Last 12 months
Inside the activity.
0 purchase rows · 19 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 11 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 2 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 6 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| 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 |
|---|---|---|---|---|---|---|
| March 17, 2023 Filed Mar 20, 2023 20:09 UTC |
SORAN PHILIPDirector
|
GrantCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000053 · wf-form4_167934296696689.xml · nonDerivative · entry 1 SORAN PHILIP · CIK 0001233126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,249 F1 · shares: Dividend equivalents that are paid on shares of phantom stock are deemed reinvested in additional shares of phantom stock as of the payment date. These phantom shares accrue to the reporting person's account in the directors' deferred compensation plan. The shares of phantom stock become payable, in an equal number of shares of common stock, on the last day of the year in which the reporting person's service as a director terminates. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 16:01 UTC |
FITZGERALD WILLIAM RDirector
|
GrantCommon Stock | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000045 · wf-form4_167934247598144.xml · nonDerivative · entry 1 FITZGERALD WILLIAM R · CIK 0001195177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,231 F1 · shares: Dividend equivalents that are paid on shares of phantom stock are deemed reinvested in additional shares of phantom stock as of the payment date. These phantom shares accrue to the reporting person's account in the directors' deferred compensation plan. The shares of phantom stock become payable, in an equal number of shares of common stock, on the last day of the year in which the reporting person's service as a director terminates. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 16:07 UTC |
SMITH SHERRY MDirector
|
GrantCommon Stock | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000051 · wf-form4_167934285691029.xml · nonDerivative · entry 1 SMITH SHERRY M · CIK 0001214552 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,472 F1 · shares: Dividend equivalents that are paid on shares of phantom stock are deemed reinvested in additional shares of phantom stock as of the payment date. These phantom shares accrue to the reporting person's account in the directors' deferred compensation plan. The shares of phantom stock become payable, in an equal number of shares of common stock, on the last day of the year in which the reporting person's service as a director terminates. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:11 UTC |
Sterling Brian RDirector
|
GrantCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000055 · wf-form4_167934306776326.xml · nonDerivative · entry 1 Sterling Brian R · CIK 0001837229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,121 F1 · shares: Dividend equivalents that are paid on shares of phantom stock are deemed reinvested in additional shares of phantom stock as of the payment date. These phantom shares accrue to the reporting person's account in the directors' deferred compensation plan. The shares of phantom stock become payable, in an equal number of shares of common stock, on the last day of the year in which the reporting person's service as a director terminates. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:06 UTC |
Mitchell RobbinDirector
|
GrantCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000049 · wf-form4_167934276261550.xml · nonDerivative · entry 1 Mitchell Robbin · CIK 0001844599 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,409 F1 · shares: Dividend equivalents that are paid on shares of phantom stock are deemed reinvested in additional shares of phantom stock as of the payment date. These phantom shares accrue to the reporting person's account in the directors' deferred compensation plan. The shares of phantom stock become payable, in an equal number of shares of common stock, on the last day of the year in which the reporting person's service as a director terminates. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:34 UTC |
Baker James PGlobal Co-Head IB and Cap Mkts
|
Tax withholdingCommon Stock | 3,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000037 · wf-form4_167762008304357.xml · nonDerivative · entry 2 Baker James P · CIK 0001763980 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,203 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:34 UTC |
Baker James PGlobal Co-Head IB and Cap Mkts
|
GrantCommon Stock | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000037 · wf-form4_167762008304357.xml · nonDerivative · entry 1 Baker James P · CIK 0001763980 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,627 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:42 UTC |
Schoneman Debbra L.President
|
Tax withholdingCommon Stock | 4,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000043 · wf-form4_167762051969824.xml · nonDerivative · entry 2 Schoneman Debbra L. · CIK 0001435654 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,054 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:42 UTC |
Schoneman Debbra L.President
|
GrantCommon Stock | 9,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000043 · wf-form4_167762051969824.xml · nonDerivative · entry 1 Schoneman Debbra L. · CIK 0001435654 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,601 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:39 UTC |
Geelan John WGeneral Counsel
|
Tax withholdingCommon Stock | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000041 · wf-form4_167762034738918.xml · nonDerivative · entry 2 Geelan John W · CIK 0001566456 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,388 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:39 UTC |
Geelan John WGeneral Counsel
|
GrantCommon Stock | 2,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000041 · wf-form4_167762034738918.xml · nonDerivative · entry 1 Geelan John W · CIK 0001566456 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,361 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:37 UTC |
