Tapewire

Nasdaq · USD

WSFS

WSFS FINANCIAL CORP

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Tapewire entity
4058
SEC CIK
0000828944
Parsed reports
554

Last 12 months

Inside the activity.

0 purchase rows · 9 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 202605
Mar 202600
Apr 202600
May 202600
Jun 202602
Jul 202601
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 15, 2023 Filed Apr 18, 2023 17:13 UTC Tax withholdingCommon Stock 2,615 $36.69 $95,944.35
Disclosure

SEC source: 0001562180-23-003594 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,293

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2023 Filed Apr 18, 2023 17:13 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
Tax withholdingCommon Stock 1,258 $36.69 $46,156.02
Disclosure

SEC source: 0001562180-23-003593 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,051

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2023 Filed Apr 18, 2023 17:13 UTC Tax withholdingCommon Stock 2,648 $36.69 $97,155.12
Disclosure

SEC source: 0001562180-23-003592 · primarydocument.xml · nonDerivative · entry 1

Canuso Dominic C · CIK 0001677653 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,382

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
April 15, 2023 Filed Apr 18, 2023 17:12 UTC
BACCI ARTHUR JExecutive Vice President
Tax withholdingCommon Stock 1,778 $36.69 $65,234.82
Disclosure

SEC source: 0001562180-23-003591 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,299

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:44 UTC
Ward Patrick JosephExecutive Vice President
Tax withholdingCommon Stock 87 $39.49 $3,435.63
Disclosure

SEC source: 0001562180-23-002889 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143,045

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:44 UTC
Kruzinski ShariEVP, Chief Customer Officer
Tax withholdingCommon Stock 58 $39.49 $2,290.42
Disclosure

SEC source: 0001562180-23-002888 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,337

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:44 UTC Tax withholdingCommon Stock 159 $39.49 $6,278.91
Disclosure

SEC source: 0001562180-23-002887 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,908

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:43 UTC Tax withholdingCommon Stock 166 $39.49 $6,555.34
Disclosure

SEC source: 0001562180-23-002885 · primarydocument.xml · nonDerivative · entry 1

Canuso Dominic C · CIK 0001677653 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,030

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:44 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
Tax withholdingCommon Stock 81 $39.49 $3,198.69
Disclosure

SEC source: 0001562180-23-002886 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,309

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:43 UTC
LEVENSON RODGERPresident & CEO
Tax withholdingCommon Stock 523 $39.49 $20,653.27
Disclosure

SEC source: 0001562180-23-002884 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,807

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
March 15, 2023 Filed Mar 17, 2023 13:42 UTC
BACCI ARTHUR JExecutive Vice President
Tax withholdingCommon Stock 118 $39.49 $4,659.82
Disclosure

SEC source: 0001562180-23-002883 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,077

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
February 27, 2023 Filed Feb 27, 2023 21:43 UTC GrantCommon Stock 2,883 $49.69 $143,256.27
Disclosure

SEC source: 0001562180-23-001925 · primarydocument.xml · nonDerivative · entry 1

Canuso Dominic C · CIK 0001677653 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,196

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:43 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
GrantCommon Stock 2,266 $49.69 $112,597.54
Disclosure

SEC source: 0001562180-23-001926 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,390

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:43 UTC
BACCI ARTHUR JExecutive Vice President
GrantCommon Stock 2,356 $49.69 $117,069.64
Disclosure

SEC source: 0001562180-23-001927 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,195

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:43 UTC
Conklin MichaelChief Human Resources Officer
GrantCommon Stock 2,269 $49.69 $112,746.61
Disclosure

SEC source: 0001562180-23-001924 · primarydocument.xml · nonDerivative · entry 1

Conklin Michael · CIK 0001823013 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,043

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:42 UTC
Davis Christine ElizabethEVP, Chief Risk Officer
GrantCommon Stock 2,085 $49.69 $103,603.65
Disclosure

SEC source: 0001562180-23-001922 · primarydocument.xml · nonDerivative · entry 1

Davis Christine Elizabeth · CIK 0001928757 · EVP, Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,568

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:42 UTC
Kruzinski ShariEVP, Chief Customer Officer
GrantCommon Stock 2,198 $49.69 $109,218.62
Disclosure

SEC source: 0001562180-23-001920 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,395

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:43 UTC GrantCommon Stock 2,497 $49.69 $124,075.93
Disclosure

SEC source: 0001562180-23-001923 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,067

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:42 UTC
LEVENSON RODGERPresident & CEO
GrantCommon Stock 13,705 $49.69 $681,001.45
Disclosure

SEC source: 0001562180-23-001921 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,330

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 23, 2023 Filed Feb 27, 2023 21:42 UTC
Ward Patrick JosephExecutive Vice President
GrantCommon Stock 2,251 $49.69 $111,852.19
Disclosure

SEC source: 0001562180-23-001919 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143,132

F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026

F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made.

