Last 12 months
Inside the activity.
0 purchase rows · 33 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 16 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 12 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 5 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 14, 2025 Filed Apr 16, 2025 20:29 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 12,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-018009 · wk-form4_1744835367.xml · nonDerivative · entry 3 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 25,583 Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:29 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 12,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-018009 · wk-form4_1744835367.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,765.916 Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:29 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-018009 · wk-form4_1744835367.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,053.916 Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:41 UTC |
PICK EDWARDDirector · Chairman and CEO
|
Tax withholdingCommon Stock | 68,835 | $134.34 | $9,247,293.90 |
DisclosureSEC source: 0001628280-25-007145 · wk-form4_1740174081.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670,818.72 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:41 UTC |
PICK EDWARDDirector · Chairman and CEO
|
GrantCommon Stock | 124,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007145 · wk-form4_1740174081.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739,653.72 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:42 UTC |
CRAWLEY MANDELLChief Client Officer
|
Tax withholdingCommon Stock | 7,849 | $134.34 | $1,054,434.66 |
DisclosureSEC source: 0001628280-25-007149 · wk-form4_1740174128.xml · nonDerivative · entry 2 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,140.187 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:42 UTC |
CRAWLEY MANDELLChief Client Officer
|
GrantCommon Stock | 15,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007149 · wk-form4_1740174128.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,989.187 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:42 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
Tax withholdingCommon Stock | 22,673 | $134.34 | $3,045,890.82 |
DisclosureSEC source: 0001628280-25-007151 · wk-form4_1740174160.xml · nonDerivative · entry 2 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,211.084 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:42 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
GrantCommon Stock | 44,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007151 · wk-form4_1740174160.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,884.084 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:43 UTC |
Pizzi Michael A.Head Technology & Operations
|
Tax withholdingCommon Stock | 15,603 | $134.34 | $2,096,107.02 |
DisclosureSEC source: 0001628280-25-007155 · wk-form4_1740174195.xml · nonDerivative · entry 2 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,753.955 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:43 UTC |
Pizzi Michael A.Head Technology & Operations
|
GrantCommon Stock | 32,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007155 · wk-form4_1740174195.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,356.955 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:43 UTC |
SAPERSTEIN ANDREW MCo-President
|
Tax withholdingCommon Stock | 48,833 | $134.34 | $6,560,225.22 |
DisclosureSEC source: 0001628280-25-007158 · wk-form4_1740174228.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,765.219 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:43 UTC |
SAPERSTEIN ANDREW MCo-President
|
GrantCommon Stock | 95,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007158 · wk-form4_1740174228.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 424,598.219 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:44 UTC |
SIMKOWITZ DANIEL ACo-President
|
Tax withholdingCommon Stock | 35,895 | $134.34 | $4,822,134.30 |
DisclosureSEC source: 0001628280-25-007164 · wk-form4_1740174261.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,866.557 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:44 UTC |
SIMKOWITZ DANIEL ACo-President
|
GrantCommon Stock | 64,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007164 · wk-form4_1740174261.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490,761.557 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:45 UTC |
YESHAYA SHARONChief Financial Officer
|
Tax withholdingCommon Stock | 15,427 | $134.34 | $2,072,463.18 |
DisclosureSEC source: 0001628280-25-007168 · wk-form4_1740174303.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,233.916 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:45 UTC |
YESHAYA SHARONChief Financial Officer
|
GrantCommon Stock | 27,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007168 · wk-form4_1740174303.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,660.916 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 21:13 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 735 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002364 · wk-form4_1737666826.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,920.237 Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 21:15 UTC |
