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VRTS

VIRTUS INVESTMENT PARTNERS, INC.

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Tapewire entity
4916
SEC CIK
0000883237
Parsed reports
212

Last 12 months

Inside the activity.

3 purchase rows · 15 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202603
Mar 202630
Apr 202600
May 202600
Jun 202602
Jul 202600
Aug 202607
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 14, 2025 Filed Mar 18, 2025 21:08 UTC
Angerthal Michael AEVP, CFO & Treasurer
GrantCommon Stock 2,668 $0.00 $0.00
Disclosure

SEC source: 0000883237-25-000019 · wk-form4_1742332100.xml · nonDerivative · entry 1

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,053

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2025 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F2 · balance_after: This number includes (i) 2,458 RSUs that are scheduled to vest on March 13, 2026, (ii) 1,556 RSUs that are scheduled to vest on March 15, 2027, and (iii) 890 RSUs that are scheduled to vest on March 15, 2028.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 21:08 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
GrantCommon Stock 9,232 $0.00 $0.00
Disclosure

SEC source: 0000883237-25-000017 · wk-form4_1742332079.xml · nonDerivative · entry 2

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 282,628.52

F2 · shares: These shares comprise an award of RSUs granted to the reporting person pursuant to the Company's 2025 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 1,442.104 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 8,501 RSUs that are scheduled to vest on March 13, 2026, (iii) 5,383 RSUs that are scheduled to vest on March 15, 2027, and (iv) 3,078 RSUs that are scheduled to vest on March 15, 2028.

Read SEC document
March 14, 2025 Filed Mar 18, 2025 21:08 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
Tax withholdingCommon Stock 3,648 $173.32 $632,271.36
Disclosure

SEC source: 0000883237-25-000017 · wk-form4_1742332079.xml · nonDerivative · entry 1

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,396.52

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2022, 2023 and 2024 Long Term Incentive Plans, previously reported and settled with shares by the reporting person.

Read SEC document
November 05, 2024 Filed Nov 5, 2024 21:55 UTC GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000116 · wk-form4_1730843723.xml · nonDerivative · entry 1

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,984

Read SEC document
May 20, 2024 Filed May 21, 2024 20:40 UTC
Mandinach Barry M.EVP, Head of Distribution
SaleCommon Stock 7,886 $234.00 $1,845,324.00
Disclosure

SEC source: 0000883237-24-000069 · wk-form4_1716323998.xml · nonDerivative · entry 2

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,418

F1 · balance_after: This number includes (i) 1,476 RSUs that are scheduled to vest on March 14, 2025, (ii) 1,017 RSUs that are scheduled to vest on March 13, 2026, and (iii) 433 RSUs that are scheduled to vest on March 15, 2027.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:40 UTC
Mandinach Barry M.EVP, Head of Distribution
SaleCommon Stock 77 $234.00 $18,018.00
Disclosure

SEC source: 0000883237-24-000069 · wk-form4_1716323998.xml · nonDerivative · entry 1

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,304

Read SEC document
May 15, 2024 Filed May 16, 2024 20:37 UTC GrantCommon Stock 485 $234.43 $113,698.55
Disclosure

SEC source: 0000883237-24-000066 · wk-form4_1715891821.xml · nonDerivative · entry 1

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,384

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 15, 2024 Filed May 16, 2024 20:37 UTC GrantCommon Stock 495 $234.43 $116,042.85
Disclosure

SEC source: 0000883237-24-000067 · wk-form4_1715891847.xml · nonDerivative · entry 1

JONES MELODY L · CIK 0001203078 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,213

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 15, 2024 Filed May 16, 2024 20:36 UTC
Greig Paul GDirector
GrantCommon Stock 479 $234.43 $112,291.97
Disclosure

SEC source: 0000883237-24-000065 · wk-form4_1715891796.xml · nonDerivative · entry 1

Greig Paul G · CIK 0001363674 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,508

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 15, 2024 Filed May 16, 2024 20:35 UTC GrantCommon Stock 458 $234.43 $107,368.94
Disclosure

SEC source: 0000883237-24-000063 · wk-form4_1715891718.xml · nonDerivative · entry 1

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,798

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 15, 2024 Filed May 16, 2024 20:35 UTC
BAIN PETER LDirector
GrantCommon Stock 458 $234.43 $107,368.94
Disclosure

