SCHW

SEC source: 0001649599-25-000016 · wk-form4_1753995912.xml · nonDerivative · entry 2

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,999.2306

F1 · price: This transaction was executed in multiple trades at prices ranging from $97.805 to $98.02. 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 effected.

SEC source: 0001649599-25-000016 · wk-form4_1753995912.xml · nonDerivative · entry 1

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,095.2306

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.

SEC source: 0001889263-25-000009 · wk-form4_1753996427.xml · nonDerivative · entry 1

Wurster Richard A · CIK 0001889263 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,189

F1 · price: This transaction was executed in multiple trades at prices ranging from $99.01 to $99.37. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001950787-25-000022 · wk-form4_1751927724.xml · nonDerivative · entry 2

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 469,714

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $91.095 to 91.84. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001950787-25-000022 · wk-form4_1751927724.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,491,598.6599

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $91.10 to 91.85. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0002028977-25-000010 · wk-form4_1751500608.xml · nonDerivative · entry 1

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,340

F1 · shares: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024.

SEC source: 0002031313-25-000022 · wk-form4_1751500443.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: 35,864.1078

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-I trading plan adopted by the reporting person on November 15, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $90.83 to $91.06. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001171694-25-000012 · wk-form4_1751579655.xml · derivative · entry 2

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 909

Underlying: Common Stock · 909 shares

Expires 2035-07-01

F7 · price: The option was received in lieu of cash compensation otherwise payable as director fees.

F6 · derivative.exercise_date: The option was received pursuant to the Plan and vests immediately

SEC source: 0001171694-25-000012 · wk-form4_1751579655.xml · derivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,266.35

Underlying: Common Stock · 227 shares

Expires not disclosed

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

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

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

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

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

F5 · balance_after: Includes 460.34 RSUs acquired through dividend reinvestment.

SEC source: 0001561563-25-000012 · wk-form4_1751579255.xml · derivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,626.64

Underlying: Common Stock · 371 shares

Expires not disclosed

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

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

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

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

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

F5 · balance_after: Includes 34.77 RSUs acquired through dividend reinvestment.

SEC source: 0001804183-25-000010 · wk-form4_1751579022.xml · derivative · entry 1

Brown Marianne Catherine · CIK 0001804183 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,525.39

Underlying: Common Stock · 412 shares

Expires not disclosed

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

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

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

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

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

F5 · balance_after: Includes 18.88 RSUs acquired through dividend reinvestment.

SEC source: 0001739929-25-000013 · wk-form4_1751579850.xml · derivative · entry 1

Ruffel Charles A. · CIK 0001739929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,322

Underlying: Common Stock · 1,322 shares

Expires 2035-07-01

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 vests immediately.

SEC source: 0001561563-25-000010 · wk-form4_1750981544.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 · 1,853 shares

Expires 2025-07-01

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.

SEC source: 0001561563-25-000010 · wk-form4_1750981544.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 and 2,379.1115 other shares to a revocable trust.

SEC source: 0001649599-25-000014 · wk-form4_1750450790.xml · derivative · entry 4

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,872 shares

Expires 2027-03-01

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.

SEC source: 0001649599-25-000014 · wk-form4_1750450790.xml · nonDerivative · entry 2

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,999.2306

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 23,2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $90.00 to $90.045. 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.

SEC source: 0001649599-25-000014 · wk-form4_1750450790.xml · nonDerivative · entry 1

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,871.2306

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.

SEC source: 0002031313-25-000020 · wk-form4_1750450688.xml · derivative · entry 6

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,131

Underlying: Common Stock · 10,129 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.

SEC source: 0002031313-25-000020 · wk-form4_1750450688.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: 39,154.1078

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $90.00 to $90.045. 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.

SEC source: 0002031313-25-000020 · wk-form4_1750450688.xml · nonDerivative · entry 1

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 33,767

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

F1 · balance_after: Reflects the contribution of 10,129 shares received upon exercise of the options to a revocable trust.

SEC source: 0001950787-25-000019 · wk-form4_1749240973.xml · nonDerivative · entry 2

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 479,314

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $87.00 to 87.53. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001950787-25-000019 · wk-form4_1749240973.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,505,998.6599

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $87.00 to 87.53. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0002034140-25-000008 · wk-form4_1749083023.xml · nonDerivative · entry 1

Verdeschi Michael D · CIK 0002034140 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,961

F1 · shares: Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on June 3, 2024.

