Last 12 months
Inside the activity.
1 purchase rows · 89 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 9 |
| Feb 2026 | 0 | 13 |
| Mar 2026 | 0 | 10 |
| Apr 2026 | 0 | 9 |
| May 2026 | 1 | 7 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 18 |
| Aug 2026 | 0 | 18 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 1 |
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 |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 93,408 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · derivative · entry 12 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 93,408 shares Expires 2028-03-01 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. F8 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
SaleCommon Stock | 12,880 | $105.56 | $1,359,659.17 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 6 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 F4 · price: This transaction was executed in multiple trades at prices ranging from $105.51 to $105.625. 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
SaleCommon Stock | 38,263 | $105.18 | $4,024,686.00 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 5 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 542,226 F3 · price: This transaction was executed in multiple trades at prices ranging from $104.51 to $105.50. 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
SaleCommon Stock | 42,265 | $103.86 | $4,389,642.90 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 4 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 580,489 F2 · price: This transaction was executed in multiple trades at prices ranging from $103.51 to $104.50. 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionCommon Stock | 93,408 | $52.05 | $4,861,886.40 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 3 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 622,754 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 28, 2026 Filed Jul 31, 2026 00:57 UTC |
Schwab Charles R.Director · Co-Chairman
|
GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-26-000031 · wk-form4_1785459472.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: 54,020,841 Read SEC document |
| July 28, 2026 Filed Jul 31, 2026 00:57 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 48,000 | $105.60 | $5,068,627.20 |
DisclosureSEC source: 0000923738-26-000031 · wk-form4_1785459472.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: 54,080,841 F1 · price: This transaction was executed in multiple trades at prices ranging from $105.385 to $105.825. 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 23:43 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 28,000 | $0.00 Strike: $64.10 | $0.00 |
DisclosureSEC source: 0001825454-26-000023 · wk-form4_1785454977.xml · derivative · entry 3 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,000 Underlying: Common Stock · 28,000 shares Expires 2031-03-01 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 granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 23:43 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
SaleCommon Stock | 28,000 | $105.01 | $2,940,263.20 |
DisclosureSEC source: 0001825454-26-000023 · wk-form4_1785454977.xml · nonDerivative · entry 2 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,470 F1 · kind: This transaction was affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $105.00 to $105.025. 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. Read SEC document |
| July 28, 2026 Filed Jul 30, 2026 23:43 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
Exercise / conversionCommon Stock | 28,000 | $64.10 | $1,794,800.00 |
DisclosureSEC source: 0001825454-26-000023 · wk-form4_1785454977.xml · nonDerivative · entry 1 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,470 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 28, 2026 Filed Jul 31, 2026 00:33 UTC |
Schwab-Pomerantz CarolynDirector
|
GiftCommon Stock | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001950787-26-000009 · wk-form4_1785458029.xml · nonDerivative · entry 2 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,373,537.6599 Read SEC document |
| July 28, 2026 Filed Jul 31, 2026 00:33 UTC |
Schwab-Pomerantz CarolynDirector
|
SaleCommon Stock | 22,650 | $105.71 | $2,394,399.45 |
DisclosureSEC source: 0001950787-26-000009 · wk-form4_1785458029.xml · nonDerivative · entry 1 Schwab-Pomerantz Carolyn · CIK 0001950787 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 1,373,808.6599 F1 · price: This transaction was executed in multiple trades at prices ranging from $105.60 to $105.82. 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. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 192,488 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · derivative · entry 11 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,408 Underlying: Common Stock · 192,488 shares Expires 2028-03-01 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. F8 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
SaleCommon Stock | 192,488 | $103.90 | $19,999,926.67 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 529,346 F1 · price: This transaction was executed in multiple trades at prices ranging from $103.61 to $104.27. 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. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:57 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Exercise / conversionCommon Stock | 192,488 | $52.05 | $10,019,000.40 |
DisclosureSEC source: 0001296479-26-000009 · wk-form4_1785373052.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Family Trust Disclosed balance after: 721,834 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 32,947 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · derivative · entry 5 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,675 Underlying: Common Stock · 32,947 shares Expires 2029-03-01 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: This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 11,000 | $104.03 | $1,144,348.70 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · nonDerivative · entry 3 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,972.4846 F2 · price: This transaction was executed in multiple trades at prices ranging from $103.95 to $104.075. 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 affected. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 21,947 | $104.00 | $2,282,488.00 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,972.4846 F1 · kind: These sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 25, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $103.95 to $104.075. 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 affected. Read SEC document |
