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

SEC source: 0001127602-24-019825 · form4.xml · nonDerivative · entry 3

Grubka Robert L. · CIK 0001852036 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,652

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 16:04 UTC
Grubka Robert L.See Remarks
Tax withholdingCommon Stock 1,350 $71.11 $95,998.50
Disclosure

SEC source: 0001127602-24-019825 · form4.xml · nonDerivative · entry 2

Grubka Robert L. · CIK 0001852036 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,973

Read SEC document
July 01, 2024 Filed Jul 2, 2024 16:04 UTC
Grubka Robert L.See Remarks
Exercise / conversionCommon Stock 2,938 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-019825 · form4.xml · nonDerivative · entry 1

Grubka Robert L. · CIK 0001852036 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,323

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
June 28, 2024 Filed Jul 1, 2024 20:07 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.676 $71.15 $475.00
Disclosure

SEC source: 0001127602-24-019535 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,504.785

Underlying: Common Stock · 6.676 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 30.346 shares.

Read SEC document
June 14, 2024 Filed Jun 17, 2024 20:04 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.717 $70.72 $475.03
Disclosure

SEC source: 0001127602-24-018814 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,467.763

Underlying: Common Stock · 6.717 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
May 31, 2024 Filed Jun 3, 2024 20:02 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.265 $75.82 $475.01
Disclosure

SEC source: 0001127602-24-017273 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,461.046

Underlying: Common Stock · 6.265 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
May 24, 2024 Filed May 28, 2024 20:11 UTC SaleCommon Stock 2,165 $73.78 $159,733.70
Disclosure

SEC source: 0001127602-24-016667 · form4.xml · nonDerivative · entry 2

Butler Yvette S. · CIK 0001860401 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
May 23, 2024 Filed May 28, 2024 16:34 UTC Exercise / conversionRestricted Stock Units · Derivative 28,264 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016699 · form4.xml · derivative · entry 2

ZWIENER DAVID K · CIK 0001029169 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 28,264 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.

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: The stock units will vest based on their respective award agreement.

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

Read SEC document
May 23, 2024 Filed May 28, 2024 16:34 UTC Exercise / conversionCommon Stock 28,264 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016699 · form4.xml · nonDerivative · entry 1

ZWIENER DAVID K · CIK 0001029169 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,511

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:11 UTC GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016667 · form4.xml · derivative · entry 4

Butler Yvette S. · CIK 0001860401 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,486

Underlying: Common Stock · 2,055 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.

F3 · derivative.exercise_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F3 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:11 UTC Exercise / conversionRestricted Stock Units · Derivative 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016667 · form4.xml · derivative · entry 3

Butler Yvette S. · CIK 0001860401 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,431

Underlying: Common Stock · 2,165 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.

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: The restricted stock units will vest based on their respective award agreements.

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:11 UTC Exercise / conversionCommon Stock 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016667 · form4.xml · nonDerivative · entry 1

Butler Yvette S. · CIK 0001860401 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,165

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:38 UTC GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016703 · form4.xml · derivative · entry 3

Leary Robert G · CIK 0001413726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,055

Underlying: Common Stock · 2,055 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.

F3 · derivative.exercise_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F3 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:38 UTC Exercise / conversionRestricted Stock Units · Derivative 868 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016703 · form4.xml · derivative · entry 2

Leary Robert G · CIK 0001413726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 868 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.

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: The stock units will vest based on their respective award agreements.

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:38 UTC Exercise / conversionCommon Stock 868 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016703 · form4.xml · nonDerivative · entry 1

Leary Robert G · CIK 0001413726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 868

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:32 UTC GrantRestricted Stock Units · Derivative 2,165 $73.00 $158,045.00
Disclosure

SEC source: 0001127602-24-016697 · form4.xml · derivative · entry 3

TRIPODI JOSEPH V · CIK 0001269275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,270

Underlying: Common Stock · 2,165 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.

F3 · derivative.exercise_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F3 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:32 UTC Exercise / conversionRestricted Stock Units · Derivative 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016697 · form4.xml · derivative · entry 2

TRIPODI JOSEPH V · CIK 0001269275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,105

Underlying: Common Stock · 2,165 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.

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: The restricted stock units will vest based on their respective award agreements.

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:32 UTC Exercise / conversionCommon Stock 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016697 · form4.xml · nonDerivative · entry 1

TRIPODI JOSEPH V · CIK 0001269275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,186

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:30 UTC GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016695 · form4.xml · derivative · entry 2

GILLIS RUTH ANN M · CIK 0001185158 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,986

Underlying: Common Stock · 2,055 shares

Expires not disclosed

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

F3 · derivative.exercise_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F3 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:36 UTC GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016701 · form4.xml · derivative · entry 2

LEWIS AYLWIN B · CIK 0001211695 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,441

Underlying: Common Stock · 2,055 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:14 UTC
Ersek HikmetDirector
GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016670 · form4.xml · derivative · entry 3

Ersek Hikmet · CIK 0001374968 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,055

Underlying: Common Stock · 2,055 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.

