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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
November 28, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $99.00 $0.00
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · derivative · entry 10

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,600

Underlying: Common Stock · 3,000 shares

Expires 2028-02-15

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
November 28, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,616 $336.94 $544,495.04
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · nonDerivative · entry 7

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,558

F5 · price: These shares were sold in multiple transactions at prices ranging from $336.4450 to $337.0100 inclusive.

Read SEC document
November 28, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,384 $335.36 $464,138.24
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · nonDerivative · entry 6

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,174

F4 · price: These shares were sold in multiple transactions at prices ranging from $335.0900 to $335.6100 inclusive.

Read SEC document
November 28, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionCommon Stock 3,000 $99.00 $297,000.00
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · nonDerivative · entry 5

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,558

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
November 26, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,400 $0.00 Strike: $99.00 $0.00
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · derivative · entry 9

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,600

Underlying: Common Stock · 4,400 shares

Expires 2028-02-15

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
November 26, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,156 $338.55 $391,363.80
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · nonDerivative · entry 4

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,558

F3 · price: These shares were sold in multiple transactions at prices ranging from $338.3050 to $338.8700 inclusive.

Read SEC document
November 26, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,630 $337.65 $550,369.50
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · nonDerivative · entry 3

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,714

F2 · price: These shares were sold in multiple transactions at prices ranging from $337.2900 to $338.2400 inclusive.

Read SEC document
November 26, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,614 $336.87 $543,708.18
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · nonDerivative · entry 2

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,344

F1 · price: The price reported in Column 4 for all sales transactions on this report is a weighted average price. The shares sold in footnotes (1) through (5) were sold in multiple transactions at the price ranges provided in footnotes (1) through (5). These shares in footnote (1) were sold in multiple transactions at prices ranging from $336.2800 to $337.1950 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 (1) through (5) upon request by the SEC staff, the issuer or any shareholder of the issuer.

Read SEC document
November 26, 2025 Filed Dec 1, 2025 22:49 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionCommon Stock 4,400 $99.00 $435,600.00
Disclosure

SEC source: 0001538591-25-000008 · wk-form4_1764629357.xml · nonDerivative · entry 1

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,958

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
November 21, 2025 Filed Nov 21, 2025 16:44 UTC
Clune Katherine PatriciaChief Financial Officer
SaleCommon Stock 1,367 $324.69 $443,851.23
Disclosure

SEC source: 0002002944-25-000007 · wk-form4_1763761446.xml · nonDerivative · entry 1

Clune Katherine Patricia · CIK 0002002944 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,425

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $324.6806 to $324.9700 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 this footnote upon request by the SEC staff, the issuer or any shareholder of the issuer.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 21:21 UTC
SORAN PHILIPDirector
SaleCommon Stock 598 $317.05 $189,595.90
Disclosure

SEC source: 0001233126-25-000012 · wk-form4_1763587258.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,217

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $317.0400 to $317.1600 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 this footnote upon request by the SEC staff, the issuer or any shareholder of the issuer.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 17:28 UTC
Clune Katherine PatriciaChief Financial Officer
Tax withholdingCommon Stock 1,464 $0.00 $0.00
Disclosure

SEC source: 0002002944-25-000005 · wk-form4_1763418487.xml · nonDerivative · entry 1

Clune Katherine Patricia · CIK 0002002944 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,792

Read SEC document
November 05, 2025 Filed Nov 5, 2025 17:06 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,500 $0.00 Strike: $99.00 $0.00
Disclosure

SEC source: 0001435654-25-000005 · wk-form4_1762380405.xml · derivative · entry 7

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,167

Underlying: Common Stock · 2,500 shares

Expires 2028-02-15

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
November 05, 2025 Filed Nov 5, 2025 17:06 UTC SaleCommon Stock 120 $331.98 $39,837.60
Disclosure

SEC source: 0001435654-25-000005 · wk-form4_1762380405.xml · nonDerivative · entry 5

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,896

Read SEC document
November 05, 2025 Filed Nov 5, 2025 17:06 UTC SaleCommon Stock 1,237 $331.19 $409,682.03
Disclosure

SEC source: 0001435654-25-000005 · wk-form4_1762380405.xml · nonDerivative · entry 4

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,016

F3 · price: These shares were sold in multiple transactions at prices ranging from $330.9000 to $331.5700 inclusive.

Read SEC document
November 05, 2025 Filed Nov 5, 2025 17:06 UTC SaleCommon Stock 443 $330.09 $146,229.87
Disclosure

SEC source: 0001435654-25-000005 · wk-form4_1762380405.xml · nonDerivative · entry 3

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,253

F2 · price: These shares were sold in multiple transactions at prices ranging from $329.7550 to $330.4600 inclusive.

