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XPO

XPO, Inc.

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Tapewire entity
3242
SEC CIK
0001166003
Parsed reports
295

Last 12 months

Inside the activity.

0 purchase rows · 14 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 202600
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202603
Sep 202605
Oct 202605

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
January 02, 2024 Filed Jan 3, 2024 21:17 UTC
FRYE J WESDirector
GrantRestricted Stock Unit · Derivative 2,160 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000012 · wk-form4_1704316630.xml · derivative · entry 3

FRYE J WES · CIK 0001241306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,160

Underlying: Common Stock · 2,160 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F4 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer.

F4 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:17 UTC
FRYE J WESDirector
Exercise / conversionRestricted Stock Unit · Derivative 4,447 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000012 · wk-form4_1704316630.xml · derivative · entry 2

FRYE J WES · CIK 0001241306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,447 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs vested in full on January 2, 2024.

F3 · derivative.expiration_date: The RSUs vested in full on January 2, 2024.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:17 UTC
FRYE J WESDirector
Exercise / conversionCommon Stock 4,447 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000012 · wk-form4_1704316630.xml · nonDerivative · entry 1

FRYE J WES · CIK 0001241306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,447

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 · ownership.direct: 3,000 of these securities are held in the Reporting Person's individual retirement account.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:16 UTC GrantRestricted Stock Unit · Derivative 2,160 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000011 · wk-form4_1704316576.xml · derivative · entry 3

Allaire Bella Loykhter · CIK 0001537767 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,160

Underlying: Common Stock · 2,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer.

F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:16 UTC Exercise / conversionRestricted Stock Unit · Derivative 5,480 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000011 · wk-form4_1704316576.xml · derivative · entry 2

Allaire Bella Loykhter · CIK 0001537767 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,480 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2024.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:16 UTC Exercise / conversionCommon Stock 5,480 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000011 · wk-form4_1704316576.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,382

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
January 02, 2024 Filed Jan 3, 2024 21:15 UTC GrantRestricted Stock Unit · Derivative 2,160 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000010 · wk-form4_1704316515.xml · derivative · entry 3

Aiken Jason W · CIK 0001486897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,160

Underlying: Common Stock · 2,160 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer.

F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:15 UTC Exercise / conversionRestricted Stock Unit · Derivative 5,480 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000010 · wk-form4_1704316515.xml · derivative · entry 2

Aiken Jason W · CIK 0001486897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,480 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2024.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:15 UTC Exercise / conversionCommon Stock 5,480 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000010 · wk-form4_1704316515.xml · nonDerivative · entry 1

Aiken Jason W · CIK 0001486897 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,400

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 31, 2023 Filed Jan 3, 2024 16:21 UTC
BRADLEY S JACOBSDirector · Executive Chairman
Exercise / conversionRestricted Stock Unit · Derivative 43,125 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000017 · wk-form4_1704316848.xml · derivative · entry 4

BRADLEY S JACOBS · CIK 0001054518 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 43,125 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: These RSUs vested in full on December 31, 2023.

F3 · derivative.expiration_date: These RSUs vested in full on December 31, 2023.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 16:21 UTC
BRADLEY S JACOBSDirector · Executive Chairman
Tax withholdingCommon Stock 19,985 $87.59 $1,750,486.15
Disclosure

SEC source: 0001166003-24-000017 · wk-form4_1704316848.xml · nonDerivative · entry 2

BRADLEY S JACOBS · CIK 0001054518 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410,556

Read SEC document
December 31, 2023 Filed Jan 3, 2024 16:21 UTC
BRADLEY S JACOBSDirector · Executive Chairman
Exercise / conversionCommon Stock 43,125 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000017 · wk-form4_1704316848.xml · nonDerivative · entry 1

BRADLEY S JACOBS · CIK 0001054518 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430,541

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 31, 2023 Filed Jan 3, 2024 21:21 UTC
Harik Mario ADirector · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 19,406 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000018 · wk-form4_1704316884.xml · derivative · entry 3

Harik Mario A · CIK 0001534839 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 19,406 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: These RSUs vested in full on December 31, 2023.