CRAWLEY MANDELLChief Client Officer
|
SaleCommon Stock | 8,312 | $138.06 | $1,147,554.72 |
DisclosureSEC source: 0001628280-25-002367 · wk-form4_1737666916.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,248.77 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $137.34 to $138.28, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:10 UTC |
AKRAM RAJADeputy Chief Financial Officer
|
SaleCommon Stock | 17,500 | $136.01 | $2,380,175.00 |
DisclosureSEC source: 0001628280-25-002360 · wk-form4_1737666595.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,439.986 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:10 UTC |
Pizzi Michael A.Head Technology & Operations
|
GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002361 · wk-form4_1737666644.xml · nonDerivative · entry 2 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,287.814 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:10 UTC |
Pizzi Michael A.Head Technology & Operations
|
SaleCommon Stock | 18,391 | $136.92 | $2,518,163.77 |
DisclosureSEC source: 0001628280-25-002361 · wk-form4_1737666644.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,787.814 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $136.67 to $137.36, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:11 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 100 | $137.61 | $13,761.00 |
DisclosureSEC source: 0001628280-25-002362 · wk-form4_1737666704.xml · nonDerivative · entry 3 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,007.643 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:11 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 11,887 | $136.99 | $1,628,357.34 |
DisclosureSEC source: 0001628280-25-002362 · wk-form4_1737666704.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,107.643 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $136.56 to $137.44, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:11 UTC |
SAPERSTEIN ANDREW MCo-President
|
SaleCommon Stock | 18,833 | $136.07 | $2,562,557.34 |
DisclosureSEC source: 0001628280-25-002362 · wk-form4_1737666704.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,994.643 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $135.56 to $136.55, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:12 UTC |
SIMKOWITZ DANIEL ACo-President
|
SaleCommon Stock | 14,520 | $137.20 | $1,992,161.42 |
DisclosureSEC source: 0001628280-25-002363 · wk-form4_1737666750.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423,729.097 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $136.86 to $137.44, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:12 UTC |
SIMKOWITZ DANIEL ACo-President
|
SaleCommon Stock | 22,111 | $136.22 | $3,011,907.35 |
DisclosureSEC source: 0001628280-25-002363 · wk-form4_1737666750.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,249.097 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $135.81 to $136.78, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:13 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 13,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002364 · wk-form4_1737666826.xml · nonDerivative · entry 3 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 13,295 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:13 UTC |
YESHAYA SHARONChief Financial Officer
|
GiftCommon Stock | 13,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002364 · wk-form4_1737666826.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,655.237 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:14 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
SaleCommon Stock | 13,097 | $136.20 | $1,783,753.77 |
DisclosureSEC source: 0001628280-25-002366 · wk-form4_1737666865.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,444.111 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $136.15 to $136.27, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:41 UTC |
PICK EDWARDDirector · Chairman and CEO
|
GiftCommon Stock | 7,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 4 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 613,318.884 Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:41 UTC |
PICK EDWARDDirector · Chairman and CEO
|
OtherCommon Stock | 181,976 | $136.31 | $24,804,238.68 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 3 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 620,419.884 F3 · kind: The Reporting Person contributed shares of Common Stock to his grantor retained annuity trust in exchange for assets of equal value. There is no change in the number of shares beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:41 UTC |
PICK EDWARDDirector · Chairman and CEO
|
Tax withholdingCommon Stock | 40,052 | $135.81 | $5,439,462.12 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 2 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 802,395.884 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:41 UTC |
PICK EDWARDDirector · Chairman and CEO
|
GrantCommon Stock | 35,632.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001846 · wk-form4_1737150090.xml · nonDerivative · entry 1 PICK EDWARD · CIK 0001801222 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 842,447.884 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:47 UTC |
CRAWLEY MANDELLChief Client Officer
|
Tax withholdingCommon Stock | 2,382 | $135.81 | $323,499.42 |