Read SEC document
February 06, 2023 Filed Mar 3, 2023 22:29 UTC
Kruzinski ShariEVP, Chief Customer Officer
SaleCommon Stock 920 $50.03 $46,023.00
Disclosure

SEC source: 0001562180-23-002436 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,395

Read SEC document
January 11, 2023 Filed Jan 13, 2023 21:50 UTC Tax withholdingCommon Stock 6,852 $45.95 $314,849.40
Disclosure

SEC source: 0001562180-23-000414 · primarydocument.xml · nonDerivative · entry 1

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,678

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 30, 2022 Filed Jan 4, 2023 19:56 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
Exercise / conversionStock Options (Right to buy) · Derivative 1,091 $0.00 Strike: $29.86 $0.00
Disclosure

SEC source: 0001562180-23-000071 · primarydocument.xml · derivative · entry 3

BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,091 shares

Expires 2023-02-25

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.

Read SEC document
December 30, 2022 Filed Jan 4, 2023 19:56 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
Exercise / conversionCommon Stock 1,091 $29.86 $32,577.26
Disclosure

SEC source: 0001562180-23-000071 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,124

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
December 14, 2022 Filed Dec 16, 2022 16:56 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionStock Options (Right to buy) · Derivative 1,305 $0.00 Strike: $15.25 $0.00
Disclosure

SEC source: 0001562180-22-008327 · primarydocument.xml · derivative · entry 4

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,787 shares

Expires 2022-12-18

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
December 14, 2022 Filed Dec 16, 2022 16:56 UTC
Ward Patrick JosephExecutive Vice President
SaleCommon Stock 1,305 $46.38 $60,525.25
Disclosure

SEC source: 0001562180-22-008327 · primarydocument.xml · nonDerivative · entry 2

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,881

F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 2,482 shares of common stock on net exercise of option to purchase 3,787 shares of common stock. The Company withheld 1,305 shares of common stock underlying the option for payment of the exercise price, using the closing stock price on December 14, 2022 of $46.3795, pursuant to terms of the 2018 Equity Incentive Plan.

Read SEC document
December 14, 2022 Filed Dec 16, 2022 16:56 UTC
Ward Patrick JosephExecutive Vice President
Exercise / conversionCommon Stock 3,787 $15.25 $57,751.75
Disclosure

SEC source: 0001562180-22-008327 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,186

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

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:22 UTC
Ward Patrick JosephExecutive Vice President
Tax withholdingCommon Stock 377 $46.38 $17,485.26
Disclosure

SEC source: 0001562180-22-008236 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,399

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:23 UTC Tax withholdingCommon Stock 759 $46.38 $35,202.42
Disclosure

SEC source: 0001562180-22-008238 · primarydocument.xml · nonDerivative · entry 1

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,457

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:22 UTC
Kruzinski ShariEVP, Chief Customer Officer
Tax withholdingCommon Stock 257 $46.38 $11,919.66
Disclosure

SEC source: 0001562180-22-008235 · primarydocument.xml · nonDerivative · entry 1

Kruzinski Shari · CIK 0001928413 · EVP, Chief Customer Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,054

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:21 UTC Tax withholdingCommon Stock 746 $46.38 $34,599.48
Disclosure

SEC source: 0001562180-22-008234 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,570

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:21 UTC Tax withholdingCommon Stock 1,008 $46.38 $46,751.04
Disclosure

SEC source: 0001562180-22-008233 · primarydocument.xml · nonDerivative · entry 1

Canuso Dominic C · CIK 0001677653 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,313

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:18 UTC
BRUBAKER LISA MEVP, Chief Technology Officer
Tax withholdingCommon Stock 358 $46.38 $16,604.04
Disclosure

SEC source: 0001562180-22-008232 · primarydocument.xml · nonDerivative · entry 1

BRUBAKER LISA M · CIK 0001739974 · EVP, Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,033

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:18 UTC
BACCI ARTHUR JExecutive Vice President
Tax withholdingCommon Stock 538 $46.38 $24,952.44
Disclosure

SEC source: 0001562180-22-008231 · primarydocument.xml · nonDerivative · entry 1

BACCI ARTHUR J · CIK 0001075511 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,839

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 13, 2022 20:17 UTC
LEVENSON RODGERPresident & CEO
Tax withholdingCommon Stock 2,744 $46.38 $127,266.72
Disclosure

SEC source: 0001562180-22-008230 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,625

F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units

Read SEC document
December 10, 2022 Filed Dec 27, 2022 16:14 UTC Amendment Tax withholdingCommon Stock 686 $46.38 $31,816.68
Disclosure

SEC source: 0001562180-22-008431 · primarydocument.xml · nonDerivative · entry 1

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,530

F1 · shares: Due to a clerical error, the original filing included an incorrect tax withholding amount. This transaction has been amended to reflect the correct shares withheld to cover taxes due on vested restricted stock units.

