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 |
|---|---|---|---|---|---|---|
| March 24, 2026 Filed Mar 26, 2026 01:54 UTC |
Ellis Stephen ADirector
|
Exercise / conversionCommon Stock | 1,899 | $28.38 | $53,893.62 |
DisclosureSEC source: 0001561563-26-000008 · wk-form4_1774490082.xml · nonDerivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,660 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 revocable trust. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
SaleCommon Stock | 2,500 | $94.89 | $237,226.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 7 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 29,866.4372 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 24, 2025. F7 · price: This transaction was executed in multiple trades at prices ranging from $94.72 to $95.07. 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 number of shares and prices at which the transaction was affected. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
SaleCommon Stock | 3,626 | $94.41 | $342,346.61 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 6 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 32,366.4372 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 24, 2025. F6 · price: This transaction was executed in multiple trades at prices ranging from $93.7 to $94.695. 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 |
| March 03, 2026 Filed Mar 5, 2026 22:59 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 2,740 | $94.90 | $260,024.08 |
DisclosureSEC source: 0001649599-26-000004 · wk-form4_1772751574.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-l trading plan adopted by the reporting person on November 25, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $94.76 to $95.11. 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. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:59 UTC |
Murtagh Nigel JChief Risk Officer
|
SaleCommon Stock | 4,463 | $94.43 | $421,429.49 |
DisclosureSEC source: 0001649599-26-000004 · wk-form4_1772751574.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,712.4846 F1 · kind: The 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: The transaction was executed in multiple trades at prices ranging from $93.75 to $94.74. 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. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:56 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
SaleCommon Stock | 5,449 | $94.89 | $517,079.04 |
DisclosureSEC source: 0001733065-26-000005 · wk-form4_1772751404.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 11, 2025. F4 · price: The transaction was executed in multiple trades at prices ranging from $94.76 to $95.17. 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. F3 · balance_after: Reflects the contribution of shares from direct to a revocable trust. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:56 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
SaleCommon Stock | 9,032 | $94.42 | $852,817.70 |
DisclosureSEC source: 0001733065-26-000005 · wk-form4_1772751404.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 5,449 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 11, 2025. F2 · price: The transaction was executed in multiple trades at prices ranging from $93.75 to $94.735. 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. F3 · balance_after: Reflects the contribution of shares from direct to a revocable trust. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:38 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
SaleCommon Stock | 3,839 | $94.88 | $364,235.87 |
DisclosureSEC source: 0001825454-26-000013 · wk-form4_1772750328.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: The 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $94.745 to $95.165. 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. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:38 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
SaleCommon Stock | 6,269 | $94.43 | $591,991.70 |
DisclosureSEC source: 0001825454-26-000013 · wk-form4_1772750328.xml · nonDerivative · entry 1 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,309 F1 · kind: The 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: The transaction was executed in multiple trades at prices ranging from $93.75 to $94.74. 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. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 01:48 UTC |
Schwab Charles R.Director · Co-Chairman
|
GrantNonqualified Stock Option (right to buy) · Derivative | 72,489 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0000923738-26-000012 · wk-form4_1772588886.xml · derivative · entry 7 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,489 Underlying: Common Stock · 72,489 shares Expires 2036-03-02 F4 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 01:45 UTC |
Bettinger Walter WDirector · Co-Chairman
|
GrantNonqualified Stock Option (right to buy) · Derivative | 42,113 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001296479-26-000007 · wk-form4_1772588716.xml · derivative · entry 7 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 Underlying: Common Stock · 42,113 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 01:54 UTC |
Murtagh Nigel JChief Risk Officer
|
GrantNonqualified Stock Option (right to buy) · Derivative | 30,377 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001649599-26-000002 · wk-form4_1772589289.xml · derivative · entry 4 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,377 Underlying: Common Stock · 30,377 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:18 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
GrantNonqualified Stock Option (right to buy) · Derivative | 50,052 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001733065-26-000003 · wk-form4_1772590684.xml · derivative · entry 3 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,052 Underlying: Common Stock · 50,052 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 01:39 UTC |
Morgan Peter J. IIIGeneral Counsel
|
GrantNonqualified Stock Option (right to buy) · Derivative | 21,057 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001792910-26-000004 · wk-form4_1772588366.xml · derivative · entry 5 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,057 Underlying: Common Stock · 21,057 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 01:51 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
GrantNonqualified Stock Option (right to buy) · Derivative | 42,458 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001825454-26-000011 · wk-form4_1772589075.xml · derivative · entry 3 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,458 Underlying: Common Stock · 42,458 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 01:42 UTC |
