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 02, 2022 Filed Mar 4, 2022 22:03 UTC |
Stafford HaydenPresident
|
Tax withholdingCommon stock | 107 | $85.40 | $9,137.80 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 4 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,086 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC |
Stafford HaydenPresident
|
Exercise / conversionCommon stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,193 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 a 20% vesting on March 2, 2022. The original grant was 1,922 restricted stock units, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC |
Stafford HaydenPresident
|
Tax withholdingCommon stock | 271 | $85.40 | $23,143.40 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,809 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 22:03 UTC |
Stafford HaydenPresident
|
Exercise / conversionCommon stock | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000060 · wf-form4_164643137102749.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,080 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 100% vesting on March 2, 2022. The original grant was 971 restricted stock units, which were granted on March 2, 2021. As part of the Company's 2021 Corporate Incentive Compensation Plan (CICP), Mr. Stafford elected to receive half of his annual bonus in RSUs. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:06 UTC |
Trefler LeonChief of Clients and Markets
|
GrantStock Options · Derivative | 36,928 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 8 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,928 Underlying: Common stock · 36,928 shares Expires 2032-03-01 F8 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:06 UTC |
Trefler LeonChief of Clients and Markets
|
GrantRestricted Stock Units · Derivative | 11,754 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000057 · wf-form4_164635236001414.xml · derivative · entry 7 Trefler Leon · CIK 0001480560 · Chief of Clients and Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,754 Underlying: Common stock · 11,754 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F6 · shares: RSUs will vest 20% on March 1, 2023, 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, 2022 Filed Mar 4, 2022 00:02 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
GrantStock Options · Derivative | 240,030 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000055 · wf-form4_164635213159121.xml · derivative · entry 7 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,030 Underlying: Common stock · 240,030 shares Expires 2032-03-01 F5 · shares: Options will vest 20% on March 2, 2022, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:58 UTC |
PYLE MICHAEL RChief Technology Strategist
|
GrantRestricted Stock Units · Derivative | 1,656 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000053 · wf-form4_164635184904711.xml · derivative · entry 8 PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656 Underlying: Common stock · 1,656 shares Expires not disclosed F8 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 1, 2022. All RSUs vest 100% on March 1, 2023, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2022. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:58 UTC |
PYLE MICHAEL RChief Technology Strategist
|
GrantRestricted Stock Units · Derivative | 5,860 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000053 · wf-form4_164635184904711.xml · derivative · entry 7 PYLE MICHAEL R · CIK 0001222579 · Chief Technology Strategist 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,860 Underlying: Common stock · 5,860 shares Expires not disclosed F5 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F6 · shares: RSUs will vest 25% on June 1, 2022, with the remaining 75% vesting in equal quarterly installments over the following year. F7 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:49 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
GrantStock Options · Derivative | 6,463 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 11 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,463 Underlying: Common stock · 6,463 shares Expires 2032-03-01 F10 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:49 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
GrantRestricted Stock Units · Derivative | 2,057 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 10 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,057 Underlying: Common stock · 2,057 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F9 · shares: RSUs will vest 20% on March 1, 2023, with the remaining 80% vesting in 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, 2022 Filed Mar 3, 2022 23:49 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
GrantRestricted Stock Units · Derivative | 704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000051 · wf-form4_164635138102175.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704 Underlying: Common stock · 704 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 1, 2022. All RSUs vest 100% on March 1, 2023, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2022. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:42 UTC |
STILLWELL KENNETHCOO, CFO
|
GrantStock Options · Derivative | 73,856 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · derivative · entry 11 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,856 Underlying: Common stock · 73,856 shares Expires 2032-03-01 F10 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:42 UTC |
STILLWELL KENNETHCOO, CFO
|
GrantRestricted Stock Units · Derivative | 23,508 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · derivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,508 Underlying: Common stock · 23,508 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F9 · shares: RSUs will vest 20% on March 1, 2023, with the remaining 80% vesting in 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, 2022 Filed Mar 3, 2022 23:42 UTC |
STILLWELL KENNETHCOO, CFO
|
GrantRestricted Stock Units · Derivative | 2,311 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000049 · wf-form4_164635095515985.xml · derivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,311 Underlying: Common stock · 2,311 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 1, 2022. All RSUs vest 100% on March 1, 2023, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2022. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:37 UTC |
Akgonul Rifat KerimChief Product Officer
|
GrantStock Options · Derivative | 36,928 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · derivative · entry 11 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,928 Underlying: Common stock · 36,928 shares Expires 2032-03-01 F10 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:37 UTC |
Akgonul Rifat KerimChief Product Officer
