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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
November 29, 2024 Filed Dec 10, 2024 16:03 UTC Exercise / conversionRestricted Stock Units · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-028959 · form4.xml · derivative · entry 3

O'Neill Francis G. · CIK 0002032324 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,176

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.

Read SEC document
November 29, 2024 Filed Dec 10, 2024 16:03 UTC Tax withholdingCommon Stock 202 $83.00 $16,766.00
Disclosure

SEC source: 0001127602-24-028959 · form4.xml · nonDerivative · entry 2

O'Neill Francis G. · CIK 0002032324 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,358.005

Read SEC document
November 29, 2024 Filed Dec 10, 2024 16:03 UTC Exercise / conversionCommon Stock 454 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-028959 · form4.xml · nonDerivative · entry 1

O'Neill Francis G. · CIK 0002032324 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,560.005

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.

Read SEC document
November 15, 2024 Filed Nov 18, 2024 21:17 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 5.833 $81.43 $474.98
Disclosure

SEC source: 0001127602-24-027495 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,593.179

Underlying: Common Stock · 5.833 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.

Read SEC document
November 14, 2024 Filed Nov 18, 2024 21:09 UTC
Biggar LynneDirector
Exercise / conversionDeferred Fee Plan Issuer Stock Units · Derivative 192 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-027481 · form4.xml · derivative · entry 2

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 960.376

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 6.556 shares.

Read SEC document
November 14, 2024 Filed Nov 18, 2024 21:09 UTC
Biggar LynneDirector
Exercise / conversionCommon Stock 192 $81.35 $15,619.20
Disclosure

SEC source: 0001127602-24-027481 · form4.xml · nonDerivative · entry 1

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,006

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.

Read SEC document
November 06, 2024 Filed Nov 7, 2024 21:11 UTC
Oh Tony DSee Remarks
SaleCommon Stock 715 $81.95 $58,590.75
Disclosure

SEC source: 0001127602-24-026713 · form4.xml · nonDerivative · entry 1

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: This transaction was executed in multiple trades at prices ranging from $82.00 to $81.9365. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.

Read SEC document
October 31, 2024 Filed Nov 4, 2024 21:05 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 5.915 $80.30 $474.97
Disclosure

SEC source: 0001127602-24-026332 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,587.346

Underlying: Common Stock · 5.915 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.

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:17 UTC
To My ChiSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 3,818 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026026 · form4.xml · derivative · entry 3

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,146

Underlying: Common Stock · 3,818 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.

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:17 UTC
To My ChiSee Remarks
Tax withholdingCommon Stock 2,112 $81.20 $171,494.40
Disclosure

SEC source: 0001127602-24-026026 · form4.xml · nonDerivative · entry 2

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,672

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:17 UTC
To My ChiSee Remarks
Exercise / conversionCommon Stock 3,818 $81.20 $310,021.60
Disclosure

SEC source: 0001127602-24-026026 · form4.xml · nonDerivative · entry 1

To My Chi · CIK 0001947475 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,784

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 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
October 24, 2024 Filed Oct 28, 2024 20:15 UTC
Oh Tony DSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 1,018 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026024 · form4.xml · derivative · entry 3

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,694

Underlying: Common Stock · 1,018 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.

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:15 UTC
Oh Tony DSee Remarks
Tax withholdingCommon Stock 303 $81.20 $24,603.60
Disclosure

SEC source: 0001127602-24-026024 · form4.xml · nonDerivative · entry 2

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 715

Read SEC document
October 24, 2024 Filed Oct 28, 2024 20:15 UTC
Oh Tony DSee Remarks
Exercise / conversionCommon Stock 1,018 $81.20 $82,661.60
Disclosure

SEC source: 0001127602-24-026024 · form4.xml · nonDerivative · entry 1

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,018

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 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
October 15, 2024 Filed Oct 16, 2024 20:04 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 5.808 $81.78 $474.98
Disclosure

SEC source: 0001127602-24-025578 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,581.431

Underlying: Common Stock · 5.808 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.

Read SEC document
September 30, 2024 Filed Oct 1, 2024 16:08 UTC PurchaseCommon Stock 142 $74.57 $10,588.37
Disclosure

SEC source: 0001127602-24-024668 · form4.xml · nonDerivative · entry 1

O'Neill Francis G. · CIK 0002032324 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,106.005

F1 · shares: These shares were purchased under the reporting person's employee stock purchase plan and the reporting person has withdrawn from the next offering period.

Read SEC document
September 30, 2024 Filed Oct 1, 2024 20:04 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 5.996 $79.22 $475.00
Disclosure

SEC source: 0001127602-24-024656 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,575.623

Underlying: Common Stock · 5.996 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 31.611 shares.

