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WHR

WHIRLPOOL CORP /DE/

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Tapewire entity
4355
SEC CIK
0000106640
Parsed reports
403

Last 12 months

Inside the activity.

1 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202610
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 17, 2026 Filed Aug 19, 2026 20:37 UTC
Bitzer Marc RDirector · CHAIRMAN AND CEO
GiftCommon Stock 40,000 $0.00 $0.00
Disclosure

SEC source: 0001348568-26-000008 · wk-form4_1787171860.xml · nonDerivative · entry 2

Bitzer Marc R · CIK 0001348568 · Director · CHAIRMAN AND CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By trusts for immediate family members

Disclosed balance after: 190,000

Read SEC document
August 17, 2026 Filed Aug 19, 2026 20:37 UTC
Bitzer Marc RDirector · CHAIRMAN AND CEO
GiftCommon Stock 40,000 $0.00 $0.00
Disclosure

SEC source: 0001348568-26-000008 · wk-form4_1787171860.xml · nonDerivative · entry 1

Bitzer Marc R · CIK 0001348568 · Director · CHAIRMAN AND CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust for reporting person

Disclosed balance after: 6,031.419

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:37 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,667 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000006 · wk-form4_1785879463.xml · derivative · entry 4

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,333

Underlying: Common Stock · 6,667 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Vesting of restricted stock units granted June 16, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on 08/01/2027, and 08/01/2028.

F1 · derivative.exercise_date: Vesting of restricted stock units granted June 16, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on 08/01/2027, and 08/01/2028.

F1 · derivative.expiration_date: Vesting of restricted stock units granted June 16, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on 08/01/2027, and 08/01/2028.

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:37 UTC
Warner RoxanneEVP & Chief Financial Officer
Tax withholdingCommon Stock 1,906.763 $38.07 $72,590.47
Disclosure

SEC source: 0002022430-26-000006 · wk-form4_1785879463.xml · nonDerivative · entry 2

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,707.21

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:37 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionCommon Stock 6,667 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000006 · wk-form4_1785879463.xml · nonDerivative · entry 1

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,613.971

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: Vesting of restricted stock units granted June 16, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on 08/01/2027, and 08/01/2028.

F2 · balance_after: Aggregate beneficial holdings include shares acquired through dividend reinvestment plan.

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:34 UTC
Martin Carey LEVP & Chief HR, Corp Rel, BUS
Exercise / conversionRestricted Stock Units · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001973570-26-000006 · wk-form4_1785879259.xml · derivative · entry 4

Martin Carey L · CIK 0001973570 · EVP & Chief HR, Corp Rel, BUS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Vesting of restricted stock units granted August 1, 2020, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.exercise_date: Vesting of restricted stock units granted August 1, 2020, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.expiration_date: Vesting of restricted stock units granted August 1, 2020, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:34 UTC
Martin Carey LEVP & Chief HR, Corp Rel, BUS
Tax withholdingCommon Stock 1,430.001 $38.07 $54,440.14
Disclosure

SEC source: 0001973570-26-000006 · wk-form4_1785879259.xml · nonDerivative · entry 2

Martin Carey L · CIK 0001973570 · EVP & Chief HR, Corp Rel, BUS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,562.9

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:34 UTC
Martin Carey LEVP & Chief HR, Corp Rel, BUS
Exercise / conversionCommon Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0001973570-26-000006 · wk-form4_1785879259.xml · nonDerivative · entry 1

Martin Carey L · CIK 0001973570 · EVP & Chief HR, Corp Rel, BUS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,992.901

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
August 01, 2026 Filed Aug 4, 2026 21:35 UTC
Puente Juan CarlosEP, WHR NA & GL Strat Source
Exercise / conversionRestricted Stock Units · Derivative 1,750 $0.00 $0.00
Disclosure

SEC source: 0001972404-26-000006 · wk-form4_1785879335.xml · derivative · entry 4

Puente Juan Carlos · CIK 0001972404 · EP, WHR NA & GL Strat Source

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,750 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Vesting of restricted stock units granted February 14, 2022, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3

