SCHW

SEC source: 0001950787-24-000014 · wk-form4a_1715649780.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 1,700,885.6599

F1 · date: The original Form 4, filed on May 8, 2024, is being amended solely to correct an administrative error, which inadvertently omitted 6,353 shares held directly.

F2 · price: This transaction was executed in multiple trades at prices ranging from $76.345 to $76.50. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0000923738-24-000016 · wk-form4_1715204971.xml · nonDerivative · entry 1

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 60,972,476

F1 · price: This transaction was executed in multiple trades at prices ranging from $75.50 to $75.56. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0000923738-24-000014 · wk-form4_1714519713.xml · nonDerivative · entry 2

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 61,038,701

F2 · price: This transaction was executed in multiple trades at prices ranging from $74.75 to $74.90. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0000923738-24-000014 · wk-form4_1714519713.xml · nonDerivative · entry 1

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 61,098,607

F1 · price: The transaction was executed in multiple trades at prices ranging from $74.73 to $75.07. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0001706835-24-000011 · wk-form4_1714166426.xml · derivative · entry 3

Crawford Peter B. · CIK 0001706835 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,481 shares

Expires 2024-11-03

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.

F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on November 3, 2015.

SEC source: 0001706835-24-000011 · wk-form4_1714166426.xml · nonDerivative · entry 2

Crawford Peter B. · CIK 0001706835 · CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 60,567

F2 · price: The transaction was executed in multiple trades at prices ranging from $75.50 to $75.54. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F1 · balance_after: Reflects the contribution of 5,481 shares received upon exercise of the option to a trust.

SEC source: 0001706835-24-000011 · wk-form4_1714166426.xml · nonDerivative · entry 1

Crawford Peter B. · CIK 0001706835 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

F1 · balance_after: Reflects the contribution of 5,481 shares received upon exercise of the option to a trust.

SEC source: 0000923738-24-000012 · wk-form4_1713998581.xml · nonDerivative · entry 2

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Limited Partnership

Disclosed balance after: 30,641,981

F1 · price: The transaction was executed in multiple trades at prices ranging from $74.26 to $74.97. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0000923738-24-000012 · wk-form4_1713998581.xml · nonDerivative · entry 1

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 61,158,512

SEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 4

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 577,857

F3 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $72.88 to $73.41. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 3

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,713,998.6599

F3 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $72.88 to $73.42. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0001561563-24-000007 · wk-form4_1713922545.xml · derivative · entry 7

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,054 shares

Expires 2024-10-01

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.

F7 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

SEC source: 0001561563-24-000007 · wk-form4_1713922545.xml · derivative · entry 6

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,185 shares

Expires 2024-07-01

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.

F7 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

SEC source: 0001561563-24-000007 · wk-form4_1713922545.xml · derivative · entry 5

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,511 shares

Expires 2024-05-19

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.

F6 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

SEC source: 0001561563-24-000007 · wk-form4_1713922545.xml · nonDerivative · entry 4

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 108,574.2588

F4 · price: The transaction was executed in multiple trades at prices ranging from $73.12 to $73.26. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

F5 · balance_after: Reflects the contribution of 14,750 shares received upon exercise of options to a revocable trust.

SEC source: 0001561563-24-000007 · wk-form4_1713922545.xml · nonDerivative · entry 3

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,395

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

F3 · balance_after: Reflects the contribution of 2,054 shares received upon exercise of the option to a revocable trust.

SEC source: 0001561563-24-000007 · wk-form4_1713922545.xml · nonDerivative · entry 2

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,395

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 · balance_after: Reflects the contribution of 2,185 shares received upon exercise of the option to a revocable trust.

SEC source: 0001561563-24-000007 · wk-form4_1713922545.xml · nonDerivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,395

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

F1 · balance_after: Reflects the contribution of 10,511 shares received upon exercise of the option to a revocable trust.

SEC source: 0001706835-24-000009 · wk-form4_1713489026.xml · derivative · entry 4

Crawford Peter B. · CIK 0001706835 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,481

Underlying: Common Stock · 5,482 shares

Expires 2024-11-03

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.

F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on November 3, 2015.

SEC source: 0001706835-24-000009 · wk-form4_1713489026.xml · nonDerivative · entry 3

Crawford Peter B. · CIK 0001706835 · CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 60,567

F2 · balance_after: Reflects the contribution of 5,482 shares received upon exercise of the option to a trust.

SEC source: 0001706835-24-000009 · wk-form4_1713489026.xml · nonDerivative · entry 2

Crawford Peter B. · CIK 0001706835 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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 · balance_after: Reflects the contribution of 5,482 shares received upon exercise of the option to a trust.

SEC source: 0001276501-24-000006 · wk-form4_1713835173.xml · nonDerivative · entry 1

MARTINETTO JOSEPH R · CIK 0001276501 · COO

10b5-1 filing: No plan indicated

Ownership: Indirect · by LLC

Disclosed balance after: 246,433

SEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · derivative · entry 6

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,482 shares

Expires 2024-11-03

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.

F6 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on November 3, 2015.

SEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 2

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,719,398.6599

F2 · price: The transaction was executed in multiple trades at prices ranging from $73.2701 to $73.585. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

F1 · balance_after: Reflects the contribution of 7,482 shares received upon exercise of the option to a revocable trust.

SEC source: 0001950787-24-000008 · wk-form4_1713836010.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,353

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 · balance_after: Reflects the contribution of 7,482 shares received upon exercise of the option to a revocable trust.