|
GrantRestricted Stock Units · Derivative | 11,754 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · derivative · entry 10 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,754 Underlying: Common stock · 11,754 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F9 · shares: RSUs will vest 20% on March 1, 2023, with the remaining 80% vesting in 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, 2022 Filed Mar 3, 2022 23:37 UTC |
Akgonul Rifat KerimChief Product Officer
|
GrantRestricted Stock Units · Derivative | 1,770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000047 · wf-form4_164635060535336.xml · derivative · entry 9 Akgonul Rifat Kerim · CIK 0001855325 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 Underlying: Common stock · 1,770 shares Expires not disclosed F6 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 1, 2022. All RSUs vest 100% on March 1, 2023, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2022. F8 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionRestricted Stock Units · Derivative | 368 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 9 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,474 Underlying: Common stock · 368 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F2 · shares: Represents a 20% vesting on March 1, 2022. The original grant was 1,842 restricted stock units, with the remaining 80% will vest in 5% 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 |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionRestricted Stock Units · Derivative | 461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 8 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,363 Underlying: Common stock · 461 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on March 1, 2022. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, and the remaining 95% vesting in 5% quarterly installments. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
GrantStock Options · Derivative | 32,312 | $0.00 Strike: $85.40 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 7 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,312 Underlying: Common stock · 32,312 shares Expires 2032-03-01 F8 · shares: Options will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
GrantRestricted Stock Units · Derivative | 10,285 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 6 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,285 Underlying: Common stock · 10,285 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F7 · shares: RSUs will vest 20% on March 1, 2023, with the remaining 80% vesting in equal quarterly amounts over the remaining four years. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
GrantRestricted Stock Units · Derivative | 1,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · derivative · entry 5 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294 Underlying: Common stock · 1,294 shares Expires not disclosed F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F5 · shares: Represents election by the individual, as part of the Company's Corporate Incentive Plan (CICP), to receive half of their annual bonus in RSUs, based upon the Company's stock price as of March 1, 2022. All RSUs vest 100% on March 1, 2023, subject to attainment of the CICP performance threshold funding for the year ending December 31, 2022. F6 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
Tax withholdingCommon stock | 206 | $87.12 | $17,946.72 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 4 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionCommon stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 3 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366 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 a 20% vesting on March 1, 2022. The original grant was 1,842 restricted stock units, with the remaining 80% will vest in 5% equal quarterly installments over the remaining four years. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
Tax withholdingCommon stock | 258 | $87.12 | $22,476.96 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 2 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998 Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 23:56 UTC |
Higgins John GerardChief, Client &Partner Success
|
Exercise / conversionCommon stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000067 · wf-form4_164678376473685.xml · nonDerivative · entry 1 Higgins John Gerard · CIK 0001915414 · Chief, Client &Partner Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256 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 5% vesting on March 1, 2022. The original grant was 9,207 restricted stock units with 5% vesting on June 1, 2021, and the remaining 95% vesting in 5% quarterly installments. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:00 UTC |
Stafford HaydenPresident
|
Exercise / conversionRestricted Stock Units · Derivative | 318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000011 · wf-form4_164401201800636.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448 Underlying: Common stock · 318 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 · security: Each restricted stock unit represents the right to receive, following vesting, one share of common stock. F1 · shares: Represents a 5% vesting on February 3, 2022. The original grant was 6,356 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. F4 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:00 UTC |
Stafford HaydenPresident
|
Tax withholdingCommon stock | 86 | $99.95 | $8,595.70 |
DisclosureSEC source: 0001013857-22-000011 · wf-form4_164401201800636.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,109 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 22:00 UTC |
Stafford HaydenPresident
|
Exercise / conversionCommon stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000011 · wf-form4_164401201800636.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,195 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 5% vesting on February 3, 2022. The original grant was 6,356 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:24 UTC |
STILLWELL KENNETHCOO, CFO
|
SaleCommon stock | 800 | $101.01 | $80,808.00 |
DisclosureSEC source: 0001013857-22-000006 · wf-form4_164392340217580.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,873 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of sale prices, ranging from $100.57 to $101.40. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:24 UTC |
STILLWELL KENNETHCOO, CFO
|
SaleCommon stock | 200 | $99.75 | $19,950.00 |
DisclosureSEC source: 0001013857-22-000006 · wf-form4_164392340217580.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,673 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F2 · price: Represents the weighted average of sale prices, ranging from $99.46 to $100.04. The individual has provided the Company, and undertakes to provide to the staff of the Security and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:51 UTC |
