PIPR

SEC source: 0001230245-24-000181 · wk-form4_1731099780.xml · nonDerivative · entry 1

Geelan John W · CIK 0001566456 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,525

SEC source: 0001230245-24-000166 · wk-form4_1727812966.xml · nonDerivative · entry 1

Gallo Ann C · CIK 0002038097 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 312

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to her account of 8 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.

SEC source: 0001230245-24-000172 · wk-form4_1727813210.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,078

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 98 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.

SEC source: 0001230245-24-000168 · wk-form4_1727813047.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,475

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 89 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.

SEC source: 0001230245-24-000170 · wk-form4_1727813140.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,443

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 89 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.

SEC source: 0001230245-24-000164 · wk-form4_1727202349.xml · nonDerivative · entry 1

Gallo Ann C · CIK 0002038097 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 304

F1 · price: The reporting person elected to defer receipt of an initial and annual equity grant of 304 shares of common stock, resulting in the accrual to her account of 304 shares of phantom stock. The shares of phantom stock will become payable, in common stock, on the last day of the year in which the reporting person's service as a director terminates.

SEC source: 0001230245-24-000146 · wk-form4_1726519215.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,593

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.

SEC source: 0001230245-24-000156 · wk-form4_1726519649.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,980

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.

SEC source: 0001230245-24-000152 · wk-form4_1726519478.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,386

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.

SEC source: 0001230245-24-000144 · wk-form4_1726519133.xml · nonDerivative · entry 1

FITZGERALD WILLIAM R · CIK 0001195177 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,070

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.

SEC source: 0001230245-24-000150 · wk-form4_1726519395.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,943

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.

SEC source: 0001230245-24-000154 · wk-form4_1726519565.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,354

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.

SEC source: 0001230245-24-000148 · wk-form4_1726519294.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,724

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.

SEC source: 0001230245-24-000142 · wk-form4_1724273472.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,341

SEC source: 0001230245-24-000140 · wk-form4_1723840595.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,000

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.

SEC source: 0001230245-24-000140 · wk-form4_1723840595.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,514

F3 · price: These shares were sold in multiple transactions at prices ranging from $266.6300 to $267.4800 inclusive.

SEC source: 0001230245-24-000140 · wk-form4_1723840595.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,322

F2 · price: These shares were sold in multiple transactions at prices ranging from $265.5700 to $266.5650 inclusive.

SEC source: 0001230245-24-000140 · wk-form4_1723840595.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,929

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 (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 $264.5000 to $265.3850 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.

SEC source: 0001230245-24-000140 · wk-form4_1723840595.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,514

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.

SEC source: 0001230245-24-000138 · wk-form4_1723667900.xml · nonDerivative · entry 2

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,133

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $254.6200 to $254.9650 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.

SEC source: 0001230245-24-000138 · wk-form4_1723667900.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,716

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

SEC source: 0001230245-24-000136 · wk-form4_1723235760.xml · nonDerivative · entry 1

Geelan John W · CIK 0001566456 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,065

SEC source: 0001230245-24-000134 · wk-form4_1722976209.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,095

F5 · price: These shares were sold in multiple transactions at prices ranging from $238.3900 to $239.3500 inclusive.

SEC source: 0001230245-24-000134 · wk-form4_1722976209.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: 161,195

F4 · price: These shares were sold in multiple transactions at prices ranging from $237.2800 to $238.2700 inclusive.

SEC source: 0001230245-24-000134 · wk-form4_1722976209.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: 164,691

F3 · price: These shares were sold in multiple transactions at prices ranging from $236.2200 to $237.2000 inclusive.

SEC source: 0001230245-24-000134 · wk-form4_1722976209.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: 169,190

F2 · price: These shares were sold in multiple transactions at prices ranging from $235.1200 to $236.0300 inclusive.

SEC source: 0001230245-24-000134 · wk-form4_1722976209.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: 171,390

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 (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 $233.9100 to $234.8900 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.

SEC source: 0001230245-24-000126 · wk-form4_1719950998.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,961

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 119 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.

SEC source: 0001230245-24-000122 · wk-form4_1719950786.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,125

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 126 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.

SEC source: 0001230245-24-000124 · wk-form4_1719950898.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,348

F1 · shares: The reporting person elected to defer receipt of quarterly director cash retainer fees resulting in the accrual to his account of 108 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.