F1 · derivative.exercise_date: Vesting of restricted stock units granted February 14, 2022, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3

F1 · derivative.expiration_date: Vesting of restricted stock units granted February 14, 2022, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:35 UTC
Puente Juan CarlosEP, WHR NA & GL Strat Source
Tax withholdingCommon Stock 509.251 $38.07 $19,387.19
Disclosure

SEC source: 0001972404-26-000006 · wk-form4_1785879335.xml · nonDerivative · entry 2

Puente Juan Carlos · CIK 0001972404 · EP, WHR NA & GL Strat Source

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,230.607

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:35 UTC
Puente Juan CarlosEP, WHR NA & GL Strat Source
Exercise / conversionCommon Stock 1,750 $0.00 $0.00
Disclosure

SEC source: 0001972404-26-000006 · wk-form4_1785879335.xml · nonDerivative · entry 1

Puente Juan Carlos · CIK 0001972404 · EP, WHR NA & GL Strat Source

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,739.858

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: Vesting of restricted stock units granted February 14, 2022, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3

F2 · balance_after: Aggregate beneficial holdings reflect deduction of an additional 16.218 shares withheld for taxes upon vesting of a restricted stock unit award on March 1, 2026 and inadvertently omitted from the Form 4 reporting that transaction due to an administrative error.

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:32 UTC
De Jong Kyle PeterEVP & Chief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0002096896-26-000007 · wk-form4_1785879158.xml · derivative · entry 4

De Jong Kyle Peter · CIK 0002096896 · EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Vesting of remaining restricted stock units granted on February 14, 2022 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.exercise_date: Vesting of remaining restricted stock units granted on February 14, 2022 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.expiration_date: Vesting of remaining restricted stock units granted on February 14, 2022 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:32 UTC
De Jong Kyle PeterEVP & Chief Legal Officer
Tax withholdingCommon Stock 286.001 $38.07 $10,888.06
Disclosure

SEC source: 0002096896-26-000007 · wk-form4_1785879158.xml · nonDerivative · entry 2

De Jong Kyle Peter · CIK 0002096896 · EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,810.71

Read SEC document
August 01, 2026 Filed Aug 4, 2026 21:32 UTC
De Jong Kyle PeterEVP & Chief Legal Officer
Exercise / conversionCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0002096896-26-000007 · wk-form4_1785879158.xml · nonDerivative · entry 1

De Jong Kyle Peter · CIK 0002096896 · EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,096.711

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: Vesting of remaining restricted stock units granted on February 14, 2022 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 21:14 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0001203523-26-000003 · wk-form4_1776978848.xml · nonDerivative · entry 1

MORIKIS JOHN G · CIK 0001203523 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,475

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 21:04 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0001987197-26-000002 · wk-form4_1776978263.xml · nonDerivative · entry 1

Wilson Rudolph · CIK 0001987197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,246

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 21:03 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0000106640-26-000025 · wk-form4_1776978192.xml · nonDerivative · entry 1

LOREE JAMES M · CIK 0001214752 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,344

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 21:01 UTC
LIU JOHN DDirector
GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0001288449-26-000002 · wk-form4_1776978066.xml · nonDerivative · entry 1

LIU JOHN D · CIK 0001288449 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,246

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 20:59 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0000106640-26-000023 · wk-form4_1776977987.xml · nonDerivative · entry 1

LaClair Jennifer A. · CIK 0001733079 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,430

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 20:58 UTC GrantDeferred Stock Units · Derivative 2,811 $0.00 $0.00
Disclosure

SEC source: 0001201067-26-000002 · wk-form4_1776977881.xml · derivative · entry 1

KRAMER RICHARD J · CIK 0001201067 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,942.75

Underlying: Common Stock · 2,811 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board.

F1 · derivative.exercise_date: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board.