F3 · derivative.exercise_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F3 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:14 UTC
Ersek HikmetDirector
Exercise / conversionRestricted Stock Units · Derivative 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016670 · form4.xml · derivative · entry 2

Ersek Hikmet · CIK 0001374968 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,165 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.

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

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

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:14 UTC
Ersek HikmetDirector
Exercise / conversionCommon Stock 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016670 · form4.xml · nonDerivative · entry 1

Ersek Hikmet · CIK 0001374968 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,692

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:28 UTC GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016693 · form4.xml · derivative · entry 1

DeRose Kathleen · CIK 0001792603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,173

Underlying: Common Stock · 2,055 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:26 UTC
Chwick JaneDirector
GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016691 · form4.xml · derivative · entry 3

Chwick Jane · CIK 0001589706 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,903

Underlying: Common Stock · 2,055 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.

F3 · derivative.exercise_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F3 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:26 UTC
Chwick JaneDirector
Exercise / conversionRestricted Stock Units · Derivative 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016691 · form4.xml · derivative · entry 2

Chwick Jane · CIK 0001589706 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,848

Underlying: Common Stock · 2,165 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.

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: The stock units will vest based on their respective award agreements.

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:26 UTC
Chwick JaneDirector
Exercise / conversionCommon Stock 2,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016691 · form4.xml · nonDerivative · entry 1

Chwick Jane · CIK 0001589706 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,539

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

Read SEC document
May 23, 2024 Filed May 28, 2024 20:22 UTC
Biggar LynneDirector
GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016682 · form4.xml · derivative · entry 2

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,862

Underlying: Common Stock · 2,055 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 23, 2024 Filed May 28, 2024 20:16 UTC
Bowman BiffDirector
GrantRestricted Stock Units · Derivative 2,055 $73.00 $150,015.00
Disclosure

SEC source: 0001127602-24-016678 · form4.xml · derivative · entry 2

Bowman Biff · CIK 0001548048 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,220

Underlying: Common Stock · 2,055 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: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

F2 · derivative.expiration_date: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2025 Annual Meeting of Shareholders.

Read SEC document
May 15, 2024 Filed May 16, 2024 22:19 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.402 $74.20 $475.03
Disclosure

SEC source: 0001127602-24-015727 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,454.781

Underlying: Common Stock · 6.402 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
May 14, 2024 Filed May 15, 2024 20:07 UTC
Biggar LynneDirector
Exercise / conversionDeferred Fee Plan Issuer Stock Units · Derivative 190 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-015433 · form4.xml · derivative · entry 2

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,329.424

Underlying: Common Stock · 190 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.

Read SEC document
May 14, 2024 Filed May 15, 2024 20:07 UTC
Biggar LynneDirector
Exercise / conversionCommon Stock 190 $73.62 $13,987.80
Disclosure

SEC source: 0001127602-24-015433 · form4.xml · nonDerivative · entry 1

Biggar Lynne · CIK 0001607084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,623

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
April 30, 2024 Filed May 1, 2024 20:07 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.969 $68.16 $475.01
Disclosure

SEC source: 0001127602-24-013743 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,448.379

Underlying: Common Stock · 6.969 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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April 15, 2024 Filed Apr 16, 2024 20:25 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 7.035 $67.52 $475.00
Disclosure

SEC source: 0001127602-24-012995 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,441.41

Underlying: Common Stock · 7.035 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 4.171 additional shares due to a technical issue related to the March 28, 2024 contribution.

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March 28, 2024 Filed Apr 1, 2024 20:03 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 2.255 $73.92 $166.69
Disclosure

SEC source: 0001127602-24-011561 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,430.204

Underlying: Common Stock · 2.255 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 27.167 shares.

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March 15, 2024 Filed Mar 19, 2024 20:08 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 6.767 $70.19 $474.98
Disclosure

SEC source: 0001127602-24-010614 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,400.782

Underlying: Common Stock · 6.767 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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March 07, 2024 Filed Mar 8, 2024 21:05 UTC GrantDeferred Savings Plan Issuer Stock Units · Derivative 408.159 $68.02 $27,762.98
Disclosure

SEC source: 0001127602-24-009178 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,394.015

Underlying: Common Stock · 408.159 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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February 21, 2024 Filed Feb 22, 2024 21:33 UTC
Ogle TrevorSee Remarks
SaleCommon Stock 6,317 $69.35 $438,068.16
Disclosure

SEC source: 0001127602-24-006313 · form4.xml · nonDerivative · entry 5

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,840

F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 9, 2022.

