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 13, 2024 Filed Dec 17, 2024 16:45 UTC |
Curtis Scott AChief Operating Officer
|
GrantRestricted Stock Units · Derivative | 3,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010869 · doc4.xml · derivative · entry 4 Curtis Scott A · CIK 0001601143 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,741 Underlying: Common Stock · 3,741 shares Expires 2029-12-15 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 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 16:44 UTC |
Allaire Bella LoykhterChief Admin Officer
|
GrantRestricted Stock Units · Derivative | 3,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010868 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,118 Underlying: Common Stock · 3,118 shares Expires 2027-12-15 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 13, 2024 Filed Dec 17, 2024 16:44 UTC |
Allaire Bella LoykhterChief Admin Officer
|
GrantRestricted Stock Units · Derivative | 3,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010868 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,741 Underlying: Common Stock · 3,741 shares Expires 2029-12-15 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 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 13:16 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
GrantRestricted Stock Units · Derivative | 723 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010860 · 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: 723 Underlying: Common Stock · 723 shares Expires 2027-12-15 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 13, 2024 Filed Dec 17, 2024 13:16 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
GrantRestricted Stock Units · Derivative | 3,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010860 · 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: 3,312 Underlying: Common Stock · 3,312 shares Expires 2027-09-30 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 13, 2024 Filed Dec 17, 2024 16:42 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
GrantRestricted Stock Units · Derivative | 1,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010867 · 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: 1,403 Underlying: Common Stock · 1,403 shares Expires 2027-12-15 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 13, 2024 Filed Dec 17, 2024 16:42 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
GrantRestricted Stock Units · Derivative | 3,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010867 · 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: 3,741 Underlying: Common Stock · 3,741 shares Expires 2029-12-15 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 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 18:14 UTC |
Shoukry Paul MDirector · President
|
Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 900 shares Expires 2024-12-12 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 12/12/2022, 20% on 12/12/2023, and 20% on 12/12/2024. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 18:14 UTC |
Shoukry Paul MDirector · President
|
Tax withholdingCommon Stock | 354 | $161.51 | $57,174.54 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,274 Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 18:14 UTC |
Shoukry Paul MDirector · President
|
Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,628 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 11, 2024 Filed Dec 13, 2024 20:16 UTC |
REILLY PAUL CDirector · Chair & CEO
|
GiftCommon Stock | 18,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010785 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,551 Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 17:27 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010700 · 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: 0 Underlying: Common Stock · 488 shares Expires 2024-12-10 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 10, 2024 Filed Dec 11, 2024 17:27 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010700 · doc4.xml · nonDerivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,463 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 09, 2024 Filed Dec 10, 2024 22:50 UTC |
Shoukry Paul MDirector · President
|
GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010679 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,728 Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 12:42 UTC |
Elwyn Tashtego SPresident, PCG
|
GiftCommon Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010695 · doc4.xml · nonDerivative · entry 1 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,688 F1 · shares: The reporting person effected multiple gifts on the same day in different amounts. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 21:46 UTC |
Krauss DavidChief Risk Officer
|
GrantRestricted Stock Units · Derivative | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010660 · doc4.xml · derivative · entry 1 Krauss David · CIK 0002038156 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 679 Underlying: Common Stock · 679 shares Expires 2027-12-06 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 06, 2024 Filed Dec 10, 2024 17:52 UTC |
Larson Katherine HChief Accounting Officer
|
GrantRestricted Stock Units · Derivative | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010659 · doc4.xml · derivative · entry 1 Larson Katherine H · CIK 0002034572 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122 Underlying: Common Stock · 122 shares Expires 2027-12-06 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 06, 2024 Filed Dec 10, 2024 17:51 UTC |
