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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 3 |
| Mar 2026 | 3 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 7 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 17, 2022 21:05 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
GrantCommon Stock | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 4 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,900 F4 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2022 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) 1,129 RSUs that are scheduled to vest on March 13, 2023, (ii) 824 RSUs that are scheduled to vest on March 15, 2023, (iii) 825 RSUs that are scheduled to vest on March 15, 2024 and (v) 459 RSUs scheduled to vest on March 15, 2025. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:05 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
GrantCommon Stock | 5,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,525 F3 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2019 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:05 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
Tax withholdingCommon Stock | 2,652 | $218.20 | $578,666.40 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,805 F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of an RSU award, and settled with shares by the reporting person. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:05 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
Tax withholdingCommon Stock | 603 | $218.20 | $131,574.60 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,457 F1 · 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. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC |
Angerthal Michael AEVP, CFO & Treasurer
|
GrantCommon Stock | 2,121 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 4 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,844 F4 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2022 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) 1,571 RSUs that are scheduled to vest on March 13, 2023, (ii) 1,217 RSUs that are scheduled to vest on March 15, 2023, (iii) 1,217 RSUs that are scheduled to vest on March 15, 2024 and (iv) 707 RSUs that are schedule to vest on March 15, 2025. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC |
Angerthal Michael AEVP, CFO & Treasurer
|
GrantCommon Stock | 6,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,723 F3 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2019 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC |
Angerthal Michael AEVP, CFO & Treasurer
|
Tax withholdingCommon Stock | 2,884 | $218.20 | $629,288.80 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,503 F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of an RSU award, and settled with shares by the reporting person. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC |
Angerthal Michael AEVP, CFO & Treasurer
|
Tax withholdingCommon Stock | 717 | $218.20 | $156,449.40 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,387 F1 · 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. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:05 UTC |
PENA MARDELLE WEVP, Chief HR Officer
|
Tax withholdingCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000087 · wf-form4_164737828860976.xml · nonDerivative · entry 1 PENA MARDELLE W · CIK 0001519506 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,054 F1 · 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. F2 · balance_after: This number includes (i) 600 RSUs that are scheduled to vest on March 15, 2022, (ii) 619 RSUs that are scheduled to vest on March 13, 2023, (iii) 201 RSUs that are scheduled to vest on March 15, 2023, and (iv) 201 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:03 UTC |
AYLWARD GEORGE RDirector · Director, CEO and President
|
Tax withholdingCommon Stock | 2,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000085 · wf-form4_164737820353705.xml · nonDerivative · entry 1 AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,358.52 F1 · 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. F2 · balance_after: This number includes (i) 1,442.104 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 6,474 RSUs that are scheduled to vest on March 15, 2022, (iii) 5,892 RSUs that are scheduled to vest on March 13, 2023, (iv) 1,911 RSUs that are scheduled to vest on March 15, 2023, and (v) 1,911 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:03 UTC |
Angerthal Michael AEVP, CFO & Treasurer
|
Tax withholdingCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000084 · wf-form4_164737818053062.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,104 F1 · 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. F2 · balance_after: This number includes (i) 1,546 RSUs that are scheduled to vest on March 15, 2022, (ii) 1,571 RSUs that are scheduled to vest on March 13, 2023, (iii) 510 RSUs that are scheduled to vest on March 15, 2023, and (iv) 510 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:04 UTC |
HILLS WENDY JEVP, CLO, GC & Secretary
|
