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ZWS

Zurn Elkay Water Solutions Corp

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Tapewire entity
3659
SEC CIK
0001439288
Parsed reports
669

Last 12 months

Inside the activity.

1 purchase rows · 24 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202503
Dec 202500
Jan 202600
Feb 2026020
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202611
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
July 15, 2025 Filed Jul 17, 2025 21:20 UTC GrantCommon Stock 823 $36.48 $30,023.04
Disclosure

SEC source: 0001439288-25-000115 · wk-form4_1752787228.xml · nonDerivative · entry 1

MOORE GEORGE C · CIK 0001254124 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,454

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
July 15, 2025 Filed Jul 17, 2025 21:20 UTC GrantCommon Stock 754 $36.48 $27,505.92
Disclosure

SEC source: 0001439288-25-000114 · wk-form4_1752787221.xml · nonDerivative · entry 1

Longren David C. · CIK 0001418238 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,538

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
July 15, 2025 Filed Jul 17, 2025 21:20 UTC GrantCommon Stock 652 $36.48 $23,784.96
Disclosure

SEC source: 0001439288-25-000113 · wk-form4_1752787214.xml · nonDerivative · entry 1

McTague Emma M · CIK 0001843074 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,127

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
July 15, 2025 Filed Jul 17, 2025 21:20 UTC GrantCommon Stock 652 $36.48 $23,784.96
Disclosure

SEC source: 0001439288-25-000112 · wk-form4_1752787204.xml · nonDerivative · entry 1

Schooler Rosemary · CIK 0001763187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,332

F1 · kind: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
July 11, 2025 Filed Jul 11, 2025 21:22 UTC
Pauli David JChief Financial Officer
Tax withholdingCommon Stock 1,090 $37.79 $41,191.10
Disclosure

SEC source: 0001439288-25-000105 · wk-form4_1752283347.xml · nonDerivative · entry 1

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,359

F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

F2 · balance_after: Includes shares acquired under the Company's Employee Stock Purchase Plan in 2025.

Read SEC document
May 14, 2025 Filed May 14, 2025 16:44 UTC
Pauli David JChief Financial Officer
Exercise / conversionStock Option (right to buy) · Derivative 4,068 $0.00 Strike: $12.67 $0.00
Disclosure

SEC source: 0001439288-25-000089 · wk-form4_1747255490.xml · derivative · entry 4

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,068 shares

Expires 2025-05-22

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_date: Option fully vested.

Read SEC document
May 14, 2025 Filed May 14, 2025 16:44 UTC
Pauli David JChief Financial Officer
SaleCommon Stock 2,706 $37.11 $100,419.66
Disclosure

SEC source: 0001439288-25-000089 · wk-form4_1747255490.xml · nonDerivative · entry 2

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,772

F2 · shares: Shares were sold to satisfy the exercise price and tax withholding obligations in connection with the option exercise.

F3 · price: This transaction was executed in multiple trades at prices ranging from $37.08 to $37.16. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.

Read SEC document
May 14, 2025 Filed May 14, 2025 16:44 UTC
Pauli David JChief Financial Officer
Exercise / conversionCommon Stock 4,068 $12.67 $51,541.56
Disclosure

SEC source: 0001439288-25-000089 · wk-form4_1747255490.xml · nonDerivative · entry 1

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,478

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 · balance_after: Includes shares acquired under the Company's Employee Stock Purchase Plan in 2025.

Read SEC document
May 13, 2025 Filed May 14, 2025 20:45 UTC
PETERSON MARK WChief Administrative Officer
SaleCommon Stock 7,000 $37.31 $261,170.00
Disclosure

SEC source: 0001439288-25-000091 · wk-form4_1747255512.xml · nonDerivative · entry 1

PETERSON MARK W · CIK 0001535684 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 382,618

F1 · price: This transaction was executed in multiple trades at prices ranging from $37.18 to $37.40. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.

