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Nasdaq · USD

UVSP

UNIVEST FINANCIAL Corp

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Tapewire entity
4881
SEC CIK
0000102212
Parsed reports
534

Last 12 months

Inside the activity.

3 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202504
Jan 202600
Feb 202610
Mar 202600
Apr 202601
May 202601
Jun 202603
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2025 Filed Mar 19, 2025 19:35 UTC
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
Exercise / conversionRestricted Stock Units · Derivative 559 $0.00 $0.00
Disclosure

SEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · derivative · entry 7

Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 559 shares

Expires 2025-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:35 UTC
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
Tax withholdingCommon 2,699 $28.27 $76,300.73
Disclosure

SEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 6

Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,377.6724

F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:35 UTC
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
OtherCommon 209 $0.00 $0.00
Disclosure

SEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 5

Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,076.6724

F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.

F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:35 UTC
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
Exercise / conversionCommon 3,908 $0.00 $0.00
Disclosure

SEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 4

Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,867.6724

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

F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:35 UTC
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
Exercise / conversionCommon 863 $0.00 $0.00
Disclosure

SEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 3

Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,959.6724

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:35 UTC
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
Exercise / conversionCommon 661 $0.00 $0.00
Disclosure

SEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 2

Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,096.6724

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:35 UTC
Santana Megan DSr EVP & Chief Risk Officer · General Counsel
Exercise / conversionCommon 559 $0.00 $0.00
Disclosure

SEC source: 0001668308-25-000004 · wk-form4_1742412945.xml · nonDerivative · entry 1

Santana Megan D · CIK 0001668308 · Sr EVP & Chief Risk Officer · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,435.6724

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 11,567.6724 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
GrantPerformance Restricted Stock Units · Derivative 3,570 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 9

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,570

Underlying: Common · 3,570 shares

Expires 2028-03-15

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F5 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

F5 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
GrantRestricted Stock Units · Derivative 1,533 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 8

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,533

Underlying: Common · 1,533 shares

Expires 2028-03-15

F4 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
Exercise / conversionRestricted Stock Units · Derivative 716 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 7

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,432

Underlying: Common · 716 shares

Expires 2027-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
Exercise / conversionRestricted Stock Units · Derivative 489 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 6

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 489

Underlying: Common · 489 shares

Expires 2026-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F3 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F3 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
Exercise / conversionRestricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · derivative · entry 5

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 3,000 shares

Expires 2025-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
Tax withholdingCommon 1,978 $28.27 $55,918.06
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 4

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,844.4659

F2 · balance_after: INCLUDES 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
Exercise / conversionCommon 3,000 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 3

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,822.4659

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
Exercise / conversionCommon 716 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 2

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,822.4659

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:37 UTC
McCormick Patrick CSEVP & Chief Comm Bank Officer
Exercise / conversionCommon 489 $0.00 $0.00
Disclosure

SEC source: 0001920918-25-000004 · wk-form4_1742413031.xml · nonDerivative · entry 1

McCormick Patrick C · CIK 0001920918 · SEVP & Chief Comm Bank Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,106.4659

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 2,219.4659 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN AND EMPLOYEE STOCK PURCHASE PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
GrantPerformance Restricted Stock Units · Derivative 5,046 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · derivative · entry 12

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,046

Underlying: Common · 5,046 shares

Expires 2028-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
GrantRestricted Stock Units · Derivative 2,166 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · derivative · entry 11

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,166

Underlying: Common · 2,166 shares

Expires 2028-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionPerformance Restricted Stock Units · Derivative 4,578 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · derivative · entry 10

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 4,578 shares

Expires 2025-03-15

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

F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionRestricted Stock Units · Derivative 1,020 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · derivative · entry 9

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,040

Underlying: Common · 1,020 shares

Expires 2027-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionRestricted Stock Units · Derivative 778 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · derivative · entry 8

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 778

Underlying: Common · 778 shares

Expires 2026-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionRestricted Stock Units · Derivative 654 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · derivative · entry 7

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 654 shares

Expires 2025-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Tax withholdingCommon 3,202 $28.27 $90,520.54
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · nonDerivative · entry 6

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,446.4353

F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
OtherCommon 245 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · nonDerivative · entry 5

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,648.4353

F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.

