F&FFinancial Insights

Financial Metrics

CAT CATERPILLAR INC
Range: 2016-01-01 to 2026-04-29
Chart Range:
% Change:

Financial Statements

Grouped by statement

Income Statement

Metrics: 6

Revenue

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2016-03-31 8780000000.0 USD 10-Q 2017-05-03
Quarterly 2016-06-30 9645000000.0 +9.9% USD 10-Q 2017-08-02
Quarterly 2016-09-30 8463000000.0 -12.3% USD 10-Q 2017-11-01
Quarterly 2017-03-31 9130000000.0 +7.9% USD 10-Q 2018-05-02
Quarterly 2017-06-30 10639000000.0 +16.5% USD 10-Q 2018-08-07
Quarterly 2017-09-30 11413000000.0 +7.3% USD 10-Q 2018-10-31
Quarterly 2018-03-31 12859000000.0 +12.7% USD 10-Q 2019-05-06
Quarterly 2018-06-30 14011000000.0 +9.0% USD 10-Q 2019-08-01
Quarterly 2018-09-30 13510000000.0 -3.6% USD 10-Q 2019-10-31
Quarterly 2019-03-31 13466000000.0 -0.3% USD 10-Q 2020-05-06
Quarterly 2019-06-30 14432000000.0 +7.2% USD 10-Q 2020-08-05
Quarterly 2019-09-30 12758000000.0 -11.6% USD 10-Q 2020-11-04
Quarterly 2020-03-31 10635000000.0 -16.6% USD 10-Q 2021-05-05
Quarterly 2020-06-30 9997000000.0 -6.0% USD 10-Q 2021-08-04
Quarterly 2020-09-30 9881000000.0 -1.2% USD 10-Q 2021-11-03
Quarterly 2021-03-31 11887000000.0 +20.3% USD 10-Q 2022-05-04
Quarterly 2021-06-30 12889000000.0 +8.4% USD 10-Q 2022-08-03
Quarterly 2021-09-30 12397000000.0 -3.8% USD 10-Q 2022-11-02
Quarterly 2022-03-31 13589000000.0 +9.6% USD 10-Q 2023-05-03
Quarterly 2022-06-30 14247000000.0 +4.8% USD 10-Q 2023-08-02
Quarterly 2022-09-30 14994000000.0 +5.2% USD 10-Q 2023-11-01
Quarterly 2023-03-31 15862000000.0 +5.8% USD 10-Q 2024-05-01
Quarterly 2023-06-30 17318000000.0 +9.2% USD 10-Q 2024-08-07
Quarterly 2023-09-30 16810000000.0 -2.9% USD 10-Q 2024-11-06
Quarterly 2024-03-31 15799000000.0 -6.0% USD 10-Q 2025-05-07
Quarterly 2024-06-30 16689000000.0 +5.6% USD 10-Q 2025-08-06
Quarterly 2024-09-30 16106000000.0 -3.5% USD 10-Q 2025-11-03
Quarterly 2025-03-31 14249000000.0 -11.5% USD 10-Q 2025-05-07
Quarterly 2025-06-30 16569000000.0 +16.3% USD 10-Q 2025-08-06
Quarterly 2025-09-30 17638000000.0 +6.5% USD 10-Q 2025-11-03
Annual 2016-12-31 38537000000.0 USD 10-K 2019-02-14
Annual 2017-12-31 45462000000.0 +18.0% USD 10-K 2020-02-19
Annual 2018-12-31 54722000000.0 +20.4% USD 10-K 2021-02-17
Annual 2019-12-31 53800000000.0 -1.7% USD 10-K 2022-02-16
Annual 2020-12-31 41748000000.0 -22.4% USD 10-K 2023-02-15
Annual 2021-12-31 50971000000.0 +22.1% USD 10-K 2024-02-16
Annual 2022-12-31 59427000000.0 +16.6% USD 10-K 2025-02-14
Annual 2023-12-31 67060000000.0 +12.8% USD 10-K 2026-02-13
Annual 2024-12-31 64809000000.0 -3.4% USD 10-K 2026-02-13
Annual 2025-12-31 67589000000.0 +4.3% USD 10-K 2026-02-13

Gross Profit

Q: 0 | A: 5

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Annual 2016-12-31 1344000000.0 USD 10-K 2018-02-15
Annual 2017-12-31 3229000000.0 +140.3% USD 10-K 2019-02-14
Annual 2018-12-31 3643000000.0 +12.8% USD 10-K 2020-02-19
Annual 2019-12-31 3269000000.0 -10.3% USD 10-K 2021-02-17
Annual 2020-12-31 2786000000.0 -14.8% USD 10-K 2021-02-17

Operating Income

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2016-03-31 494000000.0 USD 10-Q 2017-05-03
Quarterly 2016-06-30 785000000.0 +58.9% USD 10-Q 2017-08-02
Quarterly 2016-09-30 481000000.0 -38.7% USD 10-Q 2017-11-01
Quarterly 2017-03-31 380000000.0 -21.0% USD 10-Q 2018-05-02
Quarterly 2017-06-30 1184000000.0 +211.6% USD 10-Q 2018-08-07
Quarterly 2017-09-30 1509000000.0 +27.4% USD 10-Q 2018-10-31
Quarterly 2018-03-31 2108000000.0 +39.7% USD 10-Q 2019-05-06
Quarterly 2018-06-30 2167000000.0 +2.8% USD 10-Q 2019-08-01
Quarterly 2018-09-30 2135000000.0 -1.5% USD 10-Q 2019-10-31
Quarterly 2019-03-31 2207000000.0 +3.4% USD 10-Q 2020-05-06
Quarterly 2019-06-30 2213000000.0 +0.3% USD 10-Q 2020-08-05
Quarterly 2019-09-30 2020000000.0 -8.7% USD 10-Q 2020-11-04
Quarterly 2020-03-31 1404000000.0 -30.5% USD 10-Q 2021-05-05
Quarterly 2020-06-30 784000000.0 -44.2% USD 10-Q 2021-08-04
Quarterly 2020-09-30 985000000.0 +25.6% USD 10-Q 2021-11-03
Quarterly 2021-03-31 1814000000.0 +84.2% USD 10-Q 2022-05-04
Quarterly 2021-06-30 1789000000.0 -1.4% USD 10-Q 2022-08-03
Quarterly 2021-09-30 1664000000.0 -7.0% USD 10-Q 2022-11-02
Quarterly 2022-03-31 1855000000.0 +11.5% USD 10-Q 2023-05-03
Quarterly 2022-06-30 1944000000.0 +4.8% USD 10-Q 2023-08-02
Quarterly 2022-09-30 2425000000.0 +24.7% USD 10-Q 2023-11-01
Quarterly 2023-03-31 2731000000.0 +12.6% USD 10-Q 2024-05-01
Quarterly 2023-06-30 3652000000.0 +33.7% USD 10-Q 2024-08-07
Quarterly 2023-09-30 3449000000.0 -5.6% USD 10-Q 2024-11-06
Quarterly 2024-03-31 3519000000.0 +2.0% USD 10-Q 2025-05-07
Quarterly 2024-06-30 3482000000.0 -1.1% USD 10-Q 2025-08-06
Quarterly 2024-09-30 3147000000.0 -9.6% USD 10-Q 2025-11-03
Quarterly 2025-03-31 2579000000.0 -18.0% USD 10-Q 2025-05-07
Quarterly 2025-06-30 2860000000.0 +10.9% USD 10-Q 2025-08-06
Quarterly 2025-09-30 3052000000.0 +6.7% USD 10-Q 2025-11-03
Annual 2016-12-31 1162000000.0 USD 10-K 2019-02-14
Annual 2017-12-31 4460000000.0 +283.8% USD 10-K 2020-02-19
Annual 2018-12-31 8293000000.0 +85.9% USD 10-K 2021-02-17
Annual 2019-12-31 8290000000.0 -0.0% USD 10-K 2022-02-16
Annual 2020-12-31 4553000000.0 -45.1% USD 10-K 2023-02-15
Annual 2021-12-31 6878000000.0 +51.1% USD 10-K 2024-02-16
Annual 2022-12-31 7904000000.0 +14.9% USD 10-K 2025-02-14
Annual 2023-12-31 12966000000.0 +64.0% USD 10-K 2026-02-13
Annual 2024-12-31 13072000000.0 +0.8% USD 10-K 2026-02-13
Annual 2025-12-31 11151000000.0 -14.7% USD 10-K 2026-02-13

