Tapewire

NYSE · USD

PAG

PENSKE AUTOMOTIVE GROUP, INC.

Export transactions ↓
Tapewire entity
1680
SEC CIK
0001019849
Parsed reports
511

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202601
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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
December 13, 2023 Filed Dec 15, 2023 13:46 UTC
BARR JOHNDirector
GrantCommon Stock 1,604 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000186 · wk-form4_1702647991.xml · nonDerivative · entry 1

BARR JOHN · CIK 0001226261 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,316

Read SEC document
December 13, 2023 Filed Dec 15, 2023 13:45 UTC GrantCommon Stock 2,438 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000184 · wk-form4_1702647892.xml · nonDerivative · entry 1

PENSKE GREGORY W · CIK 0001168830 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,438

Read SEC document
December 13, 2023 Filed Dec 15, 2023 13:40 UTC
SMITH GREG CDirector
GrantCommon Stock 1,604 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000179 · wk-form4_1702647602.xml · nonDerivative · entry 1

SMITH GREG C · CIK 0001190855 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,604

Read SEC document
December 13, 2023 Filed Dec 15, 2023 13:36 UTC GrantCommon Stock 1,604 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000177 · wk-form4_1702647410.xml · nonDerivative · entry 1

Pierce Sandra E. · CIK 0001562298 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,604

Read SEC document
December 13, 2023 Filed Dec 15, 2023 13:35 UTC GrantCommon Stock 1,604 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000175 · wk-form4_1702647301.xml · nonDerivative · entry 1

EISENSON MICHAEL R · CIK 0001245724 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,574

Read SEC document
December 13, 2023 Filed Dec 15, 2023 13:33 UTC GrantCommon Stock 1,941 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000173 · wk-form4_1702647188.xml · nonDerivative · entry 1

THOMPSON H BRIAN · CIK 0001086564 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,357

Read SEC document
December 11, 2023 Filed Dec 13, 2023 21:13 UTC SaleCommon Stock 8,750 $151.62 $1,326,675.00
Disclosure

SEC source: 0001019849-23-000171 · wk-form4_1702502001.xml · nonDerivative · entry 1

Pierce Sandra E. · CIK 0001562298 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Defined Benefit Plan

Disclosed balance after: 20,500

F1 · price: The transaction was executed in multiple trade prices ranging from $151.45 to $151.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
PENSKE ROGER SDirector · Chair & CEO · 10% owner
GiftCommon Stock 341,815 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000164 · wk-form4_1702069849.xml · nonDerivative · entry 2

PENSKE ROGER S · CIK 0000942439 · Director · Chair & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · balance_after: Mr. Penske also reports indirect beneficial ownership of 33,688,936 shares held by Penske Automotive Holdings Corp. (a subsidiary of Penske Corporation) and 492,195 shares held by Penske corporation. 54,980 of the shares indirectly held were previously held directly. Mr. Penske disclaims beneficial ownership of the securities held indirectly, except to the extent of his pecuniary interest, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
PENSKE ROGER SDirector · Chair & CEO · 10% owner
GiftCommon Stock 329,495 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000164 · wk-form4_1702069849.xml · nonDerivative · entry 1

PENSKE ROGER S · CIK 0000942439 · Director · Chair & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246,756

F1 · balance_after: Mr. Penske also reports indirect beneficial ownership of 33,688,936 shares held by Penske Automotive Holdings Corp. (a subsidiary of Penske Corporation) and 492,195 shares held by Penske corporation. 54,980 of the shares indirectly held were previously held directly. Mr. Penske disclaims beneficial ownership of the securities held indirectly, except to the extent of his pecuniary interest, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 16:16 UTC GiftCommon Stock 650 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000166 · wk-form4_1702070151.xml · nonDerivative · entry 1

STEINHART RONALD G · CIK 0001111641 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,426

Read SEC document
December 01, 2023 Filed Dec 5, 2023 12:45 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 90 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000162 · wk-form4_1701780327.xml · derivative · entry 1

Duerheimer Wolfgang · CIK 0001732994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,642

Underlying: Common Stock · 90 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 12:43 UTC
SMITH GREG CDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 103 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000160 · wk-form4_1701780213.xml · derivative · entry 1

