Last 12 months
Inside the activity.
0 purchase rows · 51 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 5 |
| Dec 2025 | 0 | 9 |
| Jan 2026 | 0 | 8 |
| Feb 2026 | 0 | 4 |
| Mar 2026 | 0 | 7 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 3 |
| Jun 2026 | 0 | 3 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 5 |
| Sep 2026 | 0 | 5 |
| Oct 2026 | 0 | 1 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 3, 2023 23:16 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon stock | 209 | $46.38 | $9,693.42 |
DisclosureSEC source: 0001013857-23-000031 · wf-form4_167788536341585.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,361 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:16 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000031 · wf-form4_167788536341585.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,570 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 · shares: Represents 100% vesting on March 1, 2023. The original grant was 704 restricted stock units, which were granted on March 1, 2022. As part of the Company's 2022 Corporate Incentive Compensation Plan (CICP), Mr. Kouninis elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:16 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon stock | 122 | $46.38 | $5,658.36 |
DisclosureSEC source: 0001013857-23-000031 · wf-form4_167788536341585.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,866 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:16 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000031 · wf-form4_167788536341585.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,988 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 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 2,057 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionRestricted Stock Units · Derivative | 369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 15 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475 Underlying: Common stock · 369 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 1,844 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionRestricted Stock Units · Derivative | 92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 14 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,105 Underlying: Common stock · 92 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents a 5% vesting on March 1, 2023. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 13 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,520 Underlying: Common stock · 460 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 5% vesting on March 1, 2023. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionRestricted Stock Units · Derivative | 1,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 12 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 1,294 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents 100% vesting on March 1, 2023. The original grant was 1,294 restricted stock units, which were granted on March 1, 2022. As part of the Company's 2022 Corporate Incentive Compensation Plan (CICP), Mr. Higgins elected to receive half of his annual bonus in RSUs. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionRestricted Stock Units · Derivative | 2,057 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · derivative · entry 11 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,228 Underlying: Common stock · 2,057 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. F7 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 10,285 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Tax withholdingCommon stock | 206 | $46.38 | $9,554.28 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 10 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,184 F6 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionCommon stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,390 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. F5 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 1,844 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Tax withholdingCommon stock | 52 | $46.38 | $2,411.76 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,021 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionCommon stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,073 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. F4 · shares: Represents a 5% vesting on March 1, 2023. The original grant was 1,842 restricted stock units with 20% vesting on March 1, 2022 with the remaining 80% vesting in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Tax withholdingCommon stock | 257 | $46.38 | $11,919.66 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,238 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 · shares: Represents a 5% vesting on March 1, 2023. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, with the remaining 95% vesting in 5% quarterly installments. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Tax withholdingCommon stock | 723 | $46.38 | $33,532.74 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,778 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionCommon stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,501 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 · shares: Represents 100% vesting on March 1, 2023. The original grant was 1,294 restricted stock units, which were granted on March 1, 2022. As part of the Company's 2022 Corporate Incentive Compensation Plan (CICP), Mr. Higgins elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Tax withholdingCommon stock | 1,148 | $46.38 | $53,244.24 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,207 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:10 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionCommon stock | 2,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000029 · wf-form4_167788499887186.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,355 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 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 10,285 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC |
Akgonul Rifat KerimChief Product Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000027 · wf-form4_167788474254347.xml · derivative · entry 10 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 1,770 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents 100% vesting on March 1, 2023. The original grant was 1,770 restricted stock units, which were granted on March 1, 2022. As part of the Company's 2022 Corporate Incentive Compensation Plan (CICP), Mr. Akgonul elected to receive half of his annual bonus in RSUs. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC |
Akgonul Rifat KerimChief Product Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 2,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000027 · wf-form4_167788474254347.xml · derivative · entry 9 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,403 Underlying: Common stock · 2,351 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 11,754 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC |
Akgonul Rifat KerimChief Product Officer
|
Tax withholdingCommon stock | 515 | $46.38 | $23,885.70 |
DisclosureSEC source: 0001013857-23-000027 · wf-form4_167788474254347.xml · nonDerivative · entry 4 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,405 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC |
Akgonul Rifat KerimChief Product Officer
|
Exercise / conversionCommon stock | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000027 · wf-form4_167788474254347.xml · nonDerivative · entry 3 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,920 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 · shares: Represents 100% vesting on March 1, 2023. The original grant was 1,770 restricted stock units, which were granted on March 1, 2022. As part of the Company's 2022 Corporate Incentive Compensation Plan (CICP), Mr. Akgonul elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC |
Akgonul Rifat KerimChief Product Officer
|
Tax withholdingCommon stock | 793 | $46.38 | $36,779.34 |
DisclosureSEC source: 0001013857-23-000027 · wf-form4_167788474254347.xml · nonDerivative · entry 2 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,150 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC |
Akgonul Rifat KerimChief Product Officer
|
Exercise / conversionCommon stock | 2,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000027 · wf-form4_167788474254347.xml · nonDerivative · entry 1 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,943 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 · shares: Represents a 20% vesting on March 1, 2023. The original grant was 11,754 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| February 17, 2023 Filed Feb 21, 2023 22:33 UTC |