Net Income

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2016-03-31 272000000.0 USD 10-Q 2017-05-03
Quarterly 2016-06-30 553000000.0 +103.3% USD 10-Q 2017-08-02
Quarterly 2016-09-30 283000000.0 -48.8% USD 10-Q 2017-11-01
Quarterly 2017-03-31 194000000.0 -31.4% USD 10-Q 2018-05-02
Quarterly 2017-06-30 803000000.0 +313.9% USD 10-Q 2018-08-07
Quarterly 2017-09-30 1061000000.0 +32.1% USD 10-Q 2018-10-31
Quarterly 2018-03-31 1667000000.0 +57.1% USD 10-Q 2019-05-06
Quarterly 2018-06-30 1705000000.0 +2.3% USD 10-Q 2019-08-01
Quarterly 2018-09-30 1727000000.0 +1.3% USD 10-Q 2019-10-31
Quarterly 2019-03-31 1884000000.0 +9.1% USD 10-Q 2020-05-06
Quarterly 2019-06-30 1619000000.0 -14.1% USD 10-Q 2020-08-05
Quarterly 2019-09-30 1494000000.0 -7.7% USD 10-Q 2020-11-04
Quarterly 2020-03-31 1093000000.0 -26.8% USD 10-Q 2021-05-05
Quarterly 2020-06-30 459000000.0 -58.0% USD 10-Q 2021-08-04
Quarterly 2020-09-30 671000000.0 +46.2% USD 10-Q 2021-11-03
Quarterly 2021-03-31 1531000000.0 +128.2% USD 10-Q 2022-05-04
Quarterly 2021-06-30 1414000000.0 -7.6% USD 10-Q 2022-08-03
Quarterly 2021-09-30 1428000000.0 +1.0% USD 10-Q 2022-11-02
Quarterly 2022-03-31 1537000000.0 +7.6% USD 10-Q 2023-05-03
Quarterly 2022-06-30 1673000000.0 +8.8% USD 10-Q 2023-08-02
Quarterly 2022-09-30 2040000000.0 +21.9% USD 10-Q 2023-11-01
Quarterly 2023-03-31 1942000000.0 -4.8% USD 10-Q 2024-05-01
Quarterly 2023-06-30 2924000000.0 +50.6% USD 10-Q 2024-08-07
Quarterly 2023-09-30 2793000000.0 -4.5% USD 10-Q 2024-11-06
Quarterly 2024-03-31 2854000000.0 +2.2% USD 10-Q 2025-05-07
Quarterly 2024-06-30 2681000000.0 -6.1% USD 10-Q 2025-08-06
Quarterly 2024-09-30 2463000000.0 -8.1% USD 10-Q 2025-11-03
Quarterly 2025-03-31 2003000000.0 -18.7% USD 10-Q 2025-05-07
Quarterly 2025-06-30 2179000000.0 +8.8% USD 10-Q 2025-08-06
Quarterly 2025-09-30 2299000000.0 +5.5% USD 10-Q 2025-11-03
Annual 2016-12-31 -59000000.0 USD 10-K 2019-02-14
Annual 2017-12-31 759000000.0 +1386.4% USD 10-K 2020-02-19
Annual 2018-12-31 6148000000.0 +710.0% USD 10-K 2021-02-17
Annual 2019-12-31 6094000000.0 -0.9% USD 10-K 2022-02-16
Annual 2020-12-31 3003000000.0 -50.7% USD 10-K 2023-02-15
Annual 2021-12-31 6493000000.0 +116.2% USD 10-K 2024-02-16
Annual 2022-12-31 6704000000.0 +3.2% USD 10-K 2025-02-14
Annual 2023-12-31 10332000000.0 +54.1% USD 10-K 2026-02-13
Annual 2024-12-31 10788000000.0 +4.4% USD 10-K 2026-02-13
Annual 2025-12-31 8882000000.0 -17.7% USD 10-K 2026-02-13

EPS Basic

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2016-03-31 0.46 USD/shares 10-Q 2017-05-03
Quarterly 2016-06-30 0.94 +104.3% USD/shares 10-Q 2017-08-02
Quarterly 2016-09-30 0.48 -48.9% USD/shares 10-Q 2017-11-01
Quarterly 2017-03-31 0.33 -31.2% USD/shares 10-Q 2018-05-02
Quarterly 2017-06-30 1.36 +312.1% USD/shares 10-Q 2018-08-07
Quarterly 2017-09-30 1.79 +31.6% USD/shares 10-Q 2018-10-31
Quarterly 2018-03-31 2.78 +55.3% USD/shares 10-Q 2019-05-06
Quarterly 2018-06-30 2.86 +2.9% USD/shares 10-Q 2019-08-01
Quarterly 2018-09-30 2.92 +2.1% USD/shares 10-Q 2019-10-31
Quarterly 2019-03-31 3.29 +12.7% USD/shares 10-Q 2020-05-06
Quarterly 2019-06-30 2.85 -13.4% USD/shares 10-Q 2020-08-05
Quarterly 2019-09-30 2.69 -5.6% USD/shares 10-Q 2020-11-04
Quarterly 2020-03-31 2.0 -25.7% USD/shares 10-Q 2021-05-05
Quarterly 2020-06-30 0.84 -58.0% USD/shares 10-Q 2021-08-04
Quarterly 2020-09-30 1.23 +46.4% USD/shares 10-Q 2021-11-03
Quarterly 2021-03-31 2.8 +127.6% USD/shares 10-Q 2022-05-04
Quarterly 2021-06-30 2.58 -7.9% USD/shares 10-Q 2022-08-03
Quarterly 2021-09-30 2.62 +1.6% USD/shares 10-Q 2022-11-02
Quarterly 2022-03-31 2.88 +9.9% USD/shares 10-Q 2023-05-03
Quarterly 2022-06-30 3.15 +9.4% USD/shares 10-Q 2023-08-02
Quarterly 2022-09-30 3.89 +23.5% USD/shares 10-Q 2023-11-01
Quarterly 2023-03-31 3.76 -3.3% USD/shares 10-Q 2024-05-01
Quarterly 2023-06-30 5.7 +51.6% USD/shares 10-Q 2024-08-07
Quarterly 2023-09-30 5.48 -3.9% USD/shares 10-Q 2024-11-06
Quarterly 2024-03-31 5.78 +5.5% USD/shares 10-Q 2025-05-07
Quarterly 2024-06-30 5.5 -4.8% USD/shares 10-Q 2025-08-06
Quarterly 2024-09-30 5.09 -7.5% USD/shares 10-Q 2025-11-03
Quarterly 2025-03-31 4.22 -17.1% USD/shares 10-Q 2025-05-07
Quarterly 2025-06-30 4.64 +10.0% USD/shares 10-Q 2025-08-06
Quarterly 2025-09-30 4.91 +5.8% USD/shares 10-Q 2025-11-03
Annual 2016-12-31 -0.11 USD/shares 10-K 2019-02-14
Annual 2017-12-31 1.27 +1254.5% USD/shares 10-K 2020-02-19
Annual 2018-12-31 10.39 +718.1% USD/shares 10-K 2021-02-17
Annual 2019-12-31 10.85 +4.4% USD/shares 10-K 2022-02-16
Annual 2020-12-31 5.51 -49.2% USD/shares 10-K 2023-02-15
Annual 2021-12-31 11.93 +116.5% USD/shares 10-K 2024-02-16
Annual 2022-12-31 12.72 +6.6% USD/shares 10-K 2025-02-14
Annual 2023-12-31 20.24 +59.1% USD/shares 10-K 2026-02-13
Annual 2024-12-31 22.17 +9.5% USD/shares 10-K 2026-02-13
Annual 2025-12-31 18.9 -14.7% USD/shares 10-K 2026-02-13

