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Schwar Stephen

Disclosed activity across 1 company

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66595
SEC CIK
0001948611

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CARLISLE COMPANIES INCCSL · Entity 982Vice Chair of CCMFebruary 12, 2026February 13, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

CARLISLE COMPANIES INC

Report date February 12, 2026 · Filed February 13, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect8,540 Ending reported balance After 2026-02-12 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2026-02-12 · Exercise / conversion · Acquired 1,500 · Balance 14,589

Row 2 · 2026-02-12 · Sale · Disposed 1,500 · Balance 13,089

Row 3 · 2026-02-12 · Sale · Disposed 4,549 · Balance 8,540

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $108.72 · Expires 2028-02-05Direct0 Reported balance After 2026-02-12 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-02-12 · Exercise / conversion · Disposed 1,500 · Balance 0

F2: The transaction is the exercise of a derivative security.

F1: The option vested in three equal annual installments beginning on February 6, 2019.

Filing footnotes · ownership attribution and instrument terms

F1: The option vested in three equal annual installments beginning on February 6, 2019.

F2: The transaction is the exercise of a derivative security.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 12, 2026 Filed Feb 13, 2026 16:39 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,500 Not disclosed Strike: $108.72 Not disclosed
Disclosure

SEC source: 0001948611-26-000004 · wk-form4_1771000797.xml · derivative · entry 4

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,500 shares

Expires 2028-02-05

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 · price: The transaction is the exercise of a derivative security.

F1 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 6, 2019.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 16:39 UTC CARLISLE COMPANIES INC CSL · Entity 982 SaleCommon Stock 4,549 $417.42 $1,898,843.58
Disclosure

SEC source: 0001948611-26-000004 · wk-form4_1771000797.xml · nonDerivative · entry 3

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,540

Read SEC document
February 12, 2026 Filed Feb 13, 2026 16:39 UTC CARLISLE COMPANIES INC CSL · Entity 982 SaleCommon Stock 1,500 $417.16 $625,740.00
Disclosure

SEC source: 0001948611-26-000004 · wk-form4_1771000797.xml · nonDerivative · entry 2

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,089

Read SEC document
February 12, 2026 Filed Feb 13, 2026 16:39 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionCommon Stock 1,500 $108.72 $163,080.00
Disclosure

SEC source: 0001948611-26-000004 · wk-form4_1771000797.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,589

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 31, 2026 Filed Feb 2, 2026 21:39 UTC CARLISLE COMPANIES INC CSL · Entity 982 Tax withholdingCommon Stock 914 $340.89 $311,573.46
Disclosure

SEC source: 0000790051-26-000002 · wk-form4_1770068395.xml · nonDerivative · entry 2

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,089

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned and the vesting of previously awarded restricted shares.

Read SEC document
January 31, 2026 Filed Feb 2, 2026 21:39 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 1,833 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-26-000002 · wk-form4_1770068395.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,003

F1 · shares: Represents 1,833 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
January 28, 2026 Filed Jan 29, 2026 19:00 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantEmployee Stock Option (Right to Buy) · Derivative 3,465 $0.00 Strike: $341.01 $0.00
Disclosure

SEC source: 0001948611-26-000002 · wk-form4_1769713241.xml · derivative · entry 2

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,465

Underlying: Common Stock · 3,465 shares

Expires 2036-01-27

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2027.

Read SEC document
January 28, 2026 Filed Jan 29, 2026 19:00 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 990 $0.00 $0.00
Disclosure

SEC source: 0001948611-26-000002 · wk-form4_1769713241.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · Vice Chair of CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,170

F1 · shares: Represents a grant of 990 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 48 shares acquired in the issuer's defined contribution plan during the prior year and 7 shares acquired via dividend reinvestment plan during the prior year.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:23 UTC CARLISLE COMPANIES INC CSL · Entity 982 Tax withholdingCommon Stock 1,300 $350.53 $455,689.00
Disclosure

SEC source: 0000790051-25-000070 · wk-form4_1739298216.xml · nonDerivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,125

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned and the vesting of previously awarded restricted shares.

Read SEC document
February 08, 2025 Filed Feb 11, 2025 18:23 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 2,590 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-25-000070 · wk-form4_1739298216.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,425

F1 · shares: Represents 2,590 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 21:56 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantEmployee Stock Option (Right to Buy) · Derivative 2,945 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000021 · wk-form4_1738187804.xml · derivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,945

Underlying: Common Stock · 2,945 shares

Expires 2035-01-27

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 21:56 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 855 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000021 · wk-form4_1738187804.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,835

F1 · shares: Represents a grant of 855 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 39 shares acquired in the issuer's defined contribution plan during the prior year and 5 shares acquired via dividend reinvestment plan during the prior year.

Read SEC document
January 28, 2025 Filed Feb 11, 2025 17:52 UTC Amendment CARLISLE COMPANIES INC CSL · Entity 982 GrantEmployee Stock Option (Right to Buy) · Derivative 3,005 $0.00 Strike: $395.46 $0.00
Disclosure

SEC source: 0000790051-25-000050 · wk-form4a_1739296314.xml · derivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,005

Underlying: Common Stock · 3,005 shares

Expires 2035-01-27

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 28, 2026.

