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MMI

Marcus & Millichap, Inc.

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Tapewire entity
4846
SEC CIK
0001578732
Parsed reports
448

Last 12 months

Inside the activity.

0 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 202601
Apr 202600
May 202600
Jun 202601
Jul 202600
Aug 202600
Sep 202600
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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
June 07, 2018 Filed Jun 7, 2018 22:48 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 14,624 $38.46 $562,392.24
Disclosure

SEC source: 0001209191-18-036495 · doc4.xml · nonDerivative · entry 3

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,002,797

F4 · price: The range of prices for the shares of Common Stock is from $38.40 to $38.58. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
June 07, 2018 Filed Jun 7, 2018 22:48 UTC SaleCommon Stock 14,624 $38.46 $562,392.24
Disclosure

SEC source: 0001209191-18-036494 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,002,797

F3 · price: The range of prices for the shares of Common Stock is from $38.40 to $38.58. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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June 07, 2018 Filed Jun 8, 2018 21:08 UTC SaleCommon Stock 7,000 $38.37 $268,577.40
Disclosure

SEC source: 0001209191-18-036731 · doc4.xml · nonDerivative · entry 1

SHAHEEN GEORGE T · CIK 0001242465 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,690

F1 · price: The range of prices for the shares of Common Stock is from $38.361 to $38.385. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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June 07, 2018 Filed Jun 8, 2018 21:07 UTC
Nadji HessamDirector · Chief Executive Officer
SaleCommon Stock 300 $38.50 $11,550.99
Disclosure

SEC source: 0001209191-18-036730 · doc4.xml · nonDerivative · entry 2

Nadji Hessam · CIK 0001588276 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 269,022

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F3 · price: The range of prices for the shares of Common Stock is from $38.50 to $38.51. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
June 06, 2018 Filed Jun 7, 2018 22:48 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 50,000 $38.39 $1,919,535.00
Disclosure

SEC source: 0001209191-18-036495 · doc4.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,017,421

F3 · price: The range of prices for the shares of Common Stock is from $38.00 to $38.54. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
June 06, 2018 Filed Jun 7, 2018 22:48 UTC SaleCommon Stock 50,000 $38.39 $1,919,535.00
Disclosure

SEC source: 0001209191-18-036494 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,017,421

F2 · price: The range of prices for the shares of Common Stock is from $38.00 to $38.54. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
June 06, 2018 Filed Jun 8, 2018 21:07 UTC
Nadji HessamDirector · Chief Executive Officer
SaleCommon Stock 8,974 $38.54 $345,856.17
Disclosure

SEC source: 0001209191-18-036730 · doc4.xml · nonDerivative · entry 1

Nadji Hessam · CIK 0001588276 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 269,322

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F2 · price: The range of prices for the shares of Common Stock is from $38.50 to $38.60. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
June 05, 2018 Filed Jun 7, 2018 22:48 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 50,000 $37.91 $1,895,510.00
Disclosure

SEC source: 0001209191-18-036495 · doc4.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,067,421

F1 · price: The range of prices for the shares of Common Stock is from $37.55 to $38.21. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
June 05, 2018 Filed Jun 7, 2018 22:48 UTC SaleCommon Stock 50,000 $37.91 $1,895,510.00
Disclosure

SEC source: 0001209191-18-036494 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,067,421

F1 · price: The range of prices for the shares of Common Stock is from $37.55 to $38.21. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
June 04, 2018 Filed Jun 4, 2018 22:12 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 50,000 $37.47 $1,873,600.00
Disclosure

SEC source: 0001209191-18-035304 · doc4.xml · nonDerivative · entry 3

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,117,421

F4 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.65. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
June 04, 2018 Filed Jun 4, 2018 22:11 UTC SaleCommon Stock 50,000 $37.47 $1,873,600.00
Disclosure

SEC source: 0001209191-18-035303 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,117,421

F3 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.65. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
June 01, 2018 Filed Jun 4, 2018 22:12 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 7,029 $37.17 $261,241.92
Disclosure

SEC source: 0001209191-18-035304 · doc4.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,167,421

F3 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.655. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
June 01, 2018 Filed Jun 4, 2018 22:11 UTC SaleCommon Stock 7,029 $37.17 $261,241.92
Disclosure

SEC source: 0001209191-18-035303 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,167,421

F2 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.655. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 31, 2018 Filed Jun 4, 2018 22:12 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 29,027 $37.48 $1,088,042.26
Disclosure

SEC source: 0001209191-18-035304 · doc4.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,174,450

F1 · price: The range of prices for the shares of Common Stock is from $37.30 to $37.69. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 31, 2018 Filed Jun 4, 2018 22:11 UTC SaleCommon Stock 29,027 $37.48 $1,088,042.26
Disclosure

SEC source: 0001209191-18-035303 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,174,450

F1 · price: The range of prices for the shares of Common Stock is from $37.30 to $37.69. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 30, 2018 Filed May 30, 2018 23:23 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 26,940 $37.68 $1,015,093.81
Disclosure