SMITH GREG C · CIK 0001190855 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,173

Underlying: Common Stock · 103 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 12:41 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 121 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000158 · wk-form4_1701780088.xml · derivative · entry 1

Davis Lisa Ann · CIK 0001706496 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,739

Underlying: Common Stock · 121 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 12:37 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 57 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000154 · wk-form4_1701779853.xml · derivative · entry 1

Pierce Sandra E. · CIK 0001562298 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,166

Underlying: Common Stock · 57 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 12:39 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 266 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000156 · wk-form4_1701779987.xml · derivative · entry 1

MCWATERS KIMBERLY J · CIK 0001272480 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,295

Underlying: Common Stock · 266 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 12:35 UTC
BARR JOHNDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 186 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000152 · wk-form4_1701779730.xml · derivative · entry 1

BARR JOHN · CIK 0001226261 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,427

Underlying: Common Stock · 186 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
November 21, 2023 Filed Nov 22, 2023 13:53 UTC
Denker Claude H IIIEVP - Human Resources
GiftCommon Stock 260 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000150 · wk-form4_1700661191.xml · nonDerivative · entry 1

Denker Claude H III · CIK 0001644298 · EVP - Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,978

Read SEC document
September 01, 2023 Filed Sep 5, 2023 21:13 UTC
BARR JOHNDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 156 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000131 · wk-form4_1693948406.xml · derivative · entry 1

BARR JOHN · CIK 0001226261 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,241

Underlying: Common Stock · 156 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
September 01, 2023 Filed Sep 5, 2023 21:12 UTC
KURNICK ROBERT H JRDirector · President
SaleCommon Stock 10,997 $166.12 $1,826,821.64
Disclosure

SEC source: 0001019849-23-000130 · wk-form4_1693948367.xml · nonDerivative · entry 1

KURNICK ROBERT H JR · CIK 0001226255 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 36,181

F1 · shares: The 10,997 shares sold were previously held directly by the Reporting Person.

F2 · price: The transaction was executed in multiple trade prices ranging from $164.15 to $166.61. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 01, 2023 Filed Sep 5, 2023 21:11 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 224 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000129 · wk-form4_1693948295.xml · derivative · entry 1

MCWATERS KIMBERLY J · CIK 0001272480 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,029

Underlying: Common Stock · 224 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
September 01, 2023 Filed Sep 5, 2023 21:11 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 48 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000128 · wk-form4_1693948257.xml · derivative · entry 1

Pierce Sandra E. · CIK 0001562298 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,109

Underlying: Common Stock · 48 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
September 01, 2023 Filed Sep 5, 2023 21:10 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 102 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000127 · wk-form4_1693948203.xml · derivative · entry 1

Davis Lisa Ann · CIK 0001706496 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,618

Underlying: Common Stock · 102 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
September 01, 2023 Filed Sep 5, 2023 21:09 UTC
SMITH GREG CDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 87 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000126 · wk-form4_1693948163.xml · derivative · entry 1

SMITH GREG C · CIK 0001190855 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,070

Underlying: Common Stock · 87 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
September 01, 2023 Filed Sep 5, 2023 21:08 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 76 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000125 · wk-form4_1693948117.xml · derivative · entry 1

Duerheimer Wolfgang · CIK 0001732994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,552

Underlying: Common Stock · 76 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
August 09, 2023 Filed Aug 11, 2023 20:32 UTC
BARR JOHNDirector
SaleCommon Stock 3,000 $163.49 $490,470.00
Disclosure

SEC source: 0001019849-23-000117 · wk-form4_1691785935.xml · nonDerivative · entry 1

BARR JOHN · CIK 0001226261 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 712

F1 · price: The transaction was executed in multiple trade prices ranging from $162.47 to $165.03. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 05, 2023 Filed Jun 5, 2023 21:04 UTC
Spradlin Shane M.EVP, Gen. Counsel & Sec.
SaleCommon Stock 3,284 $141.22 $463,766.48
Disclosure

SEC source: 0001019849-23-000100 · wk-form4_1685999085.xml · nonDerivative · entry 3

Spradlin Shane M. · CIK 0001427690 · EVP, Gen. Counsel & Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,000