EPS Diluted

Q: 30 | A: 10

Quarterly

Annual

Show Data Rows
Frequency Period End Value % Chg Unit Form Filed
Quarterly 2016-03-31 0.46 USD/shares 10-Q 2017-05-03
Quarterly 2016-06-30 0.93 +102.2% USD/shares 10-Q 2017-08-02
Quarterly 2016-09-30 0.48 -48.4% USD/shares 10-Q 2017-11-01
Quarterly 2017-03-31 0.32 -33.3% USD/shares 10-Q 2018-05-02
Quarterly 2017-06-30 1.35 +321.9% USD/shares 10-Q 2018-08-07
Quarterly 2017-09-30 1.77 +31.1% USD/shares 10-Q 2018-10-31
Quarterly 2018-03-31 2.74 +54.8% USD/shares 10-Q 2019-05-06
Quarterly 2018-06-30 2.82 +2.9% USD/shares 10-Q 2019-08-01
Quarterly 2018-09-30 2.88 +2.1% USD/shares 10-Q 2019-10-31
Quarterly 2019-03-31 3.25 +12.8% USD/shares 10-Q 2020-05-06
Quarterly 2019-06-30 2.83 -12.9% USD/shares 10-Q 2020-08-05
Quarterly 2019-09-30 2.66 -6.0% USD/shares 10-Q 2020-11-04
Quarterly 2020-03-31 1.98 -25.6% USD/shares 10-Q 2021-05-05
Quarterly 2020-06-30 0.84 -57.6% USD/shares 10-Q 2021-08-04
Quarterly 2020-09-30 1.22 +45.2% USD/shares 10-Q 2021-11-03
Quarterly 2021-03-31 2.77 +127.0% USD/shares 10-Q 2022-05-04
Quarterly 2021-06-30 2.56 -7.6% USD/shares 10-Q 2022-08-03
Quarterly 2021-09-30 2.6 +1.6% USD/shares 10-Q 2022-11-02
Quarterly 2022-03-31 2.86 +10.0% USD/shares 10-Q 2023-05-03
Quarterly 2022-06-30 3.13 +9.4% USD/shares 10-Q 2023-08-02
Quarterly 2022-09-30 3.87 +23.6% USD/shares 10-Q 2023-11-01
Quarterly 2023-03-31 3.74 -3.4% USD/shares 10-Q 2024-05-01
Quarterly 2023-06-30 5.67 +51.6% USD/shares 10-Q 2024-08-07
Quarterly 2023-09-30 5.45 -3.9% USD/shares 10-Q 2024-11-06
Quarterly 2024-03-31 5.75 +5.5% USD/shares 10-Q 2025-05-07
Quarterly 2024-06-30 5.48 -4.7% USD/shares 10-Q 2025-08-06
Quarterly 2024-09-30 5.06 -7.7% USD/shares 10-Q 2025-11-03
Quarterly 2025-03-31 4.2 -17.0% USD/shares 10-Q 2025-05-07
Quarterly 2025-06-30 4.62 +10.0% USD/shares 10-Q 2025-08-06
Quarterly 2025-09-30 4.88 +5.6% USD/shares 10-Q 2025-11-03
Annual 2016-12-31 -0.11 USD/shares 10-K 2019-02-14
Annual 2017-12-31 1.26 +1245.5% USD/shares 10-K 2020-02-19
Annual 2018-12-31 10.26 +714.3% USD/shares 10-K 2021-02-17
Annual 2019-12-31 10.74 +4.7% USD/shares 10-K 2022-02-16
Annual 2020-12-31 5.46 -49.2% USD/shares 10-K 2023-02-15
Annual 2021-12-31 11.83 +116.7% USD/shares 10-K 2024-02-16
Annual 2022-12-31 12.64 +6.8% USD/shares 10-K 2025-02-14
Annual 2023-12-31 20.12 +59.2% USD/shares 10-K 2026-02-13
Annual 2024-12-31 22.05 +9.6% USD/shares 10-K 2026-02-13
Annual 2025-12-31 18.81 -14.7% USD/shares 10-K 2026-02-13

8-K Material Event Details

53 filings · 135 item records

This 8-K section tracks corporate event disclosures, not insider buy/sell sentiment. Insider trading direction is shown in the insider section below.

