xml · nonDerivative · entry 1

HALLQUIST CONSTANCE J. · CIK 0001645615 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,874

F1 · shares: Represents the right to receive 1,432 shares of the Issuer's common stock in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023.

Read SEC document
June 16, 2022 Filed Jun 22, 2022 01:15 UTC GrantCommon Stock 1,366 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-073167 · tm2219043-1_4seq1.xml · nonDerivative · entry 1

Thomas Andrea B · CIK 0001779769 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,006

F1 · shares: Represents the right to receive 1,366 shares of the Issuer's common stock in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Director's Deferred Compensation Plan (Amended and Restated). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 16, 2023.

Read SEC document
May 05, 2022 Filed May 12, 2022 00:02 UTC PurchaseCommon Stock 315.236 $183.25 $57,767.00
Disclosure

SEC source: 0001104659-22-058940 · tm2215276d2_4.xml · nonDerivative · entry 1

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Brown Equity Partners, LLC

Disclosed balance after: 35,538.688

F1 · kind: The shares were acquired by Brown Equity Partners, LLC, for which the reporting person is the managing member, pursuant to a broker-sponsored Dividend Reinvestment Plan.

F2 · ownership.nature: These shares are directly owned by Brown Equity Partners, LLC, for which the reporting person is the managing member.

Read SEC document
May 05, 2022 Filed May 12, 2022 00:01 UTC
Chard Daniel RDirector · Chairman & CEO
PurchaseCommon Stock 431.078 $183.25 $78,995.04
Disclosure

SEC source: 0001104659-22-058937 · tm2215276d1_4.xml · nonDerivative · entry 1

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust

Disclosed balance after: 108,598.352

F1 · kind: The shares were acquired by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is Settlor of the Trust and Investment Trustee, pursuant to a broker-sponsored Dividend Reinvestment Plan.

F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

Read SEC document
March 21, 2022 Filed Apr 22, 2022 00:59 UTC
Chard Daniel RDirector · Chairman & CEO
GiftCommon Stock 953 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 5

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust

Disclosed balance after: 108,167.274

F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

Read SEC document
March 21, 2022 Filed Apr 22, 2022 00:59 UTC
Chard Daniel RDirector · Chairman & CEO
GiftCommon Stock 953 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 4

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,933

F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 22:58 UTC
Maloney James P.Chief Financial Officer
Tax withholdingCommon Stock 75 $180.52 $13,539.00
Disclosure

SEC source: 0001104659-22-036229 · tm2210070-3_4seq1.xml · nonDerivative · entry 2

Maloney James P. · CIK 0001715428 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,059

Read SEC document
March 17, 2022 Filed Mar 21, 2022 22:57 UTC
Chard Daniel RDirector · Chairman & CEO
Tax withholdingCommon Stock 878 $180.52 $158,496.56
Disclosure

SEC source: 0001104659-22-036227 · tm2210070-1_4seq1.xml · nonDerivative · entry 2

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,261

Read SEC document
March 16, 2022 Filed Mar 21, 2022 22:58 UTC
Maloney James P.Chief Financial Officer
GrantCommon Stock 1,281 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-036229 · tm2210070-3_4seq1.xml · nonDerivative · entry 1

Maloney James P. · CIK 0001715428 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,134

F1 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock

Read SEC document
March 16, 2022 Filed Mar 21, 2022 22:57 UTC
Chard Daniel RDirector · Chairman & CEO
GrantCommon Stock 8,509 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-036227 · tm2210070-1_4seq1.xml · nonDerivative · entry 1

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,139

F1 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
March 16, 2022 Filed Mar 21, 2022 22:57 UTC GrantCommon Stock 548 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-036228 · tm2210070-2_4seq1.xml · nonDerivative · entry 1

MacKenzie Jonathan Barrett · CIK 0001883230 · VP, Finance & CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 657

F1 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
March 10, 2022 Filed Mar 14, 2022 23:36 UTC SaleCommon Stock 1,150 $174.31 $200,456.50
Disclosure

SEC source: 0001104659-22-033486 · tm229251-1_4seq1.xml · nonDerivative · entry 1

