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1436
SEC CIK
0001393311
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654

Last 12 months

Inside the activity.

0 purchase rows · 2 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 202601
Sep 202600
Oct 202600

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 17, 2020 Filed Mar 19, 2020 16:49 UTC SaleCommon Stock 6,539 $190.99 $1,248,883.61
Disclosure

SEC source: 0001567619-20-006772 · doc1.xml · nonDerivative · entry 1

HARKHAM URI P · CIK 0001051410 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 0

F1 · price: Represents weighted average price. These shares were sold at prices ranging between $190.916 to $191.781. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer.

F2 · ownership.nature: By the custodian of an IRA for the benefit of Uri P. Harkham.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 23:42 UTC
Johnson NataliaChief Human Resources Officer
Tax withholdingCommon Stock 87 $228.94 $19,917.78
Disclosure

SEC source: 0001567619-20-006049 · doc1.xml · nonDerivative · entry 2

Johnson Natalia · CIK 0001726283 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,538

F2 · balance_after: Includes 6,550 restricted stock units.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 23:42 UTC
Johnson NataliaChief Human Resources Officer
Tax withholdingCommon Stock 156 $228.94 $35,714.64
Disclosure

SEC source: 0001567619-20-006049 · doc1.xml · nonDerivative · entry 1

Johnson Natalia · CIK 0001726283 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,625

F1 · balance_after: Includes 6,800 restricted stock units.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 23:40 UTC Tax withholdingCommon Stock 1,134 $228.94 $259,617.96
Disclosure

SEC source: 0001567619-20-006047 · doc1.xml · nonDerivative · entry 2

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,394

F2 · balance_after: Includes 95,000 restricted stock units and 528 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 19:49 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 409 $228.94 $93,636.46
Disclosure

SEC source: 0001567619-20-006055 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,024

F1 · balance_after: Includes 51,200 restricted stock units and 528 deferred stock units.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 19:47 UTC
RUSSELL JOSEPH D JRPresident, CEO
Tax withholdingCommon Stock 310 $228.94 $70,971.40
Disclosure

SEC source: 0001567619-20-006053 · doc1.xml · nonDerivative · entry 2

RUSSELL JOSEPH D JR · CIK 0001230471 · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,987

F2 · balance_after: Includes 15,125 restricted stock units.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 19:47 UTC
RUSSELL JOSEPH D JRPresident, CEO
Tax withholdingCommon Stock 339 $228.94 $77,610.66
Disclosure

SEC source: 0001567619-20-006053 · doc1.xml · nonDerivative · entry 1

RUSSELL JOSEPH D JR · CIK 0001230471 · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,297

F1 · balance_after: Includes 15,750 restricted stock units.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 23:45 UTC
Boyle TomChief Financial Officer
Tax withholdingCommon Stock 162 $228.94 $37,088.28
Disclosure

SEC source: 0001567619-20-006051 · doc1.xml · nonDerivative · entry 2

Boyle Tom · CIK 0001734897 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,473

F2 · balance_after: Includes 10,582 restricted stock units.

Read SEC document
March 08, 2020 Filed Mar 10, 2020 23:45 UTC
Boyle TomChief Financial Officer
Tax withholdingCommon Stock 208 $228.94 $47,619.52
Disclosure

SEC source: 0001567619-20-006051 · doc1.xml · nonDerivative · entry 1

Boyle Tom · CIK 0001734897 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,635

F1 · balance_after: Includes 11,050 restricted stock units.

Read SEC document
March 06, 2020 Filed Mar 10, 2020 23:40 UTC GiftCommon Stock 16,540 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-006047 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,528

F1 · balance_after: Reflects the transfer of 16,540 shares held by the reporting person to the Havner Family Trust

Read SEC document
March 05, 2020 Filed Mar 9, 2020 19:49 UTC
Johnson NataliaChief Human Resources Officer
Tax withholdingCommon Stock 104 $229.06 $23,822.24
Disclosure

SEC source: 0001567619-20-005896 · doc1.xml · nonDerivative · entry 1

Johnson Natalia · CIK 0001726283 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,781

F1 · balance_after: Includes 7,250 restricted stock units.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 19:17 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 471 $209.12 $98,495.52
Disclosure

SEC source: 0001567619-20-005535 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,433

F1 · balance_after: Includes 53,000 restricted stock units and 528 deferred stock units.