Read SEC document
May 12, 2025 Filed May 14, 2025 20:45 UTC
Chhabra SudhanshuVP-Zurn Business Systems
Exercise / conversionStock Option (right to buy) · Derivative 25,921 $0.00 Strike: $9.69 $0.00
Disclosure

SEC source: 0001439288-25-000090 · wk-form4_1747255501.xml · derivative · entry 4

Chhabra Sudhanshu · CIK 0001680387 · VP-Zurn Business Systems

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,840

Underlying: Common Stock · 25,921 shares

Expires 2026-05-20

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_date: Option fully vested.

Read SEC document
May 12, 2025 Filed May 14, 2025 20:45 UTC
Chhabra SudhanshuVP-Zurn Business Systems
SaleCommon Stock 25,921 $37.19 $964,001.99
Disclosure

SEC source: 0001439288-25-000090 · wk-form4_1747255501.xml · nonDerivative · entry 2

Chhabra Sudhanshu · CIK 0001680387 · VP-Zurn Business Systems

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,132

F2 · price: This transaction was executed in multiple trades at prices ranging from $37.11 to $37.26. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.

Read SEC document
May 12, 2025 Filed May 14, 2025 20:45 UTC
Chhabra SudhanshuVP-Zurn Business Systems
Exercise / conversionCommon Stock 25,921 $9.69 $251,174.49
Disclosure

SEC source: 0001439288-25-000090 · wk-form4_1747255501.xml · nonDerivative · entry 1

Chhabra Sudhanshu · CIK 0001680387 · VP-Zurn Business Systems

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,053

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 · balance_after: Includes shares acquired under the Company's Employee Stock Purchase Plan in 2025.

Read SEC document
April 15, 2025 Filed Apr 17, 2025 20:42 UTC GrantCommon Stock 977 $29.45 $28,772.65
Disclosure

SEC source: 0001439288-25-000070 · wk-form4_1744922514.xml · nonDerivative · entry 1

CHRISTOPOUL THOMAS · CIK 0001128481 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,256

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · acquired: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
April 15, 2025 Filed Apr 17, 2025 20:42 UTC
Troy PeggyDirector
GrantCommon Stock 934 $29.45 $27,506.30
Disclosure

SEC source: 0001439288-25-000073 · wk-form4_1744922547.xml · nonDerivative · entry 1

Troy Peggy · CIK 0001776483 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,691

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
April 15, 2025 Filed Apr 17, 2025 20:42 UTC GrantCommon Stock 934 $29.45 $27,506.30
Disclosure

SEC source: 0001439288-25-000072 · wk-form4_1744922536.xml · nonDerivative · entry 1

Longren David C. · CIK 0001418238 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,784

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
April 15, 2025 Filed Apr 17, 2025 20:41 UTC GrantCommon Stock 807 $29.45 $23,766.15
Disclosure

SEC source: 0001439288-25-000069 · wk-form4_1744922503.xml · nonDerivative · entry 1

Schooler Rosemary · CIK 0001763187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,680

F1 · kind: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
April 15, 2025 Filed Apr 17, 2025 20:42 UTC GrantCommon Stock 807 $29.45 $23,766.15
Disclosure

SEC source: 0001439288-25-000071 · wk-form4_1744922525.xml · nonDerivative · entry 1

McTague Emma M · CIK 0001843074 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,475

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
April 15, 2025 Filed Apr 17, 2025 20:41 UTC GrantCommon Stock 1,019 $29.45 $30,009.55
Disclosure

SEC source: 0001439288-25-000068 · wk-form4_1744922492.xml · nonDerivative · entry 1

MOORE GEORGE C · CIK 0001254124 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,631

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:45 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000053 · wk-form4_1740001504.xml · nonDerivative · entry 1

CHRISTOPOUL THOMAS · CIK 0001128481 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,279

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 16:46 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000058 · wk-form4_1740001555.xml · nonDerivative · entry 1

JAHNKE TIMOTHY J · CIK 0001135308 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 348,964

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 16:46 UTC
Pauli David JChief Financial Officer
SaleCommon Stock 8,390 $35.47 $297,593.30
Disclosure

SEC source: 0001439288-25-000059 · wk-form4_1740001566.xml · nonDerivative · entry 2

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,410

F2 · shares: Shares were sold to satisfy tax withholding obligations and related fees in connection with the vesting of performance stock units.

