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VOYA

Voya Financial, Inc.

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Tapewire entity
3571
SEC CIK
0001535929
Parsed reports
897

Last 12 months

Inside the activity.

0 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202600
Feb 202602
Mar 202601
Apr 202600
May 202600
Jun 202601
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
February 18, 2025 Filed Feb 20, 2025 21:37 UTC
Ogle TrevorSee Remarks
Tax withholdingCommon Stock 4,488 $75.67 $339,606.96
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · nonDerivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,691

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC
Ogle TrevorSee Remarks
Exercise / conversionCommon Stock 8,288 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,179

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 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:37 UTC
Ogle TrevorSee Remarks
Exercise / conversionCommon Stock 3,958 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006009 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,891

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 · price: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:11 UTC Exercise / conversionRestricted Stock Units · Derivative 6,813 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005946 · form4.xml · derivative · entry 7

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,677

Underlying: Common Stock · 6,813 shares

Expires not disclosed

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.

F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:11 UTC GrantRestricted Stock Units · Derivative 13,529 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005946 · form4.xml · derivative · entry 6

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,490

Underlying: Common Stock · 13,529 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F5 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:11 UTC Exercise / conversionPerformance Stock Unit · Derivative 5,147 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005946 · form4.xml · derivative · entry 5

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,170

Underlying: Common Stock · 5,147 shares

Expires not disclosed

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_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:11 UTC GrantPerformance Stock Unit · Derivative 15,319 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005946 · form4.xml · derivative · entry 4

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,317

Underlying: Common Stock · 15,319 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:11 UTC Tax withholdingCommon Stock 5,488 $75.67 $415,276.96
Disclosure

SEC source: 0001127602-25-005946 · form4.xml · nonDerivative · entry 3

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,580

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:11 UTC Exercise / conversionCommon Stock 6,813 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005946 · form4.xml · nonDerivative · entry 2

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,068

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 · price: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:11 UTC Exercise / conversionCommon Stock 5,147 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005946 · form4.xml · nonDerivative · entry 1

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,255

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 · price: Delivery of shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:12 UTC Exercise / conversionRestricted Stock Units · Derivative 9,246 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005951 · form4.xml · derivative · entry 7

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,130

Underlying: Common Stock · 9,246 shares

Expires not disclosed

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.

F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:12 UTC GrantRestricted Stock Units · Derivative 8,920 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005951 · form4.xml · derivative · entry 6

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,376

Underlying: Common Stock · 8,920 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F5 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026 and 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026 and 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:12 UTC Exercise / conversionPerformance Stock Unit · Derivative 6,207 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005951 · form4.xml · derivative · entry 5

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,834

Underlying: Common Stock · 6,207 shares

Expires not disclosed

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_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:12 UTC GrantPerformance Stock Unit · Derivative 10,101 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005951 · form4.xml · derivative · entry 4

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,041

Underlying: Common Stock · 10,101 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028), can range from 0% to 150% of the number presented above.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028), can range from 0% to 150% of the number presented above.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:12 UTC Tax withholdingCommon Stock 7,285 $75.67 $551,255.95
Disclosure

SEC source: 0001127602-25-005951 · form4.xml · nonDerivative · entry 3

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,666

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:12 UTC Exercise / conversionCommon Stock 9,246 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005951 · form4.xml · nonDerivative · entry 2

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,951

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of ay consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:12 UTC Exercise / conversionCommon Stock 6,207 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005951 · form4.xml · nonDerivative · entry 1

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,705

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of ay consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:14 UTC Exercise / conversionRestricted Stock Units · Derivative 30,128 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005958 · form4.xml · derivative · entry 7

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,931

Underlying: Common Stock · 30,128 shares

Expires not disclosed

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.