SEC source: 0000883237-24-000062 · wk-form4_1715891692.xml · nonDerivative · entry 1

BAIN PETER L · CIK 0001206658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,404

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 15, 2024 Filed May 16, 2024 20:36 UTC GrantCommon Stock 794 $234.43 $186,137.42
Disclosure

SEC source: 0000883237-24-000064 · wk-form4_1715891748.xml · nonDerivative · entry 1

HOLT TIMOTHY A · CIK 0001263022 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,745

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:00 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
GrantCommon Stock 6,917 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000039 · wk-form4_1710882034.xml · nonDerivative · entry 4

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 277,044.52

F4 · shares: These shares comprise an award of RSUs granted to the reporting person pursuant to the Company's 2024 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F5 · balance_after: This number includes (i) 1,442.104 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 7,867 RSUs that are scheduled to vest on March 14, 2025, (iii) 5,424 RSUs that are scheduled to vest on March 13, 2026, and (iv) 2,306 RSUs that are scheduled to vest on March 15, 2027.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:00 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
Tax withholdingCommon Stock 3,464 $231.33 $801,327.12
Disclosure

SEC source: 0000883237-24-000039 · wk-form4_1710882034.xml · nonDerivative · entry 3

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 270,127.52

F3 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs granted to the reporting person pursuant to the Company's 2021, 2022 and 2023 Long Term Incentive Plans, previously reported and settled with shares by the reporting person.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:00 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
Tax withholdingCommon Stock 1,527 $231.33 $353,240.91
Disclosure

SEC source: 0000883237-24-000039 · wk-form4_1710882034.xml · nonDerivative · entry 2

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,591.52

F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs reported in footnote (1) above, and settled with shares by the reporting person.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:00 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
GrantCommon Stock 3,295 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000039 · wk-form4_1710882034.xml · nonDerivative · entry 1

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 275,118.52

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2021 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:57 UTC
Mandinach Barry M.EVP, Head of Distribution
GrantCommon Stock 1,297 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 4

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,381

F4 · shares: These shares comprise an award of RSUs granted to the reporting person pursuant to the Company's 2024 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F5 · balance_after: This number includes (i) 1,476 RSUs that are scheduled to vest on March 14, 2025, (ii) 1,017 RSUs that are scheduled to vest on March 13, 2026, and (iii) 433 RSUs that are scheduled to vest on March 15, 2027.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:57 UTC
Mandinach Barry M.EVP, Head of Distribution
Tax withholdingCommon Stock 656 $231.33 $151,752.48
Disclosure

SEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 3

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,084

F3 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs granted to the reporting person pursuant to the Company's 2021, 2022 and 2023 Long Term Incentive Plans, previously reported and settled with shares by the reporting person.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:57 UTC
Mandinach Barry M.EVP, Head of Distribution
Tax withholdingCommon Stock 293 $231.33 $67,779.69
Disclosure

SEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 2

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,740

F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs reported in footnote (1) above, and settled with shares by the reporting person.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:57 UTC
Mandinach Barry M.EVP, Head of Distribution
GrantCommon Stock 631 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 1

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,033

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2021 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:55 UTC
PENA MARDELLE WEVP, Chief HR Officer
Tax withholdingCommon Stock 254 $231.33 $58,757.82
Disclosure

SEC source: 0000883237-24-000036 · wk-form4_1710881689.xml · nonDerivative · entry 3

PENA MARDELLE W · CIK 0001519506 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,307

F3 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs granted to the reporting person pursuant to the Company's 2021, 2022 and 2023 Long Term Incentive Plans, previously reported and settled with shares by the reporting person.

F4 · balance_after: This number includes (i) 609 RSUs that are scheduled to vest on March 14, 2025, and (ii) 341 RSUs that are scheduled to vest on March 13, 2026.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:55 UTC
PENA MARDELLE WEVP, Chief HR Officer
Tax withholdingCommon Stock 109 $231.33 $25,214.97
Disclosure

SEC source: 0000883237-24-000036 · wk-form4_1710881689.xml · nonDerivative · entry 2

PENA MARDELLE W · CIK 0001519506 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,561

F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs reported in footnote (1) above, and settled with shares by the reporting person.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:55 UTC
PENA MARDELLE WEVP, Chief HR Officer
GrantCommon Stock 345 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000036 · wk-form4_1710881689.xml · nonDerivative · entry 1