Read SEC document
November 11, 2022 Filed Nov 15, 2022 20:08 UTC
LEVENSON RODGERPresident & CEO
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 9,090 $0.00 Strike: $29.86 $0.00
Disclosure

SEC source: 0001562180-22-007665 · primarydocument.xml · derivative · entry 6

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,090 shares

Expires 2023-02-25

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.

Read SEC document
November 11, 2022 Filed Nov 15, 2022 20:08 UTC
LEVENSON RODGERPresident & CEO
SaleCommon Stock 5,812 $48.17 $279,986.13
Disclosure

SEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 4

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,369

F2 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $47.88 to $48.33, inclusive. For all transactions reported on 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 11, 2022 Filed Nov 15, 2022 20:08 UTC
LEVENSON RODGERPresident & CEO
Exercise / conversionCommon Stock 5,812 $29.86 $173,546.32
Disclosure

SEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 3

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,181

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 11, 2022 Filed Nov 15, 2022 20:08 UTC
LEVENSON RODGERPresident & CEO
SaleCommon Stock 2,133 $48.42 $103,281.99
Disclosure

SEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 2

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,369

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $48.41 to $48.4594, inclusive. For all transactions reported on 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 11, 2022 Filed Nov 15, 2022 20:08 UTC
LEVENSON RODGERPresident & CEO
Exercise / conversionCommon Stock 3,278 $29.86 $97,881.08
Disclosure

SEC source: 0001562180-22-007665 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,502

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 04, 2022 Filed Nov 8, 2022 18:23 UTC SaleCommon Stock 10,388 $46.57 $483,769.16
Disclosure

SEC source: 0001562180-22-007536 · primarydocument.xml · nonDerivative · entry 1

LETO FRANCIS J · CIK 0001227983 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,753

F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $46.56 to $46.58, inclusive. For all transactions reported on 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
August 31, 2022 Filed Sep 2, 2022 19:17 UTC GrantCommon Stock 866 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006440 · primarydocument.xml · nonDerivative · entry 2

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,316

F2 · shares: Fully vested by 3/15/25.

Read SEC document
August 31, 2022 Filed Sep 2, 2022 19:17 UTC GrantCommon Stock 866 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006440 · primarydocument.xml · nonDerivative · entry 1

Clark Stephen P · CIK 0001675775 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,450

F1 · shares: 3 yr vest (1/3 increments) with first vesting date of 3/15/23 and final vesting date of 3/15/25.

Read SEC document
August 31, 2022 Filed Sep 2, 2022 19:17 UTC GrantCommon Stock 880 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006439 · primarydocument.xml · nonDerivative · entry 2

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,216

F2 · shares: Fully vested by 3/15/25.

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August 31, 2022 Filed Sep 2, 2022 19:17 UTC GrantCommon Stock 880 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006439 · primarydocument.xml · nonDerivative · entry 1

WRIGHT RICHARD · CIK 0001271797 · EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,336

F1 · shares: 3 yr vest (1/3 increments) with first vesting date of 3/15/23 and final vesting date of 3/15/25.

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August 31, 2022 Filed Sep 2, 2022 19:17 UTC
Ward Patrick JosephExecutive Vice President
GrantCommon Stock 795 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006438 · primarydocument.xml · nonDerivative · entry 2

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,776

F2 · shares: Fully vested by 3/15/25.

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August 31, 2022 Filed Sep 2, 2022 19:17 UTC
Ward Patrick JosephExecutive Vice President
GrantCommon Stock 795 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006438 · primarydocument.xml · nonDerivative · entry 1

Ward Patrick Joseph · CIK 0001682177 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,981

F1 · shares: 3 yr vest (1/3 increments) with first vesting date of 3/15/23 and final vesting date of 3/15/25.

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August 31, 2022 Filed Sep 2, 2022 19:15 UTC
LEVENSON RODGERPresident & CEO
GrantCommon Stock 3,378 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006437 · primarydocument.xml · nonDerivative · entry 2

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 129,224

F2 · shares: Fully vested by 3/15/25.

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August 31, 2022 Filed Sep 2, 2022 19:15 UTC
LEVENSON RODGERPresident & CEO
GrantCommon Stock 3,378 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-006437 · primarydocument.xml · nonDerivative · entry 1

LEVENSON RODGER · CIK 0001380904 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,846

F1 · shares: 3 yr vest (1/3 increments) with first vesting date of 3/15/23 and final vesting date of 3/15/25.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.