SCOTT RICHARD WALDO

SEC source: 0001238752-25-000006 · wk-form4_1765574110.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,900.8

SEC source: 0000060086-25-000100 · wk-form4_1746822319.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,900.8

F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $87.81 and $87.96. The Reporting Person, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities at each separate price sold.

SEC source: 0000060086-25-000059 · wk-form4_1740604670.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,919.8

F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $84.36 and $84.84. The Reporting Person, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities at each separate price sold.

SEC source: 0000060086-25-000029 · wk-form4_1739225383.xml · derivative · entry 7

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,951

Underlying: Common Stock · 10,951 shares

Expires not disclosed

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: The RSUs were awarded to the Reporting Person on February 5, 2024 subject to the Issuer achieving a PBI Metric for 2024. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 10, 2025. 50% of the RSUs vest on February 5, 2026 and the remaining 50% vest on February 5, 2027. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

F6 · derivative.expiration_date: The RSUs were awarded to the Reporting Person on February 5, 2024 subject to the Issuer achieving a PBI Metric for 2024. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 10, 2025. 50% of the RSUs vest on February 5, 2026 and the remaining 50% vest on February 5, 2027. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

SEC source: 0000060086-25-000029 · wk-form4_1739225383.xml · derivative · entry 6

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,579 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: Represents the conversion upon vesting of RSUs into common stock. On February 7, 2022, the Reporting Person was awarded 13,157 RSUs ("2022 RSUs"), subject to the Issuer achieving a PBI Metric for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023 and the 2022 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs vested on February 7, 2024. The remaining 2022 RSUs vested on February 7, 2025.

F3 · derivative.expiration_date: Represents the conversion upon vesting of RSUs into common stock. On February 7, 2022, the Reporting Person was awarded 13,157 RSUs ("2022 RSUs"), subject to the Issuer achieving a PBI Metric for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023 and the 2022 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs vested on February 7, 2024. The remaining 2022 RSUs vested on February 7, 2025.

SEC source: 0000060086-25-000029 · wk-form4_1739225383.xml · nonDerivative · entry 4

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,068.8

F4 · acquired: The Reporting Person is reporting the withholding by the Issuer of shares of common stock that vested in respect of the 2022 RSUs on February 7, 2025 but were not issued in order to satisfy the Reporting Person's tax withholding obligations in connection therewith.

SEC source: 0000060086-25-000029 · wk-form4_1739225383.xml · nonDerivative · entry 3

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,684.8

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

F3 · acquired: Represents the conversion upon vesting of RSUs into common stock. On February 7, 2022, the Reporting Person was awarded 13,157 RSUs ("2022 RSUs"), subject to the Issuer achieving a PBI Metric for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023 and the 2022 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs vested on February 7, 2024. The remaining 2022 RSUs vested on February 7, 2025.

SEC source: 0000060086-25-000029 · wk-form4_1739225383.xml · derivative · entry 5

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,607

Underlying: Common Stock · 6,606 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F1 · derivative.exercise_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 6, 2023, the Reporting Person was awarded 13,213 RSUs ("2023 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2023. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 5, 2024 and the 2023 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission (the "SEC"). 50% of these RSUs vested on February 6, 2025. The remaining 2023 RSUs vest on February 6, 2026.

F1 · derivative.expiration_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 6, 2023, the Reporting Person was awarded 13,213 RSUs ("2023 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2023. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 5, 2024 and the 2023 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission (the "SEC"). 50% of these RSUs vested on February 6, 2025. The remaining 2023 RSUs vest on February 6, 2026.

SEC source: 0000060086-25-000029 · wk-form4_1739225383.xml · nonDerivative · entry 2

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,105.8

F2 · acquired: The Reporting Person is reporting the withholding by the Issuer of shares of common stock that vested in respect of the 2023 RSUs on February 6, 2025 but were not issued in order to satisfy the Reporting Person's tax withholding obligations in connection therewith.

SEC source: 0000060086-25-000029 · wk-form4_1739225383.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,525.8

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 · acquired: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 6, 2023, the Reporting Person was awarded 13,213 RSUs ("2023 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2023. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 5, 2024 and the 2023 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission (the "SEC"). 50% of these RSUs vested on February 6, 2025. The remaining 2023 RSUs vest on February 6, 2026.