F3 · price: This transaction was executed in multiple trades at prices ranging from $35.29 to $35.98. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 16:46 UTC
Pauli David JChief Financial Officer
GrantCommon Stock 20,870 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000059 · wk-form4_1740001566.xml · nonDerivative · entry 1

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,800

F1 · price: Acquisition of shares for no consideration upon the vesting of performance stock units, based on Zurn Elkay Water Solutions Corporation's performance during three year performance period (July 1, 2022 - December 31, 2024).

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:43 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000045 · wk-form4_1740001422.xml · nonDerivative · entry 1

Butler Jacques Donavon · CIK 0001846171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,571

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:45 UTC
Troutman MichaelChief Information Officer
GrantCommon Stock 2,820 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000057 · wk-form4_1740001544.xml · nonDerivative · entry 1

Troutman Michael · CIK 0001713078 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,042

F1 · price: Restricted stock unit grant, which vests in three annual installments beginning on the first anniversary of the grant date, assuming continued employment.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:45 UTC SaleCommon Stock 30,698 $35.47 $1,088,858.06
Disclosure

SEC source: 0001439288-25-000056 · wk-form4_1740001534.xml · nonDerivative · entry 2

Schoon Jeffrey A · CIK 0001964240 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,946

F2 · shares: Shares were sold to satisfy tax withholding obligations and related fees in connection with the vesting of performance stock units.

F3 · price: This transaction was executed in multiple trades at prices ranging from $35.29 to $35.98. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:45 UTC GrantCommon Stock 63,920 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000056 · wk-form4_1740001534.xml · nonDerivative · entry 1

Schoon Jeffrey A · CIK 0001964240 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,644

F1 · price: Acquisition of shares for no consideration upon the vesting of performance stock units, based on Zurn Elkay Water Solutions Corporation's performance during performance period (July 1, 2022 - December 31, 2024).

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:45 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000055 · wk-form4_1740001524.xml · nonDerivative · entry 1

Schooler Rosemary · CIK 0001763187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,873

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:45 UTC
PETERSON MARK WChief Administrative Officer
GrantCommon Stock 8,458 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000054 · wk-form4_1740001514.xml · nonDerivative · entry 1

PETERSON MARK W · CIK 0001535684 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 389,618

F1 · price: Restricted stock unit grant, which vests in two annual installments beginning on the first anniversary of the grant date, assuming continued employment.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:45 UTC
LaValle Jeffrey J.VP, General Counsel & Sec'y
GrantCommon Stock 2,820 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000052 · wk-form4_1740001494.xml · nonDerivative · entry 1

LaValle Jeffrey J. · CIK 0001909135 · VP, General Counsel & Sec'y

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,493

F1 · price: Restricted stock unit grant, which vests in three annual installments beginning on the first anniversary of the grant date, assuming continued employment.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:44 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000051 · wk-form4_1740001483.xml · nonDerivative · entry 1

McTague Emma M · CIK 0001843074 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,668

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:44 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000050 · wk-form4_1740001473.xml · nonDerivative · entry 1

Longren David C. · CIK 0001418238 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,850

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:44 UTC
Chhabra SudhanshuVP-Zurn Business Systems
GrantCommon Stock 8,458 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000049 · wk-form4_1740001463.xml · nonDerivative · entry 1

Chhabra Sudhanshu · CIK 0001680387 · VP-Zurn Business Systems

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,633

F1 · price: Restricted stock unit grant, which vests in two annual installments beginning on the first anniversary of the grant date, assuming continued employment.

