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NYSE · USD

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Vistra Corp.

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Tapewire entity
42
SEC CIK
0001692819
Parsed reports
560

Last 12 months

Inside the activity.

3 purchase rows · 21 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202504
Dec 202502
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202601
Jun 202607
Jul 202600
Aug 202620
Sep 202614
Oct 202602

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 24, 2026 Filed Feb 27, 2026 00:38 UTC
BURKE JAMES ADirector · President and CEO
Tax withholdingCommon Stock 125,048 $171.62 $21,460,737.76
Disclosure

SEC source: 0001268406-26-000002 · wk-form4_1772152717.xml · nonDerivative · entry 2

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 492,954

F2 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of performance-based restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable performance-based restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 00:38 UTC
BURKE JAMES ADirector · President and CEO
GrantCommon Stock 320,000 $171.62 $54,918,400.00
Disclosure

SEC source: 0001268406-26-000002 · wk-form4_1772152717.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 618,002

F1 · kind: Represents performance-based restricted stock units for which the applicable performance criteria for the three-year period ended December 31, 2025 was certified by the Issuer's Social Responsibility and Compensation Committee of the Board of Directors as of February 18, 2026.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 00:37 UTC
Kirby Carrie LeeEVP and Chief Admin. Officer
Tax withholdingCommon Stock 4,264 $171.62 $731,787.68
Disclosure

SEC source: 0001703633-26-000002 · wk-form4_1772152638.xml · nonDerivative · entry 3

Kirby Carrie Lee · CIK 0001703633 · EVP and Chief Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 262,819

F3 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 00:37 UTC
Kirby Carrie LeeEVP and Chief Admin. Officer
Tax withholdingCommon Stock 30,418 $171.62 $5,220,337.16
Disclosure

SEC source: 0001703633-26-000002 · wk-form4_1772152638.xml · nonDerivative · entry 2

Kirby Carrie Lee · CIK 0001703633 · EVP and Chief Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 267,083

F2 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of performance-based restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable performance-based restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 00:37 UTC
Kirby Carrie LeeEVP and Chief Admin. Officer
GrantCommon Stock 79,444 $171.62 $13,634,179.28
Disclosure

SEC source: 0001703633-26-000002 · wk-form4_1772152638.xml · nonDerivative · entry 1

Kirby Carrie Lee · CIK 0001703633 · EVP and Chief Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 297,501

F1 · kind: Represents performance-based restricted stock units for which the applicable performance criteria for the three-year period ended December 31, 2025 was certified by the Issuer's Social Responsibility and Compensation Committee of the Board of Directors as of February 18, 2026.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 00:36 UTC
HUDSON SCOTT AEVP & President Vistra Retail
Tax withholdingCommon Stock 6,296 $171.62 $1,080,519.52
Disclosure

SEC source: 0001728553-26-000002 · wk-form4_1772152571.xml · nonDerivative · entry 3

HUDSON SCOTT A · CIK 0001728553 · EVP & President Vistra Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 372,313

F3 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 00:36 UTC
HUDSON SCOTT AEVP & President Vistra Retail
Tax withholdingCommon Stock 45,323 $171.62 $7,778,333.26
Disclosure

SEC source: 0001728553-26-000002 · wk-form4_1772152571.xml · nonDerivative · entry 2

HUDSON SCOTT A · CIK 0001728553 · EVP & President Vistra Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 378,609

F2 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of performance-based restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable performance-based restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
February 24, 2026 Filed Feb 27, 2026 00:36 UTC
HUDSON SCOTT AEVP & President Vistra Retail
GrantCommon Stock 117,332 $171.62 $20,136,517.84
Disclosure

SEC source: 0001728553-26-000002 · wk-form4_1772152571.xml · nonDerivative · entry 1

HUDSON SCOTT A · CIK 0001728553 · EVP & President Vistra Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 423,932

F1 · kind: Represents performance-based restricted stock units for which the applicable performance criteria for the three-year period ended December 31, 2025 was certified by the Issuer's Social Responsibility and Compensation Committee of the Board of Directors as of February 18, 2026.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 02:27 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2016 Employee Stock Option (right to buy) · Derivative 27,749 $0.00 Strike: $14.03 $0.00
Disclosure