Wurster Richard ADirector · President & CEO
|
GrantNonqualified Stock Option (right to buy) · Derivative | 230,411 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0001889263-26-000002 · wk-form4_1772588569.xml · derivative · entry 4 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,411 Underlying: Common Stock · 230,411 shares Expires 2036-03-02 F3 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
GrantNonqualified Stock Option (right to buy) · Derivative | 15,189 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · derivative · entry 12 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,189 Underlying: Common Stock · 15,189 shares Expires 2036-03-02 F9 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 15,884 | $0.00 Strike: $52.05 | $0.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · derivative · entry 11 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,883 Underlying: Common Stock · 15,884 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 |
| March 02, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
SaleCommon Stock | 7,942 | $96.00 | $762,442.32 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 5 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 35,992.4372 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 24, 2025. F5 · price: This transaction was executed in multiple trades at prices ranging from $96.00 to $96.01. 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 02, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
SaleCommon Stock | 7,942 | $94.23 | $748,374.66 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 4 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 43,934.4372 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
Exercise / conversionCommon Stock | 15,884 | $52.05 | $826,762.20 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 3 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,153 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 15,884 shares received upon exercise of the options to a revocable trust. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 01:05 UTC |
Beatty Jonathan SMD, Head of Advisor Services
|
GrantNonqualified Stock Option (right to buy) · Derivative | 24,509 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0002028977-26-000007 · wk-form4_1772672704.xml · derivative · entry 1 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,509 Underlying: Common Stock · 24,509 shares Expires 2036-03-02 F1 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:42 UTC | GrantNonqualified Stock Option (right to buy) · Derivative | 62,134 | $0.00 Strike: $95.49 | $0.00 |
DisclosureSEC source: 0002034140-26-000003 · wk-form4_1772671349.xml · derivative · entry 1 Verdeschi Michael D · CIK 0002034140 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,134 Underlying: Common Stock · 62,134 shares Expires 2036-03-02 F1 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
|
| March 01, 2026 Filed Mar 4, 2026 01:48 UTC |
Schwab Charles R.Director · Co-Chairman
|
Tax withholdingCommon Stock | 15,283 | $95.31 | $1,456,546.32 |
DisclosureSEC source: 0000923738-26-000012 · wk-form4_1772588886.xml · nonDerivative · entry 2 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. F3 · balance_after: Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:48 UTC |
Schwab Charles R.Director · Co-Chairman
|
GrantCommon Stock | 38,838 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-26-000012 · wk-form4_1772588886.xml · nonDerivative · entry 1 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,838 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:45 UTC |
Bettinger Walter WDirector · Co-Chairman
|
Tax withholdingCommon Stock | 60,743 | $95.31 | $5,789,111.62 |
DisclosureSEC source: 0001296479-26-000007 · wk-form4_1772588716.xml · nonDerivative · entry 2 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,014 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:45 UTC |
Bettinger Walter WDirector · Co-Chairman
|
GrantCommon Stock | 141,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001296479-26-000007 · wk-form4_1772588716.xml · nonDerivative · entry 1 Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,757 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:54 UTC |
Murtagh Nigel JChief Risk Officer
|
Tax withholdingCommon Stock | 9,109 | $95.31 | $868,133.25 |
DisclosureSEC source: 0001649599-26-000002 · wk-form4_1772589289.xml · nonDerivative · entry 2 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,175.4846 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:54 UTC |
Murtagh Nigel JChief Risk Officer
|
GrantCommon Stock | 16,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001649599-26-000002 · wk-form4_1772589289.xml · nonDerivative · entry 1 Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,284.4846 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:18 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
Tax withholdingCommon Stock | 11,152 | $95.31 | $1,062,841.36 |
DisclosureSEC source: 0001733065-26-000003 · wk-form4_1772590684.xml · nonDerivative · entry 2 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,481 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:18 UTC |
Craig Jonathan M.MD, Head of Investor Services
|
GrantCommon Stock | 25,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001733065-26-000003 · wk-form4_1772590684.xml · nonDerivative · entry 1 Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,633 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:39 UTC |
Morgan Peter J. IIIGeneral Counsel
|
Tax withholdingCommon Stock | 4,311 | $95.31 | $410,859.86 |
DisclosureSEC source: 0001792910-26-000004 · wk-form4_1772588366.xml · nonDerivative · entry 2 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,952 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:39 UTC |
Morgan Peter J. IIIGeneral Counsel
|
GrantCommon Stock | 11,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001792910-26-000004 · wk-form4_1772588366.xml · nonDerivative · entry 1 Morgan Peter J. III · CIK 0001792910 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,263 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:51 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
Tax withholdingCommon Stock | 6,204 | $95.31 | $591,272.22 |
DisclosureSEC source: 0001825454-26-000011 · wk-form4_1772589075.xml · nonDerivative · entry 2 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,578 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:51 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
GrantCommon Stock | 16,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001825454-26-000011 · wk-form4_1772589075.xml · nonDerivative · entry 1 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,782 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:42 UTC |
