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 |
|---|---|---|---|---|---|---|
| May 19, 2022 Filed May 23, 2022 21:04 UTC |
Levitt Brian MDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007289 · doc4.xml · nonDerivative · entry 1 Levitt Brian M · CIK 0001391568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,894 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 19, 2022 Filed May 23, 2022 21:04 UTC |
HERRINGER FRANK CDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007290 · doc4.xml · derivative · entry 4 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:04 UTC |
HERRINGER FRANK CDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007290 · doc4.xml · nonDerivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 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 19, 2022 Filed May 23, 2022 21:05 UTC |
Goldfarb Mark ADirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007291 · doc4.xml · derivative · entry 3 Goldfarb Mark A · CIK 0001562215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:05 UTC |
Goldfarb Mark ADirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007291 · doc4.xml · nonDerivative · entry 1 Goldfarb Mark A · CIK 0001562215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 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 19, 2022 Filed May 23, 2022 21:06 UTC |
Haraf William SDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007293 · doc4.xml · derivative · entry 2 Haraf William S · CIK 0001632346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:06 UTC |
Haraf William SDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007293 · doc4.xml · nonDerivative · entry 1 Haraf William S · CIK 0001632346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,555 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 19, 2022 Filed May 23, 2022 21:11 UTC |
Brown Marianne CatherineDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007296 · doc4.xml · derivative · entry 2 Brown Marianne Catherine · CIK 0001804183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:11 UTC |
Brown Marianne CatherineDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007296 · doc4.xml · nonDerivative · entry 1 Brown Marianne Catherine · CIK 0001804183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,984 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 19, 2022 Filed May 23, 2022 21:23 UTC |
Ellis Stephen ADirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007301 · doc4.xml · derivative · entry 3 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:23 UTC |
Ellis Stephen ADirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007301 · doc4.xml · nonDerivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 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 19, 2022 Filed May 23, 2022 21:23 UTC |
DODDS CHRISTOPHER VDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007302 · doc4.xml · derivative · entry 3 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:23 UTC |
DODDS CHRISTOPHER VDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007302 · doc4.xml · nonDerivative · entry 1 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,899 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 19, 2022 Filed May 23, 2022 21:23 UTC |
Dea JoanDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007303 · doc4.xml · derivative · entry 2 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:23 UTC |
Dea JoanDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007303 · doc4.xml · nonDerivative · entry 1 Dea Joan · CIK 0001643326 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,419 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 19, 2022 Filed May 23, 2022 21:25 UTC |
ADAMS JOHN K JRDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007304 · doc4.xml · derivative · entry 2 ADAMS JOHN K JR · CIK 0001625471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 21:25 UTC |
ADAMS JOHN K JRDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007304 · doc4.xml · nonDerivative · entry 1 ADAMS JOHN K JR · CIK 0001625471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,955 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 19, 2022 Filed May 23, 2022 22:07 UTC |
MARTIN-FLICKINGER GERRIDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007310 · doc4.xml · derivative · entry 2 MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 22:07 UTC |
MARTIN-FLICKINGER GERRIDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007310 · doc4.xml · nonDerivative · entry 1 MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,755 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 19, 2022 Filed May 23, 2022 22:10 UTC |
Ricketts Todd MDirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001225208-22-007312 · doc4.xml · derivative · entry 4 Ricketts Todd M · CIK 0001533741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 19, 2022 Filed May 23, 2022 22:10 UTC |
Ricketts Todd MDirector
|
GrantCommon Stock | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007312 · doc4.xml · nonDerivative · entry 1 Ricketts Todd M · CIK 0001533741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,892 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 17, 2022 Filed May 19, 2022 19:05 UTC |
Levitt Brian MDirector
|
Tax withholdingCommon Stock | 121 | $65.31 | $7,901.91 |
DisclosureSEC source: 0001225208-22-007195 · doc4.xml · nonDerivative · entry 1 Levitt Brian M · CIK 0001391568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,840 Read SEC document |
| May 17, 2022 Filed May 19, 2022 19:05 UTC |
Masrani BharatDirector
|
Tax withholdingCommon Stock | 121 | $65.31 | $7,901.91 |
DisclosureSEC source: 0001225208-22-007196 · doc4.xml · nonDerivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,840 Read SEC document |
| April 29, 2022 Filed Apr 29, 2022 22:15 UTC |
Bettinger Walter WDirector · CEO
|
PurchaseCommon Stock | 63,188 | $67.07 | $4,238,234.00 |
DisclosureSEC source: 0001225208-22-006311 · doc4.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,625.022 F2 · price: This transaction was executed in multiple trades at prices ranging from $66.52 to $67.55. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 22:15 UTC |