Read SEC document
February 28, 2020 Filed Mar 4, 2020 00:10 UTC Tax withholdingCommon Stock 982 $209.12 $205,355.84
Disclosure

SEC source: 0001567619-20-005523 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,068

F1 · balance_after: Includes 100,000 restricted stock units and 528 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 19:14 UTC
RUSSELL JOSEPH D JRPresident, CEO
Tax withholdingCommon Stock 217 $209.12 $45,379.04
Disclosure

SEC source: 0001567619-20-005527 · doc1.xml · nonDerivative · entry 1

RUSSELL JOSEPH D JR · CIK 0001230471 · President, CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,636

F1 · balance_after: Includes 16,500 restricted stock units.

Read SEC document
February 22, 2020 Filed Feb 26, 2020 02:17 UTC Tax withholdingCommon Stock 2,246 $225.77 $507,079.42
Disclosure

SEC source: 0001567619-20-004843 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,657

F1 · balance_after: Includes 113,125 restricted stock units and 528 deferred stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030.

Read SEC document
February 22, 2020 Filed Feb 25, 2020 19:01 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 1,078 $225.77 $243,380.06
Disclosure

SEC source: 0001567619-20-004841 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,904

F1 · balance_after: Includes 54,500 restricted stock units and 528 deferred stock units.

Read SEC document
February 19, 2020 Filed Feb 21, 2020 17:36 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 1,934 $218.80 $423,159.20
Disclosure

SEC source: 0001567619-20-004631 · doc1.xml · nonDerivative · entry 2

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 180,982

F2 · balance_after: Includes 57,500 restricted stock units.

Read SEC document
February 19, 2020 Filed Feb 21, 2020 17:36 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 2,587 $218.80 $566,035.60
Disclosure

SEC source: 0001567619-20-004631 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,916

F1 · balance_after: Includes 62,500 restricted stock units. The amount of securities beneficially owned reflects a reduction of 14,000 shares which was incorrectly included in the amount beneficially owned in the reporting person's previous filings.

Read SEC document
February 19, 2020 Filed Feb 21, 2020 22:45 UTC Tax withholdingCommon Stock 4,045 $218.80 $885,046.00
Disclosure

SEC source: 0001567619-20-004633 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,296

F1 · balance_after: Includes 119,375 restricted stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030.

Read SEC document
February 15, 2020 Filed Feb 19, 2020 21:52 UTC Tax withholdingCommon Stock 1,812 $232.82 $421,869.84
Disclosure

SEC source: 0001567619-20-004314 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 134,341

F1 · balance_after: Includes 129,375 restricted stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 23:36 UTC GrantCOMMON STOCK 165 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000130 · doc1.xml · nonDerivative · entry 1

STATON DANIEL C · CIK 0001024240 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,301

F1 · balance_after: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 18:30 UTC GrantCOMMON STOCK 150 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000123 · doc1.xml · nonDerivative · entry 1

HARKHAM URI P · CIK 0001051410 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · As Trustee

Disclosed balance after: 28,367

F1 · ownership.nature: Grant of unrestricted stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. The number of shares of unrestricted stock represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter divided by the Company's closing stock price on the grant date, rounded up to the nearest share.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 23:31 UTC GrantCOMMON STOCK 141 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000124 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,153

F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

F2 · balance_after: Includes 135,625 restricted stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted on February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 18:32 UTC
REYES JOHNDirector
GrantCOMMON STOCK 141 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000125 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,503

F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in annual installments over 10 years beginning on January 1st following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

F2 · balance_after: Includes 70,500 restricted stock units.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 23:37 UTC
Boyle TomChief Financial Officer
Tax withholdingCOMMON STOCK 62 $212.96 $13,203.52
Disclosure

SEC source: 0001567619-20-000131 · doc1.xml · nonDerivative · entry 2

Boyle Tom · CIK 0001734897 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,843

F1 · price: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 23:37 UTC
Vitan Nathaniel A.SVP, Chief Legal Officer & Sec
Tax withholdingCOMMON STOCK 33 $212.96 $7,027.68
Disclosure