SEC source: 0000060086-24-000129 · wk-form4_1716409044.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,919.8

F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $76.00 and $76.62. The Reporting Person, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities at each separate price sold.

SEC source: 0000060086-24-000059 · wk-form4_1708034619.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,964.8

F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $73.45 and $74.25. The Reporting Person, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities at each separate price sold.

SEC source: 0000060086-24-000054 · wk-form4_1707513806.xml · derivative · entry 6

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,567 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: Represents the conversion upon vesting of RSUs into common stock. On February 8, 2021, the Reporting Person was awarded 15,134 RSUs ("2021 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2021. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 7, 2022 and the 2021 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs vested on February 8, 2023. The remaining 2021 RSUs vested on February 8, 2024.

F3 · derivative.expiration_date: Represents the conversion upon vesting of RSUs into common stock. On February 8, 2021, the Reporting Person was awarded 15,134 RSUs ("2021 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2021. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 7, 2022 and the 2021 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs vested on February 8, 2023. The remaining 2021 RSUs vested on February 8, 2024.

SEC source: 0000060086-24-000054 · wk-form4_1707513806.xml · nonDerivative · entry 4

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,289.8

F4 · acquired: The Reporting Person is reporting the withholding by the Issuer of shares of common stock that vested in respect of the 2021 RSUs on February 8, 2024 but were not issued in order to satisfy the Reporting Person's tax withholding obligations in connection therewith.

SEC source: 0000060086-24-000054 · wk-form4_1707513806.xml · nonDerivative · entry 3

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,017.8

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

F3 · acquired: Represents the conversion upon vesting of RSUs into common stock. On February 8, 2021, the Reporting Person was awarded 15,134 RSUs ("2021 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2021. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 7, 2022 and the 2021 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs vested on February 8, 2023. The remaining 2021 RSUs vested on February 8, 2024.

SEC source: 0000060086-24-000054 · wk-form4_1707513806.xml · derivative · entry 5

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,579

Underlying: Common Stock · 6,578 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F1 · derivative.exercise_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 7, 2022, the Reporting Person was awarded 13,157 RSUs ("2022 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023 and the 2022 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission (the "SEC"). 50% of these RSUs vested on February 7, 2024. The remaining 2022 RSUs vest on February 7, 2025.

F1 · derivative.expiration_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 7, 2022, the Reporting Person was awarded 13,157 RSUs ("2022 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023 and the 2022 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission (the "SEC"). 50% of these RSUs vested on February 7, 2024. The remaining 2022 RSUs vest on February 7, 2025.

SEC source: 0000060086-24-000054 · wk-form4_1707513806.xml · nonDerivative · entry 2

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,450.8

F2 · acquired: The Reporting Person is reporting the withholding by the Issuer of shares of common stock that vested in respect of the 2022 RSUs on February 7, 2024 but were not issued in order to satisfy the Reporting Person's tax withholding obligations in connection therewith.

SEC source: 0000060086-24-000054 · wk-form4_1707513806.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,822.8

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 · acquired: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 7, 2022, the Reporting Person was awarded 13,157 RSUs ("2022 RSUs"), subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023 and the 2022 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission (the "SEC"). 50% of these RSUs vested on February 7, 2024. The remaining 2022 RSUs vest on February 7, 2025.

SEC source: 0000060086-24-000031 · wk-form4_1707254391.xml · derivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,213

Underlying: Common Stock · 13,213 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The RSUs were awarded to the Reporting Person on February 6, 2023 subject to the Issuer achieving a pre-determined target level of performance-based income ("PBI Metric") for 2023. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 5, 2024. 50% of the RSUs vest on February 6, 2025 and the remaining 50% vest on February 6, 2026. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

F2 · derivative.expiration_date: The RSUs were awarded to the Reporting Person on February 6, 2023 subject to the Issuer achieving a pre-determined target level of performance-based income ("PBI Metric") for 2023. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 5, 2024. 50% of the RSUs vest on February 6, 2025 and the remaining 50% vest on February 6, 2026. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

SEC source: 0000060086-23-000142 · wk-form4_1691093253.xml · derivative · entry 6

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2025-01-09

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

F3 · price: The Reporting Person received the Derivative Security pursuant to a stock appreciation right grant at no cost.