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:05 UTC SaleCommon Stock 2,344 $76.00 $178,144.00
Disclosure

SEC source: 0001127602-24-024073 · form4.xml · nonDerivative · entry 2

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,154

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2024.

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:05 UTC SaleCommon Stock 2,344 $76.00 $178,144.00
Disclosure

SEC source: 0001127602-24-024073 · form4.xml · nonDerivative · entry 1

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,498

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2024.

Read SEC document
September 13, 2024 Filed Sep 16, 2024 20:04 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.325 $75.10 $475.01
Disclosure

SEC source: 0001127602-24-023990 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,538.016

Underlying: Common Stock · 6.325 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.

Read SEC document
September 11, 2024 Filed Sep 12, 2024 20:06 UTC SaleCommon Stock 4,686 $74.00 $346,764.00
Disclosure

SEC source: 0001127602-24-023841 · form4.xml · nonDerivative · entry 2

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,842

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2024.

Read SEC document
September 11, 2024 Filed Sep 12, 2024 20:06 UTC SaleCommon Stock 4,686 $72.00 $337,392.00
Disclosure

SEC source: 0001127602-24-023841 · form4.xml · nonDerivative · entry 1

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,528

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 7, 2024.

Read SEC document
August 30, 2024 Filed Sep 3, 2024 20:17 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.706 $70.83 $474.99
Disclosure

SEC source: 0001127602-24-023303 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,531.691

Underlying: Common Stock · 6.706 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.

Read SEC document
August 15, 2024 Filed Aug 16, 2024 20:05 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 7.088 $67.01 $474.97
Disclosure

SEC source: 0001127602-24-022354 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,524.985

Underlying: Common Stock · 7.088 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.

Read SEC document
August 14, 2024 Filed Aug 15, 2024 20:04 UTC
Biggar LynneDirector
Exercise / conversionDeferred Fee Plan Issuer Stock Units · Derivative 191 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-022241 · form4.xml · derivative · entry 2

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,145.82

Underlying: Common Stock · 191 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 7.396 shares.

Read SEC document
August 14, 2024 Filed Aug 15, 2024 20:04 UTC
Biggar LynneDirector
Exercise / conversionCommon Stock 191 $66.20 $12,644.20
Disclosure

SEC source: 0001127602-24-022241 · form4.xml · nonDerivative · entry 1

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,814

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.

Read SEC document
July 31, 2024 Filed Aug 1, 2024 20:04 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.531 $72.73 $475.00
Disclosure

SEC source: 0001127602-24-021355 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,517.897

Underlying: Common Stock · 6.531 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.

Read SEC document
July 17, 2024 Filed Jul 17, 2024 22:53 UTC GrantRestricted Stock Units · Derivative 1,965 $69.94 $137,432.10
Disclosure

SEC source: 0001127602-24-020625 · form4.xml · derivative · entry 1

Mullaney William J · CIK 0001387527 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,965

Underlying: Common Stock · 1,965 shares

Expires not disclosed

F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock.

F2 · derivative.exercise_date: These shares of common stock reflect a grant of restricted stock units pursuant to Issuer's 2024 Omnibus Incentive Plan. The number of restricted stock units was determined by reference to the closing price of a share of the Issuer's common stock on July 5, 2024, the appointment date.

F2 · derivative.expiration_date: These shares of common stock reflect a grant of restricted stock units pursuant to Issuer's 2024 Omnibus Incentive Plan. The number of restricted stock units was determined by reference to the closing price of a share of the Issuer's common stock on July 5, 2024, the appointment date.

Read SEC document
July 15, 2024 Filed Jul 16, 2024 20:03 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.581 $72.18 $475.02
Disclosure

SEC source: 0001127602-24-020508 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,511.366

Underlying: Common Stock · 6.581 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.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:12 UTC
Ogle TrevorSee Remarks
Exercise / conversionRestricted Stock Units · Derivative 1,556 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · derivative · entry 7

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,028

Underlying: Common Stock · 1,556 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.

F3 · 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.

F3 · 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.

F3 · 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
July 01, 2024 Filed Jul 2, 2024 20:12 UTC
Ogle TrevorSee Remarks
Exercise / conversionPerformance Stock Unit · Derivative 2,722 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · derivative · entry 6

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,273

Underlying: Common Stock · 2,722 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 performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

F2 · derivative.exercise_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

F2 · derivative.expiration_date: The performance stock units were awarded as compensation and convert to common stock based on the achievement of certain performance factors.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:12 UTC
Ogle TrevorSee Remarks
Tax withholdingCommon Stock 795 $71.11 $56,532.45
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,943

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July 01, 2024 Filed Jul 2, 2024 20:12 UTC
Ogle TrevorSee Remarks
Exercise / conversionCommon Stock 1,556 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,738

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.