F2 · derivative.expiration_date: These RSUs vested in full on December 31, 2023.

Read SEC document
December 31, 2023 Filed Jan 3, 2024 21:21 UTC
Harik Mario ADirector · Chief Executive Officer
SaleCommon Stock 9,383 $87.59 $821,856.97
Disclosure

SEC source: 0001166003-24-000018 · wk-form4_1704316884.xml · nonDerivative · entry 2

Harik Mario A · CIK 0001534839 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,571

Read SEC document
December 31, 2023 Filed Jan 3, 2024 21:21 UTC
Harik Mario ADirector · Chief Executive Officer
Exercise / conversionCommon Stock 19,406 $0.00 $0.00
Disclosure

SEC source: 0001166003-24-000018 · wk-form4_1704316884.xml · nonDerivative · entry 1

Harik Mario A · CIK 0001534839 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,954

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 31, 2023 Filed Feb 9, 2024 11:06 UTC Amendment
Harik Mario ADirector · Chief Executive Officer
Tax withholdingCommon Stock 9,383 $87.59 $821,856.97
Disclosure

SEC source: 0001166003-24-000024 · wk-form4a_1707476791.xml · nonDerivative · entry 1

Harik Mario A · CIK 0001534839 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,571

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:33 UTC
Wismans KyleChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 3,431 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000086 · wk-form4_1702416813.xml · derivative · entry 3

Wismans Kyle · CIK 0001987257 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,431 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: These RSUs vested in full on December 8, 2023.

F2 · derivative.expiration_date: These RSUs vested in full on December 8, 2023.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:33 UTC
Wismans KyleChief Financial Officer
Tax withholdingCommon Stock 1,752 $82.05 $143,751.60
Disclosure

SEC source: 0001166003-23-000086 · wk-form4_1702416813.xml · nonDerivative · entry 2

Wismans Kyle · CIK 0001987257 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,234

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:33 UTC
Wismans KyleChief Financial Officer
Exercise / conversionCommon Stock 3,431 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000086 · wk-form4_1702416813.xml · nonDerivative · entry 1

Wismans Kyle · CIK 0001987257 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,986

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 08, 2023 Filed Dec 12, 2023 21:32 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 4,118 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000085 · wk-form4_1702416734.xml · derivative · entry 3

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,118 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: These RSUs vested in full on December 8, 2023.

F2 · derivative.expiration_date: These RSUs vested in full on December 8, 2023.

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:32 UTC
Brown Christopher MichaelChief Accounting Officer
Tax withholdingCommon Stock 1,909 $82.05 $156,633.45
Disclosure

SEC source: 0001166003-23-000085 · wk-form4_1702416734.xml · nonDerivative · entry 2

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,929

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:32 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionCommon Stock 4,118 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000085 · wk-form4_1702416734.xml · nonDerivative · entry 1

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,838

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.

Read SEC document
November 14, 2023 Filed Nov 16, 2023 21:40 UTC
Wismans KyleChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,253 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000082 · wk-form4_1700170832.xml · derivative · entry 3

Wismans Kyle · CIK 0001987257 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,252

Underlying: Common Stock · 1,253 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: 1,253 of these RSUs vested on November 14, 2023, 626 RSUs shall vest on November 14, 2024, and 626 RSUs shall vest on November 14, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F2 · derivative.expiration_date: 1,253 of these RSUs vested on November 14, 2023, 626 RSUs shall vest on November 14, 2024, and 626 RSUs shall vest on November 14, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

Read SEC document
November 14, 2023 Filed Nov 16, 2023 21:40 UTC
Wismans KyleChief Financial Officer
Tax withholdingCommon Stock 640 $86.82 $55,564.80
Disclosure

SEC source: 0001166003-23-000082 · wk-form4_1700170832.xml · nonDerivative · entry 2