Wurster Richard ADirector · President & CEO
|
Tax withholdingCommon Stock | 22,879 | $95.31 | $2,180,483.10 |
DisclosureSEC source: 0001889263-26-000002 · wk-form4_1772588569.xml · nonDerivative · entry 2 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,450 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 01:42 UTC |
Wurster Richard ADirector · President & CEO
|
GrantCommon Stock | 62,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001889263-26-000002 · wk-form4_1772588569.xml · nonDerivative · entry 1 Wurster Richard A · CIK 0001889263 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,329 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
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Tax withholdingCommon Stock | 2,030 | $90.31 | $183,319.15 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 2 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 35,992.4372 F2 · kind: The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:49 UTC |
Woolway Paul VMD, Chief Banking Officer
|
GrantCommon Stock | 8,156 | $0.00 | $0.00 |
DisclosureSEC source: 0002031313-26-000003 · wk-form4_1772592580.xml · nonDerivative · entry 1 Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 38,022.4372 F1 · kind: Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 23:09 UTC |
Beatty Jonathan SMD, Head of Advisor Services
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SaleCommon Stock | 2,030 | $95.30 | $193,453.72 |
DisclosureSEC source: 0002028977-26-000005 · wk-form4_1772579387.xml · nonDerivative · entry 1 Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 19,738 F1 · price: This transaction was executed in multiple trades at prices ranging from $95.20 to $95.36. 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 |
| February 26, 2026 Filed Mar 3, 2026 22:44 UTC |
Ellis Stephen ADirector
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SaleCommon Stock | 10,725 | $96.57 | $1,035,693.95 |
DisclosureSEC source: 0001561563-26-000005 · wk-form4_1772577882.xml · nonDerivative · entry 1 Ellis Stephen A · CIK 0001561563 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 87,562.5296 F1 · price: This transaction was executed in multiple trades at prices ranging from $96.52 to $96.64. 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. F2 · balance_after: Includes 327.7634 shares acquired through dividend reinvestment. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 22:47 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
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Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 27,903 | $0.00 Strike: $64.10 | $0.00 |
DisclosureSEC source: 0001825454-26-000009 · wk-form4_1772232464.xml · derivative · entry 3 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,000 Underlying: Common Stock · 27,903 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 |
| February 25, 2026 Filed Feb 27, 2026 22:47 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
SaleCommon Stock | 27,903 | $95.02 | $2,651,343.06 |
DisclosureSEC source: 0001825454-26-000009 · wk-form4_1772232464.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 $95.00 to $95.09. 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 |
| February 25, 2026 Filed Feb 27, 2026 22:47 UTC |
Howard DennisMD, Chief Tech, OPS & Data Off
|
Exercise / conversionCommon Stock | 27,903 | $64.10 | $1,788,582.30 |
DisclosureSEC source: 0001825454-26-000009 · wk-form4_1772232464.xml · nonDerivative · entry 1 Howard Dennis · CIK 0001825454 · MD, Chief Tech, OPS & Data Off 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,373 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 |
| February 10, 2026 Filed Feb 12, 2026 02:18 UTC |
Schwab Charles R.Director · Co-Chairman
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SaleCommon Stock | 32,413 | $105.58 | $3,422,080.27 |
DisclosureSEC source: 0000923738-26-000009 · wk-form4_1770862701.xml · nonDerivative · entry 3 Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · by Limited Partnership Disclosed balance after: 30,483,368 F2 · price: This transaction was executed in multiple trades at prices ranging from $105.01 to $106.00. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 02:18 UTC |
Schwab Charles R.Director · Co-Chairman
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SaleCommon Stock | 126,200 | $106.55 | $13,446,546.90 |
DisclosureSEC source: 0000923738-26-000009 · wk-form4_1770862701.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: 30,515,781 F1 · price: This transaction was executed in multiple trades at prices ranging from $106.365 to $106.92. 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 |
| February 09, 2026 Filed Feb 12, 2026 02:18 UTC |
Schwab Charles R.Director · Co-Chairman
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GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000923738-26-000009 · wk-form4_1770862701.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: 55,722,729 Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:32 UTC |
DODDS CHRISTOPHER VDirector
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Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 2,732 | $0.00 Strike: $51.97 | $0.00 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · derivative · entry 8 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,732 Underlying: Common Stock · 2,732 shares Expires 2033-05-22 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 2022 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. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:32 UTC |
DODDS CHRISTOPHER VDirector
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Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,703 | $0.00 Strike: $62.66 | $0.00 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · derivative · entry 7 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,703 shares Expires 2032-05-19 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 2022 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. Read SEC document |
| February 06, 2026 Filed Feb 11, 2026 00:32 UTC |
DODDS CHRISTOPHER VDirector
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Exercise / conversionNonqualified Stock Option (right to buy) · Derivative | 4,390 | $0.00 Strike: $73.00 | $0.00 |
DisclosureSEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · derivative · entry 6 DODDS CHRISTOPHER V · CIK 0001186004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,390 shares Expires 2031-05-17 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. 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.