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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 8 |
| Dec 2025 | 0 | 4 |
| Jan 2026 | 0 | 3 |
| Feb 2026 | 1 | 8 |
| Mar 2026 | 0 | 7 |
| Apr 2026 | 0 | 2 |
| May 2026 | 0 | 4 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 1 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
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 29, 2024 Filed Mar 4, 2024 22:43 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantPerformance-Based Restricted Stock Units · Derivative | 8,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008202 · form4.xml · derivative · entry 6 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,494 Underlying: Common Stock · 8,494 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:43 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantNonstatutory Stock Option (Right to Buy) · Derivative | 12,510 | $0.00 Strike: $84.93 | $0.00 |
DisclosureSEC source: 0001127602-24-008202 · form4.xml · derivative · entry 5 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,510 Underlying: Common Stock · 12,510 shares Expires 2034-02-28 F4 · derivative.exercise_date: This nonstatutory stock option to purchase 12,510 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 1, 2025, 2026 and 2027, subject to the Reporting Person's continued service through each date. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:43 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Stock | 3,871 | $83.87 | $324,660.77 |
DisclosureSEC source: 0001127602-24-008202 · form4.xml · nonDerivative · entry 4 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,501 F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:43 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Exercise / conversionCommon Stock | 8,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008202 · form4.xml · nonDerivative · entry 3 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,368 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: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:43 UTC |
Perotti Daniel StanleyChief Financial Officer
|
GrantCommon Stock | 5,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008202 · form4.xml · nonDerivative · entry 2 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,372 F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 18:52 UTC |
Youssouf Emily AnnDirector
|
GrantCommon Stock | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008289 · form4.xml · nonDerivative · entry 1 Youssouf Emily Ann · CIK 0001592168 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,107 F1 · shares: The Reporting Person was granted restricted stock units in connection with her service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 1,854 restricted stock units and 33,253 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 |
| February 29, 2024 Filed Mar 4, 2024 23:47 UTC |
Shalett Lisa MDirector
|
GrantCommon Stock | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008283 · form4.xml · nonDerivative · entry 1 Shalett Lisa M · CIK 0001828587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,595 F1 · shares: The Reporting Person was granted restricted stock units in connection with her service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 1,854 restricted stock units and 7,741 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 |
| February 29, 2024 Filed Mar 4, 2024 23:45 UTC |
Perlowitz Jeffrey A.Director
|
GrantCommon Stock | 1,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008280 · form4.xml · nonDerivative · entry 1 Perlowitz Jeffrey A. · CIK 0001768320 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,460 F1 · shares: The Reporting Person was granted restricted stock units in connection with his service as a Director. These restricted stock units, which will vest in full on the first anniversary of the grant date, are to be settled in an equal number of shares of Common Stock upon vesting. F2 · balance_after: The reported amount consists of 1,854 restricted stock units and 14,606 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 |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC |
White Donald J.Chief Risk Officer
|
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · derivative · entry 6 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,426 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. F2 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC |
White Donald J.Chief Risk Officer
|
GrantPerformance-Based Restricted Stock Units · Derivative | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · derivative · entry 5 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,426 Underlying: Common Stock · 2,426 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC |
White Donald J.Chief Risk Officer
|
GrantNonstatutory Stock Option (Right to Buy) · Derivative | 1,655 | $0.00 Strike: $84.93 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · derivative · entry 4 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 1,655 shares Expires 2034-02-28 F4 · derivative.exercise_date: This nonstatutory stock option to purchase 1,655 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 1, 2025, 2026 and 2027, subject to the Reporting Person's continued service through each date. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC |
White Donald J.Chief Risk Officer
|
Tax withholdingCommon Stock | 865 | $83.87 | $72,547.55 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · nonDerivative · entry 3 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,085 F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC |
White Donald J.Chief Risk Officer
|
Exercise / conversionCommon Stock | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · nonDerivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,288 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: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined based on return on equity and leverage ratio performance for the period January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:08 UTC |