| July 27, 2026 Filed Jul 30, 2026 00:20 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionCommon Stock | 32,947 | $46.81 | $1,542,249.07 |
DisclosureSEC source: 0001649599-26-000012 · wk-form4_1785370829.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,919.4846 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 23:53 UTC |
Schwab Charles R.Director · Co-Chairman
|
SaleCommon Stock | 45,500 | $101.72 | $4,628,191.75 |
DisclosureSEC source: 0000923738-26-000028 · wk-form4_1785282818.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: 54,128,841 Read SEC document |
| July 23, 2026 Filed Jul 27, 2026 22:05 UTC |
Morgan Peter J. IIIGeneral Counsel
|
SaleCommon Stock | 6,952 | $102.03 | $709,341.06 |
DisclosureSEC source: 0001792910-26-000006 · wk-form4_1785189935.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: This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. 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. Read SEC document |
| July 21, 2026 Filed Jul 21, 2026 22:54 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
SaleCommon Stock | 2,000 | $104.21 | $208,411.00 |
DisclosureSEC source: 0002028977-26-000015 · wk-form4_1784674470.xml · nonDerivative · entry 1 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 11,738 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F2 · price: This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. 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. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 23:39 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,053 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001649599-26-000009 · wk-form4_1784849956.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,622 Underlying: Common Stock · 4,053 shares Expires 2029-03-01 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. F4 · derivative.exercise_date: This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 23:39 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 4,053 | $104.14 | $422,068.88 |
DisclosureSEC source: 0001649599-26-000009 · wk-form4_1784849956.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,972.4846 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. 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. Read SEC document |
| July 21, 2026 Filed Jul 23, 2026 23:39 UTC |
Murtagh Nigel JChief Risk Officer
|
Exercise / conversionCommon Stock | 4,053 | $46.81 | $189,720.93 |
DisclosureSEC source: 0001649599-26-000009 · wk-form4_1784849956.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,025.4846 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 21:06 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
SaleCommon Stock | 2,000 | $102.01 | $204,017.80 |
DisclosureSEC source: 0002028977-26-000013 · wk-form4_1783544803.xml · nonDerivative · entry 1 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 13,738 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F2 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.025. 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. Read SEC document |
| July 07, 2026 Filed Jul 10, 2026 00:21 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 21,750 | $0.00 Strike: $46.81 | $0.00 |
DisclosureSEC source: 0001733065-26-000009 · wk-form4_1783642902.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,616 Underlying: Common Stock · 21,750 shares Expires 2029-03-01 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. F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| July 07, 2026 Filed Jul 10, 2026 00:21 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
SaleCommon Stock | 21,750 | $102.01 | $2,218,721.85 |
DisclosureSEC source: 0001733065-26-000009 · wk-form4_1783642902.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $102.00 to $102.10. 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 the shares received upon exercise of the option to a revocable trust. Read SEC document |
| July 07, 2026 Filed Jul 10, 2026 00:21 UTC |
Craig Jonathan M.MD, Head of Retail Investing
|
Exercise / conversionCommon Stock | 21,750 | $46.81 | $1,018,117.50 |
DisclosureSEC source: 0001733065-26-000009 · wk-form4_1783642902.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Retail Investing 10b5-1 filing: Plan reported 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 the shares received upon exercise of the option to a revocable trust. Read SEC document |
| July 06, 2026 Filed Jul 6, 2026 22:33 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
SaleCommon Stock | 2,000 | $100.01 | $200,014.80 |
DisclosureSEC source: 0002028977-26-000010 · wk-form4_1783377187.xml · nonDerivative · entry 3 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 15,738 F2 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F4 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.02. 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 affected. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 22:33 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
SaleCommon Stock | 2,000 | $97.03 | $194,059.40 |
DisclosureSEC source: 0002028977-26-000010 · wk-form4_1783377187.xml · nonDerivative · entry 2 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 17,738 F2 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $97.00 to $97.045. 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. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 23:06 UTC |
HERRINGER FRANK CDirector
|
GrantRestricted Stock Units · Derivative | 457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001171694-26-000010 · wk-form4_1783379156.xml · derivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,751.26 Underlying: Common Stock · 457 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 RSU s 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 RSU s 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 537.02 RSUs acquired through dividend reinvestment. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 23:10 UTC |
Ellis Stephen ADirector
|
GrantRestricted Stock Units · Derivative | 379 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001561563-26-000019 · wk-form4_1783379405.xml · derivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,276.46 Underlying: Common Stock · 379 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 RSU s 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 RSU s 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 45.48 RSUs acquired through dividend reinvestment. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 22:54 UTC |
Ruffel Charles A.Director
|