SEC source: 0001567619-20-000132 · doc1.xml · nonDerivative · entry 3

Vitan Nathaniel A. · CIK 0001774586 · SVP, Chief Legal Officer & Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,026

F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 23:37 UTC
Vitan Nathaniel A.SVP, Chief Legal Officer & Sec
Tax withholdingCOMMON STOCK 41 $212.96 $8,731.36
Disclosure

SEC source: 0001567619-20-000132 · doc1.xml · nonDerivative · entry 2

Vitan Nathaniel A. · CIK 0001774586 · SVP, Chief Legal Officer & Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,026

F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

Read SEC document
December 31, 2019 Filed Jan 2, 2020 23:33 UTC GrantCOMMON STOCK 150 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-000126 · doc1.xml · nonDerivative · entry 1

Shaukat Tariq M · CIK 0001545033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204

F1 · balance_after: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

Read SEC document
December 31, 2019 Filed Jan 14, 2020 01:04 UTC Amendment
Boyle TomChief Financial Officer
Tax withholdingCommon Stock 62 $212.96 $13,203.52
Disclosure

SEC source: 0001567619-20-000956 · doc1.xml · nonDerivative · entry 2

Boyle Tom · CIK 0001734897 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,843

F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person.

Read SEC document
December 31, 2019 Filed Jan 14, 2020 00:51 UTC Amendment
Vitan Nathaniel A.Chief Legal Officer
Tax withholdingCommon Stock 33 $212.96 $7,027.68
Disclosure

SEC source: 0001567619-20-000951 · doc1.xml · nonDerivative · entry 3

Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,026

F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person.

Read SEC document
December 31, 2019 Filed Jan 14, 2020 00:51 UTC Amendment
Vitan Nathaniel A.Chief Legal Officer
Tax withholdingCommon Stock 41 $212.96 $8,731.36
Disclosure

SEC source: 0001567619-20-000951 · doc1.xml · nonDerivative · entry 2

Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,026

F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person.

Read SEC document
December 23, 2019 Filed Dec 26, 2019 18:40 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
Exercise / conversionStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $94.25 $0.00
Disclosure

SEC source: 0001567619-19-023600 · doc1.xml · derivative · entry 10

GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires 2020-05-06

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.

F8 · security: Stock Option granted pursuant to the 2007 Equity and Performance-Based Incentive Compensation Plan as amended. Option vests in three (3) equal annual installments beginning one (1) year from grant date.

Read SEC document
December 23, 2019 Filed Dec 26, 2019 18:40 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
Exercise / conversionCommon Stock 5,000 $94.25 $471,250.00
Disclosure

SEC source: 0001567619-19-023600 · doc1.xml · nonDerivative · entry 1

GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,852,445

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
December 06, 2019 Filed Jan 2, 2020 23:54 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
GiftCommon Stock 410,850 $0.00 $0.00
Disclosure

SEC source: 0001123292-20-000008 · edgar.xml · nonDerivative · entry 2

GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By BWH Investments 2019, LLC

Disclosed balance after: 4,150

F1 · ownership.nature: On November 26, 2019, B. Wayne Hughes, Sr. contributed 415,000 shares of Company common stock to BWH Investments 2019, LLC, which is 100% owned by a trust of which the reporting person is trustee. On December 6, 2019, 99% of the interest in BWH Investments 2019, LLC was donated to a donor advised fund of a public charity.

Read SEC document
December 05, 2019 Filed Jan 2, 2020 23:37 UTC
Boyle TomChief Financial Officer
Tax withholdingCOMMON STOCK 970 $213.46 $207,056.20
Disclosure

SEC source: 0001567619-20-000131 · doc1.xml · nonDerivative · entry 1

Boyle Tom · CIK 0001734897 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,843

F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

Read SEC document
December 05, 2019 Filed Jan 14, 2020 01:04 UTC Amendment
Boyle TomChief Financial Officer
Tax withholdingCommon Stock 970 $213.46 $207,056.20
Disclosure

SEC source: 0001567619-20-000956 · doc1.xml · nonDerivative · entry 1

Boyle Tom · CIK 0001734897 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,843

F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020.

F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person.