Read SEC document
November 05, 2025 Filed Nov 5, 2025 17:06 UTC SaleCommon Stock 700 $328.68 $230,076.00
Disclosure

SEC source: 0001435654-25-000005 · wk-form4_1762380405.xml · nonDerivative · entry 2

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,696

F1 · price: The price reported in Column 4 for the first three sales transactions on this report is a weighted average price. The shares sold in footnotes (1) through (3) were sold in multiple transactions at the price ranges provided in footnotes (1) through (3). These shares in footnote (1) were sold in multiple transactions at prices ranging from $328.4500 to $329.4300 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 (1) through (3) upon request by the SEC staff, the issuer or any shareholder of the issuer.

Read SEC document
November 05, 2025 Filed Nov 5, 2025 17:06 UTC Exercise / conversionCommon Stock 2,500 $99.00 $247,500.00
Disclosure

SEC source: 0001435654-25-000005 · wk-form4_1762380405.xml · nonDerivative · entry 1

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,396

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
September 30, 2025 Filed Oct 1, 2025 20:15 UTC
Gallo Ann CDirector
GrantCommon Stock 73 $0.00 $0.00
Disclosure

SEC source: 0002038097-25-000007 · wk-form4_1759349753.xml · nonDerivative · entry 1

Gallo Ann C · CIK 0002038097 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,271

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to her account of 73 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, 2025 Filed Oct 1, 2025 20:18 UTC
SORAN PHILIPDirector
GrantCommon Stock 73 $0.00 $0.00
Disclosure

SEC source: 0001233126-25-000009 · wk-form4_1759349892.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,815

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 73 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, 2025 Filed Oct 1, 2025 20:19 UTC GrantCommon Stock 73 $0.00 $0.00
Disclosure

SEC source: 0001837229-25-000009 · wk-form4_1759349966.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,444

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 73 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 12, 2025 Filed Sep 15, 2025 20:26 UTC
Gallo Ann CDirector
GrantCommon Stock 3 $0.00 $0.00
Disclosure

SEC source: 0002038097-25-000005 · wk-form4_1757967962.xml · nonDerivative · entry 1

Gallo Ann C · CIK 0002038097 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,198

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 12, 2025 Filed Sep 15, 2025 20:28 UTC GrantCommon Stock 14 $0.00 $0.00
Disclosure

SEC source: 0001181629-25-000007 · wk-form4_1757968114.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,325

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 12, 2025 Filed Sep 15, 2025 20:39 UTC GrantCommon Stock 17 $0.00 $0.00
Disclosure

SEC source: 0001271058-25-000007 · wk-form4_1757968774.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,336

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 12, 2025 Filed Sep 15, 2025 20:35 UTC
SORAN PHILIPDirector
GrantCommon Stock 39 $0.00 $0.00
Disclosure

SEC source: 0001233126-25-000007 · wk-form4_1757968540.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,742

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
September 12, 2025 Filed Sep 15, 2025 20:38 UTC GrantCommon Stock 6 $0.00 $0.00
Disclosure

SEC source: 0001837229-25-000007 · wk-form4_1757968690.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,371

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 12, 2025 Filed Sep 15, 2025 20:31 UTC GrantCommon Stock 7 $0.00 $0.00
Disclosure

SEC source: 0001844599-25-000007 · wk-form4_1757968275.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,384

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
August 11, 2025 Filed Aug 11, 2025 20:09 UTC
Geelan John WGeneral Counsel
SaleCommon Stock 1,634 $322.96 $527,716.64
Disclosure

SEC source: 0001566456-25-000005 · wk-form4_1754942962.xml · nonDerivative · entry 2

Geelan John W · CIK 0001566456 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,645

F2 · price: These shares were sold in multiple transactions at prices ranging from $322.8200 to $323.2650 inclusive.

Read SEC document
August 11, 2025 Filed Aug 11, 2025 20:09 UTC
Geelan John WGeneral Counsel
SaleCommon Stock 366 $321.46 $117,654.36
Disclosure

SEC source: 0001566456-25-000005 · wk-form4_1754942962.xml · nonDerivative · entry 1

Geelan John W · CIK 0001566456 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,279

F1 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (2) were sold in multiple transactions at the price ranges provided in footnotes (1) through (2). These shares in footnote (1) were sold in multiple transactions at prices ranging from $321.2300 to $321.6700 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 (1) through (2) upon request by the SEC staff, the issuer or any shareholder of the issuer.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 8,000 $0.00 Strike: $99.00 $0.00
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · derivative · entry 17

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,000

Underlying: Common Stock · 8,000 shares

Expires 2028-02-15

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
August 06, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 32 $326.23 $10,439.36
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 14

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,558

F12 · price: These shares were all sold at the price of $326.23.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,650 $324.88 $536,052.00
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 13

