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NYSE · USD

PFSI

PennyMac Financial Services, Inc.

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Tapewire entity
4100
SEC CIK
0001745916
Parsed reports
752

Last 12 months

Inside the activity.

1 purchase rows · 38 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202508
Dec 202504
Jan 202603
Feb 202618
Mar 202607
Apr 202602
May 202604
Jun 202601
Jul 202601
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 24, 2025 Filed Oct 29, 2025 01:34 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 1,959 $133.46 $261,448.14
Disclosure

SEC source: 0001745916-25-000021 · form4.xml · nonDerivative · entry 4

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,964

F4 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $133.32 to $133.80. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 24, 2025 Filed Oct 29, 2025 01:34 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 4,072 $132.93 $541,290.96
Disclosure

SEC source: 0001745916-25-000021 · form4.xml · nonDerivative · entry 3

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,923

F3 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $132.32 to $133.28. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 24, 2025 Filed Oct 29, 2025 01:34 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 5,821 $130.76 $761,153.96
Disclosure

SEC source: 0001745916-25-000021 · form4.xml · nonDerivative · entry 2

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,995

F2 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $130.30 to $132.22. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 24, 2025 Filed Oct 29, 2025 01:34 UTC
Perotti Daniel StanleyChief Financial Officer
Exercise / conversionCommon Stock 11,852 $11.28 $133,690.56
Disclosure

SEC source: 0001745916-25-000021 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,816

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 · balance_after: The reported amount consists of 9,964 restricted stock units and 11,852 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 22:15 UTC GrantCommon Stock 270 $116.57 $31,473.90
Disclosure

SEC source: 0001745916-25-000014 · form4.xml · nonDerivative · entry 1

MAZZELLA JOSEPH F · CIK 0001196045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,320

F1 · shares: The Reporting Person received these shares in lieu of cash compensation payable for services rendered as a non-management director of Issuer during the previous quarter. The transaction is exempt under Rule 16b-3 of the Securities Exchange Act of 1934.

F2 · balance_after: The reported amount consists of 1,547 restricted stock units and 84,773 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 22:12 UTC
SPECTOR DAVIDDirector · Chairman & CEO
Exercise / conversionNonstatutory Stock Option (Right to Buy) · Derivative 71,161 $0.00 Strike: $11.28 $0.00
Disclosure

SEC source: 0001745916-25-000012 · form4.xml · derivative · entry 6

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 71,161 shares

Expires 2026-03-06

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.

F6 · derivative.underlying_shares: This nonstatutory stock option to purchase 71,161 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 7, 2017, 2018 and 2019, subject to the Reporting Person's committed service through each date.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 22:12 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 30,504 $128.66 $3,924,644.64
Disclosure

SEC source: 0001745916-25-000012 · form4.xml · nonDerivative · entry 4

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 577,859

F4 · price: The price reported is the weighted average price of multiple transactions ranging from $128.40 to $129.06. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

F5 · balance_after: The reported amount consists of 36,299 restricted stock units and 541,560 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 22:12 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 26,503 $127.92 $3,390,263.76
Disclosure

SEC source: 0001745916-25-000012 · form4.xml · nonDerivative · entry 3

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 608,363

F3 · price: The price reported is the weighted average price of multiple transactions ranging from $127.40 to $128.39. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 22:12 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 14,154 $127.07 $1,798,548.78
Disclosure

SEC source: 0001745916-25-000012 · form4.xml · nonDerivative · entry 2

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 634,866

F2 · price: The price reported is the weighted average price of multiple transactions ranging from $126.405 to $127.395. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 22:12 UTC
SPECTOR DAVIDDirector · Chairman & CEO
Exercise / conversionCommon Stock 71,161 $128.05 $9,111,995.26
Disclosure

SEC source: 0001745916-25-000012 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 649,020

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 · balance_after: The reported amount consists of 36,299 restricted stock units and 612,721 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 22:28 UTC
NANJI FARHADDirector
GrantCommon Stock 253 $116.57 $29,492.21
Disclosure

SEC source: 0001745916-25-000017 · form4.xml · nonDerivative · entry 1

NANJI FARHAD · CIK 0001575023 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,323

F1 · shares: The Reporting Person received these shares in lieu of cash compensation payable for services rendered as a non-management director of Issuer during the previous quarter. The transaction is exempt under Rule 16b-3 of the Securities Exchange Act of 1934.