Bettinger Walter WDirector · CEO
|
PurchaseCommon Stock | 9,723 | $68.16 | $662,676.90 |
DisclosureSEC source: 0001225208-22-006311 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,437.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $67.55 to $68.55. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 20:02 UTC |
Bettinger Walter WDirector · CEO
|
PurchaseCommon Stock | 4,341 | $68.55 | $297,567.30 |
DisclosureSEC source: 0001225208-22-006226 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,714.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.54 to $68.55. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| April 26, 2022 Filed Apr 26, 2022 22:51 UTC |
Schwab Charles R.Director · Chairman
|
GiftCommon Stock | 312,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006124 · doc4.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Limited Partnership Disclosed balance after: 31,207,606 Read SEC document |
| April 26, 2022 Filed Apr 26, 2022 22:51 UTC |
Bettinger Walter WDirector · CEO
|
PurchaseCommon Stock | 26,108 | $68.55 | $1,789,687.74 |
DisclosureSEC source: 0001225208-22-006125 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,373.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.53 to $68.55. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| April 25, 2022 Filed Apr 26, 2022 01:29 UTC |
Bettinger Walter WDirector · CEO
|
PurchaseCommon Stock | 36,640 | $69.49 | $2,545,959.71 |
DisclosureSEC source: 0001225208-22-006081 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,265.022 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.55 to $69.55. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| April 07, 2022 Filed Apr 7, 2022 20:01 UTC |
Craig Jonathan M.MD, Senior EVP
|
SaleCommon Stock | 4,016 | $80.02 | $321,379.20 |
DisclosureSEC source: 0001225208-22-005684 · doc4.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 12,051 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 4, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $79.36 to $80.47. 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 |
| April 01, 2022 Filed Apr 4, 2022 23:48 UTC |
Masrani BharatDirector
|
GrantRestricted Stock Units · Derivative | 360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-005455 · doc4.xml · derivative · entry 1 Masrani Bharat · CIK 0001343539 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,482.55 Underlying: Common Stock · 360 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units 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 option was received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units 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 restricted stock units 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. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 23:49 UTC |
HERRINGER FRANK CDirector
|
GrantRestricted Stock Units · Derivative | 494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-005456 · doc4.xml · derivative · entry 1 HERRINGER FRANK C · CIK 0001171694 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,897.66 Underlying: Common Stock · 494 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units 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 restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units 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 restricted stock units 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. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 23:49 UTC |
Brown Marianne CatherineDirector
|
GrantRestricted Stock Units · Derivative | 180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-005457 · doc4.xml · derivative · entry 1 Brown Marianne Catherine · CIK 0001804183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355.45 Underlying: Common Stock · 180 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of company stock. F2 · shares: The restricted stock units 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 restricted stock units were received in lieu of cash compensation otherwise payable as director fees. F3 · derivative.exercise_date: The restricted stock units 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 restricted stock units 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. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 23:49 UTC |
Ellis Stephen ADirector
|
GrantNonqualified Stock Option (right to buy) · Derivative | 1,489 | Not disclosed Strike: $83.54 | Not disclosed |
DisclosureSEC source: 0001225208-22-005458 · doc4.xml · derivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,489 Underlying: Common Stock · 1,489 shares Expires 2032-04-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 00:09 UTC |
Ruffel Charles A.Director
|
GrantNonqualified Stock Option (right to buy) · Derivative | 1,324 | Not disclosed Strike: $83.54 | Not disclosed |
DisclosureSEC source: 0001225208-22-005460 · doc4.xml · derivative · entry 1 Ruffel Charles A. · CIK 0001739929 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324 Underlying: Common Stock · 1,324 shares Expires 2032-04-01 F1 · shares: The option was received pursuant to the Directors' Deferred Compensation Plan II and vests immediately. F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees. Read SEC document |
| March 22, 2022 Filed Mar 22, 2022 20:27 UTC |
Crawford Peter B.MD, EVP, and CFO
|
SaleCommon Stock | 3,114 | $91.00 | $283,374.00 |
DisclosureSEC source: 0001225208-22-004960 · doc4.xml · nonDerivative · entry 1 Crawford Peter B. · CIK 0001706835 · MD, EVP, and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 16,111 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 February 8, 2022. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 16:37 UTC |
Crawford Peter B.MD, EVP, and CFO
|
SaleCommon Stock | 3,114 | $87.01 | $270,956.61 |
