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NOW

ServiceNow, Inc.

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2869
SEC CIK
0001373715
Parsed reports
1,900

Last 12 months

Inside the activity.

2 purchase rows · 29 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025014
Dec 202501
Jan 202600
Feb 202624
Mar 202600
Apr 202601
May 202605
Jun 202600
Jul 202600
Aug 202604
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Mastantuono GinaChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 5,019 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000062 · wk-form4_1739567169.xml · derivative · entry 5

Mastantuono Gina · CIK 0001465391 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,019 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F3 · derivative.exercise_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

F4 · derivative.exercise_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F3 · derivative.expiration_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

F4 · derivative.expiration_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Mastantuono GinaChief Financial Officer
Tax withholdingCommon Stock 114 $982.40 $111,993.60
Disclosure

SEC source: 0001373715-25-000062 · wk-form4_1739567169.xml · nonDerivative · entry 4

Mastantuono Gina · CIK 0001465391 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,729

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Mastantuono GinaChief Financial Officer
Exercise / conversionCommon Stock 228 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000062 · wk-form4_1739567169.xml · nonDerivative · entry 3

Mastantuono Gina · CIK 0001465391 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,843

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
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Mastantuono GinaChief Financial Officer
Tax withholdingCommon Stock 2,485 $982.40 $2,441,264.00
Disclosure

SEC source: 0001373715-25-000062 · wk-form4_1739567169.xml · nonDerivative · entry 2

Mastantuono Gina · CIK 0001465391 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,615

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Mastantuono GinaChief Financial Officer
Exercise / conversionCommon Stock 5,019 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000062 · wk-form4_1739567169.xml · nonDerivative · entry 1

Mastantuono Gina · CIK 0001465391 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,100

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
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Smith Paul JohnChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 228 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000064 · wk-form4_1739567196.xml · derivative · entry 5

Smith Paul John · CIK 0001909194 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 910

Underlying: Common Stock · 228 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F5 · derivative.exercise_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Smith Paul JohnChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 5,019 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000064 · wk-form4_1739567196.xml · derivative · entry 4

Smith Paul John · CIK 0001909194 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,019 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F3 · derivative.exercise_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F4 · derivative.exercise_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

F3 · derivative.expiration_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F4 · derivative.expiration_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Smith Paul JohnChief Commercial Officer
Exercise / conversionCommon Stock 228 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000064 · wk-form4_1739567196.xml · nonDerivative · entry 2

Smith Paul John · CIK 0001909194 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,268

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
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Smith Paul JohnChief Commercial Officer
Exercise / conversionCommon Stock 5,019 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000064 · wk-form4_1739567196.xml · nonDerivative · entry 1

Smith Paul John · CIK 0001909194 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,040

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
February 12, 2025 Filed Feb 14, 2025 16:07 UTC
ELMER RUSSELL SGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 137 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000066 · wk-form4_1739567221.xml · derivative · entry 8

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 546

Underlying: Common Stock · 137 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F6 · derivative.exercise_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 16:07 UTC
ELMER RUSSELL SGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,010 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000066 · wk-form4_1739567221.xml · derivative · entry 7

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,010 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F4 · derivative.exercise_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F5 · derivative.exercise_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

F4 · derivative.expiration_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F5 · derivative.expiration_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 16:07 UTC
ELMER RUSSELL SGeneral Counsel
Tax withholdingCommon Stock 68 $982.40 $66,803.20
Disclosure

SEC source: 0001373715-25-000066 · wk-form4_1739567221.xml · nonDerivative · entry 4

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,990

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 16:07 UTC
ELMER RUSSELL SGeneral Counsel
Exercise / conversionCommon Stock 137 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000066 · wk-form4_1739567221.xml · nonDerivative · entry 3

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,058

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
February 12, 2025 Filed Feb 14, 2025 16:07 UTC
ELMER RUSSELL SGeneral Counsel
Tax withholdingCommon Stock 1,421 $982.40 $1,395,990.40
Disclosure

SEC source: 0001373715-25-000066 · wk-form4_1739567221.xml · nonDerivative · entry 2

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,921

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 16:07 UTC
ELMER RUSSELL SGeneral Counsel
Exercise / conversionCommon Stock 3,010 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000066 · wk-form4_1739567221.xml · nonDerivative · entry 1

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,342

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
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Tzitzon NicholasChief Strat & Corp Affairs Ofc
Exercise / conversionRestricted Stock Units · Derivative 114 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000065 · wk-form4_1739567209.xml · derivative · entry 6

Tzitzon Nicholas · CIK 0001891538 · Chief Strat & Corp Affairs Ofc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 455