Event Type Distribution

Count per 8-K item

Insider Transaction History

581 transaction records

Net Insider Flow

Monthly open-market buy value minus open-market sell value

Monthly Insider Activity Mix

Share volume split between open-market trades, grants, and exercises

Transaction Value Timeline

Each circle = one priced transaction; size ∝ value

All Transactions

Date Insider Title Type Security Shares Price Total Value Post-Tx Shares
2026-03-31 MacLennan David Dir Equity grant / award
A · derivative
Phantom Stock Units 33 $690.44 $22,785 453
2026-03-26 Creed Joseph E Chief Executive Officer Equity grant / award
A · derivative
Phantom Stock Units 3 $703.19 $2,110 11,583
2026-03-13 Creed Joseph E Chief Executive Officer Equity grant / award
A · derivative
Phantom Stock Units 428 $693.99 $297,028 11,433
2026-03-06 Kaiser Jason Group President Equity grant / award
A · derivative
Phantom Stock Units 106 $680.90 $72,175 5,520
2026-03-04 Umpleby III Donald J Executive Chairman Other disposed transaction
F
Common Stock 1,546 $738.42 $1,141,597 464,199
2026-03-03 Schaupp William E Chief Accounting Officer Other disposed transaction
F
Common Stock 18 $719.13 $12,944 909
2026-03-03 Umpleby III Donald J Executive Chairman Other disposed transaction
F
Common Stock 1,591 $719.13 $1,144,136 465,745
2026-03-02 Schaupp William E Chief Accounting Officer Equity grant / award
A · derivative
Employee Stock options 285 $0.00 $0 285
2026-03-02 Schaupp William E Chief Accounting Officer Equity grant / award
A
Common Stock 102 $0.00 $0 927
2026-02-23 Shurman Rodney Michael Group President Exercise / conversion
M · derivative
Employee Stock Options 2,278 $253.98 $578,566 5,639
2026-02-23 Shurman Rodney Michael Group President Open-market sell
S
Common Stock 2,278 $759.61 $1,730,392 1,443
2026-02-23 Shurman Rodney Michael Group President Exercise / conversion
M
Common Stock 2,278 $253.98 $578,566 3,721
2026-02-17 Shurman Rodney Michael Group President Open-market sell
S
Common Stock 1,764 $763.39 $1,346,620 1,440
2026-02-13 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 11,000 $219.76 $2,417,360 33,403
2026-02-13 Fassino Anthony D. Group President Open-market sell
S
Common Stock 7,891 $776.90 $6,130,518 46,643
2026-02-13 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 3,109 $777.41 $2,416,968 54,534
2026-02-13 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 11,000 $219.76 $2,417,360 57,643
2026-02-12 Kaiser Jason Group President Open-market sell
S
Common Stock 1,690 $776.70 $1,312,623 8,661
2026-02-11 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 15,000 $127.60 $1,914,000 56,210
2026-02-11 De Lange Bob Group President Open-market sell
S
Common Stock 12,507 $767.08 $9,593,870 84,997
2026-02-11 De Lange Bob Group President Other disposed transaction
F
Common Stock 2,493 $767.64 $1,913,727 97,504
2026-02-11 De Lange Bob Group President Exercise / conversion
M
Common Stock 15,000 $127.60 $1,914,000 99,997
2026-02-10 De Lange Bob Group President Other disposed transaction
F
Common Stock 4,011 $744.83 $2,987,513 84,997
2026-02-10 De Lange Bob Group President Equity grant / award
A
Common Stock 9,055 $0.00 $0 89,008
2026-02-06 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 28,034 $138.35 $3,878,504 0
2026-02-06 De Lange Bob Group President Open-market sell
S
Common Stock 22,656 $720.11 $16,314,812 79,953
2026-02-06 De Lange Bob Group President Other disposed transaction
F
Common Stock 5,378 $721.12 $3,878,183 102,609
2026-02-06 De Lange Bob Group President Exercise / conversion
M
Common Stock 28,034 $138.35 $3,878,504 107,987
2026-02-04 Johnson Denise C Group President Other disposed transaction
J · derivative
Phantom Stock Units 10,946 $691.82 $7,572,662 0
2026-02-02 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Options 45,291 $219.76 $9,953,150 0
2026-02-02 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Options 11,810 $196.70 $2,323,027 23,978
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 1,138 $684.93 $779,450 43,350
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 2,258 $683.90 $1,544,246 44,488
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 2,761 $682.84 $1,885,321 46,746
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 2,994 $681.69 $2,040,980 49,507
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 20,145 $680.76 $13,713,910 52,501
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 1,431 $680.11 $973,237 72,646
2026-02-02 Johnson Denise C Group President Other disposed transaction
F
Common Stock 14,564 $683.39 $9,952,892 74,077
2026-02-02 Johnson Denise C Group President Exercise / conversion
M
Common Stock 45,291 $219.76 $9,953,150 86,641
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 7,411 $680.11 $5,040,295 43,350
2026-02-02 Johnson Denise C Group President Open-market sell
S
Common Stock 1,000 $678.52 $678,520 50,761
2026-02-02 Johnson Denise C Group President Other disposed transaction
F
Common Stock 3,399 $683.39 $2,322,843 51,761
2026-02-02 Johnson Denise C Group President Exercise / conversion
M
Common Stock 11,810 $196.70 $2,323,027 55,160
2026-01-12 De Lange Bob Group President Other disposed transaction
F
Common Stock 473 $621.97 $294,192 79,953
2025-12-31 MacLennan David Dir Equity grant / award
A · derivative
Phantom Stock Units 30 $575.49 $17,265 419
2025-12-26 Creed Joseph E Chief Executive Officer Equity grant / award
A · derivative
Phantom Stock Units 26 $583.00 $15,158 10,699
2025-12-19 Fish James C Jr Dir Equity grant / award
G
Common Stock 1,000 $0.00 $0 3,475
2025-12-01 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 1,921 $573.63 $1,101,943 56,380
2025-12-01 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 2,120 $572.57 $1,213,848 58,301
2025-12-01 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 920 $574.52 $528,558 55,460
2025-12-01 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 381 $570.27 $217,273 61,341
2025-12-01 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 2,360 $569.35 $1,343,666 61,722
2025-12-01 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 1,378 $568.57 $783,489 64,082
2025-11-28 Umpleby III Donald J Executive Chairman Equity grant / award
G
Common Stock 2,350 $0.00 $0 445,879
2025-11-26 Kaiser Jason Group President Equity grant / award
A · derivative
Phantom Stock Units 13 $573.73 $7,458 5,132
2025-11-25 MacLennan David Dir Other acquired transaction
J · derivative
Phantom Stock Units 72 $557.34 $40,128 389
2025-11-19 SCHWAB SUSAN C Dir Equity grant / award
G
Common Stock 990 $0.00 $0 5,948
2025-11-12 Johnson Denise C Group President Other disposed transaction
J · derivative
Phantom Stock Units 10,944 $573.02 $6,271,131 10,752
2025-11-11 Kaiser Jason Group President Exercise / conversion
M · derivative
Employee Stock Options 8,000 $196.70 $1,573,600 0
2025-11-11 Kaiser Jason Group President Exercise / conversion
M · derivative
Employee Stock Options 8,881 $219.76 $1,951,689 0
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 632 $568.65 $359,387 8,649
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 380 $567.35 $215,593 9,281
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 460 $564.09 $259,481 9,661