Carter Timothy LChief Financial Officer
|
Tax withholdingCommon Stock | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000039 · wf-form4_167762019047838.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,688 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:37 UTC |
Carter Timothy LChief Financial Officer
|
GrantCommon Stock | 5,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000039 · wf-form4_167762019047838.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,055 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:33 UTC |
Abraham Chad RDirector · CEO and Chairman
|
Tax withholdingCommon Stock | 12,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000035 · wf-form4_167761994640637.xml · nonDerivative · entry 2 Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,616 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:33 UTC |
Abraham Chad RDirector · CEO and Chairman
|
GrantCommon Stock | 27,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000035 · wf-form4_167761994640637.xml · nonDerivative · entry 1 Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,049 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 16:24 UTC |
Baker James PGlobal Co-Head IB and Cap Mkts
|
Tax withholdingCommon Stock | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000019 · wf-form4_167666903834848.xml · nonDerivative · entry 4 Baker James P · CIK 0001763980 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,928 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 16:24 UTC |
Baker James PGlobal Co-Head IB and Cap Mkts
|
Tax withholdingCommon Stock | 219 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000019 · wf-form4_167666903834848.xml · nonDerivative · entry 3 Baker James P · CIK 0001763980 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,234 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 16:24 UTC |
Baker James PGlobal Co-Head IB and Cap Mkts
|
Tax withholdingCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000019 · wf-form4_167666903834848.xml · nonDerivative · entry 2 Baker James P · CIK 0001763980 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,453 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 16:37 UTC |
Schoneman Debbra L.President
|
Tax withholdingCommon Stock | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000029 · wf-form4_167666980783733.xml · nonDerivative · entry 4 Schoneman Debbra L. · CIK 0001435654 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,630 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 16:37 UTC |
Schoneman Debbra L.President
|
Tax withholdingCommon Stock | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000029 · wf-form4_167666980783733.xml · nonDerivative · entry 3 Schoneman Debbra L. · CIK 0001435654 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,967 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 16:37 UTC |
Schoneman Debbra L.President
|
Tax withholdingCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000029 · wf-form4_167666980783733.xml · nonDerivative · entry 2 Schoneman Debbra L. · CIK 0001435654 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,273 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:34 UTC |
Geelan John WGeneral Counsel
|
Tax withholdingCommon Stock | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000027 · wf-form4_167666963631396.xml · nonDerivative · entry 4 Geelan John W · CIK 0001566456 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,081 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:34 UTC |
Geelan John WGeneral Counsel
|
Tax withholdingCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000027 · wf-form4_167666963631396.xml · nonDerivative · entry 3 Geelan John W · CIK 0001566456 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,198 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:34 UTC |
Geelan John WGeneral Counsel
|
Tax withholdingCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000027 · wf-form4_167666963631396.xml · nonDerivative · entry 2 Geelan John W · CIK 0001566456 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,261 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:32 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
Tax withholdingCommon Stock | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000025 · wf-form4_167666948619167.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,394 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:32 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
Tax withholdingCommon Stock | 1,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000025 · wf-form4_167666948619167.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,784 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:29 UTC |
Dillahunt Michael RGlobal Co-Head IB and Cap Mkts
|
Tax withholdingCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 4 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,953 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:29 UTC |
Dillahunt Michael RGlobal Co-Head IB and Cap Mkts
|
Tax withholdingCommon Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 3 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,354 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:29 UTC |
Dillahunt Michael RGlobal Co-Head IB and Cap Mkts
|
Tax withholdingCommon Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,720 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:27 UTC |
Carter Timothy LChief Financial Officer
|
Tax withholdingCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 4 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,866 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:27 UTC |
Carter Timothy LChief Financial Officer
|
Tax withholdingCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 3 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,091 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:27 UTC |
Carter Timothy LChief Financial Officer
|
Tax withholdingCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,261 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:22 UTC |
Abraham Chad RDirector · CEO and Chairman
|