GrantNonqualified Stock Option (right to buy) · Derivative | 1,280 | $0.00 Strike: $95.78 | $0.00 |
DisclosureSEC source: 0001739929-26-000008 · wk-form4_1783378454.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,280 Underlying: Common Stock · 1,280 shares Expires 2036-07-01 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 vested immediately. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 22:45 UTC |
Brown Marianne CatherineDirector
|
GrantRestricted Stock Units · Derivative | 418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001804183-26-000013 · wk-form4_1783377902.xml · derivative · entry 1 Brown Marianne Catherine · CIK 0001804183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,269.36 Underlying: Common Stock · 418 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 RSU s 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 RSU s 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 27.69 RSUs acquired through dividend reinvestment. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 22:33 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
Tax withholdingCommon Stock | 1,036 | $92.73 | $96,063.10 |
DisclosureSEC source: 0002028977-26-000010 · wk-form4_1783377187.xml · nonDerivative · entry 1 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,459 F1 · shares: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 23:35 UTC |
Ellis Stephen ADirector
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Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,258 | $0.00 Strike: $25.11 | $0.00 |
DisclosureSEC source: 0001561563-26-000017 · wk-form4_1782430526.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 · 2,258 shares Expires 2026-07-01 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. F3 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 23:35 UTC |
Ellis Stephen ADirector
|
Exercise / conversionCommon Stock | 2,258 | $25.11 | $56,698.38 |
DisclosureSEC source: 0001561563-26-000017 · wk-form4_1782430526.xml · nonDerivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,445 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Reflects the contribution of shares received upon exercise of the option to a trust. F2 · balance_after: Reflects shares transferred from being held directly to a trust. Read SEC document |
| June 03, 2026 Filed Jun 4, 2026 22:01 UTC | Tax withholdingCommon Stock | 6,519 | $87.42 | $569,890.98 |
DisclosureSEC source: 0002034140-26-000005 · wk-form4_1780610500.xml · nonDerivative · entry 1 Verdeschi Michael D · CIK 0002034140 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,442 F1 · shares: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on June 3, 2024. Read SEC document |
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| May 28, 2026 Filed May 28, 2026 20:24 UTC |
Wurster Richard ADirector · President & CEO
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PurchaseCommon Stock | 21,959 | $84.23 | $1,849,512.15 |
DisclosureSEC source: 0001889263-26-000005 · wk-form4_1779999885.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,409 F1 · price: This transaction was executed in multiple trades at prices ranging from $84.04 to $84.51. 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. Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:53 UTC |
HERRINGER FRANK CDirector
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GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001171694-26-000008 · wk-form4_1779929629.xml · derivative · entry 4 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:53 UTC |
HERRINGER FRANK CDirector
|
GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001171694-26-000008 · wk-form4_1779929629.xml · nonDerivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,268 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 26, 2026 Filed May 28, 2026 01:13 UTC |
DODDS CHRISTOPHER VDirector
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GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001186004-26-000007 · wk-form4_1779930837.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 Read SEC document |
| May 26, 2026 Filed May 28, 2026 01:13 UTC |
DODDS CHRISTOPHER VDirector
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GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001186004-26-000007 · wk-form4_1779930837.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,669 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:35 UTC |
Sarin ArunDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001188405-26-000008 · wk-form4_1779928539.xml · derivative · entry 3 Sarin Arun · CIK 0001188405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:35 UTC |
Sarin ArunDirector
|
GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001188405-26-000008 · wk-form4_1779928539.xml · nonDerivative · entry 1 Sarin Arun · CIK 0001188405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,268 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:49 UTC |
SNEED PAULA ADirector
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GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001193024-26-000002 · wk-form4_1779929339.xml · derivative · entry 3 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F2 · derivative.exercise_date: The option was granted under the company's 2022 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 Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:49 UTC |
SNEED PAULA ADirector
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GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001193024-26-000002 · wk-form4_1779929339.xml · nonDerivative · entry 1 SNEED PAULA A · CIK 0001193024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,675 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:37 UTC |
Ellis Stephen ADirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 3,977 | $0.00 Strike: $89.40 | $0.00 |
DisclosureSEC source: 0001561563-26-000013 · wk-form4_1779928633.xml · derivative · entry 3 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,977 Underlying: Common Stock · 3,977 shares Expires 2036-05-26 F3 · derivative.exercise_date: The option was granted under the company's 2022 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 Read SEC document |
| May 26, 2026 Filed May 28, 2026 00:37 UTC |
Ellis Stephen ADirector
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GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001561563-26-000013 · wk-form4_1779928633.xml · nonDerivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,262 F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. F2 · balance_after: Includes shares acquired through dividend reinvestment. 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.