F2 · balance_after: The reported amount consists of 1,547 restricted stock units and 183,776 of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
Exercise / conversionNonstatutory Stock Option (Right to Buy) · Derivative 8,347 $0.00 Strike: $18.05 $0.00
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · derivative · entry 13

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,159

Underlying: Common Stock · 8,347 shares

Expires 2027-03-05

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.

F13 · derivative.underlying_shares: This nonstatutory stock option to purchase 8,347 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 6, 2018, 2019 and 2020, subject to the Reporting Person's committed service through each date.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
Exercise / conversionNonstatutory Stock Option (Right to Buy) · Derivative 4,763 $0.00 Strike: $11.28 $0.00
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · derivative · entry 12

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,852

Underlying: Common Stock · 4,763 shares

Expires 2026-03-06

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.

F12 · derivative.underlying_shares: This nonstatutory stock option to purchase 4,763 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 7, 2017, 2018 and 2019, subject to the Reporting Person's committed service through each date.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 304 $133.99 $40,732.96
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 10

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,964

F10 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $133.992 to $134.00 The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

F11 · balance_after: The reported amount consists of 9,964 restricted stock units. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 1,195 $132.38 $158,194.10
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 9

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,268

F9 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $132.13 to $132.652 The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 379 $131.54 $49,853.66
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 8

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,463

F8 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $131.04 to $131.882 The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 6,469 $130.19 $842,199.11
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 7

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,842

F7 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $130.00 to $130.95. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
Exercise / conversionCommon Stock 8,347 $18.05 $150,663.35
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 6

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,311

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 · balance_after: The reported amount consists of 9,964 restricted stock units and 8,347 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 141 $133.99 $18,892.59
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 5

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,964

F5 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $133.996 to $134.00. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 41 $132.91 $5,449.31
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 4

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,105

F4 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $132.47 to $133.363. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 797 $131.96 $105,172.12
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 3

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,146

F3 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $131.417 to $132.393. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 3,784 $130.30 $493,055.20
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 2

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,943

F2 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $130.00 to $130.38. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Read SEC document
October 22, 2025 Filed Oct 24, 2025 23:39 UTC
Perotti Daniel StanleyChief Financial Officer
Exercise / conversionCommon Stock 4,763 $11.28 $53,726.64
Disclosure

SEC source: 0001745916-25-000010 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,727

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 · balance_after: The reported amount consists of 9,964 restricted stock units and 4,763 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
October 06, 2025 Filed Oct 7, 2025 21:38 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 261 $120.89 $31,552.29
Disclosure

SEC source: 0001745916-25-000008 · form4.xml · nonDerivative · entry 5

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 120,604

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F6 · price: The price reported is the weighted average price of multiple transactions ranging from $120.70 to $121.19. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
October 06, 2025 Filed Oct 7, 2025 21:38 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 862 $119.98 $103,422.76
Disclosure

SEC source: 0001745916-25-000008 · form4.xml · nonDerivative · entry 4

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 120,865

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F5 · price: The price reported is the weighted average price of multiple transactions ranging from $119.605 to $120.58. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
October 06, 2025 Filed Oct 7, 2025 21:38 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 711 $119.13 $84,701.43
Disclosure

SEC source: 0001745916-25-000008 · form4.xml · nonDerivative · entry 3

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 121,727

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F4 · price: The price reported is the weighted average price of multiple transactions ranging from $118.60 to $119.585. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
October 06, 2025 Filed Oct 7, 2025 21:38 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 1,811 $118.19 $214,042.09
Disclosure

SEC source: 0001745916-25-000008 · form4.xml · nonDerivative · entry 2

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 122,438

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F3 · price: The price reported is the weighted average price of multiple transactions ranging from $117.60 to $118.585. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
October 06, 2025 Filed Oct 7, 2025 21:38 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 1,355 $116.89 $158,385.95
Disclosure

SEC source: 0001745916-25-000008 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 124,249

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F2 · price: The price reported is the weighted average price of multiple transactions ranging from $116.50 to $117.48. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
September 23, 2025 Filed Sep 24, 2025 21:07 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 214 $124.03 $26,542.42
Disclosure

SEC source: 0001745916-25-000006 · form4.xml · nonDerivative · entry 3

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 125,604

F1 · kind: The sales reported occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F4 · price: The price reported is the weighted average price of multiple transactions ranging from $123.86 to $124.225. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
September 23, 2025 Filed Sep 24, 2025 21:07 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 3,128 $123.16 $385,244.48
Disclosure

