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PIPER SANDLER COMPANIES

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3863
SEC CIK
0001230245
Parsed reports
711

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
MonthPurchasesSales
Nov 2025011
Dec 202500
Jan 202600
Feb 202602
Mar 202600
Apr 202600
May 202606
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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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
February 07, 2023 Filed Feb 9, 2023 22:17 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 879 $151.28 $132,975.12
Disclosure

SEC source: 0001230245-23-000014 · wf-form4_167598105018027.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: 225,106

F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan.

F3 · price: These shares were sold in multiple transactions at prices ranging from $150.7700 to $151.7500 inclusive.

Read SEC document
February 07, 2023 Filed Feb 9, 2023 22:17 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 1,268 $150.42 $190,732.56
Disclosure

SEC source: 0001230245-23-000014 · wf-form4_167598105018027.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: 225,985

F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan.

F2 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (2), (3), (4), (5), (6), (7), (8), (9) and (10) were sold in multiple transactions at the price ranges provided in footnotes (2), (3), (4), (5), (6), (7), (8), (9) and (10). These shares in footnote (2) were sold in multiple transactions at prices ranging from $149.7700 to $150.7600 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (2), (3), (4), (5), (6), (7), (8), (9) and (10) upon request by the SEC staff, the issuer or any shareholder of the issuer.

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January 17, 2023 Filed Jan 19, 2023 21:14 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
Tax withholdingCommon Stock 16,017 $0.00 $0.00
Disclosure

SEC source: 0001230245-23-000007 · wf-form4_167416285302030.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: 227,253

Read SEC document
December 30, 2022 Filed Jan 3, 2023 21:24 UTC
SORAN PHILIPDirector
GrantCommon Stock 243 $130.19 $31,636.17
Disclosure

SEC source: 0001230245-23-000002 · wf-form4_167278102477708.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,043

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 243 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

Read SEC document
December 30, 2022 Filed Jan 3, 2023 21:27 UTC GrantCommon Stock 155 $130.19 $20,179.45
Disclosure

SEC source: 0001230245-23-000004 · wf-form4_167278123984221.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,102

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 155 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

Read SEC document
December 23, 2022 Filed Dec 23, 2022 21:52 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 208 $134.91 $28,061.28
Disclosure

SEC source: 0001230245-22-000156 · wf-form4_167183232605755.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: 243,270

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 $134.9000 to $135.0300 inclusive.

Read SEC document
December 23, 2022 Filed Dec 23, 2022 21:52 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 3,256 $134.24 $437,085.44
Disclosure

SEC source: 0001230245-22-000156 · wf-form4_167183232605755.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: 243,478

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 $133.8500 to $ 134.8400 inclusive.

Read SEC document
December 23, 2022 Filed Dec 23, 2022 21:52 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 1,136 $133.52 $151,678.72
Disclosure

SEC source: 0001230245-22-000156 · wf-form4_167183232605755.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: 246,734

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 $132.8300 to $133.7900 inclusive.

Read SEC document
December 22, 2022 Filed Dec 23, 2022 21:52 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 1,199 $133.96 $160,618.04
Disclosure

SEC source: 0001230245-22-000156 · wf-form4_167183232605755.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: 247,870

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 $133.7400 to $134.2500 inclusive.

Read SEC document
December 22, 2022 Filed Dec 23, 2022 21:52 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 2,901 $133.12 $386,181.12
Disclosure

SEC source: 0001230245-22-000156 · wf-form4_167183232605755.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: 249,069

F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan.

F3 · price: These shares were sold in multiple transactions at prices ranging from $132.7000 to $133.6600 inclusive.

Read SEC document
December 22, 2022 Filed Dec 23, 2022 21:52 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 900 $132.37 $119,133.00
Disclosure

SEC source: 0001230245-22-000156 · wf-form4_167183232605755.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: 251,970

F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan.

F2 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (2), (3), (4), (5), (6) and (7) were sold in multiple transactions at the price ranges provided in footnotes (2), (3), (4), (5), (6) and (7). These shares in footnote (2) were sold in multiple transactions at prices ranging from $131.6300 to $132.5700 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (2), (3), (4), (5), (6) and (7) upon request by the SEC staff, the issuer or any shareholder of the issuer.