SEC source: 0001268406-25-000045 · wk-form4_1765852052.xml · derivative · entry 6

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1

Underlying: Common Stock · 27,749 shares

Expires 2026-10-11

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

F3 · derivative.exercise_date: Options vested in four equal annual installments beginning October 3, 2017.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 02:27 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 27,749 $14.03 $389,318.47
Disclosure

SEC source: 0001268406-25-000045 · wk-form4_1765852052.xml · nonDerivative · entry 4

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 298,002

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 15:53 UTC Amendment
BURKE JAMES ADirector · President and CEO
Exercise / conversion2016 Employee Stock Option (right to buy) · Derivative 27,749 $0.00 Strike: $14.03 $0.00
Disclosure

SEC source: 0001268406-25-000047 · wk-form4a_1765900410.xml · derivative · entry 9

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1

Underlying: Common Stock · 27,749 shares

Expires 2026-10-11

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

F3 · derivative.exercise_date: Options vested in four equal annual installments beginning October 3, 2017.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 15:53 UTC Amendment
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 27,749 $14.03 $389,318.47
Disclosure

SEC source: 0001268406-25-000047 · wk-form4a_1765900410.xml · nonDerivative · entry 4

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 298,002

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 02:27 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2016 Employee Stock Option (right to buy) · Derivative 22,251 $0.00 Strike: $14.03 $0.00
Disclosure

SEC source: 0001268406-25-000045 · wk-form4_1765852052.xml · derivative · entry 5

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,750

Underlying: Common Stock · 22,251 shares

Expires 2026-10-11

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

F3 · derivative.exercise_date: Options vested in four equal annual installments beginning October 3, 2017.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 02:27 UTC
BURKE JAMES ADirector · President and CEO
GiftCommon Stock 27,745 $0.00 $0.00
Disclosure

SEC source: 0001268406-25-000045 · wk-form4_1765852052.xml · nonDerivative · entry 3

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 270,253

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 02:27 UTC
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 22,251 $162.05 $3,605,774.55
Disclosure

SEC source: 0001268406-25-000045 · wk-form4_1765852052.xml · nonDerivative · entry 2

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 297,998

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

F2 · shares: Includes an aggregate of approximately (i) 4,158 shares sold for the cashless exercise of stock options; and (ii) 18,043 shares sold to pay taxes in connection with the exercise of stock options.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 02:27 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 22,251 $14.03 $312,181.53
Disclosure

SEC source: 0001268406-25-000045 · wk-form4_1765852052.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 320,249

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 15:53 UTC Amendment
BURKE JAMES ADirector · President and CEO
Exercise / conversion2016 Employee Stock Option (right to buy) · Derivative 22,251 $0.00 Strike: $14.03 $0.00
Disclosure

SEC source: 0001268406-25-000047 · wk-form4a_1765900410.xml · derivative · entry 8

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,750

Underlying: Common Stock · 22,251 shares

Expires 2026-10-11

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

F3 · derivative.exercise_date: Options vested in four equal annual installments beginning October 3, 2017.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 15:53 UTC Amendment
BURKE JAMES ADirector · President and CEO
GiftCommon Stock 27,745 $0.00 $0.00
Disclosure

SEC source: 0001268406-25-000047 · wk-form4a_1765900410.xml · nonDerivative · entry 3

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 270,253

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 15:53 UTC Amendment
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 22,251 $162.05 $3,605,774.55
Disclosure

SEC source: 0001268406-25-000047 · wk-form4a_1765900410.xml · nonDerivative · entry 2

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 297,998

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

F2 · shares: Includes an aggregate of approximately (i) 4,158 shares sold for the cashless exercise of stock options; and (ii) 18,043 shares sold to pay taxes in connection with the exercise of stock options.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 15:53 UTC Amendment
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 22,251 $14.03 $312,181.53
Disclosure

SEC source: 0001268406-25-000047 · wk-form4a_1765900410.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 320,249

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025. The transactions executed on December 12, 2025 reported hereunder are the final transactions to be executed under the Rule 10b5-1 trading plan.