SEC source: 0001745916-25-000006 · form4.xml · nonDerivative · entry 2

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 125,818

F1 · kind: The sales reported occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F3 · price: The price reported is the weighted average price of multiple transactions ranging from $122.86 to $123.8550. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
September 23, 2025 Filed Sep 24, 2025 21:07 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 1,658 $122.46 $203,038.68
Disclosure

SEC source: 0001745916-25-000006 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 128,946

F1 · kind: The sales reported occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F2 · price: The price reported is the weighted average price of multiple transactions ranging from $121.8450 to $122.83. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

Read SEC document
September 05, 2025 Filed Sep 8, 2025 22:06 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 2,925 $116.63 $341,142.75
Disclosure

SEC source: 0001127602-25-021223 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Indirect · The Perotti Family Trust

Disclosed balance after: 225,250

F1 · kind: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 2, 2025.

Read SEC document
September 02, 2025 Filed Sep 3, 2025 21:30 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 5,850 $108.20 $632,970.00
Disclosure

SEC source: 0001127602-25-021136 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Indirect · The Perotti Family Trust

Disclosed balance after: 228,175

F1 · kind: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 2, 2025.

Read SEC document
August 25, 2025 Filed Aug 26, 2025 18:05 UTC
STARK DEREKChief Legal Officer
SaleCommon Stock 4,750 $109.56 $520,410.00
Disclosure

SEC source: 0001127602-25-020974 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,621

F1 · price: The price reported is the weighted average price of multiple transactions ranging from $109.24 to $109.815. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

F2 · balance_after: The reported amount consists of 5,621 restricted stock units and 15,000 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read SEC document
August 18, 2025 Filed Aug 20, 2025 21:09 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 696 $106.44 $74,082.24
Disclosure

SEC source: 0001127602-25-020793 · form4.xml · nonDerivative · entry 2

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 130,604

F1 · kind: The sales reported occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F3 · price: The price reported is the weighted average price of multiple transactions ranging from $106.15 to $106.96. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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August 18, 2025 Filed Aug 20, 2025 21:09 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 4,304 $105.61 $454,545.44
Disclosure

SEC source: 0001127602-25-020793 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 131,300

F1 · kind: The sales reported occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F2 · price: The price reported is the weighted average price of multiple transactions ranging from $105.13 to $106.115. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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August 13, 2025 Filed Aug 14, 2025 21:39 UTC SaleCommon Stock 7,107 $108.16 $768,693.12
Disclosure

SEC source: 0001127602-25-020473 · form4.xml · nonDerivative · entry 1

MAZZELLA JOSEPH F · CIK 0001196045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,050

F1 · price: The price reported is the weighted average price of multiple transactions ranging from $107.68 to $108.52. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of shares of Common Stock and the prices at which the transactions were effected.

F2 · balance_after: The reported amount consists of 1,547 restricted stock units and 84,503 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

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July 25, 2025 Filed Jul 28, 2025 18:33 UTC
STARK DEREKChief Legal Officer
GiftCommon Stock 250 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-019686 · form4.xml · nonDerivative · entry 1

STARK DEREK · CIK 0001198631 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,371

F1 · shares: Represents a bona fide gift of shares to a family member.

F2 · balance_after: The reported amount consists of 5,621 restricted stock units and 19,750 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

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July 25, 2025 Filed Jul 28, 2025 22:29 UTC
SPECTOR DAVIDDirector · Chairman & CEO
OtherCommon Stock 25,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-019683 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 577,859

F1 · shares: Pursuant to a divorce settlement, these shares of Common Stock were transferred for no consideration to the reporting person's former spouse and the reporting person no longer reports that he is the beneficial owner of these shares. The remaining amount consists of 36,299 restricted stock units and 541,560 shares of Common Stock.

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July 24, 2025 Filed Jul 28, 2025 22:35 UTC GrantCommon Stock 294 $100.92 $29,670.48
Disclosure

SEC source: 0001127602-25-019689 · form4.xml · nonDerivative · entry 1

MAZZELLA JOSEPH F · CIK 0001196045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,157

F1 · shares: The Reporting Person received these shares in lieu of cash compensation payable for services rendered as a non-management director of Issuer during the previous quarter. The transaction is exempt under Rule 16b-3 of the Securities Exchange Act of 1934.