F2 · price: The transaction was executed in multiple trade prices ranging from $141.00 to $141.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 05, 2023 Filed Jun 5, 2023 20:54 UTC SaleCommon Stock 2,000 $145.13 $290,260.00
Disclosure

SEC source: 0001019849-23-000095 · wk-form4_1685998480.xml · nonDerivative · entry 2

Hulgrave Michelle · CIK 0001862976 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,834

Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:03 UTC
PENSKE ROGER SDirector · Chair & CEO · 10% owner
Tax withholdingCommon Stock 42,158 $138.43 $5,835,931.94
Disclosure

SEC source: 0001019849-23-000098 · wk-form4_1685999009.xml · nonDerivative · entry 1

PENSKE ROGER S · CIK 0000942439 · Director · Chair & CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 631,231

F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2023.

F2 · balance_after: Mr. Penske also reports indirect beneficial ownership of 33,688,936 shares held by Penske Automotive Holdings Corp. (a subsidiary of Penske Corporation) and 492,185 shares held by Penske Corporation. Mr. Penske also reports indirect beneficial ownership of 286,833 shares held in a trust. Mr. Penske disclaims beneficial ownership of the securities held indirectly, except to the extent of his pecuniary interest, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:26 UTC
KURNICK ROBERT H JRDirector · President
Tax withholdingCommon Stock 8,434 $138.43 $1,167,518.62
Disclosure

SEC source: 0001019849-23-000102 · wk-form4_1686000372.xml · nonDerivative · entry 1

KURNICK ROBERT H JR · CIK 0001226255 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,442

F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:04 UTC
Spradlin Shane M.EVP, Gen. Counsel & Sec.
Tax withholdingCommon Stock 4,216 $138.43 $583,620.88
Disclosure

SEC source: 0001019849-23-000100 · wk-form4_1685999085.xml · nonDerivative · entry 2

Spradlin Shane M. · CIK 0001427690 · EVP, Gen. Counsel & Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,284

F1 · shares: Represents the number of shares of Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:54 UTC Tax withholdingCommon Stock 1,592 $138.43 $220,380.56
Disclosure

SEC source: 0001019849-23-000095 · wk-form4_1685998480.xml · nonDerivative · entry 1

Hulgrave Michelle · CIK 0001862976 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,834

F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:53 UTC
Denker Claude H IIIEVP - Human Resources
Tax withholdingCommon Stock 4,216 $138.43 $583,620.88
Disclosure

SEC source: 0001019849-23-000093 · wk-form4_1685998394.xml · nonDerivative · entry 1

Denker Claude H III · CIK 0001644298 · EVP - Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,238

F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2023.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:51 UTC
BARR JOHNDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 171 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000091 · wk-form4_1685998294.xml · derivative · entry 1

BARR JOHN · CIK 0001226261 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,085

Underlying: Common Stock · 171 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:50 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 112 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000089 · wk-form4_1685998178.xml · derivative · entry 1

Davis Lisa Ann · CIK 0001706496 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,516

Underlying: Common Stock · 112 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:46 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 83 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000086 · wk-form4_1685998005.xml · derivative · entry 1

Duerheimer Wolfgang · CIK 0001732994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,476

Underlying: Common Stock · 83 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:44 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 246 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000083 · wk-form4_1685997835.xml · derivative · entry 1

MCWATERS KIMBERLY J · CIK 0001272480 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,805

Underlying: Common Stock · 246 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:34 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 52 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000080 · wk-form4_1685997264.xml · derivative · entry 1

Pierce Sandra E. · CIK 0001562298 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,061

Underlying: Common Stock · 52 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 20:32 UTC
SMITH GREG CDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 95 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000078 · wk-form4_1685997146.xml · derivative · entry 1

SMITH GREG C · CIK 0001190855 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,983

Underlying: Common Stock · 95 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 03, 2023 Filed May 4, 2023 21:13 UTC SaleCommon Stock 8,524 $141.53 $1,206,405.13
Disclosure

SEC source: 0001019849-23-000072 · wf-form4_168323482189419.xml · nonDerivative · entry 1