Read SEC document
November 28, 2025 Filed Dec 3, 2025 00:50 UTC
Moore Stephanie ZapataEVP and General Counsel
GiftCommon Stock 3,602 $0.00 $0.00
Disclosure

SEC source: 0001703634-25-000005 · wk-form4_1764722999.xml · nonDerivative · entry 1

Moore Stephanie Zapata · CIK 0001703634 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,252

Read SEC document
November 24, 2025 Filed Nov 26, 2025 23:46 UTC
Moore Stephanie ZapataEVP and General Counsel
SaleCommon Stock 8,219 $173.35 $1,424,763.65
Disclosure

SEC source: 0001703634-25-000003 · wk-form4_1764200760.xml · nonDerivative · entry 1

Moore Stephanie Zapata · CIK 0001703634 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,854

Read SEC document
November 20, 2025 Filed Nov 25, 2025 01:14 UTC
Kirby Carrie LeeEVP and Chief Admin. Officer
Tax withholdingCommon Stock 182 $174.69 $31,793.58
Disclosure

SEC source: 0001703633-25-000005 · wk-form4_1764033287.xml · nonDerivative · entry 1

Kirby Carrie Lee · CIK 0001703633 · EVP and Chief Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,057

F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes due under the restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
November 20, 2025 Filed Nov 25, 2025 01:13 UTC
BURKE JAMES ADirector · President and CEO
Tax withholdingCommon Stock 1,141 $174.69 $199,321.29
Disclosure

SEC source: 0001268406-25-000043 · wk-form4_1764033183.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 297,998

F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes due under the restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
November 14, 2025 Filed Nov 19, 2025 01:52 UTC
HUDSON SCOTT AEVP & President Vistra Retail
Exercise / conversion2018 Employee Stock Option (right to buy) · Derivative 56,000 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001728553-25-000003 · wk-form4_1763517157.xml · derivative · entry 3

HUDSON SCOTT A · CIK 0001728553 · EVP & President Vistra Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 56,000 shares

Expires 2027-04-09

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_date: The 2018 employee stock options vested 50% on April 09, 2022, and the remaining 50% vested on April 09, 2023.

Read SEC document
November 14, 2025 Filed Nov 19, 2025 01:52 UTC
HUDSON SCOTT AEVP & President Vistra Retail
SaleCommon Stock 56,000 $168.86 $9,456,160.00
Disclosure

SEC source: 0001728553-25-000003 · wk-form4_1763517157.xml · nonDerivative · entry 2

HUDSON SCOTT A · CIK 0001728553 · EVP & President Vistra Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 306,600

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $168.84 to $169.41, inclusive. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
November 14, 2025 Filed Nov 19, 2025 01:52 UTC
HUDSON SCOTT AEVP & President Vistra Retail
Exercise / conversionCommon Stock 56,000 $19.68 $1,102,080.00
Disclosure

SEC source: 0001728553-25-000003 · wk-form4_1763517157.xml · nonDerivative · entry 1

HUDSON SCOTT A · CIK 0001728553 · EVP & President Vistra Retail

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 362,600

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
November 14, 2025 Filed Nov 19, 2025 00:06 UTC
Kirby Carrie LeeEVP and Chief Admin. Officer
Exercise / conversion2020 Employee Stock Option (right to buy) · Derivative 58,275 $0.00 Strike: $22.98 $0.00
Disclosure

SEC source: 0001703633-25-000003 · wk-form4_1763510785.xml · derivative · entry 3

Kirby Carrie Lee · CIK 0001703633 · EVP and Chief Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 58,275 shares

Expires 2030-02-25

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_date: Options vested in three annual installments beginning February 25, 2021.

Read SEC document
November 14, 2025 Filed Nov 19, 2025 00:06 UTC
Kirby Carrie LeeEVP and Chief Admin. Officer
SaleCommon Stock 58,275 $174.75 $10,183,556.25
Disclosure

SEC source: 0001703633-25-000003 · wk-form4_1763510785.xml · nonDerivative · entry 2

Kirby Carrie Lee · CIK 0001703633 · EVP and Chief Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,239

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $174.62 to $175.19, inclusive. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
November 14, 2025 Filed Nov 19, 2025 00:06 UTC
Kirby Carrie LeeEVP and Chief Admin. Officer
Exercise / conversionCommon Stock 58,275 $22.98 $1,339,159.50
Disclosure