F2 · balance_after: Includes shares acquired under the Company's Employee Stock Purchase Plan in 2024.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:44 UTC
Troy PeggyDirector
GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000048 · wk-form4_1740001453.xml · nonDerivative · entry 1

Troy Peggy · CIK 0001776483 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,757

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:44 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000047 · wk-form4_1740001443.xml · nonDerivative · entry 1

BARTLETT MARK S. · CIK 0001551523 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,683

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:43 UTC GrantCommon Stock 3,947 Not disclosed Not disclosed
Disclosure

SEC source: 0001439288-25-000046 · wk-form4_1740001432.xml · nonDerivative · entry 1

MOORE GEORGE C · CIK 0001254124 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,612

F1 · price: Restricted stock unit grant, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 20:58 UTC
Jalazo AprilFormer 10% Owner
SaleCommon Stock 8,912,500 $33.60 $299,460,000.00
Disclosure

SEC source: 0001104659-25-014897 · tm256928-2_4seq1.xml · nonDerivative · entry 2

Jalazo April · CIK 0002019121 · Former 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 15,002,819

F3 · shares: On February 13, 2025, Ice Mountain sold 8,912,500 shares of Common Stock of the issuer to Evercore Group L.L.C., as the representative of the underwriters (the "Representative"), pursuant to an Underwriting Agreement, dated as of February 11, 2025, by and among Ice Mountain, the issuer and the Representative in connection with the issuer's previously disclosed secondary offering.

F2 · balance_after: Shares of Common Stock are directly held by Ice Mountain LLC ("Ice Mountain"). Cascade Bay LLC ("Cascade Bay") is the manager and sole Class A Member of Ice Mountain. The Katz 2004 DYN Trust ("DYN") is the Special Assets Manager with the power to direct Cascade Bay. April Jalazo is a seat holder on the voting committee of DYN with the power to direct DYN. Therefore, April Jalazo may be deemed to beneficially own the shares of Common Stock directly held by Ice Mountain. April Jalazo disclaims beneficial interest of the shares of Common Stock directly held by Ice Mountain except to the extent of her pecuniary interest therein.

F2 · ownership.nature: Shares of Common Stock are directly held by Ice Mountain LLC ("Ice Mountain"). Cascade Bay LLC ("Cascade Bay") is the manager and sole Class A Member of Ice Mountain. The Katz 2004 DYN Trust ("DYN") is the Special Assets Manager with the power to direct Cascade Bay. April Jalazo is a seat holder on the voting committee of DYN with the power to direct DYN. Therefore, April Jalazo may be deemed to beneficially own the shares of Common Stock directly held by Ice Mountain. April Jalazo disclaims beneficial interest of the shares of Common Stock directly held by Ice Mountain except to the extent of her pecuniary interest therein.

Read SEC document
February 13, 2025 Filed Feb 18, 2025 21:00 UTC
Katz AimeeFormer 10% Owner
SaleCommon Stock 8,912,500 $33.60 $299,460,000.00
Disclosure

SEC source: 0001104659-25-014898 · tm256928-3_4seq1.xml · nonDerivative · entry 2

Katz Aimee · CIK 0002019124 · Former 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 15,002,819

F3 · shares: On February 13, 2025, Ice Mountain sold 8,912,500 shares of Common Stock of the issuer to Evercore Group L.L.C., as the representative of the underwriters (the "Representative"), pursuant to an Underwriting Agreement, dated as of February 11, 2025, by and among Ice Mountain, the issuer and the Representative in connection with the issuer's previously disclosed secondary offering.