F6 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F6 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F6 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:14 UTC GrantRestricted Stock Units · Derivative 42,371 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005958 · form4.xml · derivative · entry 6

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,059

Underlying: Common Stock · 42,371 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F5 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

F5 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:14 UTC Exercise / conversionPerformance Stock Unit · Derivative 8,275 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005958 · form4.xml · derivative · entry 5

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 221,135

Underlying: Common Stock · 8,275 shares

Expires not disclosed

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_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:14 UTC GrantPerformance Stock Unit · Derivative 47,979 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005958 · form4.xml · derivative · entry 4

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,410

Underlying: Common Stock · 47,979 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:14 UTC Tax withholdingCommon Stock 18,380 $75.67 $1,390,814.60
Disclosure

SEC source: 0001127602-25-005958 · form4.xml · nonDerivative · entry 3

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,941

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:14 UTC Exercise / conversionCommon Stock 30,128 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005958 · form4.xml · nonDerivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,321

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock and performance stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:14 UTC Exercise / conversionCommon Stock 8,275 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005958 · form4.xml · nonDerivative · entry 1

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,193

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock and performance stock units that were awarded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC
To My ChiSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 5,696 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · derivative · entry 5

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,478

Underlying: Common Stock · 5,696 shares

Expires not disclosed

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.

F5 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F5 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F5 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC
To My ChiSee Remarks
GrantRestricted Stock Units · Derivative 8,028 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · derivative · entry 4

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,174

Underlying: Common Stock · 8,028 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F4 · derivative.exercise_date: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025.

F4 · derivative.expiration_date: 1/3 of the restricted stock units will vest on 1/3 on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 18, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC
To My ChiSee Remarks
GrantPerformance Stock Unit · Derivative 9,090 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · derivative · entry 3

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,165

Underlying: Common Stock · 9,090 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC
To My ChiSee Remarks
Tax withholdingCommon Stock 3,213 $75.67 $243,127.71
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,155

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:24 UTC
To My ChiSee Remarks
Exercise / conversionCommon Stock 5,696 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005993 · form4.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,368

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:22 UTC Exercise / conversionPerformance Stock Unit · Derivative 1,754 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005986 · form4.xml · derivative · entry 7

Thompson Brannigan C · CIK 0001991339 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 1,754 shares

Expires not disclosed

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.

F6 · derivative.exercise_price: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F6 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F6 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:22 UTC GrantPerformance Stock Unit · Derivative 6,481 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005986 · form4.xml · derivative · entry 6

Thompson Brannigan C · CIK 0001991339 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,254

Underlying: Common Stock · 6,481 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F5 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

F5 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028) can range from 0% to 150% of the number presented above.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:22 UTC Exercise / conversionRestricted Stock Units · Derivative 3,920 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005986 · form4.xml · derivative · entry 5

Thompson Brannigan C · CIK 0001991339 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,768

Underlying: Common Stock · 3,920 shares

Expires not disclosed

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_price: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F4 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

F4 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock on a 1 to 1 basis upon the vesting date.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:22 UTC GrantRestricted Stock Units · Derivative 5,723 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005986 · form4.xml · derivative · entry 4

Thompson Brannigan C · CIK 0001991339 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,688

Underlying: Common Stock · 5,723 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F3 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

F3 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:22 UTC Tax withholdingCommon Stock 2,624 $75.67 $198,558.08
Disclosure

SEC source: 0001127602-25-005986 · form4.xml · nonDerivative · entry 3

Thompson Brannigan C · CIK 0001991339 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,834

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February 18, 2025 Filed Feb 20, 2025 21:22 UTC Exercise / conversionCommon Stock 3,920 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005986 · form4.xml · nonDerivative · entry 2

Thompson Brannigan C · CIK 0001991339 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,458

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

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February 18, 2025 Filed Feb 20, 2025 21:22 UTC Exercise / conversionCommon Stock 1,754 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005986 · form4.xml · nonDerivative · entry 1

Thompson Brannigan C · CIK 0001991339 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,538

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

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February 18, 2025 Filed Feb 20, 2025 21:20 UTC
Oh Tony DSee Remarks
GrantPerformance Stock Unit · Derivative 4,407 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005979 · form4.xml · derivative · entry 5

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,594

Underlying: Common Stock · 4,407 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreement.

F5 · derivative.exercise_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028), can range from 0% to 150% of the number presented above.

F5 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of common stock delivered upon the vesting date (February 15, 2028), can range from 0% to 150% of the number presented above.

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February 18, 2025 Filed Feb 20, 2025 21:20 UTC
Oh Tony DSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 2,490 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005979 · form4.xml · derivative · entry 4

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,018

Underlying: Common Stock · 2,490 shares

Expires not disclosed

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_price: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F4 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

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February 18, 2025 Filed Feb 20, 2025 21:20 UTC
Oh Tony DSee Remarks
GrantRestricted Stock Units · Derivative 5,814 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005979 · form4.xml · derivative · entry 3

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,508

Underlying: Common Stock · 5,814 shares

Expires not disclosed

F2 · derivative.exercise_price: The stock units will vest based on their respective award agreement.