SEC source: 0002031313-25-000017 · wk-form4_1748988391.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: 39,154.1078

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 15, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $87.63 to $87.835. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0002028977-25-000007 · wk-form4_1748897331.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: 15,219

F1 · price: This transaction was executed in multiple trades at prices ranging from $87.545 to $87.62. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001649599-25-000011 · wk-form4_1748635355.xml · derivative · entry 4

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,096

Underlying: Common Stock · 25,000 shares

Expires 2030-03-02

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

F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0001649599-25-000011 · wk-form4_1748635355.xml · nonDerivative · entry 2

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,999.2306

F2 · price: This transaction was executed in multiple trades at prices ranging from $88.1 to $88.365. 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.

F1 · balance_after: Includes 6.1465 shares acquired through dividend reinvestment.

SEC source: 0001649599-25-000011 · wk-form4_1748635355.xml · nonDerivative · entry 1

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,999.2306

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

F1 · balance_after: Includes 6.1465 shares acquired through dividend reinvestment.

SEC source: 0001171694-25-000008 · wk-form4_1748559196.xml · derivative · entry 4

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001171694-25-000008 · wk-form4_1748559196.xml · nonDerivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,666

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.

SEC source: 0001186004-25-000002 · wk-form4_1748558957.xml · derivative · entry 3

DODDS CHRISTOPHER V · CIK 0001186004 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001186004-25-000002 · wk-form4_1748558957.xml · nonDerivative · entry 1

DODDS CHRISTOPHER V · CIK 0001186004 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,666

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.

SEC source: 0001188405-25-000007 · wk-form4_1748559395.xml · derivative · entry 3

SARIN ARUN · CIK 0001188405 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001188405-25-000007 · wk-form4_1748559395.xml · nonDerivative · entry 1

SARIN ARUN · CIK 0001188405 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,666

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.

SEC source: 0001193024-25-000003 · wk-form4_1748559615.xml · derivative · entry 3

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001193024-25-000003 · wk-form4_1748559615.xml · nonDerivative · entry 2

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,073

F2 · 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.

SEC source: 0001193024-25-000003 · wk-form4_1748559615.xml · nonDerivative · entry 1

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 105,654.1605

F1 · price: The transaction was executed in multiple trades at prices ranging from $87.9201 to $88.25. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the transfer of shares and prices at which the transaction was effected.

SEC source: 0001533741-25-000005 · wk-form4_1748561671.xml · derivative · entry 4

Ricketts Todd M · CIK 0001533741 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001533741-25-000005 · wk-form4_1748561671.xml · nonDerivative · entry 1

Ricketts Todd M · CIK 0001533741 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 379,767

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: Reflects a transfer of shares between trusts.

SEC source: 0001561563-25-000006 · wk-form4_1748559109.xml · derivative · entry 3

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001561563-25-000006 · wk-form4_1748559109.xml · nonDerivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,039.1115

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 276.1115 shares acquired through dividend reinvestment.

SEC source: 0001625471-25-000005 · wk-form4_1748558572.xml · derivative · entry 2

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001625471-25-000005 · wk-form4_1748558572.xml · nonDerivative · entry 1

ADAMS JOHN K JR · CIK 0001625471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,666.8385

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 270.9707 shares acquired through dividend reinvestment.

SEC source: 0001643326-25-000002 · wk-form4_1748558834.xml · derivative · entry 2

Dea Joan · CIK 0001643326 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001643326-25-000002 · wk-form4_1748558834.xml · nonDerivative · entry 1

Dea Joan · CIK 0001643326 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,186

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.

SEC source: 0001730661-25-000003 · wk-form4_1748560891.xml · derivative · entry 3

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.

SEC source: 0001730661-25-000003 · wk-form4_1748560891.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,767

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.

SEC source: 0001739929-25-000010 · wk-form4_1748559316.xml · derivative · entry 4

Ruffel Charles A. · CIK 0001739929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

F5 · 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.

SEC source: 0001739929-25-000010 · wk-form4_1748559316.xml · nonDerivative · entry 1

Ruffel Charles A. · CIK 0001739929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,110.3474

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 54.5052 shares acquired through dividend reinvestment.

SEC source: 0001804183-25-000008 · wk-form4_1748558711.xml · derivative · entry 2

Brown Marianne Catherine · CIK 0001804183 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

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.