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 1,480 $563.22 $833,566 10,121
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 1,260 $562.15 $708,309 11,601
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 1,032 $561.29 $579,251 12,861
2025-11-11 Kaiser Jason Group President Other disposed transaction
F
Common Stock 2,756 $570.85 $1,573,263 13,893
2025-11-11 Kaiser Jason Group President Exercise / conversion
M
Common Stock 8,000 $196.70 $1,573,600 16,649
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 653 $568.60 $371,296 8,649
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 400 $567.26 $226,904 9,302
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 37 $565.06 $20,907 9,702
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 280 $563.88 $157,886 9,739
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 1,640 $563.22 $923,681 10,019
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 1,413 $562.27 $794,488 11,659
2025-11-11 Kaiser Jason Group President Open-market sell
S
Common Stock 1,040 $561.29 $583,742 13,072
2025-11-11 Kaiser Jason Group President Other disposed transaction
F
Common Stock 3,418 $570.85 $1,951,165 14,112
2025-11-11 Kaiser Jason Group President Exercise / conversion
M
Common Stock 8,881 $219.76 $1,951,689 17,530
2025-11-10 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 12,500 $196.70 $2,458,750 23,288
2025-11-10 Fassino Anthony D. Group President Open-market sell
S
Common Stock 8,184 $570.18 $4,666,353 41,512
2025-11-10 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 4,316 $569.56 $2,458,221 49,696
2025-11-10 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 12,500 $196.70 $2,458,750 54,012
2025-11-06 MacLennan David Dir Open-market buy
P
Common Stock 300 $568.86 $170,658 7,947
2025-11-05 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 20,000 $151.12 $3,022,400 20,512
2025-11-05 De Lange Bob Group President Open-market sell
S
Common Stock 14,638 $562.36 $8,231,826 80,209
2025-11-05 De Lange Bob Group President Other disposed transaction
F
Common Stock 5,362 $563.66 $3,022,345 94,847
2025-11-05 De Lange Bob Group President Exercise / conversion
M
Common Stock 20,000 $151.12 $3,022,400 100,209
2025-10-24 Creed Joseph E Chief Executive Officer Equity grant / award
A · derivative
Phantom Stock Units 29 $522.73 $15,159 10,599
2025-10-10 Umpleby III Donald J Executive Chairman Open-market sell
S
Common Stock 17,166 $505.29 $8,673,808 448,173
2025-09-30 MacLennan David Dir Equity grant / award
A · derivative
Phantom Stock Units 37 $473.84 $17,532 315
2025-09-26 Kaiser Jason Group President Equity grant / award
A · derivative
Phantom Stock Units 16 $465.76 $7,452 5,156
2025-09-22 Umpleby III Donald J Executive Chairman Open-market sell
S
Common Stock 17,166 $462.65 $7,941,850 465,339
2025-09-02 Umpleby III Donald J Executive Chairman Open-market sell
S
Common Stock 17,168 $412.87 $7,088,152 482,505
2025-08-26 Creed Joseph E Chief Executive Officer Equity grant / award
A · derivative
Phantom Stock Units 35 $431.26 $15,094 10,600
2025-08-18 MacLennan David Dir Equity grant / award
A
Common Stock 500 $407.76 $203,880 7,641
2025-08-15 SCHWAB SUSAN C Dir Open-market sell
S
Common Stock 2,324 $410.00 $952,840 6,917
2025-08-11 Kaiser Jason Group President Exercise / conversion
M · derivative
Employee Stock Options 4,091 $196.70 $804,700 0
2025-08-11 Kaiser Jason Group President Open-market sell
S
Common Stock 2,161 $417.70 $902,650 8,632
2025-08-11 Kaiser Jason Group President Other disposed transaction
F
Common Stock 1,930 $416.80 $804,424 10,793
2025-08-11 Kaiser Jason Group President Exercise / conversion
M
Common Stock 4,091 $196.70 $804,700 12,723
2025-08-07 Johnson Denise C Group President Other disposed transaction
J · derivative
Phantom Stock Units 8,493 $417.12 $3,542,600 22,597
2025-07-25 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 23 $433.75 $9,976 30,021
2025-07-17 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 23,311 $253.98 $5,920,528 11,655
2025-07-17 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 14,186 $196.70 $2,790,386 0
2025-07-17 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 17,796 $416.39 $7,410,076 65,422
2025-07-17 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 23,311 $253.98 $5,920,528 83,194
2025-07-17 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 9,683 $416.39 $4,031,904 59,883
2025-07-17 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 14,186 $196.70 $2,790,386 69,566
2025-06-30 MacLennan David Dir Equity grant / award
A · derivative
Phantom Stock Units 43 $386.98 $16,640 277
2025-06-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 26 $381.88 $9,929 29,421
2025-06-11 Fish James C Jr Dir Equity grant / award
A
Common Stock 482 $352.53 $169,919 4,472
2025-05-23 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 19 $343.39 $6,524 30,392
2025-05-09 Creed Joseph E Chief Executive Officer Equity grant / award
A · derivative
Employee Stock Options 13,086 $0.00 $0 13,086
2025-05-09 Creed Joseph E Chief Executive Officer Equity grant / award
A
Common Stock 4,330 $0.00 $0 28,157
2025-05-07 MacLennan David Dir Open-market buy
P
Common Stock 375 $320.70 $120,262 6,653
2025-05-02 Johnson Gerald Dir Open-market buy
P
Common Stock 100 $318.48 $31,848 3,165
2025-04-25 Creed Joseph E Chief Operating Officer Equity grant / award
A · derivative
Phantom Stock Units 12 $306.45 $3,677 10,445
2025-04-01 Owens Derek CLO & General Counsel Other disposed transaction
F
Common Stock 73 $328.05 $23,948 7,031
2025-03-31 MacLennan David Dir Equity grant / award
A · derivative
Phantom Stock Units 50 $326.99 $16,350 234
2025-03-14 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 486 $339.64 $165,065 29,542
2025-03-07 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 354 $350.30 $124,006 28,825
2025-03-04 Kaiser Jason Group President Other disposed transaction
F
Common Stock 364 $325.30 $118,409 8,614
2025-03-04 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
F
Common Stock 232 $325.30 $75,470 15,255
2025-03-03 Kaiser Jason Group President Equity grant / award
A · derivative
Employee Stock Options 8,439 $0.00 $0 8,439
2025-03-03 Kaiser Jason Group President Equity grant / award
A
Common Stock 2,692 $0.00 $0 8,978
2025-02-18 Kaiser Jason Group President Open-market sell
S
Common Stock 2,425 $354.70 $860,148 6,275
2025-02-11 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 14,163 $362.70 $5,136,920 488,259
2025-02-11 Umpleby III Donald J Chairman & CEO Equity grant / award
A
Common Stock 36,126 $0.00 $0 502,422
2025-02-04 Johnson Gerald Dir Open-market buy
P
Common Stock 100 $365.57 $36,557 3,053
2025-01-16 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 10,000 $380.09 $3,800,900 45,182
2025-01-12 De Lange Bob Group President Other disposed transaction
F
Common Stock 452 $357.50 $161,590 70,919
2024-12-31 MacLennan David Dir Equity grant / award
A · derivative
Phantom Stock Units 45 $363.78 $16,370 183
2024-12-26 Creed Joseph E Chief Operating Officer Equity grant / award
A · derivative
Phantom Stock Units 30 $367.12 $11,014 9,290
2024-12-05 DICKINSON DANIEL M Dir Equity grant / award
G
Common Stock 250 $0.00 $0 4,728