Tax withholdingCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000086 · wf-form4_164737823722421.xml · nonDerivative · entry 1 HILLS WENDY J · CIK 0001113435 · EVP, CLO, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,212 F1 · 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. F2 · balance_after: This number includes (i) 287 RSUs that are scheduled to vest on March 15, 2022, (ii) 2,521 RSUs that are scheduled to vest on September 16, 2022, (iii) 884 RSUs that are scheduled to vest on March 13, 2023, (iv) 287 RSUs that are scheduled to vest on March 15, 2023, and (v) 287 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:02 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
Tax withholdingCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000083 · wf-form4_164737815745542.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,090.59 F1 · 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. F2 · balance_after: This number includes (i) 563 RSUs that are scheduled to vest on March 15, 2022, (ii) 481 RSUs that are scheduled to vest on March 13, 2023, (iii) 156 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:02 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
Tax withholdingCommon Stock | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000082 · wf-form4_164737813540338.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,060 F1 · 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. F2 · balance_after: This number includes (i) 1,321 RSUs that are scheduled to vest on March 15, 2022, (ii) 1,129 RSUs that are scheduled to vest on March 13, 2023, (iii) 366 RSUs that are scheduled to vest on March 15, 2023, and (iv) 367 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 22:00 UTC |
PENA MARDELLE WEVP, Chief HR Officer
|
SaleCommon Stock | 1,600 | $289.12 | $462,591.36 |
DisclosureSEC source: 0000883237-21-000261 · wf-form4_163977841725034.xml · nonDerivative · entry 2 PENA MARDELLE W · CIK 0001519506 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,248 F1 · balance_after: This number includes (i) 1,218 RSUs that are scheduled to vest on March 15, 2022, (ii) 820 RSUs that are scheduled to vest on March 15, 2023, and (iii) 201 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
SaleCommon Stock | 272 | $288.96 | $78,598.02 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 4 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,584 F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $288.830-$289.230 per share. F5 · balance_after: This number includes (i) 2,450 RSUs that are scheduled to vest on March 15, 2022, (ii) 1,495 RSUs that are scheduled to vest on March 15, 2023, and (iii) 367 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
SaleCommon Stock | 790 | $288.46 | $227,880.87 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,856 F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $287.690-$288.680 per share. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
SaleCommon Stock | 1,192 | $286.41 | $341,402.03 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,646 F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $286.000-$286.900 per share. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC |
Mandinach Barry M.EVP, Head of Distribution
|
SaleCommon Stock | 2,956 | $285.35 | $843,504.95 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,838 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $285.000-$285.980 per share. 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 range set forth in footnotes (1)-(4) to this Form 4. Read SEC document |
| December 14, 2021 Filed Dec 17, 2021 22:00 UTC |
PENA MARDELLE WEVP, Chief HR Officer
|
GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000261 · wf-form4_163977841725034.xml · nonDerivative · entry 1 PENA MARDELLE W · CIK 0001519506 · EVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,848 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 22:02 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 300 | $335.00 | $100,500.00 |
DisclosureSEC source: 0000883237-21-000257 · wf-form4_163701373380148.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,241.59 F1 · balance_after: This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,044 RSUs that are scheduled to vest on March 15, 2022, (iii) 637 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 21:56 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 150 | $335.00 | $50,250.00 |
DisclosureSEC source: 0000883237-21-000252 · wf-form4_163640858448032.xml · nonDerivative · entry 2 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,541.59 F1 · balance_after: This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,044 RSUs that are scheduled to vest on March 15, 2022, (iii) 637 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 21:56 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 150 | $332.50 | $49,875.00 |
DisclosureSEC source: 0000883237-21-000252 · wf-form4_163640858448032.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,691.59 Read SEC document |
| November 03, 2021 Filed Nov 4, 2021 21:11 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 300 | $330.00 | $99,000.00 |