F2 · balance_after: The reported amount consists of 1,547 restricted stock units and 91,610 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

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July 24, 2025 Filed Jul 28, 2025 22:37 UTC
NANJI FARHADDirector
GrantCommon Stock 274 $100.92 $27,652.08
Disclosure

SEC source: 0001127602-25-019691 · form4.xml · nonDerivative · entry 1

NANJI FARHAD · CIK 0001575023 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,070

F1 · shares: The Reporting Person received these shares in lieu of cash compensation payable for services rendered as a non-management director of Issuer during the previous quarter. The transaction is exempt under Rule 16b-3 of the Securities Exchange Act of 1934.

F2 · balance_after: The reported amount consists of 1,547 restricted stock units and 183,523 of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

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July 07, 2025 Filed Jul 8, 2025 22:39 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 205 $102.37 $20,985.85
Disclosure

SEC source: 0001127602-25-019037 · form4.xml · nonDerivative · entry 3

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 135,604

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F4 · price: The price reported is the weighted average price of multiple transactions ranging from $102.06 to $102.635. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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July 07, 2025 Filed Jul 8, 2025 22:39 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 1,224 $101.51 $124,248.24
Disclosure

SEC source: 0001127602-25-019037 · form4.xml · nonDerivative · entry 2

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 135,809

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F3 · price: The price reported is the weighted average price of multiple transactions ranging from $101.05 to $102.02. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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July 07, 2025 Filed Jul 8, 2025 22:39 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 3,571 $100.48 $358,814.08
Disclosure

SEC source: 0001127602-25-019037 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 137,033

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F2 · price: The price reported is the weighted average price of multiple transactions ranging from $100.055 to $101.03. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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June 11, 2025 Filed Jun 12, 2025 22:03 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 183 $99.40 $18,190.20
Disclosure

SEC source: 0001127602-25-017384 · form4.xml · nonDerivative · entry 3

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 140,604

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F4 · price: The price reported is the weighted average price of multiple transactions ranging from $99.34 to $99.45. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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June 11, 2025 Filed Jun 12, 2025 22:03 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 2,100 $98.83 $207,543.00
Disclosure

SEC source: 0001127602-25-017384 · form4.xml · nonDerivative · entry 2

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 140,787

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F3 · price: The price reported is the weighted average price of multiple transactions ranging from $98.34 to $99.3350. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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June 11, 2025 Filed Jun 12, 2025 22:03 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 2,717 $97.79 $265,695.43
Disclosure

SEC source: 0001127602-25-017384 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 142,887

F1 · kind: The sales reported in the Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F2 · price: The price reported is the weighted average price of multiple transactions ranging from $97.33 to $98.15. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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May 15, 2025 Filed May 19, 2025 21:34 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 966 $99.92 $96,518.76
Disclosure

SEC source: 0001127602-25-014949 · form4.xml · nonDerivative · entry 2

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Indirect · The Perotti Family Trust

Disclosed balance after: 234,025

F1 · kind: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 27, 2024.

F3 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $99.863 to $99.950. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

F4 · balance_after: The reported amount consists of 9,964 restricted stock units and 234,025 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

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May 15, 2025 Filed May 19, 2025 21:34 UTC
Perotti Daniel StanleyChief Financial Officer
SaleCommon Stock 9,534 $99.40 $947,709.16
Disclosure

SEC source: 0001127602-25-014949 · form4.xml · nonDerivative · entry 1

Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Indirect · The Perotti Family Trust

Disclosed balance after: 234,991

F1 · kind: The sale reported on this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 27, 2024.

F2 · price: The price reported is the weighted average price of multiple transactions at prices ranging from $98.857 to $99.836. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

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May 14, 2025 Filed May 16, 2025 20:52 UTC
SPECTOR DAVIDDirector · Chairman & CEO
SaleCommon Stock 5,000 $99.15 $495,750.00
Disclosure

SEC source: 0001127602-25-014754 · form4.xml · nonDerivative · entry 1

SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO

10b5-1 filing: Plan reported

Ownership: Indirect · ST Family Investment Company LLC

Disclosed balance after: 145,604

F1 · kind: These shares of Common Stock were sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 2, 2024.

F2 · price: The price reported is the weighted average price of multiple transactions ranging from $98.78 to $99.65. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of Common Stock and the prices at which the transactions were effected.

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