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,590

F11 · price: These shares were sold in multiple transactions at prices ranging from $324.7200 to $325.6000 inclusive.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,929 $324.27 $625,516.83
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 12

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,240

F10 · price: These shares were sold in multiple transactions at prices ranging from $323.7050 to $324.6900 inclusive.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 4,045 $323.10 $1,306,939.50
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 11

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,169

F9 · price: These shares were sold in multiple transactions at prices ranging from $322.6200 to $323.6200 inclusive.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 344 $321.95 $110,750.80
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 10

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,214

F8 · price: These shares were sold in multiple transactions at prices ranging from $321.5600 to $322.5100 inclusive.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionCommon Stock 8,000 $99.00 $792,000.00
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 9

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,558

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
August 05, 2025 Filed Aug 7, 2025 20:11 UTC SaleCommon Stock 2,600 $319.86 $831,636.00
Disclosure

SEC source: 0001271058-25-000005 · wk-form4_1754597476.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,319

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $319.6501 to $320.3100 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 this footnote upon request by the SEC staff, the issuer or any shareholder of the issuer.

Read SEC document
August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 10,000 $0.00 Strike: $99.00 $0.00
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · derivative · entry 16

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,000

Underlying: Common Stock · 10,000 shares

Expires 2028-02-15

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
August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,998 $322.47 $644,295.06
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 8

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,558

F7 · price: These shares were sold in multiple transactions at prices ranging from $322.1000 to $322.6650 inclusive.

Read SEC document
August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 2,002 $321.42 $643,482.84
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 7

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,556

F6 · price: These shares were sold in multiple transactions at prices ranging from $321.0800 to $322.0800 inclusive.

Read SEC document
August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 990 $319.98 $316,780.20
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 6

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,558

F5 · price: These shares were sold in multiple transactions at prices ranging from $319.5600 to $320.4925 inclusive.

Read SEC document
August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,191 $318.37 $379,178.67
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 5

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,548

F4 · price: These shares were sold in multiple transactions at prices ranging from $317.8800 to $318.6950 inclusive.

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August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 2,251 $317.17 $713,949.67
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 4

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,739

F3 · price: These shares were sold in multiple transactions at prices ranging from $316.8101 to $317.7900 inclusive.

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August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 1,383 $316.23 $437,346.09
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 3

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,990

F2 · price: These shares were sold in multiple transactions at prices ranging from $315.7100 to $316.6200 inclusive.

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August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
SaleCommon Stock 185 $315.09 $58,291.65
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 2

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,373

F1 · price: The price reported in Column 4 for all sales transactions on this report is a weighted average price (with the exception of the sales referenced in footnote 12). The shares sold in footnotes (1) through (11) were sold in multiple transactions at the price ranges provided in footnotes (1) through (11). These shares in footnote (1) were sold in multiple transactions at prices ranging from $314.6800 to $315.5700 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 (1) through (11) upon request by the SEC staff, the issuer or any shareholder of the issuer.

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August 05, 2025 Filed Aug 7, 2025 20:12 UTC
Abraham Chad RDirector · CEO and Chairman
Exercise / conversionCommon Stock 10,000 $99.00 $990,000.00
Disclosure

SEC source: 0001538591-25-000006 · wk-form4_1754597554.xml · nonDerivative · entry 1

Abraham Chad R · CIK 0001538591 · Director · CEO and Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,558

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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August 04, 2025 Filed Aug 4, 2025 21:26 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 1,130 $318.19 $359,554.70
Disclosure

SEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 4

Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,910

F4 · price: These shares were sold in multiple transactions at prices ranging from $317.8840 to $318.4700 inclusive.

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August 04, 2025 Filed Aug 4, 2025 21:26 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 579 $317.56 $183,867.24
Disclosure

SEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 3

Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,040

F3 · price: These shares were sold in multiple transactions at prices ranging from $316.7700 to $317.5700 inclusive.

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August 04, 2025 Filed Aug 4, 2025 21:26 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 1,302 $316.20 $411,692.40
Disclosure

SEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 2

Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,619

F2 · price: These shares were sold in multiple transactions at prices ranging from $315.7700 to $316.7600 inclusive.

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August 04, 2025 Filed Aug 4, 2025 21:26 UTC
Doyle Jonathan JDirector · Hd of Financial Services Group
SaleCommon Stock 525 $314.73 $165,233.25
Disclosure

SEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 1

Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,921

F1 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (4) were sold in multiple transactions at the price ranges provided in footnotes (1) through (4). These shares in footnote (1) were sold in multiple transactions at prices ranging from $314.2900 to $314.9600 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 (1) through (4) upon request by the SEC staff, the issuer or any shareholder of the issuer.

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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.