Last 12 months
Inside the activity.
0 purchase rows · 8 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC |
Bunn James EPres-GlobEq&Inv Banking-RJA
|
Tax withholdingCommon Stock | 2,823 | $110.88 | $313,014.24 |
DisclosureSEC source: 0001225208-23-011202 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,039 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC |
Bunn James EPres-GlobEq&Inv Banking-RJA
|
Exercise / conversionCommon Stock | 7,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011202 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,862 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC |
Aisenbrey Christopher SChief Human Resources Officer
|
GrantRestricted Stock Units · Derivative | 722 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011201 · doc4.xml · derivative · entry 6 Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 722 Underlying: Common Stock · 722 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC |
Aisenbrey Christopher SChief Human Resources Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 591 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011201 · doc4.xml · derivative · entry 5 Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 591 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC |
Aisenbrey Christopher SChief Human Resources Officer
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011201 · doc4.xml · derivative · entry 4 Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC |
Aisenbrey Christopher SChief Human Resources Officer
|
Tax withholdingCommon Stock | 232 | $110.88 | $25,724.16 |
DisclosureSEC source: 0001225208-23-011201 · doc4.xml · nonDerivative · entry 2 Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,343 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC |
Aisenbrey Christopher SChief Human Resources Officer
|
Exercise / conversionCommon Stock | 591 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011201 · doc4.xml · nonDerivative · entry 1 Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,575 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:52 UTC |
Perry JodiPresident, ICD for RJFS
|
GrantRestricted Stock Units · Derivative | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · derivative · entry 6 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,082 Underlying: Common Stock · 1,082 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:52 UTC |
Perry JodiPresident, ICD for RJFS
|
Exercise / conversionRestricted Stock Units · Derivative | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · derivative · entry 5 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 452 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · balance_after: The RSU grant was previously reported as covering 301 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:52 UTC |
Perry JodiPresident, ICD for RJFS
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · derivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:52 UTC |
Perry JodiPresident, ICD for RJFS
|
Tax withholdingCommon Stock | 177 | $110.88 | $19,625.76 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,456 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:52 UTC |
Perry JodiPresident, ICD for RJFS
|
Exercise / conversionCommon Stock | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,633 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:20 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
GrantRestricted Stock Units · Derivative | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011195 · doc4.xml · derivative · entry 6 Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,860 Underlying: Common Stock · 1,860 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:20 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
Exercise / conversionRestricted Stock Units · Derivative | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011195 · doc4.xml · derivative · entry 5 Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,148 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · balance_after: The RSU grant was previously reported as covering 765 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:20 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011195 · doc4.xml · derivative · entry 4 Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:20 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
Tax withholdingCommon Stock | 451 | $110.88 | $50,006.88 |
DisclosureSEC source: 0001225208-23-011195 · doc4.xml · nonDerivative · entry 2 Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,879 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:20 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
Exercise / conversionCommon Stock | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011195 · doc4.xml · nonDerivative · entry 1 Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,330 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
Catanese GeorgeChief Risk Officer
|
GrantRestricted Stock Units · Derivative | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011194 · doc4.xml · derivative · entry 6 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 947 Underlying: Common Stock · 947 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
Catanese GeorgeChief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011194 · doc4.xml · derivative · entry 5 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 759 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · balance_after: The RSU grant was previously reported as covering 506 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
Catanese GeorgeChief Risk Officer
|
GrantRestricted Stock Units · Derivative | 2,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011194 · doc4.xml · derivative · entry 4 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,976 Underlying: Common Stock · 2,976 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
Catanese GeorgeChief Risk Officer
|
Tax withholdingCommon Stock | 280 | $110.88 | $31,046.40 |
DisclosureSEC source: 0001225208-23-011194 · doc4.xml · nonDerivative · entry 2 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,191 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
Catanese GeorgeChief Risk Officer
|
Exercise / conversionCommon Stock | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011194 · doc4.xml · nonDerivative · entry 1 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,471 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:08 UTC |
Carter HoracePresident, Fixed Income
|
GrantRestricted Stock Units · Derivative | 1,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011189 · doc4.xml · derivative · entry 2 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,037 Underlying: Common Stock · 1,037 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:08 UTC |
Carter HoracePresident, Fixed Income
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011189 · doc4.xml · derivative · entry 1 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
REILLY PAUL CDirector · Chair & CEO
|
GrantRestricted Stock Units · Derivative | 33,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · derivative · entry 7 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,369 Underlying: Common Stock · 33,369 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 30,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · derivative · entry 6 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,833 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · balance_after: The RSU grant was previously reported as covering 20,555 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