Thomas Andrea B · CIK 0001779769 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,640

Read SEC document
February 23, 2022 Filed Apr 22, 2022 00:59 UTC
Chard Daniel RDirector · Chairman & CEO
GiftCommon Stock 3,375 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 3

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust

Disclosed balance after: 107,214.274

F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

Read SEC document
February 23, 2022 Filed Apr 22, 2022 00:59 UTC
Chard Daniel RDirector · Chairman & CEO
GiftCommon Stock 3,375 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 2

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,886

F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

Read SEC document
February 22, 2022 Filed Feb 25, 2022 02:06 UTC
Chard Daniel RDirector · Chairman & CEO
Tax withholdingCommon Stock 1,282 $177.06 $226,990.92
Disclosure

SEC source: 0001104659-22-026864 · tm227685-1_4seq1.xml · nonDerivative · entry 2

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,630

F3 · date: These shares vested on February 20, 2022, which fell on a weekend. The settlement date of this vesting and subsequent withholding fell on the following business day, February 22, 2022.

F2 · price: Pursuant to the terms of the Issuer's Amended and Restated 2012 Share Incentive Plan, the price was the closing sales price for the most recent trading day prior to the vesting date.

Read SEC document
February 22, 2022 Filed Feb 25, 2022 02:06 UTC
Chard Daniel RDirector · Chairman & CEO
Tax withholdingCommon Stock 1,804 $177.06 $319,416.24
Disclosure

SEC source: 0001104659-22-026864 · tm227685-1_4seq1.xml · nonDerivative · entry 1

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,912

F1 · date: These shares vested on February 19, 2022, which fell on a weekend. The settlement date of this vesting and subsequent withholding fell on the following business day, February 22, 2022.

F2 · price: Pursuant to the terms of the Issuer's Amended and Restated 2012 Share Incentive Plan, the price was the closing sales price for the most recent trading day prior to the vesting date.

Read SEC document
February 04, 2022 Filed Apr 22, 2022 00:59 UTC
Chard Daniel RDirector · Chairman & CEO
PurchaseCommon Stock 690.274 $186.40 $128,667.07
Disclosure

SEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 1

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust

Disclosed balance after: 103,839.274

F1 · kind: The shares were acquired by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is Settlor of the Trust and Investment Trustee, pursuant to a broker-sponsored Dividend Reinvestment Plan.

F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

Read SEC document
February 04, 2022 Filed Apr 22, 2022 00:58 UTC PurchaseCommon Stock 266.306 $186.40 $49,639.44
Disclosure

SEC source: 0001104659-22-048539 · tm2213324d1_4.xml · nonDerivative · entry 1

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Brown Equity Partners, LLC

Disclosed balance after: 35,223.452

F1 · kind: The shares were acquired by Brown Equity Partners, LLC, for which the reporting person is the managing member, pursuant to a broker-sponsored Dividend Reinvestment Plan.

F2 · ownership.nature: These shares are directly owned by Brown Equity Partners, LLC, for which the reporting person is the managing member.

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January 03, 2022 Filed Jan 4, 2022 21:05 UTC
Chard Daniel RDirector · Chairman & CEO
GiftCommon Stock 12,539 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 4

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust

Disclosed balance after: 103,149

F2 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

F3 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

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January 03, 2022 Filed Jan 4, 2022 21:05 UTC
Chard Daniel RDirector · Chairman & CEO
GiftCommon Stock 12,539 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 3

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,716

F2 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.

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December 31, 2021 Filed Jan 4, 2022 21:05 UTC
Chard Daniel RDirector · Chairman & CEO
Tax withholdingCommon Stock 11,533 $209.43 $2,415,356.19
Disclosure

SEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 2

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,255

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December 31, 2021 Filed Jan 4, 2022 21:05 UTC
Chard Daniel RDirector · Chairman & CEO
Exercise / conversionCommon Stock 24,072 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 1

Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,788

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 · price: 12,036 Performance Stock Units were granted on February 20, 2019, and vested on December 31, 2021 and converted into common stock on a two-for-one basis due to the achievement of certain performance factors.

