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PNW

PINNACLE WEST CAPITAL CORP

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Tapewire entity
3465
SEC CIK
0000764622
Parsed reports
497

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202602
Jun 202600
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Tax withholdingCommon Stock 809 $69.10 $55,901.90
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 11

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,693

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Disposition to issuerCommon Stock 184 $69.10 $12,714.40
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 10

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,502

F6 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Exercise / conversionCommon Stock 2,071 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 9

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,686

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.

F5 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Tax withholdingCommon Stock 564 $69.10 $38,972.40
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 8

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,615

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Exercise / conversionCommon Stock 1,316 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 7

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,179

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.

F4 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Tax withholdingCommon Stock 211 $69.10 $14,580.10
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 6

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,863

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Exercise / conversionCommon Stock 492 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 5

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,074

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.

F4 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Tax withholdingCommon Stock 170 $69.10 $11,747.00
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 4

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,582

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
GrantCommon Stock 396 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 3

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,752

F3 · shares: Represents shares of common stock received by the indididual in settlement of dividend rights that vested in connection with the performance shares that vested on February 20, 2024.

F3 · price: Represents shares of common stock received by the indididual in settlement of dividend rights that vested in connection with the performance shares that vested on February 20, 2024.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
Tax withholdingCommon Stock 1,130 $69.10 $78,083.00
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 2

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,356

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:28 UTC
Geisler Theodore NPresident, APS
GrantCommon Stock 2,486 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019081 · ownership.xml · nonDerivative · entry 1

Geisler Theodore N · CIK 0001799703 · President, APS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,486

F1 · shares: Shares aquired upon the vesting of a portion of the performance shares granted in 2021 that were tied to the total shareholder return performance metric.

F1 · price: Shares aquired upon the vesting of a portion of the performance shares granted in 2021 that were tied to the total shareholder return performance metric.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC GrantRestricted Stock Units · Derivative 8,976 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · derivative · entry 29

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,976

Underlying: Common Stock · 8,976 shares

Expires not disclosed

F5 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F19 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2024, and vests in four equal, annual installments beginning on February 20, 2025.

F19 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2024, and vests in four equal, annual installments beginning on February 20, 2025.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionRestricted Stock Units · Derivative 1,731 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · derivative · entry 28

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,188

Underlying: Common Stock · 1,731 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F16 · shares: The number of derivative securities in Column 5 includes 78 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Divident equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F17 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024.

F17 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024.

F18 · balance_after: Includes 229 Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionRestricted Stock Units · Derivative 919 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · derivative · entry 27

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,838

Underlying: Common Stock · 919 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F13 · shares: The number of derivative securities in Column 5 includes 71 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Divident equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F14 · derivative.exercise_date: The Restricted Stock Unit award was gratned and was effective in May 2022, and vests in four equal, annual installments beginning on February 20, 2023.

F14 · derivative.expiration_date: The Restricted Stock Unit award was gratned and was effective in May 2022, and vests in four equal, annual installments beginning on February 20, 2023.

F15 · balance_after: Includes 142 Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionRestricted Stock Units · Derivative 451 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · derivative · entry 26

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 895

Underlying: Common Stock · 451 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F10 · shares: The number of derivative securities in Column 5 includes 42 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F11 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2022, and vests in four equal, annual installments beginning on February 20, 2023.

F11 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2022, and vests in four equal, annual installments beginning on February 20, 2023.

F12 · balance_after: Includes 77 Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionRestricted Stock Units · Derivative 329 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · derivative · entry 25

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 329

Underlying: Common Stock · 329 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F9 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2021, and vests and be settled in four equal, annual installments beginning on February 20, 2022.

F9 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2021, and vests and be settled in four equal, annual installments beginning on February 20, 2022.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionRestricted Stock Units · Derivative 240 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · derivative · entry 24

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 240 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F8 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2020, and vests in four equal, annual installments beginning on February 20, 2021.

F8 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2020, and vests in four equal, annual installments beginning on February 20, 2021.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 22 $69.10 $1,520.20
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 23

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,895

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC GrantCommon Stock 50 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 22

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,917

F7 · shares: Represents shares of common stock received by the individual in settlement of dividend rights granted in connection with the 2020 and 2021 Restricted Stock Unit grants.

F7 · price: Represents shares of common stock received by the individual in settlement of dividend rights granted in connection with the 2020 and 2021 Restricted Stock Unit grants.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 692 $69.10 $47,817.20
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 21

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,867

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Disposition to issuerCommon Stock 78 $69.10 $5,389.80
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 20

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,559

F6 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionCommon Stock 1,731 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 19

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,637

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.

F5 · kind: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 393 $69.10 $27,156.30
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 18

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,906

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Disposition to issuerCommon Stock 71 $69.10 $4,906.10
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 17

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,299

F6 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionCommon Stock 919 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 16

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,370

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.

F5 · kind: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 169 $69.10 $11,677.90
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 15

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,451

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Disposition to issuerCommon Stock 42 $69.10 $2,902.20
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 14

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,620

F6 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionCommon Stock 451 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 13

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,261

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.

F5 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled either in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 69 $69.10 $4,767.90
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 12

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,211

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionCommon Stock 164 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 11

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,280

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.