Underlying: Common Stock · 114 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F5 · derivative.exercise_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Tzitzon NicholasChief Strat & Corp Affairs Ofc
Exercise / conversionRestricted Stock Units · Derivative 2,508 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000065 · wk-form4_1739567209.xml · derivative · entry 5

Tzitzon Nicholas · CIK 0001891538 · Chief Strat & Corp Affairs Ofc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,508 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F3 · derivative.exercise_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F4 · derivative.exercise_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

F3 · derivative.expiration_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F4 · derivative.expiration_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Tzitzon NicholasChief Strat & Corp Affairs Ofc
Tax withholdingCommon Stock 51 $982.40 $50,102.40
Disclosure

SEC source: 0001373715-25-000065 · wk-form4_1739567209.xml · nonDerivative · entry 4

Tzitzon Nicholas · CIK 0001891538 · Chief Strat & Corp Affairs Ofc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,535

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Tzitzon NicholasChief Strat & Corp Affairs Ofc
Exercise / conversionCommon Stock 114 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000065 · wk-form4_1739567209.xml · nonDerivative · entry 3

Tzitzon Nicholas · CIK 0001891538 · Chief Strat & Corp Affairs Ofc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,586

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
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Tzitzon NicholasChief Strat & Corp Affairs Ofc
Tax withholdingCommon Stock 1,038 $982.40 $1,019,731.20
Disclosure

SEC source: 0001373715-25-000065 · wk-form4_1739567209.xml · nonDerivative · entry 2

Tzitzon Nicholas · CIK 0001891538 · Chief Strat & Corp Affairs Ofc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,472

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:06 UTC
Tzitzon NicholasChief Strat & Corp Affairs Ofc
Exercise / conversionCommon Stock 2,508 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000065 · wk-form4_1739567209.xml · nonDerivative · entry 1

Tzitzon Nicholas · CIK 0001891538 · Chief Strat & Corp Affairs Ofc

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,510

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
February 12, 2025 Filed Feb 14, 2025 21:07 UTC
McDermott William RDirector · Chairman & CEO
Exercise / conversionRestricted Stock Units · Derivative 600 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000068 · wk-form4_1739567245.xml · derivative · entry 18

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,402

Underlying: Common Stock · 600 shares

Expires not disclosed

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.

F15 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F18 · derivative.exercise_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

F18 · derivative.expiration_date: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 12, 2022, and subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:07 UTC
McDermott William RDirector · Chairman & CEO
Exercise / conversionRestricted Stock Units · Derivative 13,247 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000068 · wk-form4_1739567245.xml · derivative · entry 17

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,247 shares

Expires not disclosed

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.

F15 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F16 · derivative.exercise_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F17 · derivative.exercise_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

F16 · derivative.expiration_date: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. The performance period for the restricted stock units was January 1, 2022 until December 31, 2022, with achievement of the applicable performance criteria subject to determination by the Issuer's Compensation Committee. This determination was obtained on January 23, 2023.

F17 · derivative.expiration_date: 30% of the shares subject to the restricted stock units will vest on February 12, 2023, 15% of the shares subject to the restricted stock units will vest on each of August 12, 2023 and February 12, 2024, 20% of the shares subject to the restricted stock units will vest on August 12, 2024, and the final vest on February 12, 2025 of 20% of the shares subject to the restricted stock units is subject to adjustment based on the Issuer's 3-year relative total stockholder return performance against the S&P 500 index for the period from January 1, 2022 to December 31, 2024, subject to the reporting person's continued service to the Issuer on each vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:07 UTC
McDermott William RDirector · Chairman & CEO
Tax withholdingCommon Stock 298 $982.40 $292,755.20
Disclosure

SEC source: 0001373715-25-000068 · wk-form4_1739567245.xml · nonDerivative · entry 4

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,576

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:07 UTC
McDermott William RDirector · Chairman & CEO
Exercise / conversionCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000068 · wk-form4_1739567245.xml · nonDerivative · entry 3

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,874

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

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February 12, 2025 Filed Feb 14, 2025 21:07 UTC
McDermott William RDirector · Chairman & CEO
Tax withholdingCommon Stock 6,568 $982.40 $6,452,403.20
Disclosure

SEC source: 0001373715-25-000068 · wk-form4_1739567245.xml · nonDerivative · entry 2

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,274

F1 · shares: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.

