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NYSE · USD

MHO

M/I HOMES, INC.

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Tapewire entity
4094
SEC CIK
0000799292
Parsed reports
290

Last 12 months

Inside the activity.

0 purchase rows · 38 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202602
Feb 2026020
Mar 202600
Apr 202600
May 202609
Jun 202600
Jul 202601
Aug 202606
Sep 202600
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
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 332 $46.54 $15,451.28
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 8

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,345

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 300 $46.53 $13,959.00
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 7

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,677

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 3,765 $46.52 $175,147.80
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 6

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 94,977

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 1,300 $46.51 $60,463.00
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 5

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,742

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 200 $46.49 $9,298.00
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 4

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,042

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 450 $46.48 $20,916.00
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 3

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,242

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 850 $46.47 $39,499.50
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 2

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,692

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 22, 2022 Filed Feb 23, 2022 21:05 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
SaleCommon Shares 250 $46.46 $11,615.00
Disclosure

SEC source: 0000799292-22-000016 · wf-form4_164565029456623.xml · nonDerivative · entry 1

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,542

F1 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 17, 2022 Filed Feb 18, 2022 21:10 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
GrantOption to Purchase Common Shares · Derivative 120,000 $0.00 Strike: $47.59 $0.00
Disclosure

SEC source: 0000799292-22-000014 · wf-form4_164521857659320.xml · derivative · entry 2

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,000

Underlying: Common Shares · 120,000 shares

Expires 2032-02-17

F3 · security: The Option was granted pursuant to the M/I Homes, Inc. 2018 Long-Term Incentive Plan.

F4 · derivative.exercise_date: Twenty percent (20%) of grant becomes exercisable on February 17, 2023 and each of the first four anniversaries thereof.

F2 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 17, 2022 Filed Feb 18, 2022 21:10 UTC
SCHOTTENSTEIN ROBERT HDirector · Chairman, CEO & President
GrantCommon Shares 39,428 $47.59 $1,876,378.52
Disclosure

SEC source: 0000799292-22-000014 · wf-form4_164521857659320.xml · nonDerivative · entry 1

SCHOTTENSTEIN ROBERT H · CIK 0001204731 · Director · Chairman, CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,792

F1 · security: These common shares were acquired by the reporting person upon the vesting of an equal number of performance share units on February 17, 2022 that were settled on a one for one basis in common shares.

F2 · ownership.direct: The reporting person also indirectly owns 485,400 common shares as sole member of IES Family Holdings No. 2, LLC, an Ohio limited liability company. The Spouse of the reporting person beneficialy owns 10,000 common shares of which the reporting person disclaims beneficial ownership, and this report shall not be deemed as admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.

Read SEC document
February 17, 2022 Filed Feb 18, 2022 21:07 UTC
CREEK PHILLIP GDirector · Ex. Vice President and CFO
GrantOption to Purchase Common Shares · Derivative 65,000 $0.00 Strike: $47.59 $0.00
Disclosure

SEC source: 0000799292-22-000012 · wf-form4_164521845042286.xml · derivative · entry 2

CREEK PHILLIP G · CIK 0001204733 · Director · Ex. Vice President and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,000

Underlying: Common Shares · 65,000 shares

Expires 2032-02-17

F2 · security: The Option was granted pursuant to the M/I Homes, Inc. 2018 Long-Term Incentive Plan.

F3 · derivative.exercise_date: Twenty percent (20%) of grant becomes exercisable on February 17, 2023 and each of the first four anniversaries thereof.

Read SEC document
February 17, 2022 Filed Feb 18, 2022 21:07 UTC
CREEK PHILLIP GDirector · Ex. Vice President and CFO
GrantCommon Shares 21,028 $47.59 $1,000,722.52
Disclosure

SEC source: 0000799292-22-000012 · wf-form4_164521845042286.xml · nonDerivative · entry 1

CREEK PHILLIP G · CIK 0001204733 · Director · Ex. Vice President and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,541

F1 · security: These common shares were acquired by the reporting person upon the vesting of an equal number of performance share units on February 17, 2022 that were settled on a one for one basis in common shares.

Read SEC document
February 17, 2022 Filed Feb 18, 2022 21:05 UTC
Krohne Susan EChief Legal Officer, Secretary
GrantOption to Purchase Common Shares · Derivative 15,000 $0.00 Strike: $47.59 $0.00
Disclosure

SEC source: 0000799292-22-000010 · wf-form4_164521827905368.xml · derivative · entry 1

Krohne Susan E · CIK 0001866225 · Chief Legal Officer, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Common Shares · 15,000 shares

Expires 2032-02-17

F1 · security: The Option was granted pursuant to the M/I Homes, Inc. 2018 Long-Term Incentive Plan.

F2 · derivative.exercise_date: Twenty percent (20%) of grant becomes exercisable on February 17, 2023 and each of the first four anniversaries thereof.

Read SEC document
February 17, 2022 Filed Feb 18, 2022 21:02 UTC
HUNKER ANN MARIEPrincipal Accounting Officer
GrantOption to Purchase Common Shares · Derivative 6,000 $0.00 Strike: $47.59 $0.00
Disclosure

SEC source: 0000799292-22-000008 · wf-form4_164521813947776.xml · derivative · entry 1

HUNKER ANN MARIE · CIK 0001265128 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,000

Underlying: Common Shares · 6,000 shares

Expires 2032-02-17

F1 · security: The Option was granted pursuant to the M/I Homes, Inc. 2018 Long-Term Incentive Plan.

F2 · derivative.exercise_date: Twenty percent (20%) of grant becomes exercisable on February 17, 2023 and each of the first four anniversaries thereof.