F1 · derivative.expiration_date: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 20:52 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0001526803-26-000002 · wk-form4_1776977574.xml · nonDerivative · entry 1

Elliott Geraldine · CIK 0001526803 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trust

Disclosed balance after: 16,046

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 20:56 UTC
Creed GregDirector
GrantDeferred Stock Units · Derivative 2,811 $0.00 $0.00
Disclosure

SEC source: 0001346254-26-000005 · wk-form4_1776977786.xml · derivative · entry 1

Creed Greg · CIK 0001346254 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,503.78

Underlying: Common Stock · 2,811 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board.

F1 · derivative.exercise_date: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board.

F1 · derivative.expiration_date: Deferral of stock award to the Deferred Compensation Plan II for Nonemployee Directors. Shares are payable in common stock of the company on a one-for-one basis following the reporting person's departure from the Board.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 20:51 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0001440622-26-000002 · wk-form4_1776977467.xml · nonDerivative · entry 1

Dietz Diane M. · CIK 0001440622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,673

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 20:46 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0000106640-26-000021 · wk-form4_1776977204.xml · nonDerivative · entry 1

Buckner Judith K. · CIK 0001795339 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,811

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed Apr 23, 2026 20:42 UTC GrantCommon Stock 2,811 $0.00 $0.00
Disclosure

SEC source: 0000106640-26-000020 · wk-form4_1776976946.xml · nonDerivative · entry 1

Adcock Mary Ellen · CIK 0001676766 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,811

F1 · price: Annual stock award granted under the Omnibus Stock and Incentive Plan.

Read SEC document
April 21, 2026 Filed May 15, 2026 22:13 UTC Amendment GrantDeferred Stock Units · Derivative 2,811 $0.00 $0.00
Disclosure

SEC source: 0000106640-26-000038 · wk-form4a_1778883195.xml · derivative · entry 1

Buckner Judith K. · CIK 0001795339 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,811

Underlying: Common · 2,811 shares

Expires not disclosed

F1 · derivative.exercise_price: Due to an administrative error, the reporting person's annual director stock award was incorrectly reported as an acquisition of shares on Table I, rather than as deferred stock units under the Deferred Compensation Plan II for Nonemployee Directors. Deferred stock units will be distributed on a one-for-one basis in shares of common stock upon the reporting person's departure from the Board.

F1 · derivative.exercise_date: Due to an administrative error, the reporting person's annual director stock award was incorrectly reported as an acquisition of shares on Table I, rather than as deferred stock units under the Deferred Compensation Plan II for Nonemployee Directors. Deferred stock units will be distributed on a one-for-one basis in shares of common stock upon the reporting person's departure from the Board.

F1 · derivative.expiration_date: Due to an administrative error, the reporting person's annual director stock award was incorrectly reported as an acquisition of shares on Table I, rather than as deferred stock units under the Deferred Compensation Plan II for Nonemployee Directors. Deferred stock units will be distributed on a one-for-one basis in shares of common stock upon the reporting person's departure from the Board.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:36 UTC
Bitzer Marc RDirector · CHAIRMAN AND CEO
GiftCommon Stock 3,110 $0.00 $0.00
Disclosure

SEC source: 0001348568-26-000006 · wk-form4_1772660177.xml · nonDerivative · entry 2

Bitzer Marc R · CIK 0001348568 · Director · CHAIRMAN AND CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By trusts for immediate family members

Disclosed balance after: 13,227

F1 · ownership.nature: The transactions reported herein represent gifts of shares of common stock of Whirlpool Corporation (the Issuer). These transactions are being made in compliance with the provisions of the lock-up agreement entered into by the Reporting Person and Wells Fargo Securities, LLC, J.P. Morgan Securities LLC and Citigroup Global Markets Inc. (the Representatives) as representatives of the underwriters in connection with the Issuers recent public offerings of the Issuers equity securities, which permits bona fide estate planning transfers during the lock-up period. The trusts for immediate family members have also signed lock-up agreements with the Representatives with respect to the securities of the Issuer for the duration of the lock-up period.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:36 UTC
Bitzer Marc RDirector · CHAIRMAN AND CEO
GiftCommon Stock 3,110 $0.00 $0.00
Disclosure