Read SEC document
November 26, 2019 Filed Jan 2, 2020 18:54 UTC
HUGHES B WAYNE ET AL10% owner · Chairman Emeritus
GiftCommon Stock 415,000 $0.00 $0.00
Disclosure

SEC source: 0001123292-20-000007 · edgar.xml · nonDerivative · entry 1

HUGHES B WAYNE ET AL · CIK 0000935808 · 10% owner · Chairman Emeritus

10b5-1 filing: Not disclosed

Ownership: Indirect · As Trustee

Disclosed balance after: 447,886

F1 · ownership.nature: By B. Wayne Hughes, trustee for B.W. Hughes Living Trust dated 6/3/77.

Read SEC document
November 26, 2019 Filed Jan 2, 2020 23:54 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
GiftCommon Stock 415,000 $0.00 $0.00
Disclosure

SEC source: 0001123292-20-000008 · edgar.xml · nonDerivative · entry 1

GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By BWH Investments 2019, LLC

Disclosed balance after: 415,000

F1 · ownership.nature: On November 26, 2019, B. Wayne Hughes, Sr. contributed 415,000 shares of Company common stock to BWH Investments 2019, LLC, which is 100% owned by a trust of which the reporting person is trustee. On December 6, 2019, 99% of the interest in BWH Investments 2019, LLC was donated to a donor advised fund of a public charity.

Read SEC document
September 30, 2019 Filed Oct 2, 2019 20:35 UTC GrantCommon Stock 143 $0.00 $0.00
Disclosure

SEC source: 0001123292-19-001180 · edgar.xml · nonDerivative · entry 1

STATON DANIEL C · CIK 0001024240 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,136

F1 · shares: Grant of fully-vested deferred stock units pursuant to the company's Non-Management Trustee Compensation and Deferral Program under the company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the company.

Read SEC document
September 30, 2019 Filed Oct 2, 2019 16:34 UTC GrantCommon Stock 130 $0.00 $0.00
Disclosure

SEC source: 0001123292-19-001176 · edgar.xml · nonDerivative · entry 1

HARKHAM URI P · CIK 0001051410 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · As Trustee

Disclosed balance after: 28,217

F1 · shares: Grant of unrestricted stock pursuant to the company's Non-Management Trustee Compensation and Deferral Program under the company's 2016 Equity and Performance-Based Incentive Compensation Plan. The number of shares of unrestricted stock represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the company's closing stock price on the grant date, rounded up to the nearest share.

F2 · ownership.nature: By Uri P. Harkham, Trustee of Uri Harkham Trust.

Read SEC document
September 30, 2019 Filed Oct 2, 2019 16:35 UTC
REYES JOHNDirector
GrantCommon Stock 123 $0.00 $0.00
Disclosure

SEC source: 0001123292-19-001178 · edgar.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,362

F1 · shares: Grant of fully-vested deferred stock units pursuant to the company's Non-Management Trustee Compensation and Deferral Program under the company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in annual installments over 10 years beginning on January 1st following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the company.

F2 · balance_after: Includes 70,500 restricted share units.

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September 30, 2019 Filed Oct 2, 2019 20:34 UTC GrantCommon Stock 123 $0.00 $0.00
Disclosure

SEC source: 0001123292-19-001177 · edgar.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,012

F1 · shares: Grant of fully-vested deferred stock units pursuant to the company's Non-Management Trustee Compensation and Deferral Program under the company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the company.

F2 · balance_after: Includes 135,625 restricted share units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted on February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on each April 1, 2021 to April 1, 2030.

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September 30, 2019 Filed Oct 2, 2019 20:35 UTC GrantCommon Stock 54 $0.00 $0.00
Disclosure

SEC source: 0001123292-19-001179 · edgar.xml · nonDerivative · entry 1

Shaukat Tariq M · CIK 0001545033 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54

F1 · shares: Grant of fully-vested deferred stock units pursuant to the company's Non-Management Trustee Compensation and Deferral Program under the company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the company.

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September 27, 2019 Filed Oct 2, 2019 16:34 UTC
HUGHES B WAYNE JRDirector · 10% owner
GiftCommon Stock 8,100 $0.00 $0.00
Disclosure

SEC source: 0001123292-19-001175 · edgar.xml · nonDerivative · entry 1

HUGHES B WAYNE JR · CIK 0001227391 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Living Trust

Disclosed balance after: 5,036,027

F1 · ownership.nature: By reporting person as trustee for the B. Wayne Hughes, Jr. Living Trust.

