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NHI

NATIONAL HEALTH INVESTORS INC

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Tapewire entity
4125
SEC CIK
0000877860
Parsed reports
247

Last 12 months

Inside the activity.

2 purchase rows · 0 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 202600
Apr 202600
May 202600
Jun 202620
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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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
September 03, 2024 Filed Sep 4, 2024 23:42 UTC
Spaid John LCFO/EVP Finance
Tax withholdingCommon Stock 49,637 $81.43 $4,041,940.91
Disclosure

SEC source: 0001127602-24-023455 · form4.xml · nonDerivative · entry 7

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,449.6372

F1 · balance_after: Acquired due to the net exercise of stock options granted 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 4, 2024 23:42 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 8,500 $57.76 $490,960.00
Disclosure

SEC source: 0001127602-24-023455 · form4.xml · nonDerivative · entry 6

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,086.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 4, 2024 23:42 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 8,500 $54.73 $465,205.00
Disclosure

SEC source: 0001127602-24-023455 · form4.xml · nonDerivative · entry 5

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,586.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 4, 2024 23:42 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 8,500 $54.73 $465,205.00
Disclosure

SEC source: 0001127602-24-023455 · form4.xml · nonDerivative · entry 4

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,086.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 4, 2024 23:42 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 1 $53.41 $53.41
Disclosure

SEC source: 0001127602-24-023455 · form4.xml · nonDerivative · entry 3

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,586.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 4, 2024 23:42 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 18,333 $53.41 $979,165.53
Disclosure

SEC source: 0001127602-24-023455 · form4.xml · nonDerivative · entry 2

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,585.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 4, 2024 23:42 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 18,333 $53.41 $979,165.53
Disclosure

SEC source: 0001127602-24-023455 · form4.xml · nonDerivative · entry 1

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,252.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionStock Option (Right to Buy) 2024 · Derivative 10,000 $0.00 Strike: $57.76 $0.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · derivative · entry 10

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,000 shares

Expires 2029-02-23

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.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionStock Option (Right to Buy) 2023 · Derivative 10,000 $0.00 Strike: $54.73 $0.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · derivative · entry 9

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,000 shares

Expires 2028-02-24

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.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionStock Option (Right to buy) 2022 · Derivative 25,000 $0.00 Strike: $53.41 $0.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · derivative · entry 8

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2027-02-25

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.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative 25,000 $0.00 Strike: $69.20 $0.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · derivative · entry 7

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2026-02-25

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.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Tax withholdingCommon Stock - Nancy P. Webb Family Trust 52,353 $80.04 $4,190,334.12
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · nonDerivative · entry 5

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee

Disclosed balance after: 59,647

F1 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price. This transaction was completed subsequent to the execution of a Lock- Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionCommon Stock - Nancy P. Webb Family Trust 10,000 $57.76 $577,600.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · nonDerivative · entry 4

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee

Disclosed balance after: 112,000

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price. This transaction was completed subsequent to the execution of a Lock- Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionCommon Stock - Nancy P. Webb Family Trust 10,000 $54.73 $547,300.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · nonDerivative · entry 3

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee

Disclosed balance after: 102,000

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price. This transaction was completed subsequent to the execution of a Lock- Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionCommon Stock - Nancy P. Webb Family Trust 25,000 $53.41 $1,335,250.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · nonDerivative · entry 2

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee

Disclosed balance after: 92,000

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price. This transaction was completed subsequent to the execution of a Lock- Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:05 UTC Exercise / conversionCommon Stock - Nancy P. Webb Family Trust 25,000 $69.20 $1,730,000.00
Disclosure

SEC source: 0001127602-24-023589 · form4.xml · nonDerivative · entry 1

WEBB ROBERT T · CIK 0001014282 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee

Disclosed balance after: 67,000

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price. This transaction was completed subsequent to the execution of a Lock- Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionStock Option (Right to buy) 2022 · Derivative 18,333 $0.00 Strike: $53.41 $0.00
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · derivative · entry 9

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1

Underlying: Common Stock · 18,333 shares

Expires 2027-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative 18,334 $0.00 Strike: $69.20 $0.00
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · derivative · entry 8

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,334 shares

Expires 2026-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative 18,333 $0.00 Strike: $69.20 $0.00
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · derivative · entry 7

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,333 shares

Expires 2026-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative 18,333 $0.00 Strike: $69.20 $0.00
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · derivative · entry 6

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,333 shares

Expires 2026-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Tax withholdingCommon Stock 65,463 $78.63 $5,147,355.69
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · nonDerivative · entry 5