Akgonul Rifat KerimChief Product Officer
|
SaleCommon stock | 1,622 | $48.59 | $78,812.98 |
DisclosureSEC source: 0001013857-23-000025 · wf-form4_167701876138811.xml · nonDerivative · entry 1 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,592 F1 · price: Represents the weighted average of sale prices, ranging from $48.59 to $48.61. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission, the issuer, or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 22:08 UTC |
Trefler LeonChief of Clients and Markets
|
SaleCommon stock | 1,622 | $50.00 | $81,100.00 |
DisclosureSEC source: 0001013857-23-000023 · wf-form4_167701729307115.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,488 F1 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 27, 2022 Filed Feb 14, 2023 22:04 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
GiftCommon stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000010 · wf-form5_167641221516674.xml · nonDerivative · entry 3 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,265,195 F2 · shares: Gift made to a family member. Read SEC document |
| December 23, 2022 Filed Feb 14, 2023 22:10 UTC |
Trefler LeonChief of Clients and Markets
|
GiftCommon stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000012 · wf-form5_167641257826730.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,110 Read SEC document |
| December 23, 2022 Filed Feb 14, 2023 22:04 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
GiftCommon stock | 42,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-23-000010 · wf-form5_167641221516674.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,266,095 F1 · shares: Gifts made to the Trefler Family Foundation and family members. Mr. Trefler is a Trustee of the Trefler Family Foundation. Mr. Trefler has no pecuniary interest in shares held by the Trefler Family Foundation. He retains voting and dispositive control over such shares. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Exercise / conversionRestricted Stock Units · Derivative | 391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · derivative · entry 12 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 Underlying: Common stock · 391 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Tax withholdingCommon stock | 154 | $35.54 | $5,473.16 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,210 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Exercise / conversionCommon stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,364 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. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 7,806 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:33 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
Exercise / conversionRestricted Stock Units · Derivative | 1,952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · derivative · entry 10 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,756 Underlying: Common stock · 1,952 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. F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:33 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
Tax withholdingCommon stock | 866 | $35.54 | $30,777.64 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 7 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,308,195 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Reflects establishment of Alan N. Trefler Grantor Retained Annuity Trust I of 2022 on September 12, 2022. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:33 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
Exercise / conversionCommon stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000195 · wf-form4_167036602005232.xml · nonDerivative · entry 6 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,309,061 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 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 39,026 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:30 UTC |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000193 · wf-form4_167036581005165.xml · derivative · entry 12 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,146 Underlying: Common stock · 430 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 8,586 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:30 UTC |
STILLWELL KENNETHCOO, CFO
|
Tax withholdingCommon stock | 105 | $35.54 | $3,731.70 |
DisclosureSEC source: 0001013857-22-000193 · wf-form4_167036581005165.xml · nonDerivative · entry 8 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,780 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:30 UTC |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionCommon stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000193 · wf-form4_167036581005165.xml · nonDerivative · entry 7 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,885 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. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 8,586 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:22 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionRestricted Stock Units · Derivative | 98 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000191 · wf-form4_167036530145703.xml · derivative · entry 12 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488 Underlying: Common stock · 98 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:22 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon stock | 24 | $35.54 | $852.96 |
DisclosureSEC source: 0001013857-22-000191 · wf-form4_167036530145703.xml · nonDerivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,577 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:22 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000191 · wf-form4_167036530145703.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,601 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. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 1,952 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:18 UTC |
Akgonul Rifat KerimChief Product Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000189 · wf-form4_167036511669618.xml · derivative · entry 12 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,659 Underlying: Common stock · 331 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 6,635 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:18 UTC |
Akgonul Rifat KerimChief Product Officer
|
Tax withholdingCommon stock | 98 | $35.54 | $3,482.92 |
DisclosureSEC source: 0001013857-22-000189 · wf-form4_167036511669618.xml · nonDerivative · entry 8 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,214 F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2022 Filed Dec 6, 2022 22:18 UTC |
Akgonul Rifat KerimChief Product Officer
|
Exercise / conversionCommon stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000189 · wf-form4_167036511669618.xml · nonDerivative · entry 7 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,312 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. F4 · shares: Represents a 5% vesting on December 6, 2022. The original grant was 6,635 restricted stock units, with 20% vesting on March 6, 2020, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · derivative · entry 11 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363 Underlying: Common stock · 362 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F3 · shares: Represents a 5% vesting on December 5, 2022. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Exercise / conversionRestricted Stock Units · Derivative | 335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · derivative · entry 10 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,009 Underlying: Common stock · 335 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. F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 5% vesting on December 3, 2022, with a release date of December 5, 2022, the first business day following vesting. The original grant was 6,687 restricted stock units, with 20% vesting on March 3, 2021, with the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Tax withholdingCommon stock | 143 | $36.98 | $5,288.14 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,973 Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Exercise / conversionCommon stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,116 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 · shares: Represents a 5% vesting on December 5, 2022. The original grant was 7,246 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:36 UTC |
Trefler LeonChief of Clients and Markets
|
Tax withholdingCommon stock | 132 | $36.98 | $4,881.36 |
DisclosureSEC source: 0001013857-22-000197 · wf-form4_167036620063433.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,754 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.