SEC source: 0001703633-25-000003 · wk-form4_1763510785.xml · nonDerivative · entry 1

Kirby Carrie Lee · CIK 0001703633 · EVP and Chief Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 276,514

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
November 13, 2025 Filed Nov 17, 2025 22:42 UTC
Montemayor MargaretSVP, Chief Accountant
Tax withholdingCommon Stock 1,472 $171.56 $252,536.32
Disclosure

SEC source: 0001602114-25-000003 · wk-form4_1763419371.xml · nonDerivative · entry 1

Montemayor Margaret · CIK 0001602114 · SVP, Chief Accountant

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,932

F1 · kind: This transaction represents the withholding by the Issuer of shares to pay taxes in connection with the vesting of restricted stock units. The timing and amount of the transaction were determined by the terms of the applicable restricted stock unit award and were not within the control of the Reporting Person.

Read SEC document
November 12, 2025 Filed Nov 14, 2025 01:16 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2016 Employee Stock Option (right to buy) · Derivative 28,065 $0.00 Strike: $14.03 $0.00
Disclosure

SEC source: 0001268406-25-000041 · wk-form4_1763083016.xml · derivative · entry 9

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,001

Underlying: Common Stock · 28,065 shares

Expires 2026-10-11

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F3 · derivative.exercise_date: Options vested in four equal annual installments beginning October 3, 2017.

Read SEC document
November 12, 2025 Filed Nov 14, 2025 01:16 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 28,065 $14.03 $393,751.95
Disclosure

SEC source: 0001268406-25-000041 · wk-form4_1763083016.xml · nonDerivative · entry 4

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 299,139

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

Read SEC document
November 11, 2025 Filed Nov 14, 2025 01:16 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2016 Employee Stock Option (right to buy) · Derivative 21,935 $0.00 Strike: $14.03 $0.00
Disclosure

SEC source: 0001268406-25-000041 · wk-form4_1763083016.xml · derivative · entry 8

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 78,066

Underlying: Common Stock · 21,935 shares

Expires 2026-10-11

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F3 · derivative.exercise_date: Options vested in four equal annual installments beginning October 3, 2017.

Read SEC document
November 11, 2025 Filed Nov 14, 2025 01:16 UTC
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 21,935 $186.53 $4,091,535.55
Disclosure

SEC source: 0001268406-25-000041 · wk-form4_1763083016.xml · nonDerivative · entry 3

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 271,074

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F2 · price: Includes an aggregate of approximately (i) 3,805 shares sold for the cashless exercise of the stock options; and (ii) 18,130 shares sold to pay taxes in connection with the exercise of the stock options.

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November 11, 2025 Filed Nov 14, 2025 01:16 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 21,935 $14.03 $307,748.05
Disclosure

SEC source: 0001268406-25-000041 · wk-form4_1763083016.xml · nonDerivative · entry 2

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 293,009

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

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November 11, 2025 Filed Nov 14, 2025 01:16 UTC
BURKE JAMES ADirector · President and CEO
GiftCommon Stock 27,893 $0.00 $0.00
Disclosure

SEC source: 0001268406-25-000041 · wk-form4_1763083016.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 271,074

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

Read SEC document
October 29, 2025 Filed Oct 31, 2025 21:30 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2018 Employee Stock Option (right to buy) · Derivative 9,641 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001268406-25-000039 · wk-form4_1761946217.xml · derivative · entry 6

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,641 shares

Expires 2027-04-09

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F3 · derivative.exercise_date: Options vested 50% 4 years from the grant date with the remaining 50% vesting 5 years from the grant date.

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October 29, 2025 Filed Oct 31, 2025 21:30 UTC
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 9,641 $192.30 $1,853,964.30
Disclosure

SEC source: 0001268406-25-000039 · wk-form4_1761946217.xml · nonDerivative · entry 2

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 298,967

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F2 · shares: Includes an aggregate of approximately (i) 990 shares sold for the cashless exercise of the stock options; and (ii) 3,406 shares sold to pay taxes in connection with the exercise of the stock options.