SEC source: 0001188405-24-000002 · wk-form4_1713490131.xml · derivative · entry 3

SARIN ARUN · CIK 0001188405 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,011 shares

Expires 2024-05-19

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

F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

SEC source: 0001188405-24-000002 · wk-form4_1713490131.xml · nonDerivative · entry 2

SARIN ARUN · CIK 0001188405 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 18,617

F2 · price: The transaction was executed in multiple trades at prices ranging from $71.09 to $71.145. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

F1 · balance_after: Reflects the contribution of 5,011 shares received upon exercise of the option to a family trust.

SEC source: 0001188405-24-000002 · wk-form4_1713490131.xml · nonDerivative · entry 1

SARIN ARUN · CIK 0001188405 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,395

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

F1 · balance_after: Reflects the contribution of 5,011 shares received upon exercise of the option to a family trust.

SEC source: 0001276501-24-000004 · wk-form4_1713488730.xml · nonDerivative · entry 1

MARTINETTO JOSEPH R · CIK 0001276501 · COO

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 41,414

F1 · price: The transaction was executed in multiple trades at prices ranging from $70.61 to $71.00. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

F2 · balance_after: Reflects the transfer of 84,414 shares previously reported as directly held to a trust.

SEC source: 0001562215-24-000003 · wk-form4_1713491041.xml · nonDerivative · entry 2

Goldfarb Mark A · CIK 0001562215 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 19,917

F2 · price: The transaction was executed in multiple trades at prices ranging from $71.46 to $71.55. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0001562215-24-000003 · wk-form4_1713491041.xml · nonDerivative · entry 1

Goldfarb Mark A · CIK 0001562215 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 20,317

F1 · price: The transaction was executed in multiple trades at prices ranging from $70.39 to $71.32. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0001649599-24-000008 · wk-form4_1713489176.xml · nonDerivative · entry 2

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,313.2224

SEC source: 0001649599-24-000008 · wk-form4_1713489176.xml · nonDerivative · entry 1

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,446.2244

F1 · price: The transaction was executed in multiple trades at prices ranging from $72.36 to $72.43. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0001706835-24-000009 · wk-form4_1713489026.xml · nonDerivative · entry 1

Crawford Peter B. · CIK 0001706835 · CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 60,567

F1 · price: This transaction was executed in multiple trades at prices ranging from $71.005 to $71.05. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001792910-24-000004 · wk-form4_1713488889.xml · nonDerivative · entry 1

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The transaction was executed in multiple trades at prices ranging from $72.14 to $72.33. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0000316709-24-000028 · wk-form4_1712189606.xml · derivative · entry 1

Masrani Bharat · CIK 0001343539 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,367.62

Underlying: Common Stock · 415 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees.

F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

F5 · balance_after: Includes 22.75 RSUs acquired through dividend reinvestment.

SEC source: 0001171694-24-000006 · wk-form4_1712190236.xml · derivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,858

Underlying: Common Stock · 1,858 shares

Expires 2034-04-01

F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees.

F1 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately.

SEC source: 0001561563-24-000004 · wk-form4_1712188605.xml · derivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,520

Underlying: Common Stock · 1,520 shares

Expires 2034-04-01

F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees.

F1 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately.

SEC source: 0001739929-24-000002 · wk-form4_1712192057.xml · derivative · entry 1

Ruffel Charles A. · CIK 0001739929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,351

Underlying: Common Stock · 1,351 shares

Expires 2034-04-01

F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees.

F1 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately.

SEC source: 0001804183-24-000002 · wk-form4_1712188089.xml · derivative · entry 1

Brown Marianne Catherine · CIK 0001804183 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,939.77

Underlying: Common Stock · 519 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees.

F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors.

F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors.

F5 · balance_after: Includes 13.07 RSUs acquired through dividend reinvestment.

SEC source: 0001561563-24-000002 · wk-form4_1711676402.xml · derivative · entry 3

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,165 shares

Expires 2024-04-01

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

F3 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

SEC source: 0001561563-24-000002 · wk-form4_1711676402.xml · nonDerivative · entry 2

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 108,574.2588

F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

F2 · balance_after: Includes 408.6515 shares acquired through dividend reinvestment.

SEC source: 0001561563-24-000002 · wk-form4_1711676402.xml · nonDerivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,395

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

F1 · balance_after: Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · derivative · entry 5

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,866 shares

Expires 2026-05-19

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.

F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · derivative · entry 4

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,835 shares

Expires 2025-05-15

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.

F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · nonDerivative · entry 3

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,451

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on August 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $72.57 to $72.645. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F1 · balance_after: Includes 673.8678 shares acquired through dividend reinvestment.

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · nonDerivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,152

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

F1 · balance_after: Includes 673.8678 shares acquired through dividend reinvestment.

SEC source: 0000316709-24-000022 · wk-form4_1711497079.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,286

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

F1 · balance_after: Includes 673.8678 shares acquired through dividend reinvestment.

SEC source: 0000316709-24-000026 · wk-form4a_1711673134.xml · nonDerivative · entry 3

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,124.8678

F1 · balance_after: The original Form 4, filed on March 26, 2024, is being amended solely to correct an administrative error, which inadvertently excluded from post-transaction holdings 673.8678 shares acquired through dividend reinvestment.

SEC source: 0000316709-24-000026 · wk-form4a_1711673134.xml · nonDerivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,825.8678

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

F1 · balance_after: The original Form 4, filed on March 26, 2024, is being amended solely to correct an administrative error, which inadvertently excluded from post-transaction holdings 673.8678 shares acquired through dividend reinvestment.