Read SEC document
January 28, 2025 Filed Feb 11, 2025 17:52 UTC Amendment CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 855 $0.00 $0.00
Disclosure

SEC source: 0000790051-25-000050 · wk-form4a_1739296314.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,835

F1 · shares: Represents a grant of 855 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 39 shares acquired in the issuer's defined contribution plan during the prior year and 5 shares acquired via dividend reinvestment plan during the prior year.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,250 Not disclosed Strike: $107.73 Not disclosed
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · derivative · entry 11

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,250 shares

Expires 2027-02-07

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 · price: The transaction is the exercise of a derivative security.

F7 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 8, 2018.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,500 Not disclosed Strike: $83.31 Not disclosed
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · derivative · entry 10

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,500 shares

Expires 2026-02-02

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 · price: The transaction is the exercise of a derivative security.

F6 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 3, 2017.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,250 Not disclosed Strike: $92.46 Not disclosed
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · derivative · entry 9

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,250 shares

Expires 2025-02-03

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 · price: The transaction is the exercise of a derivative security.

F4 · derivative.exercise_date: The option vested in three equal annual installments beginning on February 4, 2016.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 SaleCommon Stock 1,250 $341.14 $426,425.00
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 8

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,936

F3 · price: This transaction was executed in multiple trades at prices ranging from $340.85 to $341.46. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionCommon Stock 1,250 $107.73 $134,662.50
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 7

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,186

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
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 SaleCommon Stock 1,150 $340.32 $391,368.00
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 6

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,936

F2 · price: This transaction was executed in multiple trades at prices ranging from $339.99 to $340.85. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionCommon Stock 1,150 $83.31 $95,806.50
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 5

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,086

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
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 SaleCommon Stock 350 $338.98 $118,643.00
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 4

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,936

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionCommon Stock 350 $83.31 $29,158.50
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 3

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,286

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
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 SaleCommon Stock 1,250 $338.80 $423,500.00
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,936

F1 · price: This transaction was executed in multiple trades at prices ranging from $338.09 to $338.98. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 19:04 UTC CARLISLE COMPANIES INC CSL · Entity 982 Exercise / conversionCommon Stock 1,250 $92.46 $115,575.00
Disclosure

SEC source: 0000790051-24-000054 · wk-form4_1707764662.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,186

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
February 02, 2024 Filed Feb 5, 2024 21:44 UTC CARLISLE COMPANIES INC CSL · Entity 982 Tax withholdingCommon Stock 312 $320.99 $100,148.88
Disclosure

SEC source: 0000790051-24-000033 · wk-form4_1707169464.xml · nonDerivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,936

F3 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned and the vesting of previously awarded restricted shares.

Read SEC document
February 02, 2024 Filed Feb 5, 2024 21:44 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 670 Not disclosed Not disclosed
Disclosure

SEC source: 0000790051-24-000033 · wk-form4_1707169464.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,248

F1 · shares: Represents 670 performance shares earned by the reporting person for services as an executive officer of the issuer.

F2 · price: Not applicable.

Read SEC document
January 30, 2024 Filed Jan 31, 2024 19:23 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantEmployee Stock Option (Right to Buy) · Derivative 3,200 $0.00 Strike: $320.38 $0.00
Disclosure

SEC source: 0000790051-24-000019 · wk-form4_1706729025.xml · derivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,200

Underlying: Common Stock · 3,200 shares

Expires 2034-01-29

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 30, 2025.

Read SEC document
January 30, 2024 Filed Jan 31, 2024 19:23 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 960 $0.00 $0.00
Disclosure

SEC source: 0000790051-24-000019 · wk-form4_1706729025.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,578

F1 · shares: Represents a grant of 960 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 709 shares omitted in prior filings, 53 shares acquired in the issuer's defined contribution plan during the prior year and 7 shares acquired via dividend reinvestment plan during the prior year.

Read SEC document
February 04, 2023 Filed Feb 6, 2023 23:51 UTC CARLISLE COMPANIES INC CSL · Entity 982 Tax withholdingCommon Stock 353 $250.48 $88,419.44
Disclosure

SEC source: 0000790051-23-000029 · wf-form4_167572750209959.xml · nonDerivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,849

F2 · shares: Shares retained to satisfy the reporting person's withholding tax obligation with regards to the above referenced performance shares earned and the vesting of previously awarded restricted shares.

Read SEC document
February 04, 2023 Filed Feb 6, 2023 23:51 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 610 $0.00 $0.00
Disclosure

SEC source: 0000790051-23-000029 · wf-form4_167572750209959.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,202

F1 · shares: Represents 610 performance shares earned by the reporting person for services as an executive officer of the issuer.

Read SEC document
January 31, 2023 Filed Feb 1, 2023 17:56 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantEmployee Stock Option (Right to Buy) · Derivative 4,000 $0.00 Strike: $250.86 $0.00
Disclosure

SEC source: 0000790051-23-000013 · wf-form4_167527417053585.xml · derivative · entry 2

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 shares

Expires 2033-01-30

F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on January 31, 2024.

Read SEC document
January 31, 2023 Filed Feb 1, 2023 17:56 UTC CARLISLE COMPANIES INC CSL · Entity 982 GrantCommon Stock 1,190 $0.00 $0.00
Disclosure

SEC source: 0000790051-23-000013 · wf-form4_167527417053585.xml · nonDerivative · entry 1

Schwar Stephen · CIK 0001948611 · President, CCM

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,592

F1 · shares: Represents a grant of 1,190 restricted shares from the issuer for services as an executive officer of the issuer.

F2 · balance_after: Includes 9 shares acquired in the issuer's defined contribution plan during the prior year and 1 share acquired via dividend reinvestment plan during the prior year.

Read SEC document

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