Tapewire

NYSE · USD

PPL

PPL Corp

Export transactions ↓
Tapewire entity
346
SEC CIK
0000922224
Parsed reports
750

Last 12 months

Inside the activity.

0 purchase rows · 1 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 202600
Jun 202601
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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
January 30, 2025 Filed Feb 3, 2025 21:47 UTC
Gosman Angela KEVP and CHRO
GrantStock Unit (SIP) · Derivative 6,224 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012398 · ownership.xml · derivative · entry 5

Gosman Angela K · CIK 0001900734 · EVP and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,224

Underlying: Common Stock · 6,224 shares

Expires not disclosed

F2 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F3 · derivative.exercise_date: The total grant of 6,224 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F3 · derivative.expiration_date: The total grant of 6,224 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F4 · balance_after: As of 02/03/2025, total restricted stock units beneficially owned is 22,472.837. This total includes the 07/28/2022 grant of 3,128.217 restricted stock units, the 01/20/2023 grant of 5,549.782 restricted stock units, and the 01/25/2024 grant of 7,570.838 restricted stock units, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/30/2025 grant of 6,224 restricted stock units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:47 UTC
Gosman Angela KEVP and CHRO
Tax withholdingCommon Stock 3,476 $33.47 $116,341.72
Disclosure

SEC source: 0000950170-25-012398 · ownership.xml · nonDerivative · entry 4

Gosman Angela K · CIK 0001900734 · EVP and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,365.598

F1 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:47 UTC
Gosman Angela KEVP and CHRO
Exercise / conversionCommon Stock 12,082 $33.47 $404,384.54
Disclosure

SEC source: 0000950170-25-012398 · ownership.xml · nonDerivative · entry 3

Gosman Angela K · CIK 0001900734 · EVP and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,841.598

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
January 30, 2025 Filed Feb 3, 2025 21:47 UTC
Gosman Angela KEVP and CHRO
Tax withholdingCommon Stock 2,176 $33.47 $72,830.72
Disclosure

SEC source: 0000950170-25-012398 · ownership.xml · nonDerivative · entry 2

Gosman Angela K · CIK 0001900734 · EVP and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,759.598

F1 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:47 UTC
Gosman Angela KEVP and CHRO
Exercise / conversionCommon Stock 7,524 $33.47 $251,828.28
Disclosure

SEC source: 0000950170-25-012398 · ownership.xml · nonDerivative · entry 1

Gosman Angela K · CIK 0001900734 · EVP and CHRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,935.598

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
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 4,229 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · derivative · entry 11

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,229 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 30,072.151. This total includes the 01/27/2022 grant of 2,161.555 performance units, the three 01/20/2023 grants of (a) 4,319.121, (b) 2,159.561, and (c) 2,159.561 performance units and the three 01/25/2024 grants of (a) 5,450.175, (b) 2,725.089, and (c) 2,725.089 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,186, (b) 2,093, and (c) 2,093 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 6,790 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · derivative · entry 10

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,790 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.

F10 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · shares: Total includes the reinvestment of dividends.

F10 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 30,072.151. This total includes the 01/27/2022 grant of 2,161.555 performance units, the three 01/20/2023 grants of (a) 4,319.121, (b) 2,159.561, and (c) 2,159.561 performance units and the three 01/25/2024 grants of (a) 5,450.175, (b) 2,725.089, and (c) 2,725.089 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,186, (b) 2,093, and (c) 2,093 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
GrantPerformance Stock Unit (SIP) · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · derivative · entry 9

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,093

Underlying: Common Stock · 2,093 shares

Expires not disclosed

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 30,072.151. This total includes the 01/27/2022 grant of 2,161.555 performance units, the three 01/20/2023 grants of (a) 4,319.121, (b) 2,159.561, and (c) 2,159.561 performance units and the three 01/25/2024 grants of (a) 5,450.175, (b) 2,725.089, and (c) 2,725.089 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,186, (b) 2,093, and (c) 2,093 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
GrantPerformance Stock Unit (SIP) · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · derivative · entry 8