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,919.6372

F1 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21 and 2/25/22 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 18,333 $53.41 $979,165.53
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · nonDerivative · entry 4

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,382.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21 and 2/25/22 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 18,334 $69.20 $1,268,712.80
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · nonDerivative · entry 3

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,049.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21 and 2/25/22 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 18,333 $69.20 $1,268,643.60
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · nonDerivative · entry 2

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,715.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21 and 2/25/22 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:18 UTC
Spaid John LCFO/EVP Finance
Exercise / conversionCommon Stock 18,333 $69.20 $1,268,643.60
Disclosure

SEC source: 0001127602-24-023020 · form4.xml · nonDerivative · entry 1

Spaid John L · CIK 0001667637 · CFO/EVP Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,382.6372

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21 and 2/25/22 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Option (Right to Buy) 2024 · Derivative 8,500 $0.00 Strike: $57.76 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 17

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,500 shares

Expires 2029-02-23

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Option (Right to Buy) 2023 · Derivative 8,500 $0.00 Strike: $54.73 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 16

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,500 shares

Expires 2028-02-24

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Option (Right to Buy) 2023 · Derivative 8,500 $0.00 Strike: $54.73 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 15

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,500 shares

Expires 2028-02-24

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Option (Right to buy) 2022 · Derivative 18,334 $0.00 Strike: $53.41 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 14

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,334 shares

Expires 2027-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Option (Right to buy) 2022 · Derivative 18,333 $0.00 Strike: $53.41 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 13

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,333 shares

Expires 2027-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative 18,334 $0.00 Strike: $69.20 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 12

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,334 shares

Expires 2026-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative 18,333 $0.00 Strike: $69.20 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 11

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,333 shares

Expires 2026-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative 18,333 $0.00 Strike: $69.20 $0.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · derivative · entry 10

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,333 shares

Expires 2026-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Tax withholdingCommon Stock 101,230 $78.63 $7,959,714.90
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 9

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,830

F1 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 8,500 $57.76 $490,960.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 8

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,060

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

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August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 8,500 $54.73 $465,205.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 7

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,893

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 8,500 $54.73 $465,205.00
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 6

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,393

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

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August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 18,334 $53.41 $979,218.94
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 5

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,560

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

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August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 18,333 $53.41 $979,165.53
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 4

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,226

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

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August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 18,334 $69.20 $1,268,712.80
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 3

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,893

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 18,333 $69.20 $1,268,643.60
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 2

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,559

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:15 UTC
PASCOE KEVIN CARLTONChief Investment Officer
Exercise / conversionCommon Stock 18,333 $69.20 $1,268,643.60
Disclosure

SEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 1

PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,226

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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Exercise / conversionStock Option (Right to buy) 2022 · Derivative 1,872 $0.00 Strike: $53.41 $0.00
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · derivative · entry 13

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,796

Underlying: Common Stock · 1,872 shares

Expires 2027-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Exercise / conversionStock Option (Right to buy) 2022 · Derivative 9,262 $0.00 Strike: $53.41 $0.00
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · derivative · entry 12

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,404

Underlying: Common Stock · 9,262 shares

Expires 2027-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Exercise / conversionStock Option (Right to buy) 2022 · Derivative 11,666 $0.00 Strike: $53.41 $0.00
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · derivative · entry 11

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,666 shares

Expires 2027-02-25

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Exercise / conversionStock Options - 2020 · Derivative 2,500 $0.00 Strike: $53.76 $0.00
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · derivative · entry 10

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 shares

Expires 2025-05-01

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Exercise / conversionStock Options - 2020 · Derivative 2,500 $0.00 Strike: $53.76 $0.00
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · derivative · entry 9

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 shares

Expires 2025-05-01

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Exercise / conversionStock Options - 2020 · Derivative 2,500 $0.00 Strike: $53.76 $0.00
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · derivative · entry 8

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 shares

Expires 2025-05-01

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.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Tax withholdingCommon Stock 22,839 $78.63 $1,795,830.57
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · nonDerivative · entry 7

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,461

F1 · balance_after: Acquired due to the net exercise of stock options granted 5/1/2020 and 2/25/22 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

Read SEC document
August 23, 2024 Filed Aug 27, 2024 21:08 UTC
Travis David LSVP/Chief Accounting Officer
Exercise / conversionCommon Stock 1,872 $53.41 $99,983.52
Disclosure

SEC source: 0001127602-24-023013 · form4.xml · nonDerivative · entry 6

Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,300

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 · balance_after: Acquired due to the net exercise of stock options granted 5/1/2020 and 2/25/22 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement.

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.