PENA MARDELLE W · CIK 0001519506 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,670

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2021 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:59 UTC
Angerthal Michael AEVP, CFO & Treasurer
GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 4

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,385

F4 · shares: These shares comprise an award of RSUs granted to the reporting person pursuant to the Company's 2024 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F5 · balance_after: This number includes (i) 2,274 RSUs that are scheduled to vest on March 14, 2025, (ii) 1,569 RSUs that are scheduled to vest on March 13, 2026, and (iii) 667 RSUs that are scheduled to vest on March 15, 2027.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:59 UTC
Angerthal Michael AEVP, CFO & Treasurer
Tax withholdingCommon Stock 983 $231.33 $227,397.39
Disclosure

SEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 3

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,385

F3 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs granted to the reporting person pursuant to the Company's 2021, 2022 and 2023 Long Term Incentive Plans, previously reported and settled with shares by the reporting person.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:59 UTC
Angerthal Michael AEVP, CFO & Treasurer
Tax withholdingCommon Stock 407 $231.33 $94,151.31
Disclosure

SEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 2

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,368

F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs reported in footnote (1) above, and settled with shares by the reporting person.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:59 UTC
Angerthal Michael AEVP, CFO & Treasurer
GrantCommon Stock 878 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 1

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,775

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2021 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:52 UTC
Smirl Richard WEVP & Chief Operating Officer
GrantCommon Stock 2,162 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000035 · wk-form4_1710881530.xml · nonDerivative · entry 1

Smirl Richard W · CIK 0001860677 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,683.77

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2024 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F2 · balance_after: This number includes (i) 309.771 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,545 RSUs that are scheduled to vest on May 3, 2024, (iii) 2,458 RSUs that are scheduled to vest on March 14, 2025, (iv) 937 RSUs that are scheduled to vest on May 3, 2025, (v) 1,696 RSUs that are scheduled to vest on March 13, 2026, and (vi) 721 RSUs that are scheduled to vest on March 15, 2027.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:50 UTC GrantCommon Stock 648 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000034 · wk-form4_1710881405.xml · nonDerivative · entry 2

Purkalitis Andra C · CIK 0002001546 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,729

F2 · shares: These shares comprise a grant of RSUs awarded pursuant to the reporting person's offer letter. The RSUs are scheduled to cliff vest on March 15, 2027 and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 360 RSUs that are scheduled to vest on March 14, 2025, (ii) 360 RSUs that are scheduled to vest on March 13, 2026, and (iii) 1,009 RSUs that are scheduled to vest on March 15, 2027.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 20:50 UTC GrantCommon Stock 1,081 $0.00 $0.00
Disclosure

SEC source: 0000883237-24-000034 · wk-form4_1710881405.xml · nonDerivative · entry 1

Purkalitis Andra C · CIK 0002001546 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,081

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2024 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

Read SEC document
March 06, 2024 Filed Mar 7, 2024 21:49 UTC SaleCommon Stock 2,150 $248.40 $534,054.63
Disclosure

SEC source: 0000883237-24-000027 · wk-form4_1709848184.xml · nonDerivative · entry 1

ZARRILLI STEPHEN T · CIK 0001203410 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,549

Read SEC document
February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 10 $234.55 $2,345.50
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 8

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,897

F7 · balance_after: This number includes (i) 2,118 RSUs that are scheduled to vest on March 15, 2024, (ii) 1,608 RSUs that are scheduled to vest on March 14, 2025 and (iii) 902 RSUs that are scheduled to vest on March 13, 2026.

Read SEC document
February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 1,644 $234.04 $384,761.76
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 7

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,907

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $233.54 to $234.54 inclusive.

Read SEC document
February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 2,712 $233.09 $632,140.08
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 6

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,551

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.49 to $233.49 inclusive.

Read SEC document
February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 2,971 $231.76 $688,558.96
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 5

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,263

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $231.48 to $232.48 inclusive.

Read SEC document
February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 256 $230.66 $59,048.96
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 4

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,234

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $230.46 to $231.46 inclusive.

Read SEC document
February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 346 $229.83 $79,521.18
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 3

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,490

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $229.34 to $230.34 inclusive.

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February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 98 $228.34 $22,377.32
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 2

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,836

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $227.43 to $228.43 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) to (6) to this Form 4.