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,093

Underlying: Common Stock · 2,093 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 30,072.151. This total includes the 01/27/2022 grant of 2,161.555 performance units, the three 01/20/2023 grants of (a) 4,319.121, (b) 2,159.561, and (c) 2,159.561 performance units and the three 01/25/2024 grants of (a) 5,450.175, (b) 2,725.089, and (c) 2,725.089 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,186, (b) 2,093, and (c) 2,093 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
GrantPerformance Stock Unit (SIP) · Derivative 4,186 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · derivative · entry 7

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,186

Underlying: Common Stock · 4,186 shares

Expires not disclosed

F6 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 30,072.151. This total includes the 01/27/2022 grant of 2,161.555 performance units, the three 01/20/2023 grants of (a) 4,319.121, (b) 2,159.561, and (c) 2,159.561 performance units and the three 01/25/2024 grants of (a) 5,450.175, (b) 2,725.089, and (c) 2,725.089 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,186, (b) 2,093, and (c) 2,093 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
GrantStock Unit (SIP) · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · derivative · entry 6

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,093

Underlying: Common Stock · 2,093 shares

Expires not disclosed

F3 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F4 · derivative.exercise_date: The total grant of 2,093 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F4 · derivative.expiration_date: The total grant of 2,093 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F5 · balance_after: As of 02/03/2025, total restricted stock units beneficially owned is 20,499.742. This total includes the 05/25/2022 grant of 1,500.862 restricted stock units, the 01/20/2023 grant of 2,159.561 restricted stock units, and the 01/25/2024 grants of 12,021.23 and 2,725.089 restricted stock units, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/30/2025 grant of 2,093 restricted stock units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
Tax withholdingCommon Stock 1,954 $33.47 $65,400.38
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · nonDerivative · entry 4

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,004.087

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
Exercise / conversionCommon Stock 6,790 $33.47 $227,261.30
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · nonDerivative · entry 3

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,958.087

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.

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
Tax withholdingCommon Stock 1,320 $33.47 $44,180.40
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · nonDerivative · entry 2

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,168.087

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:44 UTC
Henninger Tadd JSVP-Finance and Treasurer
Exercise / conversionCommon Stock 4,229 $33.47 $141,544.63
Disclosure

SEC source: 0000950170-25-012384 · ownership.xml · nonDerivative · entry 1

Henninger Tadd J · CIK 0001726245 · SVP-Finance and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,488.087

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.

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 3,753 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · derivative · entry 11

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,753 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 28,121.306. This total includes the 01/27/2022 grant of 1,917.814 performance units, the three 01/20/2023 grants of (a) 3,831.582 (b) 1,915.792, and (c) 1,915.792 performance units, and the three 01/25/2024 grants of (a) 5,242.146, (b) 2,621.59, and (c) 2,621.59 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,027, (b) 2,014, and (c) 2,014 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 6,025 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · derivative · entry 10

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,025 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.

F10 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · shares: Total includes the reinvestment of dividends.

F10 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 28,121.306. This total includes the 01/27/2022 grant of 1,917.814 performance units, the three 01/20/2023 grants of (a) 3,831.582 (b) 1,915.792, and (c) 1,915.792 performance units, and the three 01/25/2024 grants of (a) 5,242.146, (b) 2,621.59, and (c) 2,621.59 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,027, (b) 2,014, and (c) 2,014 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
GrantPerformance Stock Unit (SIP) · Derivative 2,014 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · derivative · entry 9

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,014

Underlying: Common Stock · 2,014 shares

Expires not disclosed

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 28,121.306. This total includes the 01/27/2022 grant of 1,917.814 performance units, the three 01/20/2023 grants of (a) 3,831.582 (b) 1,915.792, and (c) 1,915.792 performance units, and the three 01/25/2024 grants of (a) 5,242.146, (b) 2,621.59, and (c) 2,621.59 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,027, (b) 2,014, and (c) 2,014 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
GrantPerformance Stock Unit (SIP) · Derivative 2,014 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · derivative · entry 8