DisclosureSEC source: 0000883237-21-000248 · wf-form4_163606027514923.xml · nonDerivative · entry 6 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,841.59 F1 · balance_after: This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,044 RSUs that are scheduled to vest on March 15, 2022, (iii) 637 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| November 03, 2021 Filed Nov 4, 2021 21:11 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 150 | $327.50 | $49,125.00 |
DisclosureSEC source: 0000883237-21-000248 · wf-form4_163606027514923.xml · nonDerivative · entry 5 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,141.59 Read SEC document |
| November 03, 2021 Filed Nov 4, 2021 21:11 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 150 | $325.00 | $48,750.00 |
DisclosureSEC source: 0000883237-21-000248 · wf-form4_163606027514923.xml · nonDerivative · entry 4 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,291.59 Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 152 | $330.00 | $50,160.00 |
DisclosureSEC source: 0000883237-21-000248 · wf-form4_163606027514923.xml · nonDerivative · entry 3 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,441.59 Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 153 | $327.50 | $50,107.50 |
DisclosureSEC source: 0000883237-21-000248 · wf-form4_163606027514923.xml · nonDerivative · entry 2 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,593.59 Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 154 | $325.00 | $50,050.00 |
DisclosureSEC source: 0000883237-21-000248 · wf-form4_163606027514923.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,746.59 Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 20:49 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 175 | $315.00 | $55,125.00 |
DisclosureSEC source: 0000883237-21-000223 · wf-form4_162914696659420.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,900.59 F1 · balance_after: This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,044 RSUs that are scheduled to vest on March 15, 2022, (iii) 637 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 21:28 UTC |
ZARRILLI STEPHEN TDirector
|
SaleCommon Stock | 1,808 | $280.55 | $507,240.37 |
DisclosureSEC source: 0000883237-21-000217 · wf-form4_162819878799867.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,512 Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:26 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 1,000 | $280.00 | $280,000.00 |
DisclosureSEC source: 0000883237-21-000158 · wf-form4_162137310586880.xml · nonDerivative · entry 3 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,075.59 F1 · balance_after: This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,044 RSUs that are scheduled to vest on March 15, 2022, (iii) 637 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:26 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 1,000 | $278.00 | $278,000.00 |
DisclosureSEC source: 0000883237-21-000158 · wf-form4_162137310586880.xml · nonDerivative · entry 2 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,075.59 Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:26 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 1,000 | $277.00 | $277,000.00 |
DisclosureSEC source: 0000883237-21-000158 · wf-form4_162137310586880.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,075.59 Read SEC document |
| May 18, 2021 Filed May 20, 2021 01:07 UTC Amendment |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 1,000 | $279.00 | $279,000.00 |
DisclosureSEC source: 0000883237-21-000160 · wf-form4a_162147281061880.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,075.59 F1 · balance_after: This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,044 RSUs that are scheduled to vest on March 15, 2022, (iii) 637 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| May 14, 2021 Filed May 17, 2021 21:31 UTC |
Fleming Susan S.Director
|
GrantCommon Stock | 387 | $268.04 | $103,731.48 |
DisclosureSEC source: 0000883237-21-000156 · wf-form4_162128706496258.xml · nonDerivative · entry 2 Fleming Susan S. · CIK 0001179676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,641 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 14, 2021 Filed May 17, 2021 21:31 UTC |
BAIN PETER LDirector
|
GrantCommon Stock | 370 | $268.04 | $99,174.80 |
DisclosureSEC source: 0000883237-21-000155 · wf-form4_162128703093597.xml · nonDerivative · entry 1 BAIN PETER L · CIK 0001206658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,759 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 14, 2021 Filed May 17, 2021 21:30 UTC |
MORRIS W HOWARDDirector
|
GrantCommon Stock | 304 | $268.04 | $81,484.16 |
DisclosureSEC source: 0000883237-21-000154 · wf-form4_162128700852653.xml · nonDerivative · entry 1 MORRIS W HOWARD · CIK 0001385266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304 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 14, 2021 Filed May 17, 2021 21:30 UTC |
HOLT TIMOTHY ADirector
|
GrantCommon Stock | 617 | $268.04 | $165,380.68 |
DisclosureSEC source: 0000883237-21-000153 · wf-form4_162128698226449.xml · nonDerivative · entry 1 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,944 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 14, 2021 Filed May 17, 2021 21:29 UTC |
Greig Paul GDirector
|
GrantCommon Stock | 385 | $268.04 | $103,195.40 |