Read SEC document
December 09, 2022 Filed Dec 12, 2022 21:08 UTC GrantCommon Stock 23 $136.61 $3,142.03
Disclosure

SEC source: 0001230245-22-000144 · wf-form4_167087930508710.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,114

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
December 09, 2022 Filed Dec 12, 2022 21:15 UTC GrantCommon Stock 25 $136.61 $3,415.25
Disclosure

SEC source: 0001230245-22-000150 · wf-form4_167087972300165.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,447

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
December 09, 2022 Filed Dec 12, 2022 21:17 UTC
SORAN PHILIPDirector
GrantCommon Stock 66 $136.61 $9,016.26
Disclosure

SEC source: 0001230245-22-000152 · wf-form4_167087983756499.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,800

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
December 09, 2022 Filed Dec 12, 2022 16:06 UTC GrantCommon Stock 93 $136.61 $12,704.73
Disclosure

SEC source: 0001230245-22-000142 · wf-form4_167087917148413.xml · nonDerivative · entry 1

FITZGERALD WILLIAM R · CIK 0001195177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,944

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
December 09, 2022 Filed Dec 12, 2022 16:13 UTC GrantCommon Stock 33 $136.61 $4,508.13
Disclosure

SEC source: 0001230245-22-000148 · wf-form4_167087960303185.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,373

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
December 09, 2022 Filed Dec 12, 2022 21:19 UTC GrantCommon Stock 6 $136.61 $819.66
Disclosure

SEC source: 0001230245-22-000154 · wf-form4_167087994205680.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,947

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
December 09, 2022 Filed Dec 12, 2022 21:11 UTC GrantCommon Stock 7 $136.61 $956.27
Disclosure

SEC source: 0001230245-22-000146 · wf-form4_167087945797821.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,390

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
November 28, 2022 Filed Nov 28, 2022 20:27 UTC
SORAN PHILIPDirector
GiftCommon Stock 1,803 $0.00 $0.00
Disclosure

SEC source: 0001230245-22-000140 · wf-form4_166966722386914.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,734

F1 · price: Represents shares of Common Stock that the reporting person donated as a gift to a donor advised fund.

Read SEC document
September 30, 2022 Filed Oct 3, 2022 20:16 UTC
SORAN PHILIPDirector
GrantCommon Stock 301 $104.74 $31,526.74
Disclosure

SEC source: 0001230245-22-000130 · wf-form4_166482815054672.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,537

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 301 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

Read SEC document
September 30, 2022 Filed Oct 3, 2022 20:19 UTC GrantCommon Stock 193 $104.74 $20,214.82
Disclosure

SEC source: 0001230245-22-000132 · wf-form4_166482834977034.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,941

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 194 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

Read SEC document
September 09, 2022 Filed Sep 12, 2022 20:20 UTC GrantCommon Stock 27 $115.97 $3,131.19
Disclosure

SEC source: 0001230245-22-000118 · wf-form4_166301402695499.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,091

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
September 09, 2022 Filed Sep 12, 2022 20:29 UTC GrantCommon Stock 29 $115.97 $3,363.13
Disclosure

SEC source: 0001230245-22-000124 · wf-form4_166301452213358.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,422

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
September 09, 2022 Filed Sep 12, 2022 20:30 UTC
SORAN PHILIPDirector
GrantCommon Stock 76 $115.97 $8,813.72
Disclosure

SEC source: 0001230245-22-000126 · wf-form4_166301463557563.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,236

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
September 09, 2022 Filed Sep 12, 2022 16:18 UTC GrantCommon Stock 109 $115.97 $12,640.73
Disclosure

SEC source: 0001230245-22-000116 · wf-form4_166301388242480.xml · nonDerivative · entry 1

FITZGERALD WILLIAM R · CIK 0001195177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,851

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
September 09, 2022 Filed Sep 12, 2022 16:25 UTC GrantCommon Stock 38 $115.97 $4,406.86
Disclosure

SEC source: 0001230245-22-000122 · wf-form4_166301432365054.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,340

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
September 09, 2022 Filed Sep 12, 2022 20:32 UTC GrantCommon Stock 6 $115.97 $695.82
Disclosure

SEC source: 0001230245-22-000128 · wf-form4_166301475347668.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,748

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
September 09, 2022 Filed Sep 12, 2022 20:23 UTC GrantCommon Stock 8 $115.97 $927.76
Disclosure

SEC source: 0001230245-22-000120 · wf-form4_166301421174239.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,383

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
July 01, 2022 Filed Jul 5, 2022 20:19 UTC
SORAN PHILIPDirector
GrantCommon Stock 279 $112.08 $31,270.32
Disclosure

SEC source: 0001230245-22-000106 · wf-form4_165705234076545.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,160

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 279 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

Read SEC document
July 01, 2022 Filed Jul 5, 2022 20:25 UTC GrantCommon Stock 178 $112.08 $19,950.24
Disclosure

SEC source: 0001230245-22-000108 · wf-form4_165705269987476.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,742

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 178 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