Wismans Kyle · CIK 0001987257 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,555

Read SEC document
November 14, 2023 Filed Nov 16, 2023 21:40 UTC
Wismans KyleChief Financial Officer
Exercise / conversionCommon Stock 1,253 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000082 · wk-form4_1700170832.xml · nonDerivative · entry 1

Wismans Kyle · CIK 0001987257 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,195

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, 2023 Filed Nov 16, 2023 21:39 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,192 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000081 · wk-form4_1700170779.xml · derivative · entry 3

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,191

Underlying: Common Stock · 2,192 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: 2,192 of these RSUs vested on November 14, 2023, 1,095 RSUs shall vest on November 14, 2024, and 1,096 RSUs shall vest on November 14, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F2 · derivative.expiration_date: 2,192 of these RSUs vested on November 14, 2023, 1,095 RSUs shall vest on November 14, 2024, and 1,096 RSUs shall vest on November 14, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

Read SEC document
November 14, 2023 Filed Nov 16, 2023 21:39 UTC
Brown Christopher MichaelChief Accounting Officer
Tax withholdingCommon Stock 1,016 $86.82 $88,209.12
Disclosure

SEC source: 0001166003-23-000081 · wk-form4_1700170779.xml · nonDerivative · entry 2

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,720

Read SEC document
November 14, 2023 Filed Nov 16, 2023 21:39 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionCommon Stock 2,192 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000081 · wk-form4_1700170779.xml · nonDerivative · entry 1

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,736

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 06, 2023 Filed Nov 8, 2023 12:53 UTC
FRYE J WESDirector
PurchaseCommon Stock 1,500 $79.71 $119,565.00
Disclosure

SEC source: 0001166003-23-000078 · wk-form4_1699448005.xml · nonDerivative · entry 1

FRYE J WES · CIK 0001241306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

F1 · ownership.direct: These securities are held in the Reporting Person's individual retirement account.

Read SEC document
August 15, 2023 Filed Aug 16, 2023 20:29 UTC
Wismans KyleChief Financial Officer
GrantRestricted Stock Unit · Derivative 3,454 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000068 · wk-form4_1692217763.xml · derivative · entry 1

Wismans Kyle · CIK 0001987257 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,454

Underlying: Common Stock · 3,454 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: These RSUs vest in full on August 15, 2027, generally subject to the Reporting Person's continued employment with the Issuer through the vesting date.

F2 · derivative.expiration_date: These RSUs vest in full on August 15, 2027, generally subject to the Reporting Person's continued employment with the Issuer through the vesting date.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 21:01 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 17,762 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000061 · wk-form4_1688590889.xml · derivative · entry 3

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,762 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: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: These RSUs vested fully on June 30, 2023.

F3 · derivative.expiration_date: These RSUs vested fully on June 30, 2023.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 21:01 UTC
Brown Christopher MichaelChief Accounting Officer
Tax withholdingCommon Stock 8,231 $59.00 $485,629.00
Disclosure

SEC source: 0001166003-23-000061 · wk-form4_1688590889.xml · nonDerivative · entry 2

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,544

F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 21:01 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionCommon Stock 17,762 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000061 · wk-form4_1688590889.xml · nonDerivative · entry 1

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,775

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
June 16, 2023 Filed Jun 16, 2023 21:00 UTC SaleCommon Stock, par value $0.001 per share 1,600 $53.20 $85,120.00
Disclosure

SEC source: 0001166003-23-000057 · wk-form4_1686949209.xml · nonDerivative · entry 1

Landry Allison · CIK 0001876308 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,360

F1 · price: This transaction was executed in multiple trades at prices ranging from $53.16 to $53.26. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 21, 2023 Filed Apr 25, 2023 21:21 UTC
Bates David J.Chief Operating Officer
GrantRestricted Stock Unit · Derivative 60,200 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000050 · wf-form4_168245769725194.xml · derivative · entry 2