F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionCommon 4,578 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · nonDerivative · entry 4

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,403.4353

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

F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionCommon 1,020 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · nonDerivative · entry 3

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,825.4353

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionCommon 778 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · nonDerivative · entry 2

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,805.4353

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:34 UTC
Richardson Brian JSr EVP & CFO
Exercise / conversionCommon 654 $0.00 $0.00
Disclosure

SEC source: 0001779743-25-000004 · wk-form4_1742412852.xml · nonDerivative · entry 1

Richardson Brian J · CIK 0001779743 · Sr EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,027.4353

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 636.4353 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
GrantPerformance Restricted Stock Units · Derivative 13,358 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · derivative · entry 12

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,358

Underlying: Common · 13,358 shares

Expires 2028-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
GrantRestricted Stock Units · Derivative 5,727 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · derivative · entry 11

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,727

Underlying: Common · 5,727 shares

Expires 2028-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionPerformance Restricted Stock Units · Derivative 11,538 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · derivative · entry 10

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 11,538 shares

Expires 2025-03-15

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

F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,679 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · derivative · entry 9

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,358

Underlying: Common · 2,679 shares

Expires 2027-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,106 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · derivative · entry 8

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,106

Underlying: Common · 2,106 shares

Expires 2026-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionRestricted Stock Units · Derivative 1,649 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · derivative · entry 7

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,649 shares

Expires 2025-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Tax withholdingCommon 8,207 $28.27 $232,011.89
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · nonDerivative · entry 6

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,570.1043

F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
OtherCommon 618 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · nonDerivative · entry 5

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,777.1043

F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.

F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionCommon 11,538 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · nonDerivative · entry 4

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,159.1043

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

F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionCommon 2,679 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · nonDerivative · entry 3

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,621.1043

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionCommon 2,106 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · nonDerivative · entry 2

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,942.1043

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:32 UTC
SCHWEITZER JEFFREY MDirector · Chairman, President & CEO
Exercise / conversionCommon 1,649 $0.00 $0.00
Disclosure

SEC source: 0001415199-25-000004 · wk-form4_1742412750.xml · nonDerivative · entry 1

SCHWEITZER JEFFREY M · CIK 0001415199 · Director · Chairman, President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,836.1043

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 10,090.1043 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
GrantPerformance Restricted Stock Units · Derivative 7,422 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 12

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,422

Underlying: Common · 7,422 shares

Expires 2028-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F7 · derivative.exercise_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

F7 · derivative.expiration_date: THE PERFORMANCE-BASED RESTRICTED STOCK UNITS VEST ON THE THIRD ANNIVERSARY OF THE DATE OF THE GRANT AT WHICH POINT THE ACTUAL NUMBER OF SHARES TO BE AWARDED WILL BE DETERMINED BASED ON THE PERFORMANCE OF THE COMPANY DURING THE THREE YEAR PERIOD. THE RECIPIENT MAY RECEIVE UP TO 150% OF THE REPORTED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
GrantRestricted Stock Units · Derivative 3,183 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 11

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,183

Underlying: Common · 3,183 shares

Expires 2028-03-15

F6 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionPerformance Restricted Stock Units · Derivative 6,202 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 10

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 6,202 shares

Expires 2025-03-15

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

F3 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionRestricted Stock Units · Derivative 1,499 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 9

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,998

Underlying: Common · 1,499 shares

Expires 2027-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionRestricted Stock Units · Derivative 1,150 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 8

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,150

Underlying: Common · 1,150 shares

Expires 2026-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F5 · derivative.exercise_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

F5 · derivative.expiration_date: RESTRICTED STOCK UNITS VEST AT 33.33% PER YEAR FOR THREE YEARS COMMENCING WITH THE EXERCISABLE DATE INDICATED ASSUMING CONTINUED EMPLOYMENT THROUGH THE VESTING DATE.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionRestricted Stock Units · Derivative 887 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · derivative · entry 7

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 887 shares

Expires 2025-03-15

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

F1 · derivative.exercise_price: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Tax withholdingCommon 4,392 $28.27 $124,161.84
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 6

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,357.077

F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
OtherCommon 332 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 5

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,749.077

F4 · shares: ADDITIONAL SHARES AWARDED DUE TO EVALUATION OF PERFORMANCE FACTORS AFTER MEASUREMENT PERIOD.

F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionCommon 6,202 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 4

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,417.077

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

F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

F3 · balance_after: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF PERFORMANCE-BASED RESTRICTED STOCK UNITS.

Read SEC document
March 15, 2025 Filed Mar 19, 2025 19:30 UTC
Keim Michael SSenior EVP & COO
Exercise / conversionCommon 1,499 $0.00 $0.00
Disclosure

SEC source: 0001566245-25-000004 · wk-form4_1742412642.xml · nonDerivative · entry 3

Keim Michael S · CIK 0001566245 · Senior EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,215.077

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: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.

F2 · balance_after: INCLUDES 7,154.509 SHARES ACQUIRED THROUGH THE DIVIDEND REINVESTMENT PLAN.

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.