SEC source: 0001348568-26-000006 · wk-form4_1772660177.xml · nonDerivative · entry 1

Bitzer Marc R · CIK 0001348568 · Director · CHAIRMAN AND CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust for reporting person

Disclosed balance after: 46,031.419

F1 · ownership.nature: The transactions reported herein represent gifts of shares of common stock of Whirlpool Corporation (the Issuer). These transactions are being made in compliance with the provisions of the lock-up agreement entered into by the Reporting Person and Wells Fargo Securities, LLC, J.P. Morgan Securities LLC and Citigroup Global Markets Inc. (the Representatives) as representatives of the underwriters in connection with the Issuers recent public offerings of the Issuers equity securities, which permits bona fide estate planning transfers during the lock-up period. The trusts for immediate family members have also signed lock-up agreements with the Representatives with respect to the securities of the Issuer for the duration of the lock-up period.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:30 UTC
Creed GregDirector
PurchaseCommon Stock 3,305 $60.16 $198,828.80
Disclosure

SEC source: 0001346254-26-000003 · wk-form4_1772659800.xml · nonDerivative · entry 1

Creed Greg · CIK 0001346254 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust for reporting person and spouse

Disclosed balance after: 6,080

F1 · price: The price reported is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $60.00 to $60.26. The reporting person undertakes to provide to Whirlpool, any security holder of Whirlpool, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

F2 · ownership.nature: The transactions reported herein are being made in compliance with the provisions of the lock-up agreement entered into by the Reporting Person and Wells Fargo Securities, LLC, J.P. Morgan Securities LLC and Citigroup Global Markets Inc. (the Representatives) as representatives of the underwriters in connection with the Issuers recent public offerings of the Issuers equity securities, which permits market purchases during the lock-up period. The trust has also signed a lock-up agreement with the Representatives with respect to the securities of the Issuer for the duration of the lock-up period.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
GrantDeferred Stock · Derivative 100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · derivative · entry 12

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 668.771

Underlying: Common Stock · 100 shares

Expires not disclosed

F5 · derivative.exercise_price: Upon the vesting of restricted stock units on March 1, 2026, the reporting person deferred the receipt of the shares of deferred stock pursuant to Whirlpool's Executive Deferred Savings Plan II. As a result, the reporting person is reporting the disposition of 100 shares of common stock in exchange for an equal number of shares of deferred stock. The deferred stock is payable following the reporting person's termination of employment with Whirlpool Corporation.

F5 · shares: Upon the vesting of restricted stock units on March 1, 2026, the reporting person deferred the receipt of the shares of deferred stock pursuant to Whirlpool's Executive Deferred Savings Plan II. As a result, the reporting person is reporting the disposition of 100 shares of common stock in exchange for an equal number of shares of deferred stock. The deferred stock is payable following the reporting person's termination of employment with Whirlpool Corporation.

F5 · derivative.exercise_date: Upon the vesting of restricted stock units on March 1, 2026, the reporting person deferred the receipt of the shares of deferred stock pursuant to Whirlpool's Executive Deferred Savings Plan II. As a result, the reporting person is reporting the disposition of 100 shares of common stock in exchange for an equal number of shares of deferred stock. The deferred stock is payable following the reporting person's termination of employment with Whirlpool Corporation.

F5 · derivative.expiration_date: Upon the vesting of restricted stock units on March 1, 2026, the reporting person deferred the receipt of the shares of deferred stock pursuant to Whirlpool's Executive Deferred Savings Plan II. As a result, the reporting person is reporting the disposition of 100 shares of common stock in exchange for an equal number of shares of deferred stock. The deferred stock is payable following the reporting person's termination of employment with Whirlpool Corporation.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 100 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · derivative · entry 11

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 100 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Upon the vesting of restricted stock units on March 1, 2026, the reporting person deferred the receipt of the shares of deferred stock pursuant to Whirlpool's Executive Deferred Savings Plan II. As a result, the reporting person is reporting the disposition of 100 shares of common stock in exchange for an equal number of shares of deferred stock. The deferred stock is payable following the reporting person's termination of employment with Whirlpool Corporation.