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February 05, 2024 Filed Feb 5, 2024 23:43 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 12 $226.43 $2,717.16
Disclosure

SEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 1

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,934

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May 17, 2023 Filed May 19, 2023 20:30 UTC GrantCommon Stock 637 $178.54 $113,729.98
Disclosure

SEC source: 0000883237-23-000071 · wf-form4_168452819022532.xml · nonDerivative · entry 1

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,899

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 17, 2023 Filed May 19, 2023 20:30 UTC
BAIN PETER LDirector
GrantCommon Stock 602 $178.54 $107,481.08
Disclosure

SEC source: 0000883237-23-000072 · wf-form4_168452823137865.xml · nonDerivative · entry 1

BAIN PETER L · CIK 0001206658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,946

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 17, 2023 Filed May 19, 2023 20:29 UTC
Greig Paul GDirector
GrantCommon Stock 630 $178.54 $112,480.20
Disclosure

SEC source: 0000883237-23-000070 · wf-form4_168452816876029.xml · nonDerivative · entry 1

Greig Paul G · CIK 0001363674 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,029

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 17, 2023 Filed May 19, 2023 20:29 UTC GrantCommon Stock 1,043 $178.54 $186,217.22
Disclosure

SEC source: 0000883237-23-000069 · wf-form4_168452815228533.xml · nonDerivative · entry 1

HOLT TIMOTHY A · CIK 0001263022 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,951

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 17, 2023 Filed May 19, 2023 20:29 UTC GrantCommon Stock 651 $178.54 $116,229.54
Disclosure

SEC source: 0000883237-23-000068 · wf-form4_168452813146864.xml · nonDerivative · entry 1

JONES MELODY L · CIK 0001203078 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,718

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 17, 2023 Filed May 19, 2023 20:28 UTC GrantCommon Stock 602 $178.54 $107,481.08
Disclosure

SEC source: 0000883237-23-000067 · wf-form4_168452809925171.xml · nonDerivative · entry 1

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,340

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 17, 2023 Filed May 19, 2023 20:28 UTC GrantCommon Stock 602 $178.54 $107,481.08
Disclosure

SEC source: 0000883237-23-000066 · wf-form4_168452806923095.xml · nonDerivative · entry 1

ZARRILLI STEPHEN T · CIK 0001203410 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,699

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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March 15, 2023 Filed Mar 17, 2023 20:35 UTC
Angerthal Michael AEVP, CFO & Treasurer
Tax withholdingCommon Stock 565 $171.08 $96,660.20
Disclosure

SEC source: 0000883237-23-000040 · wf-form4_167908531232566.xml · nonDerivative · entry 2

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,946

F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs previously reported, and settled with shares by the reporting person.

F3 · balance_after: This number includes (i) 2,118 RSUs that are scheduled to vest on March 15, 2024, (ii) 1,608 RSUs that are scheduled to vest on March 14, 2025 and (iii) 902 RSUs that are scheduled to vest on March 13, 2026.

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March 15, 2023 Filed Mar 17, 2023 20:35 UTC
Angerthal Michael AEVP, CFO & Treasurer
GrantCommon Stock 2,704 $0.00 $0.00
Disclosure

SEC source: 0000883237-23-000040 · wf-form4_167908531232566.xml · nonDerivative · entry 1

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,511

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2023 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

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March 15, 2023 Filed Mar 17, 2023 20:35 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
Tax withholdingCommon Stock 2,019 $171.08 $345,410.52
Disclosure

SEC source: 0000883237-23-000039 · wf-form4_167908528719447.xml · nonDerivative · entry 2

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 271,823.52

F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs previously reported, and settled with shares by the reporting person.

F3 · balance_after: This number includes (i) 1,442.104 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 7,472 RSUs that are scheduled to vest on March 15, 2024, (iii) 5,562 RSUs that are scheduled to vest on March 14, 2025 and (iv) 3,118 RSUs that are scheduled to vest on March 13, 2026.

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March 15, 2023 Filed Mar 17, 2023 20:35 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
GrantCommon Stock 9,352 $0.00 $0.00
Disclosure

SEC source: 0000883237-23-000039 · wf-form4_167908528719447.xml · nonDerivative · entry 1

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 273,842.52

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2023 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

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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.