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July 01, 2024 Filed Jul 2, 2024 20:12 UTC
Ogle TrevorSee Remarks
Tax withholdingCommon Stock 1,390 $71.11 $98,842.90
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 2

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,172

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July 01, 2024 Filed Jul 2, 2024 20:12 UTC
Ogle TrevorSee Remarks
Exercise / conversionCommon Stock 2,722 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019856 · form4.xml · nonDerivative · entry 1

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,562

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.

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July 01, 2024 Filed Jul 2, 2024 16:07 UTC Exercise / conversionRestricted Stock Units · Derivative 1,679 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019832 · form4.xml · derivative · entry 6

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,961

Underlying: Common Stock · 1,679 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.

F3 · 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.

F3 · 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.

F3 · 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.

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July 01, 2024 Filed Jul 2, 2024 16:07 UTC Exercise / conversionPerformance Stock Unit · Derivative 2,938 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019832 · form4.xml · derivative · entry 5

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,998

Underlying: Common Stock · 2,938 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 performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F2 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F2 · derivative.expiration_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

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July 01, 2024 Filed Jul 2, 2024 16:07 UTC Tax withholdingCommon Stock 762 $71.11 $54,185.82
Disclosure

SEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 4

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,108

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July 01, 2024 Filed Jul 2, 2024 16:07 UTC Exercise / conversionCommon Stock 1,679 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 3

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,870

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
July 01, 2024 Filed Jul 2, 2024 16:07 UTC Tax withholdingCommon Stock 1,333 $71.11 $94,789.63
Disclosure

SEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 2

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,191

Read SEC document
July 01, 2024 Filed Jul 2, 2024 16:07 UTC Exercise / conversionCommon Stock 2,938 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019832 · form4.xml · nonDerivative · entry 1

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,524

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
July 01, 2024 Filed Jul 2, 2024 20:10 UTC Exercise / conversionRestricted Stock Units · Derivative 1,679 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019840 · form4.xml · derivative · entry 6

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,456

Underlying: Common Stock · 1,679 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.

F3 · derivative.exercise_price: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F3 · derivative.exercise_date: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F3 · derivative.expiration_date: The restricted stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:10 UTC Exercise / conversionPerformance Stock Unit · Derivative 2,938 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019840 · form4.xml · derivative · entry 5

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,940

Underlying: Common Stock · 2,938 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 performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F2 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F2 · 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
July 01, 2024 Filed Jul 2, 2024 20:10 UTC Tax withholdingCommon Stock 781 $71.11 $55,536.91
Disclosure

SEC source: 0001127602-24-019840 · form4.xml · nonDerivative · entry 4

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,214

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:10 UTC Exercise / conversionCommon Stock 1,679 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019840 · form4.xml · nonDerivative · entry 3

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,995

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
July 01, 2024 Filed Jul 2, 2024 20:10 UTC Tax withholdingCommon Stock 1,366 $71.11 $97,136.26
Disclosure

SEC source: 0001127602-24-019840 · form4.xml · nonDerivative · entry 2

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,316

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:10 UTC Exercise / conversionCommon Stock 2,938 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019840 · form4.xml · nonDerivative · entry 1

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,682

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
July 01, 2024 Filed Jul 2, 2024 16:04 UTC
Grubka Robert L.See Remarks
Exercise / conversionRestricted Stock Units · Derivative 1,679 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019825 · form4.xml · derivative · entry 6

Grubka Robert L. · CIK 0001852036 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,662

Underlying: Common Stock · 1,679 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.

F3 · 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.

F3 · 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.

F3 · 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
July 01, 2024 Filed Jul 2, 2024 16:04 UTC
Grubka Robert L.See Remarks
Exercise / conversionPerformance Stock Unit · Derivative 2,938 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019825 · form4.xml · derivative · entry 5

Grubka Robert L. · CIK 0001852036 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,466

Underlying: Common Stock · 2,938 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 performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F2 · derivative.exercise_date: The performance stock units were awarded as compensation and converted to common stock based on the achievement of certain performance factors.

F2 · 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
July 01, 2024 Filed Jul 2, 2024 16:04 UTC
Grubka Robert L.See Remarks
Tax withholdingCommon Stock 772 $71.11 $54,896.92
Disclosure

SEC source: 0001127602-24-019825 · form4.xml · nonDerivative · entry 4

Grubka Robert L. · CIK 0001852036 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,880

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.