F2 · balance_after: Shares of Common Stock are directly held by Ice Mountain LLC ("Ice Mountain"). Cascade Bay LLC ("Cascade Bay") is the manager and sole Class A Member of Ice Mountain. The Katz 2004 DYN Trust ("DYN") is the Special Assets Manager with the power to direct Cascade Bay. Aimee Katz is a seat holder on the voting committee of DYN with the power to direct DYN. Therefore, Aimee Katz may be deemed to beneficially own the shares of Common Stock directly held by Ice Mountain. Aimee Katz disclaims beneficial interest of the shares of Common Stock directly held by Ice Mountain except to the extent of her pecuniary interest therein.

F2 · ownership.nature: Shares of Common Stock are directly held by Ice Mountain LLC ("Ice Mountain"). Cascade Bay LLC ("Cascade Bay") is the manager and sole Class A Member of Ice Mountain. The Katz 2004 DYN Trust ("DYN") is the Special Assets Manager with the power to direct Cascade Bay. Aimee Katz is a seat holder on the voting committee of DYN with the power to direct DYN. Therefore, Aimee Katz may be deemed to beneficially own the shares of Common Stock directly held by Ice Mountain. Aimee Katz disclaims beneficial interest of the shares of Common Stock directly held by Ice Mountain except to the extent of her pecuniary interest therein.

Read SEC document
February 13, 2025 Filed Feb 19, 2025 01:56 UTC
Ice Mountain LLCFormer 10% Owner
Cascade Bay LLCFormer 10% Owner
Katz 2004 DYN TrustFormer 10% Owner
SaleCommon Stock 8,912,500 $33.60 $299,460,000.00
Disclosure

SEC source: 0001104659-25-014896 · tm256928-1_4seq1.xml · nonDerivative · entry 2

Ice Mountain LLC · CIK 0001938013 · Former 10% Owner

Cascade Bay LLC · CIK 0001937992 · Former 10% Owner

Katz 2004 DYN Trust · CIK 0001938002 · Former 10% Owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,002,819

F3 · shares: On February 13, 2025, the reporting person sold 8,912,500 shares of Common Stock of the issuer to Evercore Group L.L.C., as the representative of the underwriters (the "Representative"), pursuant to an Underwriting Agreement, dated as of February 11, 2025, by and among the reporting person, the issuer and the Representative in connection with the issuer's previously disclosed secondary offering.

F2 · balance_after: Shares of Common Stock are directly held by Ice Mountain LLC ("Ice Mountain"). Cascade Bay LLC ("Cascade Bay") is the manager and sole Class A Member of Ice Mountain. The Katz 2004 DYN Trust ("DYN") is the Special Assets Manager of Cascade Bay. DYN and Cascade Bay may be deemed to beneficially own the shares of Common Stock directly held by Ice Mountain.

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February 10, 2025 Filed Feb 12, 2025 16:29 UTC
Pauli David JChief Financial Officer
Tax withholdingCommon Stock 642 $37.99 $24,389.58
Disclosure

SEC source: 0001439288-25-000025 · wk-form4_1739395767.xml · nonDerivative · entry 1

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,930

F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

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February 10, 2025 Filed Feb 12, 2025 21:30 UTC Tax withholdingCommon Stock 1,425 $37.99 $54,135.75
Disclosure

SEC source: 0001439288-25-000029 · wk-form4_1739395824.xml · nonDerivative · entry 1

Schoon Jeffrey A · CIK 0001964240 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,724

F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

F2 · balance_after: Includes shares acquired under the Company's Employee Stock Purchase Plan in 2024.

