Tapewire

Nasdaq · USD

PGNY

Progyny, Inc.

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Tapewire entity
4521
SEC CIK
0001551306
Parsed reports
692

Last 12 months

Inside the activity.

1 purchase rows · 24 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202512
Dec 202503
Jan 202600
Feb 202600
Mar 202604
Apr 202600
May 202604
Jun 202607
Jul 202601
Aug 202600
Sep 202603
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
March 10, 2021 Filed Mar 12, 2021 22:29 UTC SaleCommon Stock 1,000 $47.20 $47,200.00
Disclosure

SEC source: 0001179110-21-003376 · edgar.xml · nonDerivative · entry 2

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 415,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.80 to $47.69 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 22:29 UTC SaleCommon Stock 4,000 $46.12 $184,480.00
Disclosure

SEC source: 0001179110-21-003376 · edgar.xml · nonDerivative · entry 1

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 416,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.74 to $46.68, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (4) and 5.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 10, 2021 Filed Mar 13, 2021 01:01 UTC
Schlanger David JChief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 13,003 $0.00 Strike: $0.91 $0.00
Disclosure

SEC source: 0001179110-21-003392 · edgar.xml · derivative · entry 8

Schlanger David J · CIK 0001576145 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,571,381

Underlying: Common Stock · 13,003 shares

Expires 2027-08-03

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: One-fourth (1/4th) of the shares subject to the Option vested on January 16, 2018, and one thirty-sixth (1/36th) of the remaining shares subject to the Option vested or shall vest each month thereafter, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 10, 2021 Filed Mar 13, 2021 01:01 UTC
Schlanger David JChief Executive Officer
SaleCommon Stock 13,003 $47.50 $617,642.50
Disclosure

SEC source: 0001179110-21-003392 · edgar.xml · nonDerivative · entry 2

Schlanger David J · CIK 0001576145 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on December 10, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.23 to $47.94 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in in footnotes (2) and (3).

Read SEC document
March 10, 2021 Filed Mar 13, 2021 01:01 UTC
Schlanger David JChief Executive Officer
Exercise / conversionCommon Stock 13,003 $0.91 $11,832.73
Disclosure

SEC source: 0001179110-21-003392 · edgar.xml · nonDerivative · entry 1

Schlanger David J · CIK 0001576145 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,003

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
March 10, 2021 Filed Mar 12, 2021 22:49 UTC
Anevski PeterPresident and COO
SaleCommon Stock 8,999 $47.43 $426,822.57
Disclosure

SEC source: 0001179110-21-003378 · edgar.xml · nonDerivative · entry 1

Anevski Peter · CIK 0001576147 · President and COO

10b5-1 filing: Not disclosed

Ownership: Indirect · See footenote

Disclosed balance after: 159,001

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on September 3, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.23 to $47.95 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (4).

F3 · ownership.nature: The reportable securities are held directly by the PECO ANEVSKI 2020 SD LLC.

Read SEC document
March 09, 2021 Filed Mar 11, 2021 22:51 UTC
Livingston Mark S.Chief Financial Officer
Tax withholdingCommon Stock 345 $42.17 $14,548.65
Disclosure

SEC source: 0001179110-21-003268 · edgar.xml · nonDerivative · entry 1

Livingston Mark S. · CIK 0001824161 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,409

F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the reporting person on March 9, 2020.

Read SEC document
March 09, 2021 Filed Mar 11, 2021 22:21 UTC
Greenbaum LisaEVP, Chief Client Officer
Tax withholdingCommon Stock 298 $42.17 $12,566.66
Disclosure

SEC source: 0001179110-21-003267 · edgar.xml · nonDerivative · entry 1

Greenbaum Lisa · CIK 0001791866 · EVP, Chief Client Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,746

F1 · shares: Shares withheld for payment of withholding taxes upon the vesting of restricted stock units granted to the reporting person on March 9, 2020.