STILLWELL KENNETHCOO, CFO
|
SaleCommon stock | 1,000 | $111.73 | $111,730.00 |
DisclosureSEC source: 0001013857-22-000004 · wf-form4_164141948137803.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,873 F1 · shares: Sold pursuant to a pre-arranged 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 |
| January 03, 2022 Filed Jan 5, 2022 21:46 UTC |
Stafford HaydenPresident
|
Exercise / conversionRestricted Stock Units · Derivative | 1,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000002 · wf-form4_164141912747129.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,580 Underlying: Common stock · 1,470 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 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on January 1, 2022, with a release date of January 3, 2022, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. F4 · derivative.expiration_date: Upon vesting becomes common stock. Common stock is not subject to expiration. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:46 UTC |
Stafford HaydenPresident
|
Tax withholdingCommon stock | 478 | $111.82 | $53,449.96 |
DisclosureSEC source: 0001013857-22-000002 · wf-form4_164141912747129.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,877 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:46 UTC |
Stafford HaydenPresident
|
Exercise / conversionCommon stock | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000002 · wf-form4_164141912747129.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,355 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 5% vesting on January 1, 2022, with a release date of January 3, 2022, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 70% will vest in 5% quarterly installments, until the grant is fully vested July 1, 2025. Read SEC document |
| December 28, 2021 Filed Feb 14, 2022 22:06 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
GiftCommon stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000028 · wf-form5_164487630864929.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,793,097 F2 · shares: Gift made to a family member. Read SEC document |
| December 27, 2021 Filed Feb 14, 2022 22:06 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
GiftCommon stock | 11,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000028 · wf-form5_164487630864929.xml · nonDerivative · entry 1 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,793,327 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 17, 2021 Filed Dec 21, 2021 22:34 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
SaleCommon stock | 500 | $106.00 | $53,000.00 |
DisclosureSEC source: 0001013857-21-000279 · wf-form4_164012602973225.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,971 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 22:10 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
SaleCommon stock | 250 | $116.00 | $29,000.00 |
DisclosureSEC source: 0001013857-21-000277 · wf-form4_163960618485761.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,471 F1 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · derivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 314 shares Expires 2026-09-12 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: Options vested 20% on September 12, 2017, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
SaleCommon stock | 181 | $115.00 | $20,815.00 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,721 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon stock | 133 | $115.00 | $15,295.00 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,902 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Kouninis's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:39 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001013857-21-000275 · wf-form4_163917235476971.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,035 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 |
| December 06, 2021 Filed Dec 8, 2021 21:48 UTC |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000271 · wf-form4_163900009341292.xml · derivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,864 Underlying: Common stock · 429 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. F4 · 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 6, 2021. 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. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 21:48 UTC |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionRestricted Stock Units · Derivative | 427 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000271 · wf-form4_163900009341292.xml · derivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,131 Underlying: Common stock · 427 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. F4 · security: Each restricted stock unit represents the right to receive, following vesting, one share of the issuer's common stock. F1 · shares: Represents a 5% vesting on December 5, 2021, with a release date of December 6, 2021, the first business day following vesting. The original grant was 8,524 restricted stock units, with 20% vesting on March 5, 2019, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F5 · derivative.expiration_date: Once vested, the shares of common stock are not subject to expiration. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 21:48 UTC |
STILLWELL KENNETHCOO, CFO
|
Tax withholdingCommon stock | 169 | $109.49 | $18,503.81 |
DisclosureSEC source: 0001013857-21-000271 · wf-form4_163900009341292.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,873 F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 21:48 UTC |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionCommon stock | 429 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000271 · wf-form4_163900009341292.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,042 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 a 5% vesting on December 6, 2021. 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, 2021 Filed Dec 8, 2021 21:48 UTC |
STILLWELL KENNETHCOO, CFO
|
Tax withholdingCommon stock | 169 | $109.49 | $18,503.81 |
DisclosureSEC source: 0001013857-21-000271 · wf-form4_163900009341292.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,613 Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 21:48 UTC |
STILLWELL KENNETHCOO, CFO
|
Exercise / conversionCommon stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000271 · wf-form4_163900009341292.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · COO, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,782 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 5% vesting on December 5, 2021, with a release date of December 6, 2021, the first business day following vesting. The original grant was 8,524 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.