Read SEC document
October 29, 2025 Filed Oct 31, 2025 21:30 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 9,641 $19.68 $189,734.88
Disclosure

SEC source: 0001268406-25-000039 · wk-form4_1761946217.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 308,608

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

Read SEC document
October 27, 2025 Filed Oct 29, 2025 23:06 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2018 Employee Stock Option (right to buy) · Derivative 22,011 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001268406-25-000037 · wk-form4_1761779187.xml · derivative · entry 6

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,641

Underlying: Common Stock · 22,011 shares

Expires 2027-04-09

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F4 · derivative.exercise_date: Options vested 50% 4 years from the grant date with the remaining 50% vesting 5 years from the grant date.

Read SEC document
October 27, 2025 Filed Oct 29, 2025 23:06 UTC
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 20,473 $203.64 $4,169,121.72
Disclosure

SEC source: 0001268406-25-000037 · wk-form4_1761779187.xml · nonDerivative · entry 2

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 298,967

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F2 · shares: Includes an aggregate of approximately (i) 2,134 shares sold for the cashless exercise of the stock options; and (ii) 7,826 shares sold to pay taxes in connection with the exercise of the stock options.

F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $203.274 to $203.66, inclusive. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
October 27, 2025 Filed Oct 29, 2025 23:06 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 22,011 $19.68 $433,176.48
Disclosure

SEC source: 0001268406-25-000037 · wk-form4_1761779187.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 319,440

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

Read SEC document
October 24, 2025 Filed Oct 27, 2025 23:20 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2018 Employee Stock Option (right to buy) · Derivative 22,000 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001268406-25-000035 · wk-form4_1761607198.xml · derivative · entry 10

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,652

Underlying: Common Stock · 22,000 shares

Expires 2027-04-09

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F6 · derivative.exercise_date: Options vested 50% 4 years from the grant date with the remaining 50% vesting 5 years from the grant date.

Read SEC document
October 24, 2025 Filed Oct 27, 2025 23:20 UTC
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 19,600 $196.46 $3,850,616.00
Disclosure

SEC source: 0001268406-25-000035 · wk-form4_1761607198.xml · nonDerivative · entry 5

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 297,429

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F4 · shares: Includes an aggregate of approximately (i) 2,211 shares sold for the cashless exercise of the stock options; and (ii) 7,790 shares sold to pay taxes in connection with the exercise of the stock options.

F5 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $196.131 to $196.50, inclusive. For all transactions reported in this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
October 24, 2025 Filed Oct 27, 2025 23:20 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 22,000 $19.68 $432,960.00
Disclosure

SEC source: 0001268406-25-000035 · wk-form4_1761607198.xml · nonDerivative · entry 4

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 317,029

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 23:20 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversion2018 Employee Stock Option (right to buy) · Derivative 22,000 $0.00 Strike: $19.68 $0.00
Disclosure

SEC source: 0001268406-25-000035 · wk-form4_1761607198.xml · derivative · entry 9

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 53,652

Underlying: Common Stock · 22,000 shares

Expires 2027-04-09

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F6 · derivative.exercise_date: Options vested 50% 4 years from the grant date with the remaining 50% vesting 5 years from the grant date.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 23:20 UTC
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 2,013 $186.00 $374,418.00
Disclosure

SEC source: 0001268406-25-000035 · wk-form4_1761607198.xml · nonDerivative · entry 3

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,029

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F3 · shares: Includes an aggregate of approximately (i) 463 shares sold for the cashless exercise of the stock options; and (ii) 1,550 shares sold to pay taxes in connection with the exercise of the stock options.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 23:20 UTC
BURKE JAMES ADirector · President and CEO
SaleCommon Stock 17,600 $187.25 $3,295,600.00
Disclosure

SEC source: 0001268406-25-000035 · wk-form4_1761607198.xml · nonDerivative · entry 2

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 297,042

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

F2 · shares: Includes an aggregate of approximately (i) 1,856 shares sold for the cashless exercise of the stock options; and (ii) 6,198 shares sold to pay taxes in connection with the exercise of the stock options.

Read SEC document
October 23, 2025 Filed Oct 27, 2025 23:20 UTC
BURKE JAMES ADirector · President and CEO
Exercise / conversionCommon Stock 22,000 $19.68 $432,960.00
Disclosure

SEC source: 0001268406-25-000035 · wk-form4_1761607198.xml · nonDerivative · entry 1

BURKE JAMES A · CIK 0001268406 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 314,642

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

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.