DisclosureSEC source: 0001225208-22-004811 · doc4.xml · nonDerivative · entry 1 Crawford Peter B. · CIK 0001706835 · MD, EVP, and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 19,225 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.00 to $87.065. 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 |
| March 01, 2022 Filed Mar 4, 2022 00:22 UTC |
Schwab Charles R.Director · Chairman
|
GrantNonqualified Stock Option (right to buy) · Derivative | 89,446 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004198 · doc4.xml · derivative · entry 5 Schwab Charles R. · CIK 0000923738 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,446 Underlying: Common Stock · 89,446 shares Expires 2032-03-01 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:22 UTC |
Schwab Charles R.Director · Chairman
|
Exercise / conversionCommon Stock | 31,389 | $80.06 | $2,513,081.81 |
DisclosureSEC source: 0001225208-22-004198 · doc4.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 74,589,718 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:23 UTC |
Bettinger Walter WDirector · CEO
|
GrantNonqualified Stock Option (right to buy) · Derivative | 304,115 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004199 · doc4.xml · derivative · entry 5 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,115 Underlying: Common Stock · 304,115 shares Expires 2032-03-01 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:23 UTC |
Bettinger Walter WDirector · CEO
|
Exercise / conversionCommon Stock | 84,711 | $80.06 | $6,782,174.44 |
DisclosureSEC source: 0001225208-22-004199 · doc4.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,625.022 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 · shares: Shares acquired on the vesting of the restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:24 UTC |
MARTINETTO JOSEPH RMD, Senior EVP and COO
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GrantNonqualified Stock Option (right to buy) · Derivative | 107,335 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004200 · doc4.xml · derivative · entry 3 MARTINETTO JOSEPH R · CIK 0001276501 · MD, Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,335 Underlying: Common Stock · 107,335 shares Expires 2032-03-01 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:24 UTC |
MARTINETTO JOSEPH RMD, Senior EVP and COO
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Exercise / conversionCommon Stock | 24,288 | $80.06 | $1,944,558.00 |
DisclosureSEC source: 0001225208-22-004200 · doc4.xml · nonDerivative · entry 1 MARTINETTO JOSEPH R · CIK 0001276501 · MD, Senior EVP and COO 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 210,876 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 · shares: Shares acquired on the vesting of the restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:24 UTC |
Clark Bernard J.MD, EVP - Advisor Services
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GrantNonqualified Stock Option (right to buy) · Derivative | 53,668 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004201 · doc4.xml · derivative · entry 5 Clark Bernard J. · CIK 0001564429 · MD, EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,668 Underlying: Common Stock · 53,668 shares Expires 2032-03-01 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:24 UTC |
Clark Bernard J.MD, EVP - Advisor Services
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Exercise / conversionCommon Stock | 13,585 | $80.06 | $1,087,649.06 |
DisclosureSEC source: 0001225208-22-004201 · doc4.xml · nonDerivative · entry 1 Clark Bernard J. · CIK 0001564429 · MD, EVP - Advisor Services 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 85,853.8091 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:26 UTC |
Morgan Peter J. IIIMD, EVP, and General Counsel
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GrantNonqualified Stock Option (right to buy) · Derivative | 25,045 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004202 · doc4.xml · derivative · entry 1 Morgan Peter J. III · CIK 0001792910 · MD, EVP, and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,045 Underlying: Common Stock · 25,045 shares Expires 2032-03-01 F1 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:26 UTC |
Craig Jonathan M.MD, Senior EVP
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GrantNonqualified Stock Option (right to buy) · Derivative | 57,246 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004203 · doc4.xml · derivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Senior EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,246 Underlying: Common Stock · 57,246 shares Expires 2032-03-01 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:26 UTC |
Craig Jonathan M.MD, Senior EVP
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Exercise / conversionCommon Stock | 16,067 | $80.06 | $1,286,364.19 |
DisclosureSEC source: 0001225208-22-004203 · doc4.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Senior EVP 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 16,067 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 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:27 UTC |
Murtagh Nigel JMD, EVP - Corporate Risk
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GrantNonqualified Stock Option (right to buy) · Derivative | 35,779 | $0.00 Strike: $77.86 | $0.00 |
DisclosureSEC source: 0001225208-22-004204 · doc4.xml · derivative · entry 3 Murtagh Nigel J · CIK 0001649599 · MD, EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,779 Underlying: Common Stock · 35,779 shares Expires 2032-03-01 F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:27 UTC |
Murtagh Nigel JMD, EVP - Corporate Risk
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Exercise / conversionCommon Stock | 9,916 | $80.06 | $793,899.75 |
DisclosureSEC source: 0001225208-22-004204 · doc4.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · MD, EVP - Corporate Risk 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,567.7702 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 · shares: Shares acquired on the vesting of the restricted stock units. 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.