F5 · derivative.exercise_date: Upon the vesting of restricted stock units on March 1, 2026, the reporting person deferred the receipt of the shares of deferred stock pursuant to Whirlpool's Executive Deferred Savings Plan II. As a result, the reporting person is reporting the disposition of 100 shares of common stock in exchange for an equal number of shares of deferred stock. The deferred stock is payable following the reporting person's termination of employment with Whirlpool Corporation.

F5 · derivative.expiration_date: Upon the vesting of restricted stock units on March 1, 2026, the reporting person deferred the receipt of the shares of deferred stock pursuant to Whirlpool's Executive Deferred Savings Plan II. As a result, the reporting person is reporting the disposition of 100 shares of common stock in exchange for an equal number of shares of deferred stock. The deferred stock is payable following the reporting person's termination of employment with Whirlpool Corporation.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 328 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · derivative · entry 10

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 653

Underlying: Common Stock · 328 shares

Expires not disclosed

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

F4 · derivative.exercise_price: Vesting of restricted stock units granted February 17, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in substantially equal installments and convert one-for-one to shares on March 1, 2027 and March 1, 2028.

F4 · derivative.exercise_date: Vesting of restricted stock units granted February 17, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in substantially equal installments and convert one-for-one to shares on March 1, 2027 and March 1, 2028.

F4 · derivative.expiration_date: Vesting of restricted stock units granted February 17, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in substantially equal installments and convert one-for-one to shares on March 1, 2027 and March 1, 2028.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 285 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · derivative · entry 9

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284

Underlying: Common Stock · 285 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Vesting of restricted stock units granted February 19, 2024, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on March 1, 2027.

F3 · derivative.exercise_date: Vesting of restricted stock units granted February 19, 2024, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on March 1, 2027.

F3 · derivative.expiration_date: Vesting of restricted stock units granted February 19, 2024, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on March 1, 2027.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 99 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · derivative · entry 8

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 99 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Vesting of remaining restricted stock units granted on February 20, 2023 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.exercise_date: Vesting of remaining restricted stock units granted on February 20, 2023 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.expiration_date: Vesting of remaining restricted stock units granted on February 20, 2023 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Tax withholdingCommon Stock 111.192 $69.13 $7,686.70
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · nonDerivative · entry 6

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,945.076

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionCommon Stock 328 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · nonDerivative · entry 5

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,056.268

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.

F4 · kind: Vesting of restricted stock units granted February 17, 2025, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in substantially equal installments and convert one-for-one to shares on March 1, 2027 and March 1, 2028.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Tax withholdingCommon Stock 86.009 $69.13 $5,945.80
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · nonDerivative · entry 4

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,728.268

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionCommon Stock 285 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · nonDerivative · entry 3

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,814.277

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

F3 · kind: Vesting of restricted stock units granted February 19, 2024, under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest and convert one-for-one to shares on March 1, 2027.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Tax withholdingCommon Stock 33.561 $69.13 $2,320.07
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · nonDerivative · entry 2

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,529.277

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:13 UTC
Warner RoxanneEVP & Chief Financial Officer
Exercise / conversionCommon Stock 99 $0.00 $0.00
Disclosure

SEC source: 0002022430-26-000004 · wk-form4_1772586783.xml · nonDerivative · entry 1

Warner Roxanne · CIK 0002022430 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,562.838

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: Vesting of remaining restricted stock units granted on February 20, 2023 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F2 · balance_after: Due to an administrative error, the Form 4 filed December 16, 2025 overstated the reporting person's beneficial ownership by 2.9 shares

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Exercise / conversionRestricted Stock Units · Derivative 85 $0.00 $0.00
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · derivative · entry 13

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168

Underlying: Common Stock · 85 shares

Expires not disclosed

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

F4 · derivative.exercise_price: Vesting of restricted stock units granted on August 1, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates. Due to an administrative error, the Form 3 and Form 3/A filed on January 9, 2026 and January 12, 2026, respectively, reported two awards of 253 restricted stock units with this grant date and vesting schedule instead of one.