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February 12, 2025 Filed Feb 14, 2025 21:07 UTC
McDermott William RDirector · Chairman & CEO
Exercise / conversionCommon Stock 13,247 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000068 · wk-form4_1739567245.xml · nonDerivative · entry 1

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,842

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

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 24 $1,018.00 $24,432.00
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 10

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,322

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 29 $1,015.57 $29,451.53
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 9

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,346

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

F2 · shares: Represents the aggregate of sales effected on the same day at different prices.

F7 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $1,015.00 to $1,015.59 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 27 $1,014.00 $27,378.00
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 8

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,375

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 47 $1,012.98 $47,610.11
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 7

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,402

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

F2 · shares: Represents the aggregate of sales effected on the same day at different prices.

F6 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $1,012.93 to $1,013.03 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 27 $1,011.89 $27,321.00
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 6

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,449

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

F2 · shares: Represents the aggregate of sales effected on the same day at different prices.

F5 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $1,011.87 to $1,012.12 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 15 $1,010.11 $15,151.65
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 5

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,476

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 136 $1,009.14 $137,242.63
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 4

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,491

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

F2 · shares: Represents the aggregate of sales effected on the same day at different prices.

F4 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $1,008.96 to $1,009.31 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 57 $1,007.99 $57,455.15
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 3

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,627

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

F2 · shares: Represents the aggregate of sales effected on the same day at different prices.

F3 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $1,007.82 to $1,008.65 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 27 $1,006.25 $27,168.75
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 2

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,684

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

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February 11, 2025 Filed Feb 12, 2025 21:55 UTC SaleCommon Stock 26 $1,004.93 $26,128.18
Disclosure

SEC source: 0001373715-25-000046 · wk-form4_1739397352.xml · nonDerivative · entry 1

Quinlan Larry · CIK 0001876796 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,711

F1 · kind: The transactions reported on this Form 4 were effected pursuant to the Rule 10b5-1 trading plan adopted by the Reporting Person on November 1, 2024.

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February 11, 2025 Filed Feb 12, 2025 21:56 UTC
Smith Paul JohnChief Commercial Officer
SaleCommon Stock 454 $1,015.00 $460,810.00
Disclosure

SEC source: 0001373715-25-000049 · wk-form4_1739397386.xml · nonDerivative · entry 1

Smith Paul John · CIK 0001909194 · Chief Commercial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,021

F1 · kind: The transaction(s) reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2024.

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February 10, 2025 Filed Feb 11, 2025 21:10 UTC
Smith Paul JohnChief Commercial Officer
SaleCommon Stock 417 $1,024.82 $427,348.27
Disclosure

SEC source: 0001373715-25-000026 · wk-form4_1739308203.xml · nonDerivative · entry 4

Smith Paul John · CIK 0001909194 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,475

F2 · kind: Shares sold to cover tax obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its 2012 and 2021 Equity Incentive Plans, and does not represent a discretionary trade by the Reporting Person.

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February 10, 2025 Filed Feb 11, 2025 16:10 UTC
ELMER RUSSELL SGeneral Counsel
SaleCommon Stock 336 $1,017.55 $341,896.80
Disclosure

SEC source: 0001373715-25-000029 · wk-form4_1739308241.xml · nonDerivative · entry 5

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,332

F2 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 13, 2024.

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February 10, 2025 Filed Feb 11, 2025 21:11 UTC
Canney Jacqueline PChief People Officer
SaleCommon Stock 292 $1,017.55 $297,124.60
Disclosure

SEC source: 0001373715-25-000031 · wk-form4_1739308263.xml · nonDerivative · entry 3

Canney Jacqueline P · CIK 0001649609 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,027

F2 · kind: The transaction(s) reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2024.

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February 10, 2025 Filed Feb 11, 2025 21:11 UTC
McDermott William RDirector · Chairman & CEO
SaleCommon Stock 400 $1,022.68 $409,070.40
Disclosure

SEC source: 0001373715-25-000032 · wk-form4_1739308274.xml · nonDerivative · entry 10

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,595

F2 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person, Bill McDermott, on August 19, 2024.

F3 · shares: Represents the aggregate of sales effected on the same day at different prices.

F5 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $1,022.490 to $1,022.865 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.

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February 10, 2025 Filed Feb 11, 2025 21:11 UTC
McDermott William RDirector · Chairman & CEO
SaleCommon Stock 100 $1,020.99 $102,099.00
Disclosure

SEC source: 0001373715-25-000032 · wk-form4_1739308274.xml · nonDerivative · entry 9

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,995

F2 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person, Bill McDermott, on August 19, 2024.

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February 10, 2025 Filed Feb 11, 2025 21:11 UTC
McDermott William RDirector · Chairman & CEO
SaleCommon Stock 300 $1,019.96 $305,986.50
Disclosure

SEC source: 0001373715-25-000032 · wk-form4_1739308274.xml · nonDerivative · entry 8

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,095

F2 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person, Bill McDermott, on August 19, 2024.