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,014

Underlying: Common Stock · 2,014 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 28,121.306. This total includes the 01/27/2022 grant of 1,917.814 performance units, the three 01/20/2023 grants of (a) 3,831.582 (b) 1,915.792, and (c) 1,915.792 performance units, and the three 01/25/2024 grants of (a) 5,242.146, (b) 2,621.59, and (c) 2,621.59 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,027, (b) 2,014, and (c) 2,014 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
GrantPerformance Stock Unit (SIP) · Derivative 4,027 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · derivative · entry 7

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,027

Underlying: Common Stock · 4,027 shares

Expires not disclosed

F6 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 28,121.306. This total includes the 01/27/2022 grant of 1,917.814 performance units, the three 01/20/2023 grants of (a) 3,831.582 (b) 1,915.792, and (c) 1,915.792 performance units, and the three 01/25/2024 grants of (a) 5,242.146, (b) 2,621.59, and (c) 2,621.59 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 4,027, (b) 2,014, and (c) 2,014 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
GrantStock Unit (SIP) · Derivative 2,014 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · derivative · entry 6

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,014

Underlying: Common Stock · 2,014 shares

Expires not disclosed

F3 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F4 · derivative.exercise_date: The total grant of 2,014 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F4 · derivative.expiration_date: The total grant of 2,014 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F5 · balance_after: As of 02/03/2025, total restricted stock units beneficially owned is 8,060.59. This total includes the 05/25/2022 grant of 429 restricted stock units, the 01/20/2023 grant of 1,784 restricted stock units, the 09/01/2023 grant of 1,212 restricted stock units, and the 01/25/2024 grant of 2,621.69 restricted stock units, plus in the case of the 01/25/2024 grant, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/30/2025 grant of 2,014 restricted stock units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
Tax withholdingCommon Stock 1,717 $33.47 $57,467.99
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · nonDerivative · entry 4

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,311.266

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Incentive Compensation Plan for Key Employees (ICPKE).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
Exercise / conversionCommon Stock 6,025 $33.47 $201,656.75
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · nonDerivative · entry 3

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,028.266

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.

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
Tax withholdingCommon Stock 1,201 $33.47 $40,197.47
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · nonDerivative · entry 2

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,003.266

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Incentive Compensation Plan for Key Employees (ICPKE).

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:43 UTC
Martin Christine MPresident of a PPL Subsidiary
Exercise / conversionCommon Stock 3,753 $33.47 $125,612.91
Disclosure

SEC source: 0000950170-25-012380 · ownership.xml · nonDerivative · entry 1

Martin Christine M · CIK 0002005520 · President of a PPL Subsidiary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,204.266

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.

F1 · balance_after: Total includes the reinvestment of dividends.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 16,285 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · derivative · entry 10

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 16,285 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 118,139.018. This total includes the 01/27/2022 grant of 8,323.817 performance units, the three 01/20/2023 grants of (a) 18,716.551, (b) 9,358.813, and (c) 9,358.813 performance units and the three 01/25/2024 grants of (a) 18,746.494, (b) 9,373.765, and (c) 9,373.765 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 17,443, (b) 8,722, and (c) 8,722 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 26,154 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · derivative · entry 9

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 26,154 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.

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · shares: Total includes the reinvestment of dividends.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 118,139.018. This total includes the 01/27/2022 grant of 8,323.817 performance units, the three 01/20/2023 grants of (a) 18,716.551, (b) 9,358.813, and (c) 9,358.813 performance units and the three 01/25/2024 grants of (a) 18,746.494, (b) 9,373.765, and (c) 9,373.765 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 17,443, (b) 8,722, and (c) 8,722 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
GrantPerformance Stock Unit (SIP) · Derivative 8,722 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · derivative · entry 8