MCWATERS KIMBERLY J · CIK 0001272480 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The transaction was executed in multiple trade prices ranging from $141.53025 to $141.530462. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 02, 2023 Filed May 4, 2023 21:12 UTC SaleCommon Stock 2,029 $140.92 $285,922.22
Disclosure

SEC source: 0001019849-23-000071 · wf-form4_168323474835020.xml · nonDerivative · entry 1

Davis Lisa Ann · CIK 0001706496 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · price: The transaction was executed in multiple trade prices ranging from $140.79 to $140.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · ownership.direct: The 2,029 shares sold on May 2, 2023 were previously held directly. Ms. Davis disclaims beneficial ownership of the securities held indirectly, except to the extent of her pecuniary interest, if any, and this report shall not be deemed an admission that she is the beneficial owner of such securities.

Read SEC document
March 08, 2023 Filed Mar 10, 2023 12:50 UTC
BARR JOHNDirector
SaleCommon Stock 2,000 $145.31 $290,620.00
Disclosure

SEC source: 0001019849-23-000056 · wf-form4_167845259148494.xml · nonDerivative · entry 1

BARR JOHN · CIK 0001226261 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,712

F1 · price: The transaction was executed in multiple trade prices ranging from $144.08 to $147.235. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 08, 2023 Filed Jun 5, 2023 21:04 UTC
Spradlin Shane M.EVP, Gen. Counsel & Sec.
GiftCommon Stock 35 $0.00 $0.00
Disclosure

SEC source: 0001019849-23-000100 · wk-form4_1685999085.xml · nonDerivative · entry 1

Spradlin Shane M. · CIK 0001427690 · EVP, Gen. Counsel & Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,500

Read SEC document
March 01, 2023 Filed Mar 3, 2023 14:16 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 46 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000054 · wf-form4_167785296574778.xml · derivative · entry 1

Pierce Sandra E. · CIK 0001562298 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,009

Underlying: Common Stock · 46 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 14:15 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 73 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000052 · wf-form4_167785289517217.xml · derivative · entry 1

Duerheimer Wolfgang · CIK 0001732994 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,393

Underlying: Common Stock · 73 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 14:13 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 216 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000050 · wf-form4_167785282072711.xml · derivative · entry 1

MCWATERS KIMBERLY J · CIK 0001272480 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,559

Underlying: Common Stock · 216 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 14:12 UTC GrantDeferred Stock Units (Phantom Stock) · Derivative 98 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000048 · wf-form4_167785274571659.xml · derivative · entry 1

Davis Lisa Ann · CIK 0001706496 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,404

Underlying: Common Stock · 98 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 14:11 UTC
SMITH GREG CDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 83 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000046 · wf-form4_167785266129571.xml · derivative · entry 1

SMITH GREG C · CIK 0001190855 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,888

Underlying: Common Stock · 83 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 14:09 UTC
BARR JOHNDirector
GrantDeferred Stock Units (Phantom Stock) · Derivative 151 Not disclosed Not disclosed
Disclosure

SEC source: 0001019849-23-000044 · wf-form4_167785253122491.xml · derivative · entry 1

BARR JOHN · CIK 0001226261 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,914

Underlying: Common Stock · 151 shares

Expires not disclosed

F1 · derivative.exercise_price: One for one.

F4 · price: Price is not relevant to this transaction.

F2 · derivative.exercise_date: These units are exercisable beginning on the reporting person's separation from service from the Company's Board of Directors.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
February 22, 2023 Filed Feb 22, 2023 21:56 UTC
Spradlin Shane M.EVP, Gen. Counsel & Sec.
SaleCommon Stock 4,389 $149.05 $654,164.65
Disclosure

SEC source: 0001019849-23-000042 · wf-form4_167710297341118.xml · nonDerivative · entry 1

Spradlin Shane M. · CIK 0001427690 · EVP, Gen. Counsel & Sec.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,535

F1 · price: The transaction was executed in multiple trade prices ranging from $149.00 to $149.1142. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
February 21, 2023 Filed Feb 22, 2023 21:55 UTC
SMITH GREG CDirector
SaleCommon Stock 2,029 $151.00 $306,379.00
Disclosure

SEC source: 0001019849-23-000041 · wf-form4_167710290899165.xml · nonDerivative · entry 1

SMITH GREG C · CIK 0001190855 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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.