Read SEC document
August 30, 2021 Filed Sep 1, 2021 20:11 UTC SaleCommon Shares 1,000 $66.01 $66,010.00
Disclosure

SEC source: 0000799292-21-000105 · wf-form4_163052704538925.xml · nonDerivative · entry 1

TRAEGER NORMAN L · CIK 0001204736 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,531

Read SEC document
August 20, 2021 Filed Aug 23, 2021 20:12 UTC
Krohne Susan EChief Legal Officer, Secretary
GrantOption to Purchase Common Shares · Derivative 12,500 $0.00 Strike: $63.40 $0.00
Disclosure

SEC source: 0000799292-21-000101 · wf-form4_162974952084237.xml · derivative · entry 1

Krohne Susan E · CIK 0001866225 · Chief Legal Officer, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,500

Underlying: Common Shares · 12,500 shares

Expires 2031-08-20

F1 · security: The Option was granted pursuant to the M/I Homes, Inc. 2008 Long-Term Incentive Plan.

F2 · derivative.exercise_date: Twenty percent (20%) of grant becomes exercisable on August 20, 2022 and each of the first four anniversaries thereof.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:27 UTC GrantRestricted Share Units · Derivative 2,910 $0.00 $0.00
Disclosure

SEC source: 0000799292-21-000070 · wf-form4_162093761285524.xml · derivative · entry 1

Carter William H · CIK 0001338525 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,910

Underlying: Common Shares · 2,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").

F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:25 UTC GrantRestricted Share Units · Derivative 2,910 $0.00 $0.00
Disclosure

SEC source: 0000799292-21-000068 · wf-form4_162093750597837.xml · derivative · entry 1

Walker Kumi D · CIK 0001820791 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,910

Underlying: Common Shares · 2,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").

F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:23 UTC GrantRestricted Share Units · Derivative 2,910 $0.00 $0.00
Disclosure

SEC source: 0000799292-21-000066 · wf-form4_162093738307515.xml · derivative · entry 1

TRAEGER NORMAN L · CIK 0001204736 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,910

Underlying: Common Shares · 2,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").

F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:21 UTC GrantRestricted Share Units · Derivative 2,910 $0.00 $0.00
Disclosure

SEC source: 0000799292-21-000064 · wf-form4_162093726675666.xml · derivative · entry 1

GLIMCHER MICHAEL P · CIK 0001176223 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,910

Underlying: Common Shares · 2,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").

F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:19 UTC GrantRestricted Share Units · Derivative 2,910 $0.00 $0.00
Disclosure

SEC source: 0000799292-21-000062 · wf-form4_162093710561123.xml · derivative · entry 1

BOHM FRIEDRICH KM · CIK 0001204738 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,910

Underlying: Common Shares · 2,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").

F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:14 UTC GrantRestricted Share Units · Derivative 2,910 $0.00 $0.00
Disclosure

SEC source: 0000799292-21-000060 · wf-form4_162093684268680.xml · derivative · entry 1

KRAMER NANCY J · CIK 0001191893 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,910

Underlying: Common Shares · 2,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").

F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:03 UTC GrantCommon Shares · Derivative 2,910 $0.00 $0.00
Disclosure

SEC source: 0000799292-21-000058 · wf-form4_162093617460742.xml · derivative · entry 1

Ingram Elizabeth K · CIK 0001767282 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,910

Underlying: Common Shares · 2,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").

F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director.

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.70 $7,270.00
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 9

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.66 $7,266.00
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 8

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 783 $72.65 $56,884.95
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 7

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.57 $7,257.00
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 6

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 983

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 2,444 $72.56 $177,328.09
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 5

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,083

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.50 $7,250.00
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 4

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,527

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 1 $72.47 $72.47
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 3

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,627

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.46 $7,246.00
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 2

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,628

Read SEC document
May 05, 2021 Filed May 6, 2021 20:06 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 99 $72.44 $7,171.56
Disclosure

SEC source: 0000799292-21-000053 · wf-form4_162033153390661.xml · nonDerivative · entry 1

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,728

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
Exercise / conversionOption to Purchase Common Shares · Derivative 5,500 $42.23 Strike: $42.23 $232,265.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · derivative · entry 32

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,000

Underlying: Common Shares · 5,500 shares

Expires 2030-02-18

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

F2 · derivative.exercise_date: The options described on this line vested on February 18, 2021.

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
Exercise / conversionOption to Purchase Common Shares · Derivative 5,500 $27.62 Strike: $27.62 $151,910.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · derivative · entry 31

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,500

Underlying: Common Shares · 5,500 shares

Expires 2029-02-19

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_date: The options described on this line vested on February 19, 2021.

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.31 $7,231.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 30

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,827

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.30 $7,230.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 29

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,927

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 508 $72.22 $36,687.76
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 28

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,027

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 300 $72.20 $21,660.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 27

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,535

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 692 $72.19 $49,955.48
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 26

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,835

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.15 $7,215.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 25

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,527

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 300 $72.11 $21,633.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 24

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,627

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 200 $72.09 $14,418.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 23

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,927

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 700 $72.07 $50,449.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 22

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,127

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 400 $72.05 $28,820.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 21

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,827

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 500 $72.03 $36,015.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 20

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,227

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 700 $72.02 $50,414.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 19

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,727

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.01 $7,201.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 18

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,427

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 100 $72.00 $7,200.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 17

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,527

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 800 $71.99 $57,592.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 16

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,627

Read SEC document
May 05, 2021 Filed May 6, 2021 20:04 UTC
Mason J ThomasDirector · Ex. VP & Chief Legal Officer
SaleCommon Shares 400 $71.92 $28,768.00
Disclosure

SEC source: 0000799292-21-000051 · wf-form4_162033141567379.xml · nonDerivative · entry 15

Mason J Thomas · CIK 0001352847 · Director · Ex. VP & Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,427

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.