SEC source: 0001209191-18-034276 · doc4.xml · nonDerivative · entry 3

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,203,477

F4 · price: The range of prices for the shares of Common Stock is from $37.64 to $37.89. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 30, 2018 Filed May 30, 2018 23:22 UTC SaleCommon Stock 26,940 $37.68 $1,015,093.81
Disclosure

SEC source: 0001209191-18-034275 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,203,477

F3 · price: The range of prices for the shares of Common Stock is from $37.64 to $37.89. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 29, 2018 Filed May 30, 2018 23:23 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 11,948 $37.76 $451,213.83
Disclosure

SEC source: 0001209191-18-034276 · doc4.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,230,417

F3 · price: The range of prices for the shares of Common Stock is from $37.50 to $37.91. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 29, 2018 Filed May 30, 2018 23:22 UTC SaleCommon Stock 11,948 $37.76 $451,213.83
Disclosure

SEC source: 0001209191-18-034275 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,230,417

F2 · price: The range of prices for the shares of Common Stock is from $37.5 to $37.91. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 25, 2018 Filed May 30, 2018 23:23 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 69,612 $37.82 $2,632,976.44
Disclosure

SEC source: 0001209191-18-034276 · doc4.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,242,365

F1 · price: The range of prices for the shares of Common Stock is from $37.6833 to $37.95. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 25, 2018 Filed May 30, 2018 23:22 UTC SaleCommon Stock 69,612 $37.82 $2,632,976.44
Disclosure

SEC source: 0001209191-18-034275 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,242,365

F1 · price: The range of prices for the shares of Common Stock is from $37.6833 to $37.95. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 24, 2018 Filed May 25, 2018 21:48 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 90,000 $37.64 $3,387,213.00
Disclosure

SEC source: 0001209191-18-033619 · doc4.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,311,977

F3 · price: The range of prices for the shares of Common Stock is from $37.3848 to $37.91. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 24, 2018 Filed May 25, 2018 21:47 UTC SaleCommon Stock 90,000 $37.64 $3,387,213.00
Disclosure

SEC source: 0001209191-18-033618 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,311,977

F2 · price: The range of prices for the shares of Common Stock is from $37.3848 to $37.91. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 23, 2018 Filed May 25, 2018 21:48 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 26,700 $37.67 $1,005,799.68
Disclosure

SEC source: 0001209191-18-033619 · doc4.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,401,977

F1 · price: The range of prices for the shares of Common Stock is from $37.55 to $37.795. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 23, 2018 Filed May 25, 2018 21:47 UTC SaleCommon Stock 26,700 $37.67 $1,005,799.68
Disclosure

SEC source: 0001209191-18-033618 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,401,977

F1 · price: The range of prices for the shares of Common Stock is from $37.55 to $37.795. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 22, 2018 Filed May 23, 2018 00:42 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 62,688 $37.71 $2,364,234.04
Disclosure

SEC source: 0001209191-18-032483 · doc4.xml · nonDerivative · entry 3

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,428,677

F4 · price: The range of prices for the shares of Common Stock is from $37.5076 to $37.80. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 22, 2018 Filed May 23, 2018 00:41 UTC SaleCommon Stock 62,688 $37.72 $2,364,296.73
Disclosure

SEC source: 0001209191-18-032481 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,428,677

F3 · price: The range of prices for the shares of Common Stock is from $37.5076 to $37.80. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 22, 2018 Filed May 24, 2018 00:54 UTC
Hughes William E.SVP Marcus & Millichap Capital
SaleCommon Stock 7,500 $37.77 $283,238.25
Disclosure

SEC source: 0001209191-18-032791 · doc4.xml · nonDerivative · entry 1

Hughes William E. · CIK 0001588435 · SVP Marcus & Millichap Capital

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 91,662

F1 · ownership.nature: Voting and investment power over the shares held by The William E. Hughes, Jr. Revocable Trust Dated August 26, 2005 is exercised by Mr. William E. Hughes, Jr., its trustee.

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May 21, 2018 Filed May 23, 2018 00:42 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 54,379 $37.62 $2,045,933.74
Disclosure

SEC source: 0001209191-18-032483 · doc4.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,491,365

F3 · price: The range of prices for the shares of Common Stock is from $37.4386 to $37.86. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 21, 2018 Filed May 23, 2018 00:41 UTC SaleCommon Stock 54,379 $37.62 $2,045,933.74
Disclosure

SEC source: 0001209191-18-032481 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,491,365

F2 · price: The range of prices for the shares of Common Stock is from $37.4386 to $37.86. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 18, 2018 Filed May 23, 2018 00:42 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 28,829 $37.42 $1,078,746.59
Disclosure

SEC source: 0001209191-18-032483 · doc4.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,545,744

F1 · price: The range of prices for the shares of Common Stock is from $37.3244 to $37.75. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 18, 2018 Filed May 23, 2018 00:41 UTC SaleCommon Stock 22,039 $37.42 $824,672.93
Disclosure

SEC source: 0001209191-18-032481 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,545,744

F1 · price: The range of prices for the shares of Common Stock is from $37.3244 to $37.75. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 18, 2018 Filed Jun 7, 2018 22:46 UTC Amendment SaleCommon Stock 28,829 $37.42 $1,078,746.59
Disclosure