White Donald J.Chief Risk Officer
|
GrantCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008253 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,950 F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:05 UTC |
Chang William HerbertChief Capital Markets Officer
|
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 6,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008248 · form4.xml · derivative · entry 6 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,795 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. F2 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined base on return of equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined base on return of equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined base on return of equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:05 UTC |
Chang William HerbertChief Capital Markets Officer
|
GrantPerformance-Based Restricted Stock Units · Derivative | 6,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008248 · form4.xml · derivative · entry 5 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,795 Underlying: Common Stock · 6,795 shares Expires not disclosed F2 · derivative.exercise_price: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined base on return of equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.exercise_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined base on return of equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. F2 · derivative.expiration_date: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined base on return of equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:05 UTC |
Chang William HerbertChief Capital Markets Officer
|
GrantNonstatutory Stock Option (Right to Buy) · Derivative | 7,910 | $0.00 Strike: $84.93 | $0.00 |
DisclosureSEC source: 0001127602-24-008248 · form4.xml · derivative · entry 4 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,910 Underlying: Common Stock · 7,910 shares Expires 2034-02-28 F4 · derivative.exercise_date: This nonstatutory stock option to purchase 7,910 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 1, 2025, 2026 and 2027, subject to the Reporting Person's continued service through each date. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:05 UTC |
Chang William HerbertChief Capital Markets Officer
|
Tax withholdingCommon Stock | 2,425 | $83.87 | $203,384.75 |
DisclosureSEC source: 0001127602-24-008248 · form4.xml · nonDerivative · entry 3 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,197 F3 · shares: Represents shares withheld for taxes upon vesting of performance-based restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:05 UTC |
Chang William HerbertChief Capital Markets Officer
|
Exercise / conversionCommon Stock | 6,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008248 · form4.xml · nonDerivative · entry 2 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,458 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: This performance-based restricted stock unit (PSU) award was granted to the Reporting Person on February 25, 2021 and vested on February 29, 2024, as determined by the Compensation Committee of the Board of Directors. The payout of shares of Common Stock pursuant to the PSU award was determined base on return of equity and leverage ratio performance for the period of January 1, 2021 through December 31, 2023 resulting in a payout percentage for the award of 114.3%. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:05 UTC |
Chang William HerbertChief Capital Markets Officer
|
GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008248 · form4.xml · nonDerivative · entry 1 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,622 F1 · shares: The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the date of grant, are to be settled in an equal number of shares of Common Stock upon vesting. Read SEC document |
| February 28, 2024 Filed Feb 29, 2024 02:00 UTC |
Hendry Gregory LMD, Chief Accounting Officer
|
Tax withholdingCommon Stock | 46 | $87.06 | $4,004.76 |
DisclosureSEC source: 0001127602-24-007499 · form4.xml · nonDerivative · entry 2 Hendry Gregory L · CIK 0001486334 · MD, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,002 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F3 · balance_after: The reported amount consists of 478 restricted stock units and 46,524 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 |
| February 28, 2024 Filed Feb 28, 2024 21:06 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Stock | 1,401 | $87.06 | $121,971.06 |
DisclosureSEC source: 0001127602-24-007505 · form4.xml · nonDerivative · entry 4 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,612 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F3 · balance_after: The reported amount consists of 13,075 restricted stock units and 7,537 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 |
| February 28, 2024 Filed Feb 29, 2024 01:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Stock | 612 | $87.06 | $53,280.72 |
DisclosureSEC source: 0001127602-24-007497 · form4.xml · nonDerivative · entry 3 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,874 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F3 · balance_after: The reported amount consists of 7,545 restricted stock units and 20,329 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 |
| February 27, 2024 Filed Feb 28, 2024 21:10 UTC |
Follette JamesChief Digital Officer
|
SaleCommon Stock | 2,617 | $86.24 | $225,690.08 |
DisclosureSEC source: 0001127602-24-007507 · form4.xml · nonDerivative · entry 3 Follette James · CIK 0001912289 · Chief Digital Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,257 F5 · shares: These shares of Common Stock were sold pursuant to a 10b5-1 plan. F6 · balance_after: The reported amount consists of 6,265 restricted stock units and 992 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 |
| February 27, 2024 Filed Feb 28, 2024 21:10 UTC |
Follette JamesChief Digital Officer
|
Tax withholdingCommon Stock | 354 | $87.06 | $30,819.24 |