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September 05, 2019 Filed Sep 9, 2019 18:08 UTC Exercise / conversionStock Option (right to buy) · Derivative 15,000 $0.00 Strike: $82.19 $0.00
Disclosure

SEC source: 0001123292-19-001109 · edgar.xml · derivative · entry 4

POLADIAN AVEDICK BARUYR · CIK 0001305254 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,000 shares

Expires 2020-02-26

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.

F3 · security: Stock Option granted pursuant to the 2007 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

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September 05, 2019 Filed Sep 9, 2019 18:08 UTC Exercise / conversionCommon Stock 15,000 $82.19 $1,232,850.00
Disclosure

SEC source: 0001123292-19-001109 · edgar.xml · nonDerivative · entry 1

POLADIAN AVEDICK BARUYR · CIK 0001305254 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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September 04, 2019 Filed Sep 4, 2019 19:28 UTC
HUGHES B WAYNE ET AL10% owner · Chairman Emeritus
SaleCommon Stock 21,300 $261.46 $5,569,200.24
Disclosure

SEC source: 0001123292-19-001097 · edgar.xml · nonDerivative · entry 2

HUGHES B WAYNE ET AL · CIK 0000935808 · 10% owner · Chairman Emeritus

10b5-1 filing: Not disclosed

Ownership: Indirect · As Trustee

Disclosed balance after: 891,586

F9 · price: Represents weighted average price. These shares were sold at prices ranging between $261.00 and $261.99. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer.

F1 · ownership.nature: By B. Wayne Hughes, trustee for B.W. Hughes Living Trust dated 6/3/77.

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September 04, 2019 Filed Sep 4, 2019 19:28 UTC
HUGHES B WAYNE ET AL10% owner · Chairman Emeritus
SaleCommon Stock 28,700 $262.16 $7,523,977.65
Disclosure

SEC source: 0001123292-19-001097 · edgar.xml · nonDerivative · entry 1

HUGHES B WAYNE ET AL · CIK 0000935808 · 10% owner · Chairman Emeritus

10b5-1 filing: Not disclosed

Ownership: Indirect · As Trustee

Disclosed balance after: 862,886

F10 · price: Represents weighted average price. These shares were sold at prices ranging between $262.00 and $262.59. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer.

F1 · ownership.nature: By B. Wayne Hughes, trustee for B.W. Hughes Living Trust dated 6/3/77.

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September 03, 2019 Filed Sep 4, 2019 19:28 UTC
HUGHES B WAYNE ET AL10% owner · Chairman Emeritus
SaleCommon Stock 100,486 $262.39 $26,366,169.84
Disclosure

SEC source: 0001123292-19-001097 · edgar.xml · nonDerivative · entry 7

HUGHES B WAYNE ET AL · CIK 0000935808 · 10% owner · Chairman Emeritus

10b5-1 filing: Not disclosed

Ownership: Indirect · As Trustee

Disclosed balance after: 1,012,400

F8 · price: Represents weighted average price. These shares were sold at prices ranging between $262.00 and $262.99. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer.

F1 · ownership.nature: By B. Wayne Hughes, trustee for B.W. Hughes Living Trust dated 6/3/77.

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September 03, 2019 Filed Sep 4, 2019 19:28 UTC
HUGHES B WAYNE ET AL10% owner · Chairman Emeritus
SaleCommon Stock 32,214 $263.25 $8,480,483.68
Disclosure

SEC source: 0001123292-19-001097 · edgar.xml · nonDerivative · entry 6

HUGHES B WAYNE ET AL · CIK 0000935808 · 10% owner · Chairman Emeritus

10b5-1 filing: Not disclosed

Ownership: Indirect · As Trustee

Disclosed balance after: 980,186

F7 · price: Represents weighted average price. These shares were sold at prices ranging between $263.00 and $263.96. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer.

F1 · ownership.nature: By B. Wayne Hughes, trustee for B.W. Hughes Living Trust dated 6/3/77.

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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.