Bates David J. · CIK 0001534267 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,200

Underlying: Common Stock, par value $0.001 per share · 60,200 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: These RSUs vest in two equal annual installments on April 21, 2024 and April 21, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: These RSUs vest in two equal annual installments on April 21, 2024 and April 21, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

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April 21, 2023 Filed Apr 25, 2023 21:21 UTC
Bates David J.Chief Operating Officer
GrantRestricted Stock Unit · Derivative 11,926 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000050 · wf-form4_168245769725194.xml · derivative · entry 1

Bates David J. · CIK 0001534267 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,926

Underlying: Common Stock, par value $0.001 per share · 11,926 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: These RSUs vest in three equal annual installments on March 15, 2024, March 15, 2025 and March 15, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F2 · derivative.expiration_date: These RSUs vest in three equal annual installments on March 15, 2024, March 15, 2025 and March 15, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

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March 15, 2023 Filed Mar 17, 2023 21:03 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,871 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000042 · wf-form4_167908698880481.xml · derivative · entry 3

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.001 per share · 1,871 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: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: 50% of these RSUs vested on March 15, 2022 and 50% vested on March 15, 2023.

F3 · derivative.expiration_date: 50% of these RSUs vested on March 15, 2022 and 50% vested on March 15, 2023.

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March 15, 2023 Filed Mar 17, 2023 21:03 UTC
Brown Christopher MichaelChief Accounting Officer
Tax withholdingCommon Stock, par value $0.001 per share 868 $32.99 $28,635.32
Disclosure

SEC source: 0001166003-23-000042 · wf-form4_167908698880481.xml · nonDerivative · entry 2

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,013

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

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March 15, 2023 Filed Mar 17, 2023 21:03 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionCommon Stock, par value $0.001 per share 1,871 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000042 · wf-form4_167908698880481.xml · nonDerivative · entry 1

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,881

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.

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March 15, 2023 Filed Mar 17, 2023 21:02 UTC
FRYE J WESDirector
GrantRestricted Stock Unit · Derivative 4,447 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000041 · wf-form4_167908692421014.xml · derivative · entry 2

FRYE J WES · CIK 0001241306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,447

Underlying: Common Stock, par value $0.001 per share · 4,447 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2024, subject to the Reporting Person's continued service as a director of the Issuer.

F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2024, subject to the Reporting Person's continued service as a director of the Issuer.

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March 15, 2023 Filed Mar 17, 2023 21:01 UTC
Cassity WendyChief Legal Officer
GrantRestricted Stock Unit · Derivative 26,372 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000040 · wf-form4_167908687238297.xml · derivative · entry 1

Cassity Wendy · CIK 0001501094 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,372

Underlying: Common Stock, par value $0.001 per share · 26,372 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: These RSUs vest in three equal annual installments on March 15, 2024, March 15, 2025 and March 15, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F2 · derivative.expiration_date: These RSUs vest in three equal annual installments on March 15, 2024, March 15, 2025 and March 15, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

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March 10, 2023 Filed Mar 14, 2023 21:42 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 702 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000034 · wf-form4_167883011771584.xml · derivative · entry 3

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,403

Underlying: Common Stock, par value $0.001 per share · 702 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: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: These RSUs vest in four equal annual installments on March 10, 2022, March 10, 2023, March 10, 2024 and March 10, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: These RSUs vest in four equal annual installments on March 10, 2022, March 10, 2023, March 10, 2024 and March 10, 2025, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

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March 10, 2023 Filed Mar 14, 2023 21:42 UTC
Brown Christopher MichaelChief Accounting Officer
Tax withholdingCommon Stock, par value $0.001 per share 326 $34.65 $11,295.90
Disclosure

SEC source: 0001166003-23-000034 · wf-form4_167883011771584.xml · nonDerivative · entry 2

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,010

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

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March 10, 2023 Filed Mar 14, 2023 21:42 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionCommon Stock, par value $0.001 per share 702 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000034 · wf-form4_167883011771584.xml · nonDerivative · entry 1

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,336

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
March 10, 2023 Filed Mar 14, 2023 21:24 UTC
FRYE J WESDirector
PurchaseCommon Stock, par value $0.001 per share 1,500 $35.74 $53,610.00
Disclosure

SEC source: 0001166003-23-000033 · wf-form4_167882907606039.xml · nonDerivative · entry 1

FRYE J WES · CIK 0001241306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,500

F1 · ownership.direct: These securities are held in the Reporting Person's individual retirement account.

