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 |
|---|---|---|---|---|---|---|
| February 03, 2021 Filed Feb 5, 2021 22:07 UTC |
Stafford HaydenPresident
|
Exercise / conversionCommon stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000010 · wf-form4_161256281403992.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,421 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, 2021. The original grant was 6,356 restricted stock units. The remaining 90% will vest in 5% quarterly installments, until the grant is depleted August 3, 2025. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC |
STILLWELL KENNETHCFO, SVP
|
Exercise / conversionRestricted Stock Units · Derivative | 2,186 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · derivative · entry 6 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 Underlying: Common stock · 2,186 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 the 5% quarterly vesting on February 1, 2021. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F7 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC |
STILLWELL KENNETHCFO, SVP
|
SaleCommon stock | 100 | $129.90 | $12,990.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 5 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,692 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC |
STILLWELL KENNETHCFO, SVP
|
SaleCommon stock | 700 | $129.32 | $90,524.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 4 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,792 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of sale prices, ranging from $128.83 to $129.64. 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 |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC |
STILLWELL KENNETHCFO, SVP
|
SaleCommon stock | 200 | $127.75 | $25,550.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,492 F2 · 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 $127.25 to $128.24. 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 |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC |
STILLWELL KENNETHCFO, SVP
|
Tax withholdingCommon stock | 697 | $127.45 | $88,832.65 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,692 Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:14 UTC |
STILLWELL KENNETHCFO, SVP
|
Exercise / conversionCommon stock | 2,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000004 · wf-form4_161239403289953.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,389 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 the 5% quarterly vesting on February 1, 2021. The original grant was 43,732 restricted stock units, with 20% vesting on August 1, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC |
Trefler LeonSVP, Global Customer Success
|
Exercise / conversionStock Options · Derivative | 1,922 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,821 Underlying: Common stock · 1,922 shares Expires 2022-12-12 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. F4 · shares: Options vested 20% on December 12, 2013, with the remaining 80% vesting in equal quarterly installments over the next four years. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC |
Trefler LeonSVP, Global Customer Success
|
SaleCommon stock | 67 | $130.00 | $8,710.00 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,911 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC |
Trefler LeonSVP, Global Customer Success
|
SaleCommon stock | 1,240 | $129.10 | $160,084.00 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,978 F2 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC |
Trefler LeonSVP, Global Customer Success
|
Tax withholdingCommon stock | 682 | $128.29 | $87,493.78 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,218 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:22 UTC |
Trefler LeonSVP, Global Customer Success
|
Exercise / conversionCommon stock | 1,922 | $11.05 | $21,238.10 |
DisclosureSEC source: 0001013857-21-000007 · wf-form4_161239454823473.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,900 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 |
| January 29, 2021 Filed Feb 14, 2022 22:11 UTC |
JONES RICHARD HDirector
|
GiftCommon stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000030 · wf-form5_164487665791894.xml · nonDerivative · entry 3 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 13,124 F2 · shares: Gift from the Patricia Jones Cornerstone Trust. Read SEC document |
| January 29, 2021 Filed Feb 14, 2022 22:11 UTC |
JONES RICHARD HDirector
|
GiftCommon stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-22-000030 · wf-form5_164487665791894.xml · nonDerivative · entry 2 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Cornerstone Trust Disclosed balance after: 86,799 F1 · shares: Gift made to the Patricia Jones Revocable Trust. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 22:22 UTC |
Trefler LeonSVP, Global Customer Success
|
SaleCommon stock | 90 | $140.00 | $12,600.00 |
DisclosureSEC source: 0001013857-21-000002 · wf-form4_161135416224278.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,978 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 04, 2021 Filed Jan 6, 2021 22:32 UTC |
Trefler LeonSVP, Global Customer Success
|
Exercise / conversionStock Options · Derivative | 1,922 | $0.00 Strike: $11.05 | $0.00 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · derivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,743 Underlying: Common stock · 1,922 shares Expires 2022-12-12 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. F5 · derivative.exercise_date: Options vested 20% on December 12, 2013, with the remaining 80 vesting in equal quarterly installments over the next four years. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC |
Trefler LeonSVP, Global Customer Success
|
SaleCommon stock | 67 | $133.91 | $8,971.97 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 4 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,068 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC |
Trefler LeonSVP, Global Customer Success
|
SaleCommon stock | 1,193 | $133.01 | $158,680.93 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 3 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 F2 · shares: Sold pursuant to a pre-arranged stock trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F3 · price: Represents the weighted average of the sale prices, ranging from $132.83 to $133.13. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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 04, 2021 Filed Jan 6, 2021 22:32 UTC |