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February 10, 2025 Filed Feb 12, 2025 21:30 UTC
LaValle Jeffrey J.VP, General Counsel & Sec'y
Tax withholdingCommon Stock 749 $37.99 $28,454.51
Disclosure

SEC source: 0001439288-25-000028 · wk-form4_1739395812.xml · nonDerivative · entry 1

LaValle Jeffrey J. · CIK 0001909135 · VP, General Counsel & Sec'y

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,673

F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

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February 10, 2025 Filed Feb 12, 2025 21:30 UTC
Troutman MichaelChief Information Officer
Tax withholdingCommon Stock 728 $37.99 $27,656.72
Disclosure

SEC source: 0001439288-25-000027 · wk-form4_1739395796.xml · nonDerivative · entry 1

Troutman Michael · CIK 0001713078 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,222

F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

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February 10, 2025 Filed Feb 12, 2025 21:29 UTC
PETERSON MARK WChief Administrative Officer
Tax withholdingCommon Stock 2,750 $37.99 $104,472.50
Disclosure

SEC source: 0001439288-25-000026 · wk-form4_1739395782.xml · nonDerivative · entry 1

PETERSON MARK W · CIK 0001535684 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 381,160

F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

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January 15, 2025 Filed Jan 18, 2025 00:14 UTC GrantCommon Stock 767 $37.52 $28,777.84
Disclosure

SEC source: 0001439288-25-000006 · wk-form4_1737159245.xml · nonDerivative · entry 1

CHRISTOPOUL THOMAS · CIK 0001128481 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,332

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

F1 · shares: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

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January 15, 2025 Filed Jan 18, 2025 00:14 UTC
Troy PeggyDirector
GrantCommon Stock 733 $37.52 $27,502.16
Disclosure

SEC source: 0001439288-25-000010 · wk-form4_1737159288.xml · nonDerivative · entry 1

Troy Peggy · CIK 0001776483 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,810

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

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January 15, 2025 Filed Jan 18, 2025 00:14 UTC GrantCommon Stock 800 $37.52 $30,016.00
Disclosure

SEC source: 0001439288-25-000009 · wk-form4_1737159278.xml · nonDerivative · entry 1

MOORE GEORGE C · CIK 0001254124 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,665

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

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January 15, 2025 Filed Jan 18, 2025 00:14 UTC GrantCommon Stock 733 $37.52 $27,502.16
Disclosure

SEC source: 0001439288-25-000008 · wk-form4_1737159267.xml · nonDerivative · entry 1

Longren David C. · CIK 0001418238 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,903

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

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January 15, 2025 Filed Jan 18, 2025 00:14 UTC GrantCommon Stock 633 $37.52 $23,750.16
Disclosure

SEC source: 0001439288-25-000007 · wk-form4_1737159256.xml · nonDerivative · entry 1

Schooler Rosemary · CIK 0001763187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,926

F1 · kind: Payment of director fees in restricted stock units, which vested immediately, but is not paid out until six months after the Reporting Person's cessation of service as a director.

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December 31, 2024 Filed Jan 31, 2025 21:30 UTC OtherCommon Stock 65 $0.00 $0.00
Disclosure

SEC source: 0001439288-25-000012 · wk-form5_1738359016.xml · nonDerivative · entry 1

Butler Jacques Donavon · CIK 0001846171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,624

F1 · shares: Includes 65 shares acquired through quarterly dividend reinvestment program (DRIP) at the reporting person's broker from 2022 to 2024.

F1 · price: Includes 65 shares acquired through quarterly dividend reinvestment program (DRIP) at the reporting person's broker from 2022 to 2024.

F1 · balance_after: Includes 65 shares acquired through quarterly dividend reinvestment program (DRIP) at the reporting person's broker from 2022 to 2024.

F2 · balance_after: Year-end update for shares held in reporting person's DRIP.

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November 07, 2024 Filed Nov 7, 2024 20:36 UTC
Pauli David JChief Financial Officer
SaleCommon Stock 4,070 $39.15 $159,340.50
Disclosure

SEC source: 0001439288-24-000188 · wk-form4_1731029799.xml · nonDerivative · entry 2

Pauli David J · CIK 0002029701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,572

F2 · shares: Shares were sold to satisfy tax withholding obligations and related fees in connection with the vesting of performance stock units.

F3 · price: This transaction was executed in multiple trades at prices ranging from $39.01 to $ 39.27. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated.

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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.