F4 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Disposition to issuerCommon Stock 165 $69.10 $11,401.50
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 10

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,116

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionCommon Stock 165 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 9

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,281

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.

F4 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 51 $69.10 $3,524.10
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 8

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,116

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionCommon Stock 120 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 7

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,167

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.

F4 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC Disposition to issuerCommon Stock 120 $69.10 $8,292.00
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 6

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,047

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC Exercise / conversionCommon Stock 120 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 5

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,167

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.

F4 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, at the reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 32 $69.10 $2,211.20
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 4

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,047

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC GrantCommon Stock 66 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 3

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,079

F3 · shares: Represents shares of common stock received by the indididual in settlement of dividend rights that vested in connection with the performance shares that vested on February 20, 2024.

F3 · price: Represents shares of common stock received by the indididual in settlement of dividend rights that vested in connection with the performance shares that vested on February 20, 2024.

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC Tax withholdingCommon Stock 196 $69.10 $13,543.60
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 2

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,013

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

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February 20, 2024 Filed Feb 23, 2024 02:27 UTC GrantCommon Stock 414 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019079 · ownership.xml · nonDerivative · entry 1

Cooper Andrew D · CIK 0001816721 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,209

F1 · shares: Shares aquired upon the vesting of a portion of the performance shares granted in 2021 that were tied to the total shareholder return performance metric.

F1 · price: Shares aquired upon the vesting of a portion of the performance shares granted in 2021 that were tied to the total shareholder return performance metric.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
GrantRestricted Stock Units · Derivative 5,644 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · derivative · entry 25

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,644

Underlying: Common Stock · 5,644 shares

Expires not disclosed

F5 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F16 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2024, and vests in four equal, annual installments beginning on February 20, 2025.

F16 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2024, and vests in four equal, annual installments beginning on February 20, 2025.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Exercise / conversionRestricted Stock Units · Derivative 1,084 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · derivative · entry 24

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,256

Underlying: Common Stock · 1,084 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F13 · shares: The number of derivative securities in Column 5 includes 47 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividend equivalentrights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F14 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024.

F14 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2023, and vests in four equal, annual installments beginning on February 20, 2024.

F15 · balance_after: Includes 145 Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Exercise / conversionRestricted Stock Units · Derivative 985 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · derivative · entry 23

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,973

Underlying: Common Stock · 985 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F10 · shares: The number of derivative securities in Column 5 includes 86 vested Restricted Stock Units received in connection with the settlement of dividend equivalent rights. Dividendequivalent rights accrue with respect to these Restricted Stock Units when and as cash dividends are paid on the Company's common stock.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F11 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2022, and vests in four equal, annual installments beginning on February 20, 2023.

F11 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2022, and vests in four equal, annual installments beginning on February 20, 2023.

F12 · balance_after: Includes 175 Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Exercise / conversionRestricted Stock Units · Derivative 954 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · derivative · entry 22

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 954

Underlying: Common Stock · 954 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, atthe reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, atthe reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F9 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2021, and vests and be settled in four equal, annual installments beginning on February 20, 2022.

F9 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2021, and vests and be settled in four equal, annual installments beginning on February 20, 2022.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Exercise / conversionRestricted Stock Units · Derivative 688 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · derivative · entry 21

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 688 shares

Expires not disclosed

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.

F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, atthe reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F4 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settled, atthe reporting person's election, in 100% shares of common stock, 50% in common stock and 50% in cash, or 100% in cash.

F8 · derivative.exercise_date: The Restricted Stock Units award was granted and was effective in February 2020, and vests in four equal, annual installments beginning on February 20, 2021.

F8 · derivative.expiration_date: The Restricted Stock Units award was granted and was effective in February 2020, and vests in four equal, annual installments beginning on February 20, 2021.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Tax withholdingCommon Stock 63 $69.10 $4,353.30
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · nonDerivative · entry 20

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,347

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
GrantCommon Stock 150 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · nonDerivative · entry 19

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,410

F7 · shares: Represents shares of common stock received by the individual in settlement of dividend rights granted in connection with the 2020 and 2021 Restricted Stock Unit grants.

F7 · price: Represents shares of common stock received by the individual in settlement of dividend rights granted in connection with the 2020 and 2021 Restricted Stock Unit grants.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Tax withholdingCommon Stock 429 $69.10 $29,643.90
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · nonDerivative · entry 18

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,260

F2 · kind: Shares retained by the Company for purpose of meeting tax withholding requirements. The receipient retained all other shares.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Disposition to issuerCommon Stock 47 $69.10 $3,247.70
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · nonDerivative · entry 17

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,689

F6 · kind: Represents the cash settlement of Restricted Stock Units received in connection with the settlement of dividend equivalent rights.

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February 20, 2024 Filed Feb 23, 2024 02:22 UTC
Smith Robert EdgarEVP, GC, and CDO
Exercise / conversionCommon Stock 1,084 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019072 · ownership.xml · nonDerivative · entry 16

Smith Robert Edgar · CIK 0001628362 · EVP, GC, and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,736

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.

F5 · shares: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

F5 · price: Each Restricted Stock Unit represents a contingent right to receive the economic equivalent of one share of the Company's common stock. The Restricted Stock Units will be settledeither in 100% shares of common stock or 100% in cash with respect to Restricted Stock Units received in connection with the settlement of divident equivalent rights.

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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.