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,722

Underlying: Common Stock · 8,722 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 118,139.018. This total includes the 01/27/2022 grant of 8,323.817 performance units, the three 01/20/2023 grants of (a) 18,716.551, (b) 9,358.813, and (c) 9,358.813 performance units and the three 01/25/2024 grants of (a) 18,746.494, (b) 9,373.765, and (c) 9,373.765 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 17,443, (b) 8,722, and (c) 8,722 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
GrantPerformance Stock Unit (SIP) · Derivative 8,722 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · derivative · entry 7

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,722

Underlying: Common Stock · 8,722 shares

Expires not disclosed

F7 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 118,139.018. This total includes the 01/27/2022 grant of 8,323.817 performance units, the three 01/20/2023 grants of (a) 18,716.551, (b) 9,358.813, and (c) 9,358.813 performance units and the three 01/25/2024 grants of (a) 18,746.494, (b) 9,373.765, and (c) 9,373.765 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 17,443, (b) 8,722, and (c) 8,722 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
GrantPerformance Stock Unit (SIP) · Derivative 17,443 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · derivative · entry 6

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,443

Underlying: Common Stock · 17,443 shares

Expires not disclosed

F5 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F5 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F5 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 118,139.018. This total includes the 01/27/2022 grant of 8,323.817 performance units, the three 01/20/2023 grants of (a) 18,716.551, (b) 9,358.813, and (c) 9,358.813 performance units and the three 01/25/2024 grants of (a) 18,746.494, (b) 9,373.765, and (c) 9,373.765 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 17,443, (b) 8,722, and (c) 8,722 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
GrantStock Unit (SIP) · Derivative 8,722 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · derivative · entry 5

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,722

Underlying: Common Stock · 8,722 shares

Expires not disclosed

F2 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F3 · derivative.exercise_date: The total grant of 8,722 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F3 · derivative.expiration_date: The total grant of 8,722 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F4 · balance_after: As of 02/03/2025, total restricted stock units beneficially owned is 27,454.578. This total includes the 01/20/2023 grant of 9,358.813 restricted stock units, and the 01/25/2024 grant of 9,373.765 restricted stock units, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/30/2025 grant of 8,722 restricted stock units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
Tax withholdingCommon Stock 10,660 $33.47 $356,790.20
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · nonDerivative · entry 4

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,198.547

F1 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
Exercise / conversionCommon Stock 26,154 $33.47 $875,374.38
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · nonDerivative · entry 3

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,858.547

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
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
Tax withholdingCommon Stock 4,686 $33.47 $156,840.42
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · nonDerivative · entry 2

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,704.547

F1 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC
Stark Wendy EEVP & CLO
Exercise / conversionCommon Stock 16,285 $33.47 $545,058.95
Disclosure

SEC source: 0000950170-25-012376 · ownership.xml · nonDerivative · entry 1

Stark Wendy E · CIK 0001856194 · EVP & CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,390.547

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
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 81,877 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · derivative · entry 11

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 81,877 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 603,856.602. This total includes the 01/27/2022 grant of 41,850.648 performance units, the three 01/20/2023 grants of (a) 88,049.085, (b) 44,024.542, and (c) 44,024.542 performance units and the three 01/25/2024 grants of (a) 104,176.393, (b) 52,088.196, and (c) 52,088.196 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 88,777, (b) 44,389, and (c) 44,389 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
Exercise / conversionPerformance Stock Unit (SIP) · Derivative 131,493 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · derivative · entry 10

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 131,493 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.

F10 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · shares: Total includes the reinvestment of dividends.

F10 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F1 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 603,856.602. This total includes the 01/27/2022 grant of 41,850.648 performance units, the three 01/20/2023 grants of (a) 88,049.085, (b) 44,024.542, and (c) 44,024.542 performance units and the three 01/25/2024 grants of (a) 104,176.393, (b) 52,088.196, and (c) 52,088.196 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 88,777, (b) 44,389, and (c) 44,389 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
GrantPerformance Stock Unit (SIP) · Derivative 44,389 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · derivative · entry 9