DisclosureSEC source: 0001127602-24-007507 · form4.xml · nonDerivative · entry 2 Follette James · CIK 0001912289 · Chief Digital Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,874 F3 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F4 · balance_after: The reported amount consists of 6,265 restricted stock units and 3,609 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 |
| February 27, 2024 Filed Feb 28, 2024 21:10 UTC |
Follette JamesChief Digital Officer
|
Tax withholdingCommon Stock | 551 | $87.06 | $47,970.06 |
DisclosureSEC source: 0001127602-24-007507 · form4.xml · nonDerivative · entry 1 Follette James · CIK 0001912289 · Chief Digital Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,228 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 7,256 restricted stock units and 2,972 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 |
| February 27, 2024 Filed Feb 29, 2024 02:00 UTC |
Hendry Gregory LMD, Chief Accounting Officer
|
Tax withholdingCommon Stock | 66 | $87.06 | $5,745.96 |
DisclosureSEC source: 0001127602-24-007499 · form4.xml · nonDerivative · entry 1 Hendry Gregory L · CIK 0001486334 · MD, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,048 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 615 restricted stock units and 46,433 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 |
| February 27, 2024 Filed Feb 28, 2024 21:02 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Stock | 182 | $87.06 | $15,844.92 |
DisclosureSEC source: 0001127602-24-007501 · form4.xml · nonDerivative · entry 2 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,778 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F3 · balance_after: The reported amount consists of 4,332 restricted stock units and 22,446 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 |
| February 27, 2024 Filed Feb 28, 2024 21:02 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Stock | 343 | $87.06 | $29,861.58 |
DisclosureSEC source: 0001127602-24-007501 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,960 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 4,842 restricted stock units and 22,118 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 |
| February 27, 2024 Filed Feb 29, 2024 01:56 UTC |
SPECTOR DAVIDDirector · Chairman & CEO
|
Tax withholdingCommon Stock | 1,985 | $87.06 | $172,814.10 |
DisclosureSEC source: 0001127602-24-007495 · form4.xml · nonDerivative · entry 3 SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638,562 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F3 · balance_after: The reported amount consists of 26,111 restricted stock units and 612,451 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 |
| February 27, 2024 Filed Feb 29, 2024 01:56 UTC |
SPECTOR DAVIDDirector · Chairman & CEO
|
Tax withholdingCommon Stock | 2,984 | $87.06 | $259,787.04 |
DisclosureSEC source: 0001127602-24-007495 · form4.xml · nonDerivative · entry 2 SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640,547 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 30,218 restricted stock units and 610,329 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 |
| February 27, 2024 Filed Feb 28, 2024 21:06 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Stock | 899 | $87.06 | $78,266.94 |
DisclosureSEC source: 0001127602-24-007505 · form4.xml · nonDerivative · entry 3 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,013 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 16,504 restricted stock units and 5,509 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 |
| February 27, 2024 Filed Feb 28, 2024 21:04 UTC |
Bailey Steven RichardChief Servicing Officer
|
Tax withholdingCommon Stock | 331 | $87.06 | $28,816.86 |
DisclosureSEC source: 0001127602-24-007503 · form4.xml · nonDerivative · entry 2 Bailey Steven Richard · CIK 0001571945 · Chief Servicing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,399 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F3 · balance_after: The reported amount consists of 4,402 restricted stock units and 2,997 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 |
| February 27, 2024 Filed Feb 28, 2024 21:04 UTC |
Bailey Steven RichardChief Servicing Officer
|
Tax withholdingCommon Stock | 297 | $87.06 | $25,856.82 |
DisclosureSEC source: 0001127602-24-007503 · form4.xml · nonDerivative · entry 1 Bailey Steven Richard · CIK 0001571945 · Chief Servicing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,730 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 5,393 restricted stock units and 2,337 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 |
| February 27, 2024 Filed Feb 29, 2024 01:59 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Stock | 354 | $87.06 | $30,819.24 |
DisclosureSEC source: 0001127602-24-007497 · form4.xml · nonDerivative · entry 2 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,486 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 9,259 restricted stock units and 19,227 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 |
| February 27, 2024 Filed Feb 29, 2024 02:16 UTC |
White Donald J.Chief Risk Officer
|
Tax withholdingCommon Stock | 103 | $87.06 | $8,967.18 |
DisclosureSEC source: 0001127602-24-007511 · form4.xml · nonDerivative · entry 2 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,862 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F3 · balance_after: The reported amount consists of 1,571 restricted stock units and 7,291 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 |
| February 27, 2024 Filed Feb 29, 2024 02:16 UTC |
White Donald J.Chief Risk Officer
|
Tax withholdingCommon Stock | 141 | $87.06 | $12,275.46 |
DisclosureSEC source: 0001127602-24-007511 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,965 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 1,854 restricted stock units and 7,111 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 |
| February 27, 2024 Filed Feb 29, 2024 02:13 UTC |
Chang William HerbertChief Capital Markets Officer
|
Tax withholdingCommon Stock | 283 | $87.06 | $24,637.98 |