REILLY PAUL CDirector · Chair & CEO
|
GrantRestricted Stock Units · Derivative | 11,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · derivative · entry 5 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,724 Underlying: Common Stock · 11,724 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Tax withholdingCommon Stock | 11,408 | $110.88 | $1,264,919.04 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · nonDerivative · entry 3 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,531 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionCommon Stock | 30,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,939 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Shoukry Paul MChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 6,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,313 Underlying: Common Stock · 6,313 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Shoukry Paul MChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · derivative · entry 5 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,805 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · balance_after: The RSU grant was previously reported as covering 1,203 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Shoukry Paul MChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Shoukry Paul MChief Financial Officer
|
Tax withholdingCommon Stock | 710 | $110.88 | $78,724.80 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,402 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Shoukry Paul MChief Financial Officer
|
Exercise / conversionCommon Stock | 1,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,112 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
GrantRestricted Stock Units · Derivative | 1,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011187 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,010 Underlying: Common Stock · 1,010 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
GrantRestricted Stock Units · Derivative | 5,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011187 · doc4.xml · derivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,185 Underlying: Common Stock · 5,185 shares Expires 2026-09-30 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Curtis Scott APresident, PCG
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011186 · doc4.xml · derivative · entry 6 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Curtis Scott APresident, PCG
|
Exercise / conversionRestricted Stock Units · Derivative | 3,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011186 · doc4.xml · derivative · entry 5 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,075 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · balance_after: The RSU grant was previously reported as covering 2,050 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Curtis Scott APresident, PCG
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011186 · doc4.xml · derivative · entry 4 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Curtis Scott APresident, PCG
|
Tax withholdingCommon Stock | 1,137 | $110.88 | $126,070.56 |
DisclosureSEC source: 0001225208-23-011186 · doc4.xml · nonDerivative · entry 2 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,468 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC |
Curtis Scott APresident, PCG
|
Exercise / conversionCommon Stock | 3,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011186 · doc4.xml · nonDerivative · entry 1 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,605 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
Raney Steven MPresident & CEO RJBank
|
GrantRestricted Stock Units · Derivative | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011164 · doc4.xml · derivative · entry 7 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,691 Underlying: Common Stock · 1,691 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F6 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
Raney Steven MPresident & CEO RJBank
|
Exercise / conversionRestricted Stock Units · Derivative | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011164 · doc4.xml · derivative · entry 6 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,476 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · balance_after: The RSU grant was previously reported as covering 984 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
Raney Steven MPresident & CEO RJBank
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011164 · doc4.xml · derivative · entry 5 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
Raney Steven MPresident & CEO RJBank
|
SaleCommon Stock | 930 | $110.42 | $102,690.60 |
DisclosureSEC source: 0001225208-23-011164 · doc4.xml · nonDerivative · entry 3 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,618 F2 · balance_after: Includes 58 shares of common stock acquired on December 4, 2023, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
Raney Steven MPresident & CEO RJBank
|
Tax withholdingCommon Stock | 546 | $110.88 | $60,540.48 |
DisclosureSEC source: 0001225208-23-011164 · doc4.xml · nonDerivative · entry 2 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,548 F2 · balance_after: Includes 58 shares of common stock acquired on December 4, 2023, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
Raney Steven MPresident & CEO RJBank
|
Exercise / conversionCommon Stock | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011164 · doc4.xml · nonDerivative · entry 1 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,094 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · balance_after: Includes 58 shares of common stock acquired on December 4, 2023, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
JAMES THOMAS ADirector · Chairman Emeritus
|
GrantRestricted Stock Units · Derivative | 1,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011163 · doc4.xml · derivative · entry 7 JAMES THOMAS A · CIK 0001182775 · Director · Chairman Emeritus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,353 Underlying: Common Stock · 1,353 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
JAMES THOMAS ADirector · Chairman Emeritus
|
Exercise / conversionRestricted Stock Units · Derivative | 821 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011163 · doc4.xml · derivative · entry 6 JAMES THOMAS A · CIK 0001182775 · Director · Chairman Emeritus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 821 shares Expires 2023-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · balance_after: The RSU grant was previously reported as covering 547 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 13:55 UTC |
JAMES THOMAS ADirector · Chairman Emeritus
|
Exercise / conversionCommon Stock | 821 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011163 · doc4.xml · nonDerivative · entry 1 JAMES THOMAS A · CIK 0001182775 · Director · Chairman Emeritus 10b5-1 filing: No plan indicated Ownership: Indirect · By Thomas A. James Family Rev Trust Disclosed balance after: 17,606,654 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 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. 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.