SEC source: 0001230245-24-000110 · wk-form4_1718050604.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,578

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.

SEC source: 0001230245-24-000120 · wk-form4_1718051139.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,842

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.

SEC source: 0001230245-24-000116 · wk-form4_1718050943.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,999

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.

SEC source: 0001230245-24-000108 · wk-form4_1718050486.xml · nonDerivative · entry 1

FITZGERALD WILLIAM R · CIK 0001195177 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,013

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.

SEC source: 0001230245-24-000114 · wk-form4_1718050847.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,921

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.

SEC source: 0001230245-24-000118 · wk-form4_1718051040.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,240

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.

SEC source: 0001230245-24-000112 · wk-form4_1718050754.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,717

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.

SEC source: 0001230245-24-000094 · wk-form4_1716927150.xml · nonDerivative · entry 1

HOLT VICTORIA M · CIK 0001181629 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,560

SEC source: 0001230245-24-000104 · wk-form4_1716927903.xml · nonDerivative · entry 1

TAYLOR SCOTT C · CIK 0001271058 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,820

SEC source: 0001230245-24-000106 · wk-form4_1716928033.xml · nonDerivative · entry 1

SCHREIER THOMAS S JR · CIK 0001271525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,053

SEC source: 0001230245-24-000100 · wk-form4_1716927500.xml · nonDerivative · entry 1

SORAN PHILIP · CIK 0001233126 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,946

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 477 shares of common stock resulting in an accrual to his account of 477 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.

SEC source: 0001230245-24-000092 · wk-form4_1716926928.xml · nonDerivative · entry 1

FITZGERALD WILLIAM R · CIK 0001195177 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,945

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 477 shares of common stock resulting in an accrual to his account of 477 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.

SEC source: 0001230245-24-000098 · wk-form4_1716927400.xml · nonDerivative · entry 1

SMITH SHERRY M · CIK 0001214552 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,895

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 477 shares of common stock resulting in an accrual to her account of 477 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.

SEC source: 0001230245-24-000102 · wk-form4_1716927811.xml · nonDerivative · entry 1

Sterling Brian R · CIK 0001837229 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,233

SEC source: 0001230245-24-000096 · wk-form4_1716927283.xml · nonDerivative · entry 1

Mitchell Robbin · CIK 0001844599 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,709

F1 · shares: The reporting person elected to defer receipt of an annual equity grant of 477 shares of common stock resulting in an accrual to her account of 477 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.

SEC source: 0001230245-24-000087 · wk-form4_1716324233.xml · nonDerivative · entry 8

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: Plan reported

Ownership: Indirect · Through Living Trust

Disclosed balance after: 43,083

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 $214.1200 to $215.0500 inclusive.

F3 · balance_after: These shares are held in revocable living trusts, of which the reporting person and the reporting person's spouse are co- trustees.

SEC source: 0001230245-24-000087 · wk-form4_1716324233.xml · nonDerivative · entry 7

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: Plan reported

Ownership: Indirect · Through Living Trust

Disclosed balance after: 43,325

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 $212.9801 to $213.9600 inclusive.

F3 · balance_after: These shares are held in revocable living trusts, of which the reporting person and the reporting person's spouse are co- trustees.

SEC source: 0001230245-24-000087 · wk-form4_1716324233.xml · nonDerivative · entry 6

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: Plan reported

Ownership: Indirect · Through Living Trust

Disclosed balance after: 43,746

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 $211.9600 to $212.9250 inclusive.

F3 · balance_after: These shares are held in revocable living trusts, of which the reporting person and the reporting person's spouse are co- trustees.

SEC source: 0001230245-24-000087 · wk-form4_1716324233.xml · nonDerivative · entry 5

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: Plan reported

Ownership: Indirect · Through Living Trust

Disclosed balance after: 44,105

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 $213.6600 to $213.8200 inclusive.

F3 · balance_after: These shares are held in revocable living trusts, of which the reporting person and the reporting person's spouse are co- trustees.

SEC source: 0001230245-24-000087 · wk-form4_1716324233.xml · nonDerivative · entry 4

Schoneman Debbra L. · CIK 0001435654 · President

10b5-1 filing: Plan reported

Ownership: Indirect · Through Living Trust

Disclosed balance after: 44,425

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 $212.6550 to $213.6000 inclusive.

F3 · balance_after: These shares are held in revocable living trusts, of which the reporting person and the reporting person's spouse are co- trustees.