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February 10, 2025 Filed Feb 11, 2025 21:11 UTC
McDermott William RDirector · Chairman & CEO
SaleCommon Stock 63 $1,017.55 $64,105.65
Disclosure

SEC source: 0001373715-25-000032 · wk-form4_1739308274.xml · nonDerivative · entry 7

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,395

F2 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person, Bill McDermott, on August 19, 2024.

Read SEC document
February 10, 2025 Filed Feb 11, 2025 21:11 UTC
McDermott William RDirector · Chairman & CEO
SaleCommon Stock 200 $1,015.44 $203,088.60
Disclosure

SEC source: 0001373715-25-000032 · wk-form4_1739308274.xml · nonDerivative · entry 6

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,458

F2 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person, Bill McDermott, on August 19, 2024.

F3 · shares: Represents the aggregate of sales effected on the same day at different prices.

F4 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $1,015.375 to $1,015.510 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer.

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February 10, 2025 Filed Feb 11, 2025 21:11 UTC
McDermott William RDirector · Chairman & CEO
SaleCommon Stock 200 $1,013.88 $202,775.00
Disclosure

SEC source: 0001373715-25-000032 · wk-form4_1739308274.xml · nonDerivative · entry 5

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,658

F2 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person, Bill McDermott, on August 19, 2024.

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February 10, 2025 Filed Feb 12, 2025 21:55 UTC
McDermott William RDirector · Chairman & CEO
GrantRestricted Stock Units · Derivative 6,624 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000043 · wk-form4_1739397319.xml · derivative · entry 1

McDermott William R · CIK 0001334944 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,247

Underlying: Common Stock · 6,624 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F2 · derivative.exercise_date: Additional shares scheduled to vest on February 12, 2025, pursuant to the terms of the performance-based restricted stock units ("RSUs") granted February 15, 2022, based on the Issuer's total shareholder return relative to the S&P 500 for the three years ended December 31, 2024, as determined by the Compensation Committee on February 10, 2025.

F2 · derivative.expiration_date: Additional shares scheduled to vest on February 12, 2025, pursuant to the terms of the performance-based restricted stock units ("RSUs") granted February 15, 2022, based on the Issuer's total shareholder return relative to the S&P 500 for the three years ended December 31, 2024, as determined by the Compensation Committee on February 10, 2025.

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February 10, 2025 Filed Feb 12, 2025 21:55 UTC
Mastantuono GinaChief Financial Officer
GrantRestricted Stock Units · Derivative 2,509 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000044 · wk-form4_1739397331.xml · derivative · entry 1

Mastantuono Gina · CIK 0001465391 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,019

Underlying: Common Stock · 2,509 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F2 · derivative.exercise_date: Additional shares scheduled to vest on February 12, 2025, pursuant to the terms of the performance-based restricted stock units ("RSUs") granted February 15, 2022, based on the Issuer's total shareholder return relative to the S&P 500 for the three years ended December 31, 2024, as determined by the Compensation Committee on February 10, 2025.

F2 · derivative.expiration_date: Additional shares scheduled to vest on February 12, 2025, pursuant to the terms of the performance-based restricted stock units ("RSUs") granted February 15, 2022, based on the Issuer's total shareholder return relative to the S&P 500 for the three years ended December 31, 2024, as determined by the Compensation Committee on February 10, 2025.

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February 10, 2025 Filed Feb 12, 2025 16:55 UTC
ELMER RUSSELL SGeneral Counsel
GrantRestricted Stock Units · Derivative 1,506 $0.00 $0.00
Disclosure

SEC source: 0001373715-25-000045 · wk-form4_1739397342.xml · derivative · entry 1

ELMER RUSSELL S · CIK 0001197952 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,010

Underlying: Common Stock · 1,506 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.

F2 · derivative.exercise_date: Additional shares scheduled to vest on February 12, 2025, pursuant to the terms of the performance-based restricted stock units ("RSUs") granted February 15, 2022, based on the Issuer's total shareholder return relative to the S&P 500 for the three years ended December 31, 2024, as determined by the Compensation Committee on February 10, 2025.

F2 · derivative.expiration_date: Additional shares scheduled to vest on February 12, 2025, pursuant to the terms of the performance-based restricted stock units ("RSUs") granted February 15, 2022, based on the Issuer's total shareholder return relative to the S&P 500 for the three years ended December 31, 2024, as determined by the Compensation Committee on February 10, 2025.

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