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,389

Underlying: Common Stock · 44,389 shares

Expires not disclosed

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 603,856.602. This total includes the 01/27/2022 grant of 41,850.648 performance units, the three 01/20/2023 grants of (a) 88,049.085, (b) 44,024.542, and (c) 44,024.542 performance units and the three 01/25/2024 grants of (a) 104,176.393, (b) 52,088.196, and (c) 52,088.196 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 88,777, (b) 44,389, and (c) 44,389 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
GrantPerformance Stock Unit (SIP) · Derivative 44,389 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · derivative · entry 8

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,389

Underlying: Common Stock · 44,389 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 603,856.602. This total includes the 01/27/2022 grant of 41,850.648 performance units, the three 01/20/2023 grants of (a) 88,049.085, (b) 44,024.542, and (c) 44,024.542 performance units and the three 01/25/2024 grants of (a) 104,176.393, (b) 52,088.196, and (c) 52,088.196 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 88,777, (b) 44,389, and (c) 44,389 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
GrantPerformance Stock Unit (SIP) · Derivative 88,777 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · derivative · entry 7

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,777

Underlying: Common Stock · 88,777 shares

Expires not disclosed

F6 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · balance_after: As of 02/03/2025, total performance units beneficially owned is 603,856.602. This total includes the 01/27/2022 grant of 41,850.648 performance units, the three 01/20/2023 grants of (a) 88,049.085, (b) 44,024.542, and (c) 44,024.542 performance units and the three 01/25/2024 grants of (a) 104,176.393, (b) 52,088.196, and (c) 52,088.196 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 88,777, (b) 44,389, and (c) 44,389 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
GrantStock Unit (SIP) · Derivative 44,389 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · derivative · entry 6

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,389

Underlying: Common Stock · 44,389 shares

Expires not disclosed

F3 · derivative.exercise_price: No conversion or exercise price applies. Under the terms of the Stock Incentive Plan (SIP), a restricted stock unit converts to a share of common stock on the applicable vesting date.

F4 · derivative.exercise_date: The total grant of 44,389 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F4 · derivative.expiration_date: The total grant of 44,389 restricted stock units will vest in three equal installments on 01/30/2026, 01/30/2027, and 01/30/2028.

F5 · balance_after: As of 02/03/2025, total restricted stock units beneficially owned is 140,501.738. This total includes the 01/20/2023 grant of 44,024.542 restricted stock units, and the 01/25/2024 grant of 52,088.196 restricted stock units, plus in each case, the incremental addition of restricted stock units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such restricted stock units, and the 01/30/2025 grant of 44,389 restricted stock units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
Tax withholdingCommon Stock 57,555 $33.47 $1,926,365.85
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · nonDerivative · entry 4

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 454,861.808

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
Exercise / conversionCommon Stock 131,493 $33.47 $4,401,070.71
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · nonDerivative · entry 3

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 512,416.808

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
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
Tax withholdingCommon Stock 35,838 $33.47 $1,199,497.86
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · nonDerivative · entry 2

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,923.808

F2 · kind: Shares withheld by the company at the request of the executive officer to pay taxes due following expiration of the applicable restriction period, under the terms of the Stock Incentive Plan (SIP).

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:42 UTC
Sorgi VincentPresident and CEO
Exercise / conversionCommon Stock 81,877 $33.47 $2,740,423.19
Disclosure

SEC source: 0000950170-25-012377 · ownership.xml · nonDerivative · entry 1

Sorgi Vincent · CIK 0001488215 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 416,761.808

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
January 30, 2025 Filed Feb 3, 2025 21:41 UTC Exercise / conversionPerformance Stock Unit (ICPKE) · Derivative 1,979 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012375 · ownership.xml · derivative · entry 10

Sullivan Francis X · CIK 0001959928 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,979 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.

F11 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · shares: Total includes the reinvestment of dividends.