2024-12-04 Johnson Gerald Dir Open-market buy
P
Common Stock 100 $398.57 $39,857 2,953
2024-11-29 SCHWAB SUSAN C Dir Equity grant / award
G
Common Stock 2,150 $0.00 $0 8,715
2024-11-26 Kaiser Jason Group President Equity grant / award
A · derivative
Phantom Stock Units 17 $407.83 $6,933 4,498
2024-11-25 Fish James C Jr Dir Equity grant / award
G
Common Stock 250 $0.00 $0 250
2024-11-25 Fish James C Jr Dir Equity grant / award
G
Common Stock 1,000 $0.00 $0 4,464
2024-11-15 SCHWAB SUSAN C Dir Open-market sell
S
Common Stock 2 $383.20 $766 10,846
2024-11-07 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Employee Stock Options 87,053 $196.70 $17,123,325 43,526
2024-11-07 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 59,851 $413.02 $24,719,660 466,251
2024-11-07 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 87,053 $196.70 $17,123,325 526,102
2024-11-07 Umpleby III Donald J Chairman & CEO Equity grant / award
G
Common Stock 2,400 $0.00 $0 439,049
2024-11-06 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 8,000 $127.60 $1,020,800 9,133
2024-11-06 Fassino Anthony D. Group President Open-market sell
S
Common Stock 5,509 $409.84 $2,257,809 33,442
2024-11-06 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 2,491 $409.72 $1,020,613 38,951
2024-11-06 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 8,000 $127.60 $1,020,800 41,422
2024-11-04 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 2,664 $378.84 $1,009,230 12,951
2024-11-01 Schaupp William E Chief Accounting Officer Exercise / conversion
M · derivative
Exployee Stock Options 2,000 $196.70 $393,400 1,095
2024-11-01 Schaupp William E Chief Accounting Officer Open-market sell
S
Common Stock 968 $380.98 $368,789 1,686
2024-11-01 Schaupp William E Chief Accounting Officer Other disposed transaction
F
Common Stock 1,032 $380.91 $393,099 2,654
2024-11-01 Schaupp William E Chief Accounting Officer Exercise / conversion
M
Common Stock 2,000 $196.70 $393,400 3,686
2024-10-25 Kaiser Jason Group President Equity grant / award
A · derivative
Phantom Stock Units 17 $385.97 $6,561 4,521
2024-09-30 MacLennan David Dir Equity grant / award
A · derivative
Phantom Stock Units 42 $389.79 $16,371 137
2024-09-26 Kaiser Jason Group President Equity grant / award
A · derivative
Phantom Stock Units 17 $390.96 $6,646 4,331
2024-09-04 Johnson Gerald Dir Open-market buy
P
Common Stock 100 $338.59 $33,859 2,842
2024-08-30 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 5,000 $127.60 $638,000 17,133
2024-08-30 Fassino Anthony D. Group President Open-market sell
S
Common Stock 3,185 $351.36 $1,119,082 33,442
2024-08-30 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 1,815 $351.43 $637,845 36,627
2024-08-30 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 5,000 $127.60 $638,000 38,442
2024-08-26 Kaiser Jason Group President Equity grant / award
A · derivative
Phantom Stock Units 19 $351.16 $6,672 4,428
2024-08-22 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 2,975 $342.48 $1,018,878 15,615
2024-07-26 Creed Joseph E Chief Operating Officer Equity grant / award
A · derivative
Phantom Stock Units 32 $350.48 $11,215 8,942
2024-07-16 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 1,508 $350.00 $527,800 18,515
2024-07-15 De Lange Bob Group President Equity grant / award
G
Common Stock 505 $0.00 $0 70,870
2024-06-28 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 113 $331.26 $37,432 18,811
2024-06-26 Creed Joseph E Chief Operating Officer Equity grant / award
A · derivative
Phantom Stock Units 34 $326.73 $11,109 9,058
2024-06-12 MacLennan David Dir Equity grant / award
A
Common Stock 517 $328.73 $169,953 6,260
2024-05-30 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 1,508 $340.00 $512,720 20,023
2024-05-24 Creed Joseph E Chief Operating Officer Equity grant / award
A · derivative
Phantom Stock Units 32 $348.90 $11,165 9,043
2024-05-20 Johnson Gerald Dir Open-market buy
P
Common Stock 100 $356.40 $35,640 2,213
2024-05-13 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 29,834 $95.66 $2,853,920 0
2024-05-13 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 717 $74.77 $53,610 0
2024-05-13 De Lange Bob Group President Open-market sell
S
Common Stock 21,847 $356.90 $7,797,194 71,115
2024-05-13 De Lange Bob Group President Other disposed transaction
F
Common Stock 7,987 $357.30 $2,853,755 92,962
2024-05-13 De Lange Bob Group President Exercise / conversion
M
Common Stock 29,834 $95.66 $2,853,920 100,949
2024-05-13 De Lange Bob Group President Other disposed transaction
F
Common Stock 373 $356.46 $132,960 71,115
2024-05-13 De Lange Bob Group President Exercise / conversion
M
Common Stock 717 $74.77 $53,610 71,488
2024-05-06 DICKINSON DANIEL M Dir Other disposed transaction
J · derivative
Phantom Stock Units 2,931 $341.12 $999,823 13,886
2024-05-03 MacLennan David Dir Open-market buy
P
Common Stock 500 $337.39 $168,695 5,738
2024-05-01 DICKINSON DANIEL M Dir Other acquired transaction
J · derivative
Phantom Stock Units 3,736 $334.62 $1,250,140 16,818
2024-05-01 DICKINSON DANIEL M Dir Other disposed transaction
J · derivative
Phantom Stock Units 3,736 $334.62 $1,250,140 16,818
2024-04-29 SCHWAB SUSAN C Dir Other disposed transaction
D
Common Stock 4,302 $349.92 $1,505,356 10,291
2024-04-29 SCHWAB SUSAN C Dir Other disposed transaction
D
Common Stock 8,579 $348.86 $2,992,870 14,593
2024-04-26 Creed Joseph E Chief Operating Officer Equity grant / award
A · derivative
Phantom Stock Units 9 $343.38 $3,090 8,830
2024-04-01 Owens Derek CLO & General Counsel Other disposed transaction
F
Common Stock 72 $365.29 $26,301 4,108
2024-03-28 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 103 $365.38 $37,634 18,630
2024-03-14 Creed Joseph E Chief Operating Officer Equity grant / award
A · derivative
Phantom Stock Units 622 $341.92 $212,674 8,917
2024-03-08 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 313 $339.19 $106,166 28,023
2024-03-07 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 14,186 $196.70 $2,790,386 14,186
2024-03-07 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 15,393 $219.76 $3,382,766 0
2024-03-07 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 10,613 $340.39 $3,612,559 65,142
2024-03-07 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 14,186 $196.70 $2,790,386 75,755
2024-03-07 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 12,138 $340.39 $4,131,654 61,569
2024-03-07 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 15,393 $219.76 $3,382,766 73,707
2024-03-04 Owens Derek CLO & General Counsel Equity grant / award
A · derivative
Employee Stock Options 8,152 $0.00 $0 8,152
2024-03-04 Owens Derek CLO & General Counsel Equity grant / award
A
Common Stock 2,510 $0.00 $0 4,179
2024-03-04 BONFIELD ANDREW R J Chief Financial Officer Equity grant / award
A · derivative
Employee Stock Options 11,509 $0.00 $0 11,509
2024-03-04 BONFIELD ANDREW R J Chief Financial Officer Equity grant / award
A
Common Stock 3,543 $0.00 $0 58,314
2024-03-01 Owens Derek CLO & General Counsel Other disposed transaction
F
Common Stock 53 $335.69 $17,792 1,669
2024-02-28 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 7,881 $138.35 $1,090,336 0