Read SEC document
June 10, 2022 Filed Jun 13, 2022 20:57 UTC GrantCommon Stock 26 $116.98 $3,041.48
Disclosure

SEC source: 0001230245-22-000094 · wf-form4_165515384279979.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,064

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
June 10, 2022 Filed Jun 13, 2022 21:07 UTC GrantCommon Stock 28 $116.98 $3,275.44
Disclosure

SEC source: 0001230245-22-000104 · wf-form4_165515443829458.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,393

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
June 10, 2022 Filed Jun 13, 2022 21:04 UTC
SORAN PHILIPDirector
GrantCommon Stock 73 $116.98 $8,539.54
Disclosure

SEC source: 0001230245-22-000100 · wf-form4_165515422479478.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,881

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
June 10, 2022 Filed Jun 13, 2022 16:55 UTC GrantCommon Stock 108 $116.98 $12,633.84
Disclosure

SEC source: 0001230245-22-000092 · wf-form4_165515373315667.xml · nonDerivative · entry 1

FITZGERALD WILLIAM R · CIK 0001195177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,742

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
June 10, 2022 Filed Jun 13, 2022 17:01 UTC GrantCommon Stock 38 $116.98 $4,445.24
Disclosure

SEC source: 0001230245-22-000098 · wf-form4_165515408981382.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,302

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
June 10, 2022 Filed Jun 13, 2022 21:05 UTC GrantCommon Stock 5 $116.98 $584.90
Disclosure

SEC source: 0001230245-22-000102 · wf-form4_165515432847396.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,564

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
June 10, 2022 Filed Jun 13, 2022 20:59 UTC GrantCommon Stock 8 $116.98 $935.84
Disclosure

SEC source: 0001230245-22-000096 · wf-form4_165515395136625.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,375

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.

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May 06, 2022 Filed May 9, 2022 20:31 UTC GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000078 · wf-form4_165212823532926.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,038

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 756 shares of common stock resulting in an accrual to her account of 756 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

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May 06, 2022 Filed May 9, 2022 20:49 UTC GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000090 · wf-form4_165212934414636.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,365

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May 06, 2022 Filed May 9, 2022 20:37 UTC GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000082 · wf-form4_165212859982547.xml · nonDerivative · entry 1

SCHREIER THOMAS S JR · CIK 0001271525 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,801

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May 06, 2022 Filed May 9, 2022 20:43 UTC
SORAN PHILIPDirector
GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000086 · wf-form4_165212896725825.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,808

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May 06, 2022 Filed May 9, 2022 16:27 UTC GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000076 · wf-form4_165212803135719.xml · nonDerivative · entry 1

FITZGERALD WILLIAM R · CIK 0001195177 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,634

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 756 shares of common stock resulting in an accrual to his account of 756 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

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May 06, 2022 Filed May 9, 2022 16:39 UTC GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000084 · wf-form4_165212877695067.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,264

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 756 shares of common stock resulting in an accrual to her account of 756 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

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May 06, 2022 Filed May 9, 2022 20:46 UTC GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000088 · wf-form4_165212914156788.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,559

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May 06, 2022 Filed May 9, 2022 20:34 UTC GrantCommon Stock 756 $125.75 $95,067.00
Disclosure

SEC source: 0001230245-22-000080 · wf-form4_165212843442060.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,367

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 756 shares of common stock resulting in an accrual to her account of 756 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

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April 01, 2022 Filed Apr 4, 2022 20:23 UTC
SORAN PHILIPDirector
GrantCommon Stock 235 $0.00 $0.00
Disclosure

SEC source: 0001230245-22-000065 · wf-form4_164910377868253.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,052

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 235 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

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April 01, 2022 Filed Apr 4, 2022 20:26 UTC GrantCommon Stock 151 $0.00 $0.00
Disclosure

SEC source: 0001230245-22-000067 · wf-form4_164910398370467.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,803

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 151 shares of phantom stock. The shares of phantom stock become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

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March 11, 2022 Filed Mar 14, 2022 21:32 UTC GrantCommon Stock 169 $124.28 $21,003.32
Disclosure

SEC source: 0001230245-22-000052 · wf-form4_164729344480268.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,282

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.

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March 11, 2022 Filed Mar 14, 2022 17:56 UTC GrantCommon Stock 256 $124.28 $31,815.68
Disclosure

SEC source: 0001230245-22-000058 · wf-form4_164729481733038.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,508

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.

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March 11, 2022 Filed Mar 14, 2022 22:06 UTC GrantCommon Stock 215 $124.28 $26,720.20
Disclosure

SEC source: 0001230245-22-000060 · wf-form4_164729536275682.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,609

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.

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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.