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November 11, 2021 Filed Nov 16, 2021 01:10 UTC Exercise / conversionStock Options · Derivative 5,000 $0.00 Strike: $27.68 $0.00
Disclosure

SEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · derivative · entry 7

BYRNES KEVIN G · CIK 0001224725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2026-02-04

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.

F4 · derivative.exercise_date: These options vested in three equal annual installments beginning on February 4, 2017.

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November 11, 2021 Filed Nov 16, 2021 01:10 UTC Exercise / conversionStock Options · Derivative 5,000 $0.00 Strike: $31.55 $0.00
Disclosure

SEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · derivative · entry 6

BYRNES KEVIN G · CIK 0001224725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2025-02-17

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: These options vested in three equal annual installments beginning on February 17, 2016.

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November 11, 2021 Filed Nov 16, 2021 01:10 UTC Exercise / conversionStock Options · Derivative 2,917 $0.00 Strike: $26.52 $0.00
Disclosure

SEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · derivative · entry 5

BYRNES KEVIN G · CIK 0001224725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,917 shares

Expires 2024-02-05

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: These options vested in three equal annual installments beginning on February 5, 2015.

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November 11, 2021 Filed Nov 16, 2021 01:10 UTC Tax withholdingCommon Stock 6,149 $228.45 $1,404,739.05
Disclosure

SEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 4

BYRNES KEVIN G · CIK 0001224725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,922

F1 · shares: Represents a withholding of 6,149 shares of the Issuer's common stock to satisfy the exercise price and the tax obligation in connection with the exercise of certain stock options.

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November 11, 2021 Filed Nov 16, 2021 01:10 UTC Exercise / conversionCommon Stock 5,000 $27.68 $138,400.00
Disclosure

SEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 3

BYRNES KEVIN G · CIK 0001224725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,071

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.

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November 11, 2021 Filed Nov 16, 2021 01:10 UTC Exercise / conversionCommon Stock 5,000 $31.55 $157,750.00
Disclosure

SEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 2

BYRNES KEVIN G · CIK 0001224725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,071

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.

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November 11, 2021 Filed Nov 16, 2021 01:10 UTC Exercise / conversionCommon Stock 2,917 $26.52 $77,358.84
Disclosure

SEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 1

BYRNES KEVIN G · CIK 0001224725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,071

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.

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November 08, 2021 Filed Nov 11, 2021 02:17 UTC PurchaseCommon Stock 600 $235.28 $141,168.00
Disclosure

SEC source: 0001104659-21-137193 · tm2132609d1_4.xml · nonDerivative · entry 10

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Brown Equity Partners, LLC

Disclosed balance after: 34,957.146

F10 · price: This transaction was executed in multiple trades at prices ranging from $235.00 USD to $235.71 USD; the price reported above reflects the weighted average sale price.

F11 · ownership.nature: These shares are directly owned by Brown Equity Partners, LLC, for which the reporting person is the managing member.

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November 08, 2021 Filed Nov 11, 2021 02:17 UTC PurchaseCommon Stock 1,000 $234.52 $234,520.00
Disclosure

SEC source: 0001104659-21-137193 · tm2132609d1_4.xml · nonDerivative · entry 9

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Brown Equity Partners, LLC

Disclosed balance after: 34,357.146

F9 · price: This transaction was executed in multiple trades at prices ranging from $234.11 USD to $234.99 USD; the price reported above reflects the weighted average sale price.

F11 · ownership.nature: These shares are directly owned by Brown Equity Partners, LLC, for which the reporting person is the managing member.

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November 08, 2021 Filed Nov 11, 2021 02:17 UTC PurchaseCommon Stock 593 $233.68 $138,572.24
Disclosure

SEC source: 0001104659-21-137193 · tm2132609d1_4.xml · nonDerivative · entry 8

BROWN JEFFREY J · CIK 0001245377 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Brown Equity Partners, LLC

Disclosed balance after: 33,357.146

F8 · price: This transaction was executed in multiple trades at prices ranging from $233.12 USD to $233.96 USD; the price reported above reflects the weighted average sale price.

F11 · ownership.nature: These shares are directly owned by Brown Equity Partners, LLC, for which the reporting person is the managing member.

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