2024-02-28 Fassino Anthony D. Group President Open-market sell
S
Common Stock 4,575 $329.80 $1,508,835 23,474
2024-02-28 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 3,306 $329.73 $1,090,087 28,049
2024-02-28 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 7,881 $138.35 $1,090,336 31,355
2024-02-26 Umpleby III Donald J Chief Executive Officer Equity grant / award
G
Common Stock 8,081 $0.00 $0 36,040
2024-02-23 MacLennan David Dir Open-market buy
P
Common Stock 350 $323.37 $113,180 5,238
2024-02-22 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 7,880 $138.35 $1,090,198 7,881
2024-02-22 Fassino Anthony D. Group President Open-market sell
S
Common Stock 4,494 $321.96 $1,446,888 30,389
2024-02-22 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 3,386 $321.95 $1,090,123 34,883
2024-02-22 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 7,880 $138.35 $1,090,198 38,269
2024-02-15 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 14,073 $151.12 $2,126,712 0
2024-02-15 Fassino Anthony D. Group President Open-market sell
S
Common Stock 7,469 $322.00 $2,405,018 30,361
2024-02-15 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 6,604 $322.00 $2,126,488 37,830
2024-02-15 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 14,073 $151.12 $2,126,712 44,434
2024-02-13 Johnson Denise C Group President Other disposed transaction
F
Common Stock 4,369 $313.40 $1,369,245 32,766
2024-02-13 Johnson Denise C Group President Equity grant / award
A
Common Stock 12,280 $0.00 $0 37,135
2024-02-13 Creed Joseph E Chief Operating Officer Other disposed transaction
F
Common Stock 4,270 $313.40 $1,338,218 7,769
2024-02-13 Creed Joseph E Chief Operating Officer Equity grant / award
A
Common Stock 12,039 $0.00 $0 12,039
2024-02-07 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 30,000 $95.66 $2,869,800 29,834
2024-02-07 De Lange Bob Group President Open-market sell
S
Common Stock 21,194 $325.52 $6,899,071 61,092
2024-02-07 De Lange Bob Group President Other disposed transaction
F
Common Stock 8,806 $325.87 $2,869,611 82,286
2024-02-07 De Lange Bob Group President Exercise / conversion
M
Common Stock 30,000 $95.66 $2,869,800 91,092
2024-02-05 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 2,804 $333.13 $934,097 47,317
2024-02-05 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 7,196 $332.69 $2,394,037 50,121
2024-02-02 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 10,000 $310.10 $3,101,000 57,317
2024-01-25 BONFIELD ANDREW R J Chief Financial Officer Open-market sell
S
Common Stock 10,000 $300.04 $3,000,400 67,317
2024-01-12 Fassino Anthony D. Group President Equity grant / award
A
Common Stock 6,887 $0.00 $0 23,152
2023-12-29 CALHOUN DAVID L Dir Equity grant / award
A · derivative
Phantom Stock Units 127 $295.72 $37,556 21,369
2023-12-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 31 $295.63 $9,165 27,070
2023-12-18 Umpleby III Donald J Chairman and CEO Exercise / conversion
M · derivative
Employee Stock Options 75,701 $127.60 $9,659,448 0
2023-12-18 Umpleby III Donald J Chairman and CEO Exercise / conversion
M · derivative
Employee Stock Options 163,615 $138.35 $22,636,135 0
2023-12-18 Umpleby III Donald J Chairman and CEO Exercise / conversion
M · derivative
Employee Stock Options 182,944 $151.12 $27,646,497 0
2023-12-18 Umpleby III Donald J Chairman and CEO Other disposed transaction
F
Common Stock 51,615 $286.72 $14,799,053 396,242
2023-12-18 Umpleby III Donald J Chairman and CEO Exercise / conversion
M
Common Stock 75,701 $127.60 $9,659,448 447,857
2023-12-18 Umpleby III Donald J Chairman and CEO Other disposed transaction
F
Common Stock 115,366 $286.72 $33,077,740 372,156
2023-12-18 Umpleby III Donald J Chairman and CEO Exercise / conversion
M
Common Stock 163,615 $138.35 $22,636,135 487,522
2023-12-18 Umpleby III Donald J Chairman and CEO Other disposed transaction
F
Common Stock 133,467 $286.72 $38,267,658 323,907
2023-12-18 Umpleby III Donald J Chairman and CEO Exercise / conversion
M
Common Stock 182,944 $151.12 $27,646,497 457,374
2023-11-24 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 37 $247.36 $9,152 27,425
2023-10-26 Creed Joseph E Group President Equity grant / award
A · derivative
Phantom Stock Units 32 $242.43 $7,758 8,031
2023-09-29 CALHOUN DAVID L Dir Equity grant / award
A · derivative
Phantom Stock Units 136 $275.46 $37,463 21,132
2023-09-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 34 $269.52 $9,164 27,790
2023-09-01 Schaupp William E Chief Accounting Officer Other disposed transaction
F
Common Stock 245 $285.36 $69,913 1,455
2023-08-30 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 4,141 $95.66 $396,128 0
2023-08-30 Fassino Anthony D. Group President Open-market sell
S
Common Stock 2,740 $282.57 $774,242 16,182
2023-08-30 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 1,401 $282.57 $395,881 18,922
2023-08-30 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 4,141 $95.66 $396,128 20,323
2023-08-29 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 1,447 $95.66 $138,420 4,141
2023-08-29 Fassino Anthony D. Group President Exercise / conversion
M · derivative
Employee Stock Options 2,693 $74.77 $201,356 0
2023-08-29 Fassino Anthony D. Group President Open-market sell
S
Common Stock 951 $279.00 $265,329 16,182
2023-08-29 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 496 $279.00 $138,384 17,133
2023-08-29 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 1,447 $95.66 $138,420 17,629
2023-08-29 Fassino Anthony D. Group President Open-market sell
S
Common Stock 1,972 $279.00 $550,188 16,182
2023-08-29 Fassino Anthony D. Group President Other disposed transaction
F
Common Stock 721 $279.00 $201,159 18,154
2023-08-29 Fassino Anthony D. Group President Exercise / conversion
M
Common Stock 2,693 $74.77 $201,356 18,875
2023-08-25 Creed Joseph E Group President Equity grant / award
A · derivative
Phantom Stock Units 29 $272.56 $7,904 7,741
2023-08-09 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M · derivative
Employee Stock Options 18,294 $151.12 $2,764,589 0
2023-08-09 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 1,400 $287.06 $401,884 16,362
2023-08-09 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 16,894 $286.27 $4,836,245 17,762
2023-08-09 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M
Common Stock 18,294 $151.12 $2,764,589 34,656
2023-08-07 MacLennan David Dir Equity grant / award
A
Common Stock 450 $277.21 $124,744 4,868
2023-08-04 Umpleby III Donald J Chief Executive Officer Equity grant / award
G
Common Stock 5,114 $0.00 $0 27,959
2023-08-04 Umpleby III Donald J Chief Executive Officer Equity grant / award
G
Common Stock 2,501 $0.00 $0 0
2023-08-04 Umpleby III Donald J Chief Executive Officer Equity grant / award
G
Common Stock 2,613 $0.00 $0 0
2023-08-03 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Options 23,736 $127.60 $3,028,714 0
2023-08-03 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Options 18,012 $138.35 $2,491,960 0
2023-08-03 Johnson Denise C Group President Open-market sell
S
Common Stock 714 17,968
2023-08-03 Johnson Denise C Group President Open-market sell
S
Common Stock 4,112 18,682