Read SEC document
March 04, 2021 Filed Mar 5, 2021 23:20 UTC SaleCommon Stock 200 $43.01 $8,602.00
Disclosure

SEC source: 0001179110-21-003017 · edgar.xml · nonDerivative · entry 6

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 420,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.99 to $43.05 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 04, 2021 Filed Mar 5, 2021 23:20 UTC SaleCommon Stock 860 $42.46 $36,515.60
Disclosure

SEC source: 0001179110-21-003017 · edgar.xml · nonDerivative · entry 5

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 420,200

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.96 to $42.91 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 04, 2021 Filed Mar 5, 2021 23:20 UTC SaleCommon Stock 2,300 $41.37 $95,151.00
Disclosure

SEC source: 0001179110-21-003017 · edgar.xml · nonDerivative · entry 4

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 421,060

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.965 to $41.93 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 04, 2021 Filed Mar 5, 2021 23:20 UTC SaleCommon Stock 1,640 $40.60 $66,584.00
Disclosure

SEC source: 0001179110-21-003017 · edgar.xml · nonDerivative · entry 3

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 423,360

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.96 to $40.92 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 17:19 UTC
Bealer JenniferEVP, General Counsel
GrantEmployee Stock Option (Right to Buy) · Derivative 20,000 $0.00 Strike: $42.78 $0.00
Disclosure

SEC source: 0001179110-21-002980 · edgar.xml · derivative · entry 2

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Common Stock · 20,000 shares

Expires 2031-03-02

F2 · derivative.exercise_date: Represents an annual merit grant made pursuant to the Issuer's 2019 Equity Incentive Plan. One-fourth (1/4th) of the shares subject to the Option vest on February 26, 2022, and the remaining shares subject to the Option vest in equal quarterly installments thereafter through February 26, 2025, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 17:19 UTC
Bealer JenniferEVP, General Counsel
GrantCommon Stock 7,000 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-002980 · edgar.xml · nonDerivative · entry 1

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,773

F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). This was an annual merit grant made pursuant to the Issuer's 2019 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Issuer common stock. One-fourth (1/4th) of the RSUs vest on February 26, 2022, and the remaining RSUs vest in equal quarterly installments thereafter through February 26, 2025, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 23:20 UTC SaleCommon Stock 400 $43.43 $17,372.00
Disclosure

SEC source: 0001179110-21-003017 · edgar.xml · nonDerivative · entry 2

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 425,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.33 to $43.53 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 23:20 UTC SaleCommon Stock 4,600 $42.87 $197,202.00
Disclosure

SEC source: 0001179110-21-003017 · edgar.xml · nonDerivative · entry 1

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 425,400

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.31 to $43.295, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (4), (5), (6), (7) and (8).

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 23:15 UTC
Livingston Mark S.Chief Financial Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 20,000 $0.00 Strike: $42.78 $0.00
Disclosure

SEC source: 0001179110-21-003014 · edgar.xml · derivative · entry 2

Livingston Mark S. · CIK 0001824161 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Common Stock · 20,000 shares

Expires 2031-03-02

F2 · derivative.exercise_date: Represents an annual merit grant made pursuant to the Issuer's 2019 Equity Incentive Plan. One-fourth (1/4th) of the shares subject to the Option vest on February 26, 2022, and the remaining shares subject to the Option vest in equal quarterly installments thereafter through February 26, 2025, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 23:15 UTC
Livingston Mark S.Chief Financial Officer
GrantCommon Stock 7,000 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-003014 · edgar.xml · nonDerivative · entry 1

Livingston Mark S. · CIK 0001824161 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,754

F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). This was an annual merit grant made pursuant to the Issuer's 2019 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Issuer common stock. One-fourth (1/4th) of the RSUs vest on February 26, 2022, and the remaining RSUs vest in equal quarterly installments thereafter through February 26, 2025, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 22:31 UTC
Greenbaum LisaEVP, Chief Client Officer
GrantEmployee Stock Option (right to buy) · Derivative 20,000 $0.00 Strike: $42.78 $0.00
Disclosure

