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RJF

RAYMOND JAMES FINANCIAL INC

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Tapewire entity
3126
SEC CIK
0000720005
Parsed reports
1,007

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
MonthPurchasesSales
Nov 202500
Dec 202503
Jan 202600
Feb 202601
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202602
Aug 202601
Sep 202600
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 12, 2025 Filed Aug 14, 2025 17:34 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
GiftCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007259 · 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: 22,579

Read SEC document
May 29, 2025 Filed May 30, 2025 20:22 UTC
Allaire Bella LoykhterChief Admin Officer
SaleCommon Stock 6,570 $146.61 $963,227.70
Disclosure

SEC source: 0001225208-25-005547 · doc4.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,586

Read SEC document
May 21, 2025 Filed May 23, 2025 20:01 UTC
Begor Mark WDirector
GrantCommon Stock 982 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-005425 · doc4.xml · nonDerivative · entry 1

Begor Mark W · CIK 0001335111 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 982

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F2 · balance_after: Includes DRSUs.

Read SEC document
May 20, 2025 Filed May 20, 2025 21:24 UTC Exercise / conversionRestricted Stock Units · Derivative 1,186 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-005328 · doc4.xml · derivative · entry 2

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,186 shares

Expires 2025-05-20

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
May 20, 2025 Filed May 20, 2025 21:24 UTC Exercise / conversionCommon Stock 1,186 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-005328 · doc4.xml · nonDerivative · entry 1

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,186

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
May 19, 2025 Filed May 20, 2025 21:24 UTC
Elwyn Tashtego SPresident, PCG
GiftCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-005329 · doc4.xml · nonDerivative · entry 1

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,708

Read SEC document
April 28, 2025 Filed Apr 29, 2025 16:45 UTC
Bunn James EPresident, Capital Markets
SaleCommon Stock 3,650 $136.49 $498,183.76
Disclosure

SEC source: 0001225208-25-004497 · doc4.xml · nonDerivative · entry 1

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,227

F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $136.41 to $136.55.

Read SEC document
February 28, 2025 Filed Feb 28, 2025 20:41 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionRestricted Stock Units · Derivative 1,800 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002617 · 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: 1,200

Underlying: Common Stock · 1,800 shares

Expires 2027-02-28

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 · derivative.exercise_date: RSUs vested 60% on 2/28/2025 and will vest 20% on 2/28/2026 and 20% on 2/28/2027.

Read SEC document
February 28, 2025 Filed Feb 28, 2025 20:41 UTC
Aisenbrey Christopher SChief Human Resources Officer
Tax withholdingCommon Stock 470 $151.73 $71,313.10
Disclosure

SEC source: 0001225208-25-002617 · 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: 14,129

Read SEC document
February 28, 2025 Filed Feb 28, 2025 20:41 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionCommon Stock 1,800 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002617 · 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: 14,599

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
February 20, 2025 Filed Feb 24, 2025 21:33 UTC
Shoukry Paul MDirector · CEO
GrantRestricted Stock Units · Derivative 15,666 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002295 · doc4.xml · derivative · entry 1

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,666

Underlying: Common Stock · 15,666 shares

Expires 2030-02-28

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 2/28/2028, 20% on 2/28/2029, and 20% 2/28/2030.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:32 UTC
Gates AnneDirector
Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002292 · doc4.xml · derivative · entry 3

Gates Anne · CIK 0001660111 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:32 UTC
Gates AnneDirector
GrantCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002292 · doc4.xml · nonDerivative · entry 2

Gates Anne · CIK 0001660111 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,545

F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F3 · balance_after: Includes DRSUs.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:32 UTC
Gates AnneDirector
Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002292 · doc4.xml · nonDerivative · entry 1

Gates Anne · CIK 0001660111 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,292

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
February 20, 2025 Filed Feb 24, 2025 21:33 UTC
Seshadri RajDirector
Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002293 · doc4.xml · derivative · entry 3

Seshadri Raj · CIK 0001772738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:33 UTC
Seshadri RajDirector
GrantCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002293 · doc4.xml · nonDerivative · entry 2

Seshadri Raj · CIK 0001772738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,479

F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the earlier of (i) the fifth anniversary of the vest date or (ii) the date the reporting person terminates his or her service on the Board of Directors.

F3 · balance_after: Includes DRSUs.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:33 UTC
Seshadri RajDirector
Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002293 · doc4.xml · nonDerivative · entry 1

Seshadri Raj · CIK 0001772738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,226

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
February 20, 2025 Filed Feb 24, 2025 21:32 UTC
GARCIA ART ADirector
Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002291 · doc4.xml · derivative · entry 3

GARCIA ART A · CIK 0001183585 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:32 UTC
GARCIA ART ADirector
GrantCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002291 · doc4.xml · nonDerivative · entry 2

GARCIA ART A · CIK 0001183585 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,689

F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F3 · balance_after: Includes DRSUs.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:32 UTC
GARCIA ART ADirector
Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002291 · doc4.xml · nonDerivative · entry 1

GARCIA ART A · CIK 0001183585 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,436

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
February 20, 2025 Filed Feb 24, 2025 21:32 UTC Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002290 · doc4.xml · derivative · entry 3

Esty Benjamin · CIK 0001325337 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:32 UTC GrantCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002290 · doc4.xml · nonDerivative · entry 2

Esty Benjamin · CIK 0001325337 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,491