DisclosureSEC source: 0000883237-21-000152 · wf-form4_162128695270936.xml · nonDerivative · entry 1 Greig Paul G · CIK 0001363674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785 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 14, 2021 Filed May 17, 2021 21:29 UTC |
JONES MELODY LDirector
|
GrantCommon Stock | 396 | $268.04 | $106,143.84 |
DisclosureSEC source: 0000883237-21-000151 · wf-form4_162128693389840.xml · nonDerivative · entry 1 JONES MELODY L · CIK 0001203078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,432 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 14, 2021 Filed May 17, 2021 21:28 UTC |
ZARRILLI STEPHEN TDirector
|
GrantCommon Stock | 367 | $268.04 | $98,370.68 |
DisclosureSEC source: 0000883237-21-000150 · wf-form4_162128691307683.xml · nonDerivative · entry 1 ZARRILLI STEPHEN T · CIK 0001203410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,320 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 07, 2021 Filed May 10, 2021 21:27 UTC |
BRADLEY WILLIAM PATRICK IIIEVP, Fund Services
|
SaleCommon Stock | 1,000 | $278.25 | $278,250.00 |
DisclosureSEC source: 0000883237-21-000138 · wf-form4_162068202196819.xml · nonDerivative · entry 1 BRADLEY WILLIAM PATRICK III · CIK 0001450955 · EVP, Fund Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,075.59 F1 · balance_after: This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 1,044 RSUs that are scheduled to vest on March 15, 2022, (iii) 637 RSUs that are scheduled to vest on March 15, 2023, and (iv) 156 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| May 03, 2021 Filed May 5, 2021 21:26 UTC |
Smirl Richard WEVP & Chief Operating Officer
|
GrantCommon Stock | 1,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000132 · wf-form4_162024995970728.xml · nonDerivative · entry 1 Smirl Richard W · CIK 0001860677 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,823 F1 · shares: These shares comprise a grant of restricted stock units ("RSUs") awarded pursuant to the reporting person's offer letter. RSUs are scheduled to vest ratably over a three year period, with one-third of the grant vesting on each of the first three anniversaries of the grant date. RSUs will be settled for shares of common stock on a one-for-one basis upon vesting. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:49 UTC |
WALTMAN FRANCIS GEVP, Product Management
|
GrantCommon Stock | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000093 · wf-form4_161593493156257.xml · nonDerivative · entry 4 WALTMAN FRANCIS G · CIK 0001450846 · EVP, Product Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,842.451 F3 · 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 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. F4 · balance_after: This number includes (i) 338.617 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 2,375 RSUs that are scheduled to vest on March 15, 2022, (iii) 1,587 RSUs that are scheduled to vest on March 15, 2023, and (iv) 389 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:49 UTC |
WALTMAN FRANCIS GEVP, Product Management
|
GrantCommon Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000093 · wf-form4_161593493156257.xml · nonDerivative · entry 3 WALTMAN FRANCIS G · CIK 0001450846 · EVP, Product Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,675.451 F2 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2018 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied, and settled with shares by the reporting person to satisfy the tax obligation. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:49 UTC |
WALTMAN FRANCIS GEVP, Product Management
|
Tax withholdingCommon Stock | 2,121 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000093 · wf-form4_161593493156257.xml · nonDerivative · entry 2 WALTMAN FRANCIS G · CIK 0001450846 · EVP, Product Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,143.451 F1 · 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. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:48 UTC |
Angerthal Michael AEVP, Chief Financial Officer
|
GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000092 · wf-form4_161593491310758.xml · nonDerivative · entry 4 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,833 F3 · 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 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. F4 · balance_after: This number includes (i) 3,117 RSUs that are scheduled to vest on March 15, 2022, (ii) 2,081 RSUs that are scheduled to vest on March 15, 2023, and (iii) 510 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:48 UTC |
Angerthal Michael AEVP, Chief Financial Officer
|
GrantCommon Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000092 · wf-form4_161593491310758.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,304 F2 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2018 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied, and settled with shares by the reporting person to satisfy the tax obligation. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:48 UTC |
Angerthal Michael AEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000092 · wf-form4_161593491310758.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,772 F1 · 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. 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.