SEC source: 0001179110-21-002992 · edgar.xml · derivative · entry 2

Greenbaum Lisa · CIK 0001791866 · EVP, Chief Client Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Common Stock · 20,000 shares

Expires 2031-03-02

F2 · derivative.exercise_date: Represents an annual merit grant made pursuant to the Issuer's 2019 Equity Incentive Plan. One-fourth (1/4th) of the shares subject to the Option vest on February 26, 2022, and the remaining shares subject to the Option vest in equal quarterly installments thereafter through February 26, 2025, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 22:31 UTC
Greenbaum LisaEVP, Chief Client Officer
GrantCommon Stock 7,000 $0.00 $0.00
Disclosure

SEC source: 0001179110-21-002992 · edgar.xml · nonDerivative · entry 1

Greenbaum Lisa · CIK 0001791866 · EVP, Chief Client Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,044

F1 · shares: Represents the number of shares of Issuer common stock underlying restricted stock units ("RSUs"). This was an annual merit grant made pursuant to the Issuer's 2019 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Issuer common stock. One-fourth (1/4th) of the RSUs vest on February 26, 2022, and the remaining RSUs vest in equal quarterly installments thereafter through February 26, 2025, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:08 UTC
Bealer JenniferEVP, General Counsel
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,292 $0.00 Strike: $0.91 $0.00
Disclosure

SEC source: 0001179110-21-002821 · edgar.xml · derivative · entry 2

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,334

Underlying: Common Stock · 2,292 shares

Expires 2027-11-09

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 · derivative.exercise_date: One-fourth (1/4th) of the shares subject to the Option vested on October 30, 2018, and one thirty-sixth (1/36th) of the remaining shares subject to the Option vested or shall vest each monththereafter, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 21:08 UTC
Bealer JenniferEVP, General Counsel
Exercise / conversionCommon Stock 2,292 $0.91 $2,085.72
Disclosure

SEC source: 0001179110-21-002821 · edgar.xml · nonDerivative · entry 1

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,773

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
February 25, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 400 $49.76 $19,904.00
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 8

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 430,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.60 to $50.00 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 1,675 $48.71 $81,589.25
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 7

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 430,400

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.10 to $49.08 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 300 $47.24 $14,172.00
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 6

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 432,075

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.03 to $47.60 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 900 $45.84 $41,256.00
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 5

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 432,375

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.44 to $46.255 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 500 $44.61 $22,305.00
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 4

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 433,275

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.24 to $44.975 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 1,225 $43.64 $53,459.00
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 3

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 433,775

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.24 to $44.18 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 1,441 $53.20 $76,661.20
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 2

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 435,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.07 to $53.40 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 22:25 UTC SaleCommon Stock 3,559 $52.51 $186,883.09
Disclosure

SEC source: 0001179110-21-002363 · edgar.xml · nonDerivative · entry 1

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 436,441

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.075 to $52.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (4), (5), (6), (7), (8), (9), and (10).

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 18:06 UTC
Bealer JenniferEVP, General Counsel
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,437 $0.00 Strike: $3.95 $0.00
Disclosure

SEC source: 0001179110-21-002286 · edgar.xml · derivative · entry 6

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,814

Underlying: Common Stock · 3,437 shares

Expires 2029-05-23

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 · derivative.exercise_price: Adjusted due to rounding error.

F5 · derivative.exercise_date: One-fourth (1/4th) of the shares subject to the Option vested on May 23, 2020, and one thirty-sixth (1/36th) of the remaining shares subject to the Option vested or shall vest each month thereafter, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 18:06 UTC
Bealer JenniferEVP, General Counsel
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 632 $0.00 Strike: $3.95 $0.00
Disclosure

SEC source: 0001179110-21-002286 · edgar.xml · derivative · entry 5

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,813

Underlying: Common Stock · 632 shares

Expires 2029-05-21

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 · derivative.exercise_price: Adjusted due to rounding error.