Trefler LeonSVP, Global Customer Success
|
Tax withholdingCommon stock | 729 | $133.91 | $97,620.39 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 2 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,328 F1 · price: Represents the exercise price of the stock options referenced in Table II and Mr. Trefler's tax liability, which were paid by way of the Company withholding shares of equal value. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:32 UTC |
Trefler LeonSVP, Global Customer Success
|
Exercise / conversionCommon stock | 1,922 | $11.05 | $21,238.10 |
DisclosureSEC source: 0001209191-21-002274 · doc4.xml · nonDerivative · entry 1 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,057 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 |
| January 04, 2021 Filed Jan 6, 2021 22:20 UTC |
STILLWELL KENNETHCFO, SVP
|
SaleCommon stock | 409 | $133.36 | $54,544.24 |
DisclosureSEC source: 0001209191-21-002219 · doc4.xml · nonDerivative · entry 3 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,203 F1 · shares: Sold pursuant to a pre-arranged trading plan under Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F4 · price: Represents the weighted average of the sale prices, ranging from $133.14 to $133.63. The individual has provided the Company, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Company, upon request, full information regarding the number of shares sold at each separate price. F5 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:20 UTC |
STILLWELL KENNETHCFO, SVP
|
SaleCommon stock | 200 | $132.10 | $26,420.00 |
DisclosureSEC source: 0001209191-21-002219 · doc4.xml · nonDerivative · entry 2 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,612 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 the sale prices, ranging from $132.07 to $132.12. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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 04, 2021 Filed Jan 6, 2021 22:20 UTC |
STILLWELL KENNETHCFO, SVP
|
SaleCommon stock | 391 | $131.26 | $51,322.66 |
DisclosureSEC source: 0001209191-21-002219 · doc4.xml · nonDerivative · entry 1 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,812 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 the sale prices, ranging from $131.04 to $131.62. The individual has provided the Company, and undertakes to provide to the staff of the Securities 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 04, 2021 Filed Jan 6, 2021 22:14 UTC |
Stafford HaydenPresident
|
Exercise / conversionRestricted Stock Units · Derivative | 1,471 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002199 · doc4.xml · derivative · entry 3 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,462 Underlying: Common stock · 1,471 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, 2021, with a release date of January 4, 2021, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 90% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:14 UTC |
Stafford HaydenPresident
|
Tax withholdingCommon stock | 463 | $133.26 | $61,699.38 |
DisclosureSEC source: 0001209191-21-002199 · doc4.xml · nonDerivative · entry 2 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,103 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:14 UTC |
Stafford HaydenPresident
|
Exercise / conversionCommon stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002199 · doc4.xml · nonDerivative · entry 1 Stafford Hayden · CIK 0001814045 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,566 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, 2021, with a release date of January 4, 2021, the first business day following vesting. The original grant was 29,404 restricted stock units. The remaining 90% will vest in 5% quarterly installments, until the grant is depleted July 1, 2025. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 21:42 UTC |
JONES RICHARD HDirector
|
GiftCommon stock | 87,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 8 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Cornerstone Trust Disclosed balance after: 87,400 F6 · shares: Gift from the Patricia Jones Revocable Trust. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 21:42 UTC |
JONES RICHARD HDirector
|
GiftCommon stock | 87,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000018 · wf-form5_161316609857185.xml · nonDerivative · entry 7 JONES RICHARD H · CIK 0001222574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patricia Jones Revocable Trust Disclosed balance after: 12,523 F5 · shares: Gift made to the Patricia Jones Cornerstone Trust. Read SEC document |
| December 23, 2020 Filed Feb 12, 2021 21:49 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
GiftCommon stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000020 · wf-form5_161316651722803.xml · nonDerivative · entry 2 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,793,517 F2 · shares: Gifts made to family members. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionStock Options · Derivative | 313 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · derivative · entry 9 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942 Underlying: Common Stock · 313 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 · derivative.exercise_date: 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 17, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
SaleCommon Stock | 250 | $132.00 | $33,000.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 7 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690 F2 · balance_after: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
SaleCommon Stock | 137 | $129.00 | $17,673.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 6 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon Stock | 176 | $129.00 | $22,704.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 5 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077 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 17, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon Stock | 313 | $27.24 | $8,526.12 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 4 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,253 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 17, 2020 Filed Feb 12, 2021 21:49 UTC |
TREFLER ALANC.E.O. & Chairman · 10% owner
|