Tax withholdingCommon Stock | 2,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000017 · wf-form4_167666889770799.xml · nonDerivative · entry 4 Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,784 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:22 UTC |
Abraham Chad RDirector · CEO and Chairman
|
Tax withholdingCommon Stock | 1,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000017 · wf-form4_167666889770799.xml · nonDerivative · entry 3 Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,819 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:22 UTC |
Abraham Chad RDirector · CEO and Chairman
|
Tax withholdingCommon Stock | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000017 · wf-form4_167666889770799.xml · nonDerivative · entry 2 Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,405 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:24 UTC |
Baker James PGlobal Co-Head IB and Cap Mkts
|
GrantCommon Stock | 2,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000019 · wf-form4_167666903834848.xml · nonDerivative · entry 1 Baker James P · CIK 0001763980 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,704 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:37 UTC |
Schoneman Debbra L.President
|
GrantCommon Stock | 2,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000029 · wf-form4_167666980783733.xml · nonDerivative · entry 1 Schoneman Debbra L. · CIK 0001435654 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,635 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:34 UTC |
Geelan John WGeneral Counsel
|
GrantCommon Stock | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000027 · wf-form4_167666963631396.xml · nonDerivative · entry 1 Geelan John W · CIK 0001566456 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,352 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:32 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
GrantCommon Stock | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000025 · wf-form4_167666948619167.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,326 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:29 UTC |
Dillahunt Michael RGlobal Co-Head IB and Cap Mkts
|
GrantCommon Stock | 3,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,982 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:27 UTC |
Carter Timothy LChief Financial Officer
|
GrantCommon Stock | 1,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,450 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:22 UTC |
Abraham Chad RDirector · CEO and Chairman
|
GrantEmployee Stock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $170.76 | $0.00 |
DisclosureSEC source: 0001230245-23-000017 · wf-form4_167666889770799.xml · derivative · entry 5 Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2033-02-15 F1 · derivative.exercise_date: The option vests 33% on February 15, 2026, 33% on February 15, 2027, and all the remaining shares on February 15, 2028. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:22 UTC |
Abraham Chad RDirector · CEO and Chairman
|
GrantCommon Stock | 7,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000017 · wf-form4_167666889770799.xml · nonDerivative · entry 1 Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,877 Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 22:17 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
SaleCommon Stock | 1,421 | $152.83 | $217,171.43 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 9 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,253 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F10 · price: These shares were sold in multiple transactions at prices ranging from $152.4600 to $153.4000 inclusive. Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 22:17 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
SaleCommon Stock | 3,579 | $151.97 | $543,900.63 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 8 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,674 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F9 · price: These shares were sold in multiple transactions at prices ranging from $151.4500 to $152.4000 inclusive. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 22:17 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
SaleCommon Stock | 800 | $153.40 | $122,720.00 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 7 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,253 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F8 · price: These shares were sold in multiple transactions at prices ranging from $153.2900 to $153.7500 inclusive. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 22:17 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
SaleCommon Stock | 3,304 | $152.80 | $504,851.20 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,053 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F7 · price: These shares were sold in multiple transactions at prices ranging from $152.2900 to $153.2600 inclusive. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 22:17 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
SaleCommon Stock | 896 | $151.72 | $135,941.12 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,357 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F6 · price: These shares were sold in multiple transactions at prices ranging from $151.2400 to $ 152.1000 inclusive. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:17 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
|
SaleCommon Stock | 506 | $153.06 | $77,448.36 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,253 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F5 · price: These shares were sold in multiple transactions at prices ranging from $152.8600 to $153.3200 inclusive. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:17 UTC |
Doyle Jonathan JDirector · Hd of Financial Services Group
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SaleCommon Stock | 2,347 | $152.36 | $357,588.92 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,759 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F4 · price: These shares were sold in multiple transactions at prices ranging from $151.8200 to $152.7200 inclusive. 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.