F4 · derivative.exercise_date: One-fourth (1/4th) of the shares subject to the Option vested on March 20, 2020, and one thirty-sixth (1/36th) of the remaining shares subject to the Option vested or shall vest each month thereafter, subject to the Reporting Person continuing to provide service through each such date.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 18:06 UTC
Bealer JenniferEVP, General Counsel
SaleCommon Stock 2,472 $49.76 $123,006.72
Disclosure

SEC source: 0001179110-21-002286 · edgar.xml · nonDerivative · entry 4

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,481

F2 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on December 18, 2020.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.568 to $49.80 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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February 23, 2021 Filed Feb 25, 2021 18:06 UTC
Bealer JenniferEVP, General Counsel
Tax withholdingCommon Stock 1,348 $49.80 $67,130.40
Disclosure

SEC source: 0001179110-21-002286 · edgar.xml · nonDerivative · entry 3

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,953

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February 23, 2021 Filed Feb 25, 2021 18:06 UTC
Bealer JenniferEVP, General Counsel
Tax withholdingCommon Stock 249 $49.54 $12,335.46
Disclosure

SEC source: 0001179110-21-002286 · edgar.xml · nonDerivative · entry 2

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,301

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February 23, 2021 Filed Feb 25, 2021 18:06 UTC
Bealer JenniferEVP, General Counsel
Exercise / conversionCommon Stock 4,069 $3.95 $16,072.55
Disclosure

SEC source: 0001179110-21-002286 · edgar.xml · nonDerivative · entry 1

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,550

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 · price: Adjusted due to rounding error.

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February 18, 2021 Filed Feb 19, 2021 21:22 UTC SaleCommon Stock 2,298 $49.17 $112,992.66
Disclosure

SEC source: 0001179110-21-001989 · edgar.xml · nonDerivative · entry 4

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 440,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.01 to $49.58 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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February 18, 2021 Filed Feb 19, 2021 21:22 UTC SaleCommon Stock 2,702 $48.72 $131,641.44
Disclosure

SEC source: 0001179110-21-001989 · edgar.xml · nonDerivative · entry 3

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 442,298

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.01 to $49.00 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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February 17, 2021 Filed Feb 19, 2021 21:22 UTC SaleCommon Stock 623 $49.78 $31,012.94
Disclosure

SEC source: 0001179110-21-001989 · edgar.xml · nonDerivative · entry 2

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 445,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.66 to $49.845 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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February 17, 2021 Filed Feb 19, 2021 21:22 UTC SaleCommon Stock 4,377 $49.16 $215,173.32
Disclosure

SEC source: 0001179110-21-001989 · edgar.xml · nonDerivative · entry 1

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 445,623

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.63 to $49.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (4), (5), and (6).

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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February 16, 2021 Filed Feb 18, 2021 20:58 UTC
Bealer JenniferEVP, General Counsel
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 6,875 $0.00 Strike: $0.91 $0.00
Disclosure

SEC source: 0001104659-21-025400 · tm217222-1_4seq1.xml · derivative · entry 2

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,626

Underlying: Common Stock · 6,875 shares

Expires 2027-11-09

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 · derivative.exercise_date: One-fourth (1/4th) of the shares subject to the Option vested on October 30, 2018, and one thirty-sixth (1/36th) of the remaining shares subject to the Option vested or shall vest each month thereafter, subject to the Reporting Person continuing to provide service through each such date.

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February 16, 2021 Filed Feb 18, 2021 20:58 UTC
Bealer JenniferEVP, General Counsel
Exercise / conversionCommon Stock 6,875 $0.91 $6,256.25
Disclosure

SEC source: 0001104659-21-025400 · tm217222-1_4seq1.xml · nonDerivative · entry 1

Bealer Jennifer · CIK 0001789513 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,481

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.