DisclosureSEC source: 0001127602-24-007509 · form4.xml · nonDerivative · entry 2 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,663 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F3 · balance_after: The reported amount consists of 5,401 restricted stock units and 24,262 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 |
| February 27, 2024 Filed Feb 29, 2024 02:13 UTC |
Chang William HerbertChief Capital Markets Officer
|
Tax withholdingCommon Stock | 318 | $87.06 | $27,685.08 |
DisclosureSEC source: 0001127602-24-007509 · form4.xml · nonDerivative · entry 1 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,946 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 6,194 restricted stock units and 23,752 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 |
| February 23, 2024 Filed Feb 27, 2024 17:44 UTC |
Follette JamesChief Digital Officer
|
Tax withholdingCommon Stock | 1,197 | $86.77 | $103,863.69 |
DisclosureSEC source: 0001127602-24-007289 · form4.xml · nonDerivative · entry 1 Follette James · CIK 0001912289 · Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,779 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 8,799 restricted stock units and 1,980 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 |
| February 23, 2024 Filed Feb 27, 2024 22:31 UTC |
Hendry Gregory LMD, Chief Accounting Officer
|
Tax withholdingCommon Stock | 68 | $86.77 | $5,900.36 |
DisclosureSEC source: 0001127602-24-007274 · form4.xml · nonDerivative · entry 1 Hendry Gregory L · CIK 0001486334 · MD, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,114 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 813 restricted stock units and 46,301 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 |
| February 23, 2024 Filed Feb 27, 2024 17:36 UTC |
STARK DEREKChief Legal Officer
|
Tax withholdingCommon Stock | 908 | $86.77 | $78,787.16 |
DisclosureSEC source: 0001127602-24-007277 · form4.xml · nonDerivative · entry 1 STARK DEREK · CIK 0001198631 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,303 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 5,802 restricted stock units and 21,501 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 |
| February 23, 2024 Filed Feb 27, 2024 22:23 UTC |
SPECTOR DAVIDDirector · Chairman & CEO
|
Tax withholdingCommon Stock | 6,652 | $86.77 | $577,194.04 |
DisclosureSEC source: 0001127602-24-007269 · form4.xml · nonDerivative · entry 1 SPECTOR DAVID · CIK 0001275713 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643,531 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 36,391 restricted stock units and 607,140 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 |
| February 23, 2024 Filed Feb 27, 2024 17:41 UTC |
Jones DougDirector · Director, President & CMBO
|
Tax withholdingCommon Stock | 2,072 | $86.77 | $179,787.44 |
DisclosureSEC source: 0001127602-24-007286 · form4.xml · nonDerivative · entry 2 Jones Doug · CIK 0001544302 · Director · Director, President & CMBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,912 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 18,770 restricted stock units and 4,142 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 |
| February 23, 2024 Filed Feb 27, 2024 17:38 UTC |
Bailey Steven RichardChief Servicing Officer
|
Tax withholdingCommon Stock | 873 | $86.77 | $75,750.21 |
DisclosureSEC source: 0001127602-24-007281 · form4.xml · nonDerivative · entry 1 Bailey Steven Richard · CIK 0001571945 · Chief Servicing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,027 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 6,284 restricted stock units and 1,743 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 |
| February 23, 2024 Filed Feb 27, 2024 22:52 UTC |
Perotti Daniel StanleyChief Financial Officer
|
Tax withholdingCommon Stock | 1,503 | $86.77 | $130,415.31 |
DisclosureSEC source: 0001127602-24-007295 · form4.xml · nonDerivative · entry 1 Perotti Daniel Stanley · CIK 0001591994 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,840 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 10,250 restricted stock units and 18,590 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 |
| February 23, 2024 Filed Feb 27, 2024 22:49 UTC |
White Donald J.Chief Risk Officer
|
Tax withholdingCommon Stock | 363 | $86.77 | $31,497.51 |
DisclosureSEC source: 0001127602-24-007293 · form4.xml · nonDerivative · entry 1 White Donald J. · CIK 0001912290 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,106 F1 · shares: Represents shares withheld for taxes upon vesting of restricted share units. F2 · balance_after: The reported amount consists of 2,196 restricted stock units and 6,910 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 |
| February 23, 2024 Filed Feb 27, 2024 22:46 UTC |
Chang William HerbertChief Capital Markets Officer
|
Tax withholdingCommon Stock | 795 | $86.77 | $68,982.15 |
DisclosureSEC source: 0001127602-24-007291 · form4.xml · nonDerivative · entry 1 Chang William Herbert · CIK 0001969856 · Chief Capital Markets Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,264 F1 · shares: Represents shares withheld for taxes upon vesting of restricted stock units. F2 · balance_after: The reported amount consists of 7,085 restricted stock units and 23,179 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 |
| February 20, 2024 Filed Feb 21, 2024 23:13 UTC |
SPECTOR DAVIDDirector · Chairman & CEO
|
SaleCommon Stock | 15,000 | $87.18 | $1,307,758.50 |
DisclosureSEC source: 0001127602-24-006178 · 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: 270,604 F2 · price: The price reported is the weighted average price of multiple transactions ranging from $86.90 to $87.64. 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 |
| February 15, 2024 Filed Feb 20, 2024 23:33 UTC |
Perotti Daniel StanleyChief Financial Officer
|
SaleCommon Stock | 11,400 | $88.50 | $1,008,900.00 |
DisclosureSEC source: 0001127602-24-005851 · 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: 257,897 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.