F4 · derivative.exercise_date: Vesting of restricted stock units granted on August 1, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates. Due to an administrative error, the Form 3 and Form 3/A filed on January 9, 2026 and January 12, 2026, respectively, reported two awards of 253 restricted stock units with this grant date and vesting schedule instead of one.

F4 · derivative.expiration_date: Vesting of restricted stock units granted on August 1, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates. Due to an administrative error, the Form 3 and Form 3/A filed on January 9, 2026 and January 12, 2026, respectively, reported two awards of 253 restricted stock units with this grant date and vesting schedule instead of one.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Exercise / conversionRestricted Stock Units · Derivative 135 $0.00 $0.00
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · derivative · entry 12

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 269

Underlying: Common Stock · 135 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Vesting of restricted stock units granted on February 17, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates.

F3 · derivative.exercise_date: Vesting of restricted stock units granted on February 17, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates.

F3 · derivative.expiration_date: Vesting of restricted stock units granted on February 17, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Exercise / conversionRestricted Stock Units · Derivative 126 $0.00 $0.00
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · derivative · entry 11

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125

Underlying: Common Stock · 126 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Vesting of restricted stock units granted on February 19, 2024 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest on March 1, 2027 and convert one-for-one to shares on that date.

F2 · derivative.exercise_date: Vesting of restricted stock units granted on February 19, 2024 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest on March 1, 2027 and convert one-for-one to shares on that date.

F2 · derivative.expiration_date: Vesting of restricted stock units granted on February 19, 2024 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest on March 1, 2027 and convert one-for-one to shares on that date.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Exercise / conversionRestricted Stock Units · Derivative 89 $0.00 $0.00
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · derivative · entry 10

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 89 shares

Expires not disclosed

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

F1 · derivative.exercise_price: Vesting of remaining restricted stock units granted on February 20, 2023 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.exercise_date: Vesting of remaining restricted stock units granted on February 20, 2023 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

F1 · derivative.expiration_date: Vesting of remaining restricted stock units granted on February 20, 2023 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Tax withholdingCommon Stock 28.971 $69.13 $2,002.77
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · nonDerivative · entry 8

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,588.681

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Exercise / conversionCommon Stock 85 $0.00 $0.00
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · nonDerivative · entry 7

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,617.652

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

F4 · kind: Vesting of restricted stock units granted on August 1, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates. Due to an administrative error, the Form 3 and Form 3/A filed on January 9, 2026 and January 12, 2026, respectively, reported two awards of 253 restricted stock units with this grant date and vesting schedule instead of one.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Tax withholdingCommon Stock 46.147 $69.13 $3,190.14
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · nonDerivative · entry 6

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,532.652

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Exercise / conversionCommon Stock 135 $0.00 $0.00
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · nonDerivative · entry 5

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,578.799

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

F3 · kind: Vesting of restricted stock units granted on February 17, 2025 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest in two substantially equal installments on March 1, 2027 and March 1, 2028 and convert one-for-one to shares on those dates.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Tax withholdingCommon Stock 43.055 $69.13 $2,976.39
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · nonDerivative · entry 4

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,443.799

Read SEC document
March 01, 2026 Filed Mar 4, 2026 00:04 UTC
Tomczak Todd NVice President and Controller
Exercise / conversionCommon Stock 126 $0.00 $0.00
Disclosure

SEC source: 0002102540-26-000008 · wk-form4_1772582659.xml · nonDerivative · entry 3

Tomczak Todd N · CIK 0002102540 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,486.854

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 · kind: Vesting of restricted stock units granted on February 19, 2024 under the Whirlpool Corporation Omnibus Stock and Incentive Plan in a transaction exempt under Rule 16b-3. The remaining restricted stock units will vest on March 1, 2027 and convert one-for-one to shares on that date.

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.