GiftCommon stock | 16,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001013857-21-000020 · wf-form5_161316651722803.xml · nonDerivative · entry 1 TREFLER ALAN · CIK 0001032235 · C.E.O. & Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,793,977 F1 · shares: Gifts made to the Trefler Foundation, family members, and charitable organizations. 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 16, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionStock Options · Derivative | 314 | $0.00 Strike: $27.24 | $0.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · derivative · entry 8 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255 Underlying: Common Stock · 314 shares Expires 2026-09-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: 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 16, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
SaleCommon Stock | 137 | $127.00 | $17,399.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon Stock | 177 | $127.00 | $22,479.00 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077 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 16, 2020 Filed Dec 18, 2020 21:51 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon Stock | 314 | $27.24 | $8,553.36 |
DisclosureSEC source: 0001209191-20-064442 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,254 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 14, 2020 Filed Dec 15, 2020 21:56 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionRestricted Stock Unit · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063514 · doc4.xml · derivative · entry 3 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279 Underlying: Common Stock · 93 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 · derivative.exercise_date: Represents a 5% vesting on December 12, 2020, with a release date on December 14, 2020, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F4 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:56 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Tax withholdingCommon Stock | 42 | $125.23 | $5,259.66 |
DisclosureSEC source: 0001209191-20-063514 · doc4.xml · nonDerivative · entry 2 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 F2 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:56 UTC |
KOUNINIS EFSTATHIOS AVP of Finance & CAO
|
Exercise / conversionCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063514 · doc4.xml · nonDerivative · entry 1 KOUNINIS EFSTATHIOS A · CIK 0001353196 · VP of Finance & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982 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 12, 2020, with a release date on December 14, 2020, the first business day following vesting. The original grant was 1,856 restricted stock units, with 20% vesting on September 12, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:54 UTC |
Trefler LeonSVP, Global Customer Success
|
Exercise / conversionRestricted Stock Unit · Derivative | 602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · derivative · entry 9 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603 Underlying: Common Stock · 602 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 · derivative.exercise_date: Represents a 5% vesting on December 9, 2020. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. F6 · derivative.expiration_date: Once vested, shares of common stock are not subject to expiration. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:54 UTC |
Trefler LeonSVP, Global Customer Success
|
Tax withholdingCommon Stock | 267 | $125.34 | $33,465.78 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · nonDerivative · entry 6 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:54 UTC |
Trefler LeonSVP, Global Customer Success
|
Exercise / conversionCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-062592 · doc4.xml · nonDerivative · entry 5 Trefler Leon · CIK 0001480560 · SVP, Global Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,402 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 9, 2020. The original grant was 12,049 restricted stock units, with 20% vesting on March 9, 2017, and the remaining 80% vesting in equal quarterly installments over the remaining four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC |
STILLWELL KENNETHCFO, SVP
|
Exercise / conversionStock Option · Derivative | 1,462 | $0.00 Strike: $64.35 | $0.00 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · derivative · entry 15 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,006 Underlying: Common Stock · 1,462 shares Expires 2029-03-06 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. F9 · derivative.exercise_date: Options vested 20% on March 6, 2020, with the remaining 80 vesting in equal quarterly installments over the next four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC |
STILLWELL KENNETHCFO, SVP
|
Exercise / conversionStock Option · Derivative | 1,372 | $0.00 Strike: $58.95 | $0.00 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · derivative · entry 14 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,350 Underlying: Common Stock · 1,372 shares Expires 2028-03-05 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. F8 · derivative.exercise_date: Options vested 20% on March 5, 2019, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC |
STILLWELL KENNETHCFO, SVP
|
Exercise / conversionStock Option · Derivative | 469 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · derivative · entry 13 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,345 Underlying: Common Stock · 469 shares Expires 2027-03-02 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 · derivative.exercise_date: Options vested 20% on March 2, 2018, with the remaining 80% vesting in equal quarterly amounts over the next four years. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC |
STILLWELL KENNETHCFO, SVP
|
Tax withholdingCommon Stock | 1,079 | $121.66 | $131,271.14 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 10 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,203 F3 · price: Represents the exercise price for the stock options referenced in Table II and Mr. Stillwell's tax liability, which were paid by way of the Company withholding shares of equal value. F4 · balance_after: Does not include shares of common stock subject to unvested restricted stock units and/or options awards. Read SEC document |
| December 09, 2020 Filed Dec 9, 2020 22:48 UTC |
STILLWELL KENNETHCFO, SVP
|
Exercise / conversionCommon Stock | 1,462 | $64.35 | $94,079.70 |
DisclosureSEC source: 0001209191-20-062586 · doc4.xml · nonDerivative · entry 9 STILLWELL KENNETH · CIK 0001680115 · CFO, SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,282 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.