SEC source: 0001209191-18-036493 · doc4a.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,545,744

F1 · price: The range of prices for the shares of Common Stock is from $37.3244 to $37.75. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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May 17, 2018 Filed May 18, 2018 00:07 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 43,700 $37.50 $1,638,789.33
Disclosure

SEC source: 0001209191-18-031220 · doc4.xml · nonDerivative · entry 3

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,574,573

F4 · price: The range of prices for the shares of Common Stock is from $37.3248 to $37.90. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

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May 17, 2018 Filed May 18, 2018 00:06 UTC SaleCommon Stock 43,700 $37.50 $1,638,789.33
Disclosure

SEC source: 0001209191-18-031219 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,574,573

F3 · price: The range of prices for the shares of Common Stock is from $37.3248 to $37.90. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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May 16, 2018 Filed May 18, 2018 00:07 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 25,750 $37.76 $972,237.60
Disclosure

SEC source: 0001209191-18-031220 · doc4.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,618,273

F3 · price: The range of prices for the shares of Common Stock is from $37.54 to $37.86. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

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May 16, 2018 Filed May 18, 2018 00:06 UTC SaleCommon Stock 25,750 $37.76 $972,237.60
Disclosure

SEC source: 0001209191-18-031219 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,618,273

F2 · price: The range of prices for the shares of Common Stock is from $37.54 to $37.86. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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May 15, 2018 Filed May 18, 2018 00:07 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 22,039 $37.51 $826,574.90
Disclosure

SEC source: 0001209191-18-031220 · doc4.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,644,023

F1 · price: The range of prices for the shares of Common Stock is from $37.40 to $37.58. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

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May 15, 2018 Filed May 18, 2018 00:06 UTC SaleCommon Stock 22,039 $37.51 $826,574.90
Disclosure

SEC source: 0001209191-18-031219 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,644,023

F1 · price: The range of prices for the shares of Common Stock is from $37.40 to $37.58. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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May 10, 2018 Filed May 11, 2018 22:04 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 1,750 $37.17 $65,056.08
Disclosure

SEC source: 0001209191-18-029657 · doc4.xml · nonDerivative · entry 5

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,666,062

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F7 · price: The range of prices for the shares of Common Stock is from $37.12 to $37.30. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 10, 2018 Filed May 11, 2018 22:04 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 54,334 $36.54 $1,985,494.76
Disclosure

SEC source: 0001209191-18-029657 · doc4.xml · nonDerivative · entry 4

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,667,812

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F6 · price: The range of prices for the shares of Common Stock is from $36.11 to $37.09. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price

F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 10, 2018 Filed May 11, 2018 22:03 UTC SaleCommon Stock 1,750 $37.17 $65,056.08
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 5

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,666,062

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F6 · price: The range of prices for the shares of Common Stock is from $37.12 to $37.30. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 10, 2018 Filed May 11, 2018 22:03 UTC SaleCommon Stock 54,334 $36.54 $1,985,494.76
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 4

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,667,812

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F5 · price: The range of prices for the shares of Common Stock is from $36.11 to $37.09. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 09, 2018 Filed May 11, 2018 22:04 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 601 $37.90 $22,775.38
Disclosure

SEC source: 0001209191-18-029657 · doc4.xml · nonDerivative · entry 3

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,722,146

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F5 · price: The range of prices for the shares of Common Stock is from $37.86 to $37.93. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 09, 2018 Filed May 11, 2018 22:04 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 59,918 $37.09 $2,222,112.96
Disclosure

SEC source: 0001209191-18-029657 · doc4.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,722,747

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F4 · price: The range of prices for the shares of Common Stock is from $36.85 to $37.85. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price

F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 09, 2018 Filed May 11, 2018 22:04 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 14,481 $36.48 $528,255.30
Disclosure

SEC source: 0001209191-18-029657 · doc4.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,782,665

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F2 · price: The range of prices for the shares of Common Stock is from $35.84 to $36.84. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

Read SEC document
May 09, 2018 Filed May 11, 2018 22:03 UTC SaleCommon Stock 601 $37.90 $22,775.38
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,722,146

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F4 · price: The range of prices for the shares of Common Stock is from $37.86 to $37.93. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 09, 2018 Filed May 11, 2018 22:03 UTC SaleCommon Stock 59,918 $37.09 $2,222,112.96
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,722,747

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F3 · price: The range of prices for the shares of Common Stock is from $36.85 to $37.85. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
May 09, 2018 Filed May 11, 2018 22:03 UTC SaleCommon Stock 14,481 $36.48 $528,255.30
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,782,665

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F2 · price: The range of prices for the shares of Common Stock is from $35.84 to $36.84. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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May 08, 2018 Filed May 8, 2018 23:16 UTC
MARCUS GEORGE MDirector · 10% owner
SaleCommon Stock 44,903 $35.10 $1,576,144.69
Disclosure

SEC source: 0001209191-18-028705 · doc4.xml · nonDerivative · entry 4

MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By LLC

Disclosed balance after: 17,797,146

F2 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F6 · price: The range of prices for the shares of Common Stock is from $33.90 to $35.25. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F4 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein.

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.