F11 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F11 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (195.64%) based on the Company's achievements of certain ESG-related metrics over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 133,976.999. This total includes the 01/27/2022 grant of 1,011.535 performance units, the three 01/20/2023 grants of (a) 18,166.728, (b) 9,083.902, and (c) 9,083.902 performance units and the three 01/25/2024 grants of (a) 27,327.466, (b) 13,663.733, and (c) 13,663.733 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 20,988, (b) 10,494, and (c) 10,494 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC Exercise / conversionPerformance Stock Unit (ICPKE) · Derivative 3,177 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012375 · ownership.xml · derivative · entry 9

Sullivan Francis X · CIK 0001959928 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,177 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.

F9 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · shares: Total includes the reinvestment of dividends.

F9 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F9 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Incentive Compensation Plan for Key Employees (ICPKE), the underlying securities were earned (157.10%) based on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2024. Determination of the percentage of the award earned was made by the People and Compensation Committee on 01/30/2025 and calculation of the underlying shares to be delivered, net of withholding, was completed on 01/30/2025.

F10 · derivative.underlying_shares: Total includes the reinvestment of dividends.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 133,976.999. This total includes the 01/27/2022 grant of 1,011.535 performance units, the three 01/20/2023 grants of (a) 18,166.728, (b) 9,083.902, and (c) 9,083.902 performance units and the three 01/25/2024 grants of (a) 27,327.466, (b) 13,663.733, and (c) 13,663.733 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 20,988, (b) 10,494, and (c) 10,494 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC GrantPerformance Stock Unit (SIP) · Derivative 10,494 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012375 · ownership.xml · derivative · entry 8

Sullivan Francis X · CIK 0001959928 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,494

Underlying: Common Stock · 10,494 shares

Expires not disclosed

F8 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F8 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's achievement of certain long-term sustainability-related metrics over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 133,976.999. This total includes the 01/27/2022 grant of 1,011.535 performance units, the three 01/20/2023 grants of (a) 18,166.728, (b) 9,083.902, and (c) 9,083.902 performance units and the three 01/25/2024 grants of (a) 27,327.466, (b) 13,663.733, and (c) 13,663.733 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 20,988, (b) 10,494, and (c) 10,494 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC GrantPerformance Stock Unit (SIP) · Derivative 10,494 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012375 · ownership.xml · derivative · entry 7

Sullivan Francis X · CIK 0001959928 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,494

Underlying: Common Stock · 10,494 shares

Expires not disclosed

F7 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F7 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's earnings growth over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 133,976.999. This total includes the 01/27/2022 grant of 1,011.535 performance units, the three 01/20/2023 grants of (a) 18,166.728, (b) 9,083.902, and (c) 9,083.902 performance units and the three 01/25/2024 grants of (a) 27,327.466, (b) 13,663.733, and (c) 13,663.733 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 20,988, (b) 10,494, and (c) 10,494 performance units.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 21:41 UTC GrantPerformance Stock Unit (SIP) · Derivative 20,988 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-012375 · ownership.xml · derivative · entry 6

Sullivan Francis X · CIK 0001959928 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,988

Underlying: Common Stock · 20,988 shares

Expires not disclosed

F5 · derivative.exercise_price: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F5 · derivative.exercise_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F5 · derivative.expiration_date: No conversion or exercise price or exercise or expiration date applies. Under the terms of the Stock Incentive Plan (SIP), all, some or none of the underlying securities will be earned depending on the Company's performance relative to an industry peer group over a three-year performance period ending 12/31/2027. Determination of number of underlying securities that have been earned, if any, will be made by the People and Compensation Committee in January 2028.

F6 · balance_after: As of 02/03/2025, total performance units beneficially owned is 133,976.999. This total includes the 01/27/2022 grant of 1,011.535 performance units, the three 01/20/2023 grants of (a) 18,166.728, (b) 9,083.902, and (c) 9,083.902 performance units and the three 01/25/2024 grants of (a) 27,327.466, (b) 13,663.733, and (c) 13,663.733 performance units, plus in each case, the incremental addition of performance units credited to the original grant in amounts equal to dividend equivalents deemed earned on shares underlying such performance units, and the three 01/30/2025 grants of (a) 20,988, (b) 10,494, and (c) 10,494 performance units.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.