Oorlog Jonathan W JRChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010658 · doc4.xml · derivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577 Underlying: Common Stock · 577 shares Expires 2027-12-06 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 05, 2024 Filed Dec 6, 2024 20:50 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
SaleCommon Stock | 3,100 | $165.59 | $513,317.53 |
DisclosureSEC source: 0001225208-24-010625 · 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: 26,845 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 $165.57 to $165.61. Read SEC document |
| December 04, 2024 Filed Dec 5, 2024 18:27 UTC |
Carter HoracePresident, Fixed Income
|
SaleCommon Stock | 5,000 | $165.03 | $825,147.00 |
DisclosureSEC source: 0001225208-24-010564 · doc4.xml · nonDerivative · entry 1 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,603 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 $164.95 to $165.10. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 17:29 UTC |
Reid Shannon BPresident, ICD
|
SaleCommon Stock | 1,241 | $165.30 | $205,141.40 |
DisclosureSEC source: 0001225208-24-010606 · doc4.xml · nonDerivative · entry 2 Reid Shannon B · CIK 0002005047 · President, ICD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,079 F1 · balance_after: Includes 20 shares of common stock acquired on December 3, 2024, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 17:29 UTC |
Reid Shannon BPresident, ICD
|
GiftCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010606 · doc4.xml · nonDerivative · entry 1 Reid Shannon B · CIK 0002005047 · President, ICD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,320 F1 · balance_after: Includes 20 shares of common stock acquired on December 3, 2024, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:33 UTC |
Carter HoracePresident, Fixed Income
|
Exercise / conversionRestricted Stock Units · Derivative | 7,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010477 · doc4.xml · derivative · entry 10 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,836 shares Expires 2024-12-03 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 03, 2024 Filed Dec 3, 2024 22:33 UTC |
Carter HoracePresident, Fixed Income
|
Tax withholdingCommon Stock | 3,083 | $166.95 | $514,706.85 |
DisclosureSEC source: 0001225208-24-010477 · doc4.xml · nonDerivative · entry 6 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,603 Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:33 UTC |
Carter HoracePresident, Fixed Income
|
Exercise / conversionCommon Stock | 7,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010477 · doc4.xml · nonDerivative · entry 5 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,686 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 03, 2024 Filed Dec 3, 2024 22:32 UTC |
Reid Shannon BPresident, ICD
|
Exercise / conversionRestricted Stock Units · Derivative | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010474 · doc4.xml · derivative · entry 10 Reid Shannon B · CIK 0002005047 · President, ICD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 179 shares Expires 2024-12-03 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 03, 2024 Filed Dec 3, 2024 22:32 UTC |
Reid Shannon BPresident, ICD
|
Tax withholdingCommon Stock | 43 | $166.95 | $7,178.85 |
DisclosureSEC source: 0001225208-24-010474 · doc4.xml · nonDerivative · entry 6 Reid Shannon B · CIK 0002005047 · President, ICD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,615 Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:32 UTC |
Reid Shannon BPresident, ICD
|
Exercise / conversionCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010474 · doc4.xml · nonDerivative · entry 5 Reid Shannon B · CIK 0002005047 · President, ICD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,658 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 03, 2024 Filed Dec 3, 2024 22:29 UTC |
Allaire Bella LoykhterChief Admin Officer
|
SaleCommon Stock | 3,451 | $165.62 | $571,561.87 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · nonDerivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,421 F2 · 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. F3 · price: Reflects the weighted average sale price. The range of prices for such transaction was $165.62 to $165.71. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:25 UTC |
Curtis Scott AChief Operating Officer
|
GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010470 · doc4.xml · nonDerivative · entry 5 Curtis Scott A · CIK 0001601143 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,339 Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:16 UTC |
Oorlog Jonathan W JRChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · derivative · entry 13 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 139 shares Expires 2024-12-03 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 03, 2024 Filed Dec 3, 2024 22:16 UTC |
Oorlog Jonathan W JRChief Financial Officer
|
Tax withholdingCommon Stock | 30 | $166.95 | $5,008.50 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 8 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,034 Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:16 UTC |
Oorlog Jonathan W JRChief Financial Officer
|
Exercise / conversionCommon Stock | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 7 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,064 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 03, 2024 Filed Dec 3, 2024 22:10 UTC |
Larson Katherine HChief Accounting Officer
|
SaleCommon Stock | 1,492 | $166.01 | $247,690.95 |
DisclosureSEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 6 Larson Katherine H · CIK 0002034572 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 602 F3 · 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. F4 · price: Reflects the weighted average sale price. The range of prices for such transaction was $165.78 to $166.29. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:10 UTC |
Larson Katherine HChief Accounting Officer
|
GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 5 Larson Katherine H · CIK 0002034572 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,094 F2 · shares: The reporting person effected multiple gifts on the same day in different amounts. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 13:36 UTC |
Elwyn Tashtego SPresident, PCG
|
GiftCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010556 · doc4.xml · nonDerivative · entry 1 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,013 Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:43 UTC |
REILLY PAUL CDirector · Chair & CEO
|
SaleCommon Stock | 50,000 | $167.30 | $8,365,065.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 5 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,110 F2 · 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. F3 · price: Reflects the weighted average sale price. The range of prices for such transaction was $166.92 to $167.65. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:38 UTC |
Raney Steven MExecutive Chair RJBank
|
SaleCommon Stock | 3,709 | $167.39 | $620,845.06 |
DisclosureSEC source: 0001225208-24-010480 · doc4.xml · nonDerivative · entry 8 Raney Steven M · CIK 0001422342 · Executive Chair RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,432 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. F5 · price: Reflects the weighted average sale price. The range of prices for such transaction was $167.09 to $167.46. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 00:03 UTC |
Elwyn Tashtego SPresident, PCG
|
Exercise / conversionRestricted Stock Units · Derivative | 3,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010347 · doc4.xml · derivative · entry 10 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,528 Underlying: Common Stock · 3,793 shares Expires 2026-11-30 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. F2 · 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 · derivative.exercise_date: RSUs vested 60% on 11/30/2024 and will vest 20% on 11/30/2025 and 20% on 11/30/2026. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 00:03 UTC |
Elwyn Tashtego SPresident, PCG
|
Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010347 · doc4.xml · derivative · entry 9 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2025-11-30 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. F2 · 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: RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and will vest 20% on 11/30/2025. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 00:03 UTC |
Elwyn Tashtego SPresident, PCG
|
Tax withholdingCommon Stock | 1,380 | $169.28 | $233,606.40 |
DisclosureSEC source: 0001225208-24-010347 · doc4.xml · nonDerivative · entry 5 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,238 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 00:03 UTC |
Elwyn Tashtego SPresident, PCG
|
Tax withholdingCommon Stock | 545 | $169.28 | $92,257.60 |
DisclosureSEC source: 0001225208-24-010347 · doc4.xml · nonDerivative · entry 4 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,618 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 00:03 UTC |
Elwyn Tashtego SPresident, PCG
|
Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010347 · doc4.xml · nonDerivative · entry 3 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,163 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. F2 · 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 |
| November 30, 2024 Filed Dec 3, 2024 00:03 UTC |
Elwyn Tashtego SPresident, PCG
|
Exercise / conversionCommon Stock | 3,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010347 · doc4.xml · nonDerivative · entry 2 Elwyn Tashtego S · CIK 0001601145 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,663 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. F2 · 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 |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 8,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · derivative · entry 8 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,479 Underlying: Common Stock · 8,218 shares Expires 2026-11-30 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. F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2024 and will vest 20% on 11/30/2025 and 20% on 11/30/2026. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · derivative · entry 7 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Stock · 3,900 shares Expires 2025-11-30 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: RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and will vest 20% on 11/30/2025. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Tax withholdingCommon Stock | 3,040 | $169.28 | $514,611.20 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 4 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,110 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Tax withholdingCommon Stock | 1,443 | $169.28 | $244,271.04 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 3 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,150 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionCommon Stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,593 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 |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionCommon Stock | 8,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,693 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.