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March 07, 2023 Filed Mar 9, 2023 22:00 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,659 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000028 · wf-form4_167839920351512.xml · derivative · entry 3

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,976

Underlying: Common Stock, par value $0.001 per share · 1,659 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: Each RSU represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: These RSUs vest in four equal annual installments on March 7, 2023, March 7, 2024, March 7, 2025 and March 7, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F3 · derivative.expiration_date: These RSUs vest in four equal annual installments on March 7, 2023, March 7, 2024, March 7, 2025 and March 7, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

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March 07, 2023 Filed Mar 9, 2023 22:00 UTC
Brown Christopher MichaelChief Accounting Officer
Tax withholdingCommon Stock, par value $0.001 per share 769 $35.33 $27,168.77
Disclosure

SEC source: 0001166003-23-000028 · wf-form4_167839920351512.xml · nonDerivative · entry 2

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,634

F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund tax liability attributable to the vesting and settlement of the Restricted Stock Units ("RSUs") reported on this Form 4. These RSUs vested and were settled as originally scheduled, and there were no related discretionary transactions or open market sales.

Read SEC document
March 07, 2023 Filed Mar 9, 2023 22:00 UTC
Brown Christopher MichaelChief Accounting Officer
Exercise / conversionCommon Stock, par value $0.001 per share 1,659 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000028 · wf-form4_167839920351512.xml · nonDerivative · entry 1

Brown Christopher Michael · CIK 0001916244 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,403

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
March 06, 2023 Filed Mar 8, 2023 18:56 UTC
BRADLEY S JACOBSDirector · Executive Chairman
GrantRestricted Stock Unit · Derivative 43,125 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000023 · wf-form4_167831975034724.xml · derivative · entry 2

BRADLEY S JACOBS · CIK 0001054518 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,125

Underlying: Common Stock, par value $0.001 per share · 43,125 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F3 · derivative.exercise_date: On March 7, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria. On March 6, 2023, the Compensation Committee of the Board of Directors of the Issuer certified that the performance criteria applicable to such RSUs has been satisfied. 100% of the RSUs shall vest on December 31, 2023, generally subject to the Reporting Person's continued employment with the Issuer through the date of such later occurrence.

F3 · derivative.expiration_date: On March 7, 2022, the Reporting Person was granted unvested RSUs, subject to the Issuer's satisfaction of certain predetermined performance criteria. On March 6, 2023, the Compensation Committee of the Board of Directors of the Issuer certified that the performance criteria applicable to such RSUs has been satisfied. 100% of the RSUs shall vest on December 31, 2023, generally subject to the Reporting Person's continued employment with the Issuer through the date of such later occurrence.

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March 06, 2023 Filed Mar 8, 2023 18:56 UTC
BRADLEY S JACOBSDirector · Executive Chairman
GrantRestricted Stock Unit · Derivative 41,368 $0.00 $0.00
Disclosure

SEC source: 0001166003-23-000023 · wf-form4_167831975034724.xml · derivative · entry 1

BRADLEY S JACOBS · CIK 0001054518 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,368

Underlying: Common Stock, par value $0.001 per share · 41,368 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.

F2 · derivative.exercise_date: These RSUs vest in three equal annual installments on March 15, 2024, March 15, 2025 and March 15, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

F2 · derivative.expiration_date: These RSUs vest in three equal annual installments on March 15, 2024, March 15, 2025 and March 15, 2026, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.

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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.