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February 21, 2024 Filed Feb 22, 2024 16:30 UTC
MARTIN RODNEY O JRDirector · See Remarks
SaleCommon Stock 99,162 $68.53 $6,795,571.86
Disclosure

SEC source: 0001127602-24-006310 · form4.xml · nonDerivative · entry 5

MARTIN RODNEY O JR · CIK 0001236604 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,965

F3 · kind: This transaction was executed in multiple trades at prices ranging from $68.03 to $69.975. 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.

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February 21, 2024 Filed Feb 22, 2024 21:36 UTC
Oh Tony DSee Remarks
SaleCommon Stock 516 $68.62 $35,407.97
Disclosure

SEC source: 0001127602-24-006319 · form4.xml · nonDerivative · entry 3

Oh Tony D · CIK 0001947534 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: This transaction was executed in multiple trades at prices ranging from $68.620 to $68.630. 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.

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February 21, 2024 Filed Feb 23, 2024 16:38 UTC
Toms MatthewSee Remarks
GrantPerformance Stock Unit · Derivative 8,083 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006677 · form4.xml · derivative · entry 3

Toms Matthew · CIK 0002008373 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,499

Underlying: Common Stock · 8,083 shares

Expires not disclosed

F1 · 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 16, 2027), 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 16, 2027), can range from 0% to 150% of the number presented above.

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February 21, 2024 Filed Feb 23, 2024 16:38 UTC
Toms MatthewSee Remarks
GrantRestricted Stock Units · Derivative 9,706 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006677 · form4.xml · derivative · entry 2

Toms Matthew · CIK 0002008373 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,121

Underlying: Common Stock · 9,706 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

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February 21, 2024 Filed Feb 23, 2024 21:46 UTC
Ogle TrevorSee Remarks
GrantPerformance Stock Unit · Derivative 10,954 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006691 · form4.xml · derivative · entry 4

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,995

Underlying: Common Stock · 10,954 shares

Expires not disclosed

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

F4 · derivative.exercise_date: The number 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 shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above.

F4 · derivative.expiration_date: The number 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 shares of common stock delivered upon the vesting date (February 16, 2027) can range from 0% to 150% of the number presented above.

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February 21, 2024 Filed Feb 23, 2024 21:46 UTC
Ogle TrevorSee Remarks
GrantRestricted Stock Units · Derivative 8,805 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006691 · form4.xml · derivative · entry 3

Ogle Trevor · CIK 0001947110 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,584

Underlying: Common Stock · 8,805 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 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

F3 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

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February 21, 2024 Filed Feb 23, 2024 16:49 UTC GrantPerformance Stock Unit · Derivative 9,063 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006699 · form4.xml · derivative · entry 3

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,936

Underlying: Common Stock · 9,063 shares

Expires not disclosed

F1 · 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 16, 2027) 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 16, 2027) can range from 0% to 150% of the number presented above.

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February 21, 2024 Filed Feb 23, 2024 16:49 UTC GrantRestricted Stock Units · Derivative 7,285 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006699 · form4.xml · derivative · entry 2

Katz Michael Robert · CIK 0001853487 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,640

Underlying: Common Stock · 7,285 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

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February 21, 2024 Filed Feb 23, 2024 21:41 UTC GrantPerformance Stock Unit · Derivative 12,780 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006681 · form4.xml · derivative · entry 3

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,878

Underlying: Common Stock · 12,780 shares

Expires not disclosed

F1 · 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 16, 2027), 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 16, 2027), can range from 0% to 150% of the number presented above.

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February 21, 2024 Filed Feb 23, 2024 21:41 UTC GrantRestricted Stock Units · Derivative 10,273 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006681 · form4.xml · derivative · entry 2

Keshavan Santhosh · CIK 0001852193 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,135

Underlying: Common Stock · 10,273 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

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February 21, 2024 Filed Feb 23, 2024 21:27 UTC GrantPerformance Stock Unit · Derivative 57,815 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006650 · form4.xml · derivative · entry 3

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,431

Underlying: Common Stock · 57,815 shares

Expires not disclosed

F1 · 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 16, 2027) 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 16, 2027) can range from 0% to 150% of the number presented above.

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February 21, 2024 Filed Feb 23, 2024 21:27 UTC GrantRestricted Stock Units · Derivative 46,474 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006650 · form4.xml · derivative · entry 2

Lavallee Heather H. · CIK 0001851836 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,688

Underlying: Common Stock · 46,474 shares

Expires not disclosed

F1 · derivative.exercise_price: The stock units will vest based on their respective award agreements.

F2 · derivative.exercise_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

F2 · derivative.expiration_date: 1/3 of the restricted stock units will vest on February 18, 2025, 1/3 on February 17, 2026 and 1/3 on February 16, 2027.

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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.