F2 · derivative.exercise_date: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 9, 2016.

SEC source: 0000060086-23-000142 · wk-form4_1691093253.xml · derivative · entry 5

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2025-01-09

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

F3 · price: The Reporting Person received the Derivative Security pursuant to a stock appreciation right grant at no cost.

F2 · derivative.exercise_date: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 9, 2016.

SEC source: 0000060086-23-000142 · wk-form4_1691093253.xml · nonDerivative · entry 4

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,244.8

F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $62.60 and $62.90. The Reporting Person, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities at each separate price sold.

SEC source: 0000060086-23-000142 · wk-form4_1691093253.xml · nonDerivative · entry 3

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,314.8

SEC source: 0000060086-23-000142 · wk-form4_1691093253.xml · nonDerivative · entry 2

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,744.8

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.

SEC source: 0000060086-23-000142 · wk-form4_1691093253.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,494.8

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.

SEC source: 0000060086-23-000064 · wf-form4_167631720062536.xml · derivative · entry 3

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,691 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F1 · derivative.exercise_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 10, 2020, the Reporting Person was awarded 13,382 RSUs, subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2020. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 8, 2021 and the 2020 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission. 50% of these RSUs previously vested on February 10, 2022. The remaining 2020 RSUs vested on February 10, 2023. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

F1 · derivative.expiration_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 10, 2020, the Reporting Person was awarded 13,382 RSUs, subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2020. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 8, 2021 and the 2020 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission. 50% of these RSUs previously vested on February 10, 2022. The remaining 2020 RSUs vested on February 10, 2023. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

SEC source: 0000060086-23-000064 · wf-form4_167631720062536.xml · nonDerivative · entry 2

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,244.8

F2 · acquired: The Reporting Person is reporting the withholding, by the Issuer, of 3,416 shares of common stock that vested in respect of the 2020 RSUs on February 10, 2023 but were not issued in order to satisfy the Reporting Person's tax withholding obligations in connection therewith.

SEC source: 0000060086-23-000064 · wf-form4_167631720062536.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,660.8

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 · acquired: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 10, 2020, the Reporting Person was awarded 13,382 RSUs, subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2020. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 8, 2021 and the 2020 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission. 50% of these RSUs previously vested on February 10, 2022. The remaining 2020 RSUs vested on February 10, 2023. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

SEC source: 0000060086-23-000045 · wf-form4_167597037014944.xml · derivative · entry 3

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,567

Underlying: Common Stock · 7,567 shares

Expires not disclosed

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

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F1 · derivative.exercise_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 8, 2021, the Reporting Person was awarded 15,134 RSUs, subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2021. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 7, 2022 and the 2021 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission. 50% of these RSUs vested on February 8, 2023. The remaining 2021 RSUs will vest on February 8, 2024. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

F1 · derivative.expiration_date: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 8, 2021, the Reporting Person was awarded 15,134 RSUs, subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2021. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 7, 2022 and the 2021 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission. 50% of these RSUs vested on February 8, 2023. The remaining 2021 RSUs will vest on February 8, 2024. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

SEC source: 0000060086-23-000045 · wf-form4_167597037014944.xml · nonDerivative · entry 2

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,969.8

F2 · acquired: The Reporting Person is reporting the withholding, by the Issuer, of 3,517 shares of common stock that vested in respect of the 2021 RSUs on February 8, 2023 but were not issued in order to satisfy the Reporting Person's tax withholding obligations in connection therewith.

SEC source: 0000060086-23-000045 · wf-form4_167597037014944.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,486.8

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 · acquired: Represents the conversion upon vesting of restricted stock units ("RSUs") into common stock. On February 8, 2021, the Reporting Person was awarded 15,134 RSUs, subject to the Issuer achieving a pre-determined level of performance based income ("PBI Metric") for 2021. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 7, 2022 and the 2021 RSUs were then reported on a Form 4 filed with the Securities and Exchange Commission. 50% of these RSUs vested on February 8, 2023. The remaining 2021 RSUs will vest on February 8, 2024. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · derivative · entry 11

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2024-01-14

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: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 14, 2015.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · derivative · entry 10

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2024-01-14

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: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 14, 2015.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · derivative · entry 9

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2024-01-14

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: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 14, 2015.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · derivative · entry 8

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2024-01-14

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: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 14, 2015.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · nonDerivative · entry 6

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,919.8

F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $62.29 and $62.71. The Reporting Person, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities at each separate price sold.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · nonDerivative · entry 5

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,425.8

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · nonDerivative · entry 4

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,919.8

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.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · nonDerivative · entry 3

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,669.8

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.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · nonDerivative · entry 2

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,419.8

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.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,169.8

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.