F3 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

F3 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 17, 2026, 1/3 on February 16, 2027 and 1/3 on February 15, 2028.

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February 18, 2025 Filed Feb 20, 2025 21:20 UTC
Oh Tony DSee Remarks
Tax withholdingCommon Stock 819 $75.67 $61,973.73
Disclosure

SEC source: 0001127602-25-005979 · form4.xml · nonDerivative · entry 2

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,671

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:20 UTC
Oh Tony DSee Remarks
Exercise / conversionCommon Stock 2,490 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005979 · form4.xml · nonDerivative · entry 1

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,490

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 · price: Delivery of shares of the company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awareded as compensation.

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February 14, 2025 Filed Feb 19, 2025 21:07 UTC
Biggar LynneDirector
Exercise / conversionDeferred Fee Plan Issuer Stock Units · Derivative 192 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-005467 · form4.xml · derivative · entry 2

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 774.66

Underlying: Common Stock · 192 shares

Expires not disclosed

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 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future.

F2 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future.

F2 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future.

F3 · balance_after: Includes dividend of 6.284 shares.

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February 14, 2025 Filed Feb 19, 2025 21:07 UTC
Biggar LynneDirector
Exercise / conversionCommon Stock 192 $81.35 $15,619.20
Disclosure

SEC source: 0001127602-25-005467 · form4.xml · nonDerivative · entry 1

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,198

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

F1 · shares: Shares issued in accordance with the terms of the Amended and Restated Director Deferred Fee Plan.

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December 31, 2024 Filed Jan 3, 2025 21:19 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.901 $68.83 $475.00
Disclosure

SEC source: 0001127602-25-000426 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,649.204

Underlying: Common Stock · 6.901 shares

Expires not disclosed

F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

F2 · balance_after: Includes a dividend of 36.599 shares.

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December 13, 2024 Filed Dec 17, 2024 21:04 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.802 $69.83 $474.98
Disclosure

SEC source: 0001127602-24-029570 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,605.704

Underlying: Common Stock · 6.802 shares

Expires not disclosed

F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

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December 05, 2024 Filed Feb 12, 2025 17:04 UTC Tax withholdingCommon Stock 787 $82.57 $64,982.59
Disclosure

SEC source: 0001127602-25-004408 · form4.xml · nonDerivative · entry 1

Templin Donald C. · CIK 0001521739 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,468

F1 · shares: Form 4 filing is due to FICA withholding not previously processed by the Issuer.

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November 29, 2024 Filed Dec 2, 2024 21:05 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 5.723 $83.00 $475.01
Disclosure

SEC source: 0001127602-24-028289 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,598.902

Underlying: Common Stock · 5.723 shares

Expires not disclosed

F1 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

F1 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

F1 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company. The reporting person may reallocate investments in these units to alternative investments in the future.

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November 29, 2024 Filed Dec 10, 2024 16:06 UTC
Tressy RachelSee remarks.
Exercise / conversionRestricted Stock Units · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-028961 · form4.xml · derivative · entry 3

Tressy Rachel · CIK 0002043851 · See remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,026

Underlying: Common Stock · 454 shares

Expires not disclosed

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 · derivative.exercise_price: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.exercise_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

F2 · derivative.expiration_date: The restricted stock units were awarded as compensation and will convert to common stock on a 1 to 1 basis upon the vesting date.

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November 29, 2024 Filed Dec 10, 2024 16:06 UTC
Tressy RachelSee remarks.
Tax withholdingCommon Stock 143 $83.00 $11,869.00
Disclosure

SEC source: 0001127602-24-028961 · form4.xml · nonDerivative · entry 2

Tressy Rachel · CIK 0002043851 · See remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,530

Read SEC document
November 29, 2024 Filed Dec 10, 2024 16:06 UTC
Tressy RachelSee remarks.
Exercise / conversionCommon Stock 454 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-028961 · form4.xml · nonDerivative · entry 1

Tressy Rachel · CIK 0002043851 · See remarks.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,673

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

F1 · shares: Delivery of the shares of the Company's common stock was made to the reporting person without the payment of any consideration in connection with the vesting of the underlying restricted stock units that were awarded as compensation.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.