F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F3 · balance_after: Includes DRSUs.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:32 UTC Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002290 · doc4.xml · nonDerivative · entry 1

Esty Benjamin · CIK 0001325337 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,238

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
February 20, 2025 Filed Feb 24, 2025 21:30 UTC GrantRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002289 · doc4.xml · derivative · entry 3

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,753

Underlying: Common Stock · 250 shares

Expires not disclosed

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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:30 UTC GrantRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002289 · doc4.xml · derivative · entry 2

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,503

Underlying: Common Stock · 250 shares

Expires not disclosed

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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:30 UTC GrantRestricted Stock Units · Derivative 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002289 · doc4.xml · derivative · entry 1

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,253

Underlying: Common Stock · 1,253 shares

Expires not disclosed

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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:30 UTC Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002288 · doc4.xml · derivative · entry 3

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,253

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:30 UTC GrantRestricted Stock Units · Derivative 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002288 · doc4.xml · derivative · entry 2

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,964

Underlying: Common Stock · 1,253 shares

Expires not disclosed

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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:30 UTC Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002288 · doc4.xml · nonDerivative · entry 1

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,288

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
February 20, 2025 Filed Feb 24, 2025 21:29 UTC Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002287 · doc4.xml · derivative · entry 3

DEBEL MARLENE · CIK 0001770295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,253

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:29 UTC GrantRestricted Stock Units · Derivative 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002287 · doc4.xml · derivative · entry 2

DEBEL MARLENE · CIK 0001770295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,964

Underlying: Common Stock · 1,253 shares

Expires not disclosed

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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 21:29 UTC Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002287 · doc4.xml · nonDerivative · entry 1

DEBEL MARLENE · CIK 0001770295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,567

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.

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February 20, 2025 Filed Feb 24, 2025 18:47 UTC Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · derivative · entry 9

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

Underlying: Common Stock · 1,711 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.

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 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

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February 20, 2025 Filed Feb 24, 2025 18:47 UTC Exercise / conversionRestricted Stock Units · Derivative 342 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · derivative · entry 8

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,553

Underlying: Common Stock · 342 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.

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 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

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February 20, 2025 Filed Feb 24, 2025 18:47 UTC Exercise / conversionRestricted Stock Units · Derivative 342 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · derivative · entry 7

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,211

Underlying: Common Stock · 342 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.

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 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

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February 20, 2025 Filed Feb 24, 2025 18:47 UTC GrantRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · derivative · entry 6

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,895

Underlying: Common Stock · 250 shares

Expires not disclosed

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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

F4 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 18:47 UTC GrantRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · derivative · entry 5

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,645

Underlying: Common Stock · 250 shares

Expires not disclosed

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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

F4 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 18:47 UTC Exercise / conversionCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · nonDerivative · entry 4

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,290

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
February 20, 2025 Filed Feb 24, 2025 18:47 UTC Exercise / conversionCommon Stock 342 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · nonDerivative · entry 3

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,948

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
February 20, 2025 Filed Feb 24, 2025 18:47 UTC GrantCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · nonDerivative · entry 2

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,606

F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the fifth anniversary of the vest date.

F3 · balance_after: Includes DRSUs.

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February 20, 2025 Filed Feb 24, 2025 18:47 UTC Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002217 · doc4.xml · nonDerivative · entry 1

Johnson Gordon L · CIK 0001500125 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,353

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
February 20, 2025 Filed Feb 24, 2025 16:56 UTC Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002212 · doc4.xml · derivative · entry 3

MCGEARY RODERICK C · CIK 0001206884 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 16:56 UTC GrantCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002212 · doc4.xml · nonDerivative · entry 2

MCGEARY RODERICK C · CIK 0001206884 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,051

F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the third anniversary of the vest date.

F3 · balance_after: Includes DRSUs.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 16:56 UTC Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002212 · doc4.xml · nonDerivative · entry 1

MCGEARY RODERICK C · CIK 0001206884 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,798

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
February 20, 2025 Filed Feb 24, 2025 16:56 UTC Exercise / conversionRestricted Stock Units · Derivative 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002211 · doc4.xml · derivative · entry 3

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,711 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.

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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F4 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 16:56 UTC GrantCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002211 · doc4.xml · nonDerivative · entry 2

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,810

F2 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F3 · balance_after: Includes DRSUs.

Read SEC document
February 20, 2025 Filed Feb 24, 2025 16:56 UTC Exercise / conversionCommon Stock 1,711 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-002211 · doc4.xml · nonDerivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,557

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
January 31, 2025 Filed Feb 3, 2025 18:38 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
SaleCommon Stock 4,160 $168.25 $699,932.48
Disclosure

SEC source: 0001225208-25-001067 · 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: 22,879

F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $168.15 to $168.52.

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January 02, 2025 Filed Jan 3, 2025 20:39 UTC
Shoukry Paul MDirector · President
Tax withholdingCommon Stock 2,033 $155.33 $315,785.89
Disclosure

SEC source: 0001225208-25-000164 · doc4.xml · nonDerivative · entry 1

Shoukry Paul M · CIK 0001798349 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,916

Read SEC document
January 02, 2025 Filed Jan 3, 2025 20:39 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Tax withholdingCommon Stock 593 $155.33 $92,110.69
Disclosure

SEC source: 0001225208-25-000163 · 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: 27,039

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.