SEC source: 0000060086-23-000028 · wf-form4_167587904138803.xml · derivative · entry 7

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,157

Underlying: Common Stock · 13,157 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: 13,157 RSUs were awarded to the Reporting Person on February 7, 2022 subject to the Issuer achieving a pre-determined target level of performance-based income ("PBI Metric") for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023. 50% of the 2022 RSUs vest on February 7, 2024 and the remaining 50% vest on February 7, 2025. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

F3 · derivative.expiration_date: 13,157 RSUs were awarded to the Reporting Person on February 7, 2022 subject to the Issuer achieving a pre-determined target level of performance-based income ("PBI Metric") for 2022. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 6, 2023. 50% of the 2022 RSUs vest on February 7, 2024 and the remaining 50% vest on February 7, 2025. Shares of the Issuer's common stock will be delivered to the Reporting Person within 30 days after vesting, subject to any election to defer delivery of shares by the Reporting Person.

SEC source: 0000060086-22-000049 · wf-form4_165341201190181.xml · derivative · entry 6

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2023-01-08

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

F3 · price: The Reporting Person received the Derivative Security pursuant to a stock appreciation right grant at no cost.

F2 · derivative.exercise_date: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 8, 2014.

SEC source: 0000060086-22-000049 · wf-form4_165341201190181.xml · derivative · entry 5

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2023-01-08

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

F3 · price: The Reporting Person received the Derivative Security pursuant to a stock appreciation right grant at no cost.

F2 · derivative.exercise_date: The Stock Appreciation Rights became exercisable in equal quarterly installments beginning on January 8, 2014.

SEC source: 0000060086-22-000049 · wf-form4_165341201190181.xml · nonDerivative · entry 4

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,919.8

F1 · price: Represents the weighted average price of multiple transactions with a range of prices between $64.30 and $64.39. The Reporting Person, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities at each separate price sold.

SEC source: 0000060086-22-000049 · wf-form4_165341201190181.xml · nonDerivative · entry 3

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,042.8

SEC source: 0000060086-22-000049 · wf-form4_165341201190181.xml · nonDerivative · entry 2

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,419.8

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.

SEC source: 0000060086-22-000049 · wf-form4_165341201190181.xml · nonDerivative · entry 1

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,169.8

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.

SEC source: 0001567619-22-004407 · doc1.xml · derivative · entry 6

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,414 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: Represents the conversion upon vesting of RSUs into common stock. On February 11, 2019, the Reporting Person was awarded 14,827 RSUs, subject to the Issuer achieving a PBI Metric for 2019. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 10, 2020 and the 2019 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs previously vested on February 11, 2021. The remaining 2019 RSUs vested on February 11, 2022.

F3 · derivative.expiration_date: Represents the conversion upon vesting of RSUs into common stock. On February 11, 2019, the Reporting Person was awarded 14,827 RSUs, subject to the Issuer achieving a PBI Metric for 2019. The Issuer's Compensation Committee determined that the Issuer achieved the PBI Metric on February 10, 2020 and the 2019 RSUs were then reported on a Form 4 filed with the SEC. 50% of these RSUs previously vested on February 11, 2021. The remaining 2019 RSUs vested on February 11, 2022.

SEC source: 0001567619-22-004407 · doc1.xml · nonDerivative · entry 4

SCOTT RICHARD WALDO · CIK 0001238752 · SVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,919.8

F4 · acquired: The Reporting Person is reporting the withholding, by the Issuer, of 2,673 shares of common stock that vested in respect of the 2019 RSUs on February 11, 2022 but were not issued in order to satisfy the Reporting Person's tax withholding obligations in connection therewith.