DisclosureSEC source: 0001628280-25-001851 · wk-form4_1737150418.xml · nonDerivative · entry 2 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,560.77 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:47 UTC |
CRAWLEY MANDELLChief Client Officer
|
GrantCommon Stock | 22,019.35 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001851 · wk-form4_1737150418.xml · nonDerivative · entry 1 CRAWLEY MANDELL · CIK 0001842248 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,942.77 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:48 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
Tax withholdingCommon Stock | 22,714 | $135.81 | $3,084,788.34 |
DisclosureSEC source: 0001628280-25-001852 · wk-form4_1737150473.xml · nonDerivative · entry 2 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,552.874 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:48 UTC |
GROSSMAN ERIC FChief Legal/Admin Officer
|
GrantCommon Stock | 43,947.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001852 · wk-form4_1737150473.xml · nonDerivative · entry 1 GROSSMAN ERIC F · CIK 0001539492 · Chief Legal/Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,266.874 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:49 UTC |
Pizzi Michael A.Head Technology & Operations
|
Tax withholdingCommon Stock | 17,855 | $135.81 | $2,424,887.55 |
DisclosureSEC source: 0001628280-25-001854 · wk-form4_1737150556.xml · nonDerivative · entry 2 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,178.814 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022, and the vesting of Restricted Stock Units granted on January 18, 2023 and January 17, 2024. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:49 UTC |
Pizzi Michael A.Head Technology & Operations
|
GrantCommon Stock | 29,328.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001854 · wk-form4_1737150556.xml · nonDerivative · entry 1 Pizzi Michael A. · CIK 0001644151 · Head Technology & Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,033.814 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:49 UTC |
SAPERSTEIN ANDREW MCo-President
|
Tax withholdingCommon Stock | 27,032 | $135.81 | $3,671,215.92 |
DisclosureSEC source: 0001628280-25-001856 · wk-form4_1737150591.xml · nonDerivative · entry 2 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,827.643 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:49 UTC |
SAPERSTEIN ANDREW MCo-President
|
GrantCommon Stock | 51,256.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001856 · wk-form4_1737150591.xml · nonDerivative · entry 1 SAPERSTEIN ANDREW M · CIK 0001362383 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384,859.643 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:50 UTC |
SIMKOWITZ DANIEL ACo-President
|
Tax withholdingCommon Stock | 38,878 | $135.81 | $5,280,021.18 |
DisclosureSEC source: 0001628280-25-001857 · wk-form4_1737150622.xml · nonDerivative · entry 2 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 460,360.097 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:50 UTC |
SIMKOWITZ DANIEL ACo-President
|
GrantCommon Stock | 51,256.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001857 · wk-form4_1737150622.xml · nonDerivative · entry 1 SIMKOWITZ DANIEL A · CIK 0001680385 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 499,238.097 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:50 UTC |
SMITH CHARLES AChief Risk Officer
|
Tax withholdingCommon Stock | 20,237 | $135.81 | $2,748,386.97 |
DisclosureSEC source: 0001628280-25-001858 · wk-form4_1737150651.xml · nonDerivative · entry 2 Smith Charles Aubrey III · CIK 0001977796 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,808.174 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:50 UTC |
SMITH CHARLES AChief Risk Officer
|
GrantCommon Stock | 29,328.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001858 · wk-form4_1737150651.xml · nonDerivative · entry 1 Smith Charles Aubrey III · CIK 0001977796 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,045.174 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:51 UTC |
YESHAYA SHARONChief Financial Officer
|
Tax withholdingCommon Stock | 13,443 | $135.81 | $1,825,693.83 |
DisclosureSEC source: 0001628280-25-001859 · wk-form4_1737150683.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,950.237 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:51 UTC |
YESHAYA SHARONChief Financial Officer
|
GrantCommon Stock | 43,947.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001859 · wk-form4_1737150683.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,393.237 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:52 UTC |
AKRAM RAJADeputy Chief Financial Officer
|
Tax withholdingCommon Stock | 12,966 | $135.81 | $1,760,912.46 |
DisclosureSEC source: 0001628280-25-001861 · wk-form4_1737150715.xml · nonDerivative · entry 2 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,939.986 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:52 UTC |
AKRAM RAJADeputy Chief Financial Officer
|
GrantCommon Stock | 23,462.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001861 · wk-form4_1737150715.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,905.986 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. 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.