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February 16, 2021 Filed Feb 19, 2021 02:53 UTC
Greenbaum LisaEVP, Chief Client Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $3.95 $0.00
Disclosure

SEC source: 0001104659-21-025434 · tm217222-2_4seq1.xml · derivative · entry 4

Greenbaum Lisa · CIK 0001791866 · EVP, Chief Client Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,002

Underlying: Common Stock · 5,000 shares

Expires 2029-06-03

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 · derivative.exercise_price: Adjusted due to rounding error.

F5 · derivative.exercise_date: One-fourth (1/4th) of the shares subject to the Option shall vest on June 3, 2020, and one thirty-sixth (1/36th) of the remaining shares subject to the Option shall vest each month thereafter, subject to the Reporting Person continuing to provide service through each such date.

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February 16, 2021 Filed Feb 19, 2021 02:53 UTC
Greenbaum LisaEVP, Chief Client Officer
SaleCommon Stock 3,046 $51.00 $155,346.00
Disclosure

SEC source: 0001104659-21-025434 · tm217222-2_4seq1.xml · nonDerivative · entry 3

Greenbaum Lisa · CIK 0001791866 · EVP, Chief Client Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,044

F3 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on December 16, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $ 50.91 to 51.01, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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February 16, 2021 Filed Feb 19, 2021 02:53 UTC
Greenbaum LisaEVP, Chief Client Officer
Tax withholdingCommon Stock 1,954 $51.29 $100,220.66
Disclosure

SEC source: 0001104659-21-025434 · tm217222-2_4seq1.xml · nonDerivative · entry 2

Greenbaum Lisa · CIK 0001791866 · EVP, Chief Client Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,090

F2 · price: The price reported in Column 4 is a weighted average price. These shares were withheld in several transactions at prices ranging from $51.29 to $51.30, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares withheld at each separate price within the range set forth in this footnote.

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February 16, 2021 Filed Feb 19, 2021 02:53 UTC
Greenbaum LisaEVP, Chief Client Officer
Exercise / conversionCommon Stock 5,000 $3.95 $19,750.00
Disclosure

SEC source: 0001104659-21-025434 · tm217222-2_4seq1.xml · nonDerivative · entry 1

Greenbaum Lisa · CIK 0001791866 · EVP, Chief Client Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,044

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 · price: Adjusted due to rounding error.

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February 11, 2021 Filed Feb 12, 2021 21:34 UTC SaleCommon Stock 665 $50.87 $33,828.55
Disclosure

SEC source: 0001104659-21-021999 · tm216592-1_4seq1.xml · nonDerivative · entry 6

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 450,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.70 to $51.03 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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February 11, 2021 Filed Feb 12, 2021 21:34 UTC SaleCommon Stock 3,725 $50.06 $186,473.50
Disclosure

SEC source: 0001104659-21-021999 · tm216592-1_4seq1.xml · nonDerivative · entry 5

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 450,665

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.655 to $50.49 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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February 11, 2021 Filed Feb 12, 2021 21:34 UTC SaleCommon Stock 610 $49.17 $29,993.70
Disclosure

SEC source: 0001104659-21-021999 · tm216592-1_4seq1.xml · nonDerivative · entry 4

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 454,390

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.61 to $49.52 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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February 10, 2021 Filed Feb 12, 2021 21:34 UTC SaleCommon Stock 900 $50.81 $45,729.00
Disclosure

SEC source: 0001104659-21-021999 · tm216592-1_4seq1.xml · nonDerivative · entry 3

Payson Norman · CIK 0000898544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 455,000

F1 · kind: Shares sold pursuant to a Rule 10b5-1 trading plan entered into on March 11, 2020.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.47 to $51.01 inclusive.

F3 · ownership.nature: The reportable securities are directly held by Norman C. Payson and Melinda B. Payson, Trustees of The Norman C. and Melinda B. Payson Revocable Trust ("NMP Trust").

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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.