2023-08-03 Johnson Denise C Group President Open-market sell
S
Common Stock 2,300 22,794
2023-08-03 Johnson Denise C Group President Open-market sell
S
Common Stock 16,610 25,094
2023-08-03 Johnson Denise C Group President Exercise / conversion
M
Common Stock 23,736 $127.60 $3,028,714 41,704
2023-08-03 Johnson Denise C Group President Open-market sell
S
Common Stock 10,120 17,968
2023-08-03 Johnson Denise C Group President Open-market sell
S
Common Stock 7,892 28,088
2023-08-03 Johnson Denise C Group President Exercise / conversion
M
Common Stock 18,012 $138.35 $2,491,960 35,980
2023-08-02 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 14,187 $196.70 $2,790,583 28,372
2023-08-02 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 30,786 $219.76 $6,765,531 15,393
2023-08-02 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 11,419 $289.99 $3,311,396 77,317
2023-08-02 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 14,187 $196.70 $2,790,583 88,736
2023-08-02 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 26,264 $289.99 $7,616,297 74,549
2023-08-02 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 30,786 $219.76 $6,765,531 100,813
2023-08-01 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 20,000 $95.66 $1,913,200 59,834
2023-08-01 De Lange Bob Group President Open-market sell
S
Common Stock 20,000 $275.00 $5,500,000 53,671
2023-08-01 De Lange Bob Group President Exercise / conversion
M
Common Stock 20,000 $95.66 $1,913,200 73,671
2023-07-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 36 $258.32 $9,300 27,650
2023-07-26 Creed Joseph E Group President Equity grant / award
A · derivative
Phantom Stock Units 30 $258.32 $7,750 7,922
2023-07-18 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M · derivative
Employee Stock Options 6,415 $127.60 $818,554 0
2023-07-18 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 6,415 $260.00 $1,667,900 16,362
2023-07-18 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M
Common Stock 6,415 $127.60 $818,554 22,777
2023-06-30 CALHOUN DAVID L Dir Equity grant / award
A · derivative
Phantom Stock Units 153 $245.41 $37,548 20,897
2023-06-26 Creed Joseph E Group President Equity grant / award
A · derivative
Phantom Stock Units 22 $236.95 $5,213 7,668
2023-06-14 CALHOUN DAVID L Dir Equity grant / award
A
Common Stock 698 $243.32 $169,837 49,815
2023-06-07 Long Suzette M CLO/General Counsel Exercise / conversion
M · derivative
Employee Stock Options 20,529 $127.60 $2,619,500 0
2023-06-07 Long Suzette M CLO/General Counsel Other disposed transaction
F
Common Stock 15,415 $231.32 $3,565,798 13,890
2023-06-07 Long Suzette M CLO/General Counsel Exercise / conversion
M
Common Stock 20,529 $127.60 $2,619,500 29,305
2023-05-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 25 $211.80 $5,295 26,883
2023-03-31 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 165 $226.98 $37,452 17,757
2023-03-14 Creed Joseph E Group President Equity grant / award
A · derivative
Phantom Stock Units 702 $225.67 $158,420 7,656
2023-03-10 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 516 $227.01 $117,137 27,630
2023-03-06 Fassino Anthony D. Group President Equity grant / award
A · derivative
Employee Stock Options 29,028 $0.00 $0 29,028
2023-03-02 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 23,095 $127.60 $2,946,922 0
2023-03-02 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 16,256 $249.31 $4,052,783 70,027
2023-03-02 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 23,095 $127.60 $2,946,922 86,283
2023-02-17 MacLennan David Dir Open-market buy
P
Common Stock 400 $249.29 $99,716 3,709
2023-02-09 Long Suzette M CLO/General Counsel Open-market sell
S
Common Stock 1,364 $251.65 $343,251 8,776
2023-02-09 Long Suzette M CLO/General Counsel Open-market sell
S
Common Stock 6,636 $250.91 $1,665,039 10,140
2023-02-07 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 5,328 $248.68 $1,324,967 63,188
2023-02-07 BONFIELD ANDREW R J Chief Financial Officer Equity grant / award
A
Common Stock 15,029 $0.00 $0 68,516
2023-02-06 DICKINSON DANIEL M Dir Open-market sell
S
Common Stock 6,070 $251.22 $1,524,905 5,038
2023-02-03 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M · derivative
Employee Stock Options 9,623 $127.60 $1,227,895 6,415
2023-02-03 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M · derivative
Employee Stock Options 14,260 $138.35 $1,972,871 0
2023-02-03 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 9,623 $250.68 $2,412,294 13,857
2023-02-03 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M
Common Stock 9,623 $127.60 $1,227,895 23,480
2023-02-03 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 14,260 $250.27 $3,568,850 13,857
2023-02-03 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M
Common Stock 14,260 $138.35 $1,972,871 28,117
2023-02-03 Johnson Cheryl H Chief Human Resources Officer Equity grant / award
G
Common Stock 693 $0.00 $0 13,857
2023-01-20 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
J · derivative
Employee Stock Options 12,091 $0.00 $0 12,090
2023-01-20 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
J · derivative
Employee Stock Options 15,541 $0.00 $0 15,541
2023-01-20 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
J · derivative
Employee Stock Options 16,039 $0.00 $0 16,038
2023-01-20 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
J · derivative
Employee Stock Options 14,260 $0.00 $0 14,260
2023-01-20 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
J · derivative
Employee Stock Options 18,295 $0.00 $0 18,294
2023-01-09 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Options 11,000 $74.77 $822,470 717
2023-01-09 De Lange Bob Group President Open-market sell
S
Common Stock 11,000 $250.00 $2,750,000 44,559
2023-01-09 De Lange Bob Group President Exercise / conversion
M
Common Stock 11,000 $74.77 $822,470 55,559
2023-01-06 Creed Joseph E Group President Exercise / conversion
M · derivative
Employee Stock Options 18,294 $151.12 $2,764,589 0
2023-01-06 Creed Joseph E Group President Open-market sell
S
Common Stock 18,294 $249.00 $4,555,206 0
2023-01-06 Creed Joseph E Group President Exercise / conversion
M
Common Stock 18,294 $151.12 $2,764,589 18,294
2022-12-30 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 157 $238.93 $37,512 17,508
2022-12-27 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Options 23,737 $127.60 $3,028,841 23,736
2022-12-27 Johnson Denise C Group President Open-market sell
S
Common Stock 23,737 $240.14 $5,700,203 8,605
2022-12-27 Johnson Denise C Group President Exercise / conversion
M
Common Stock 23,737 $127.60 $3,028,841 32,342
2022-12-23 Creed Joseph E Group President Equity grant / award
A · derivative
Phantom Stock Units 30 $239.87 $7,196 6,523
2022-12-14 Creed Joseph E Group President Exercise / conversion
M · derivative
Employee Stock Options 5,003 $138.35 $692,165 0
2022-12-14 Creed Joseph E Group President Open-market sell
S
Common Stock 5,003 $238.00 $1,190,714 0
2022-12-14 Creed Joseph E Group President Exercise / conversion
M
Common Stock 5,003 $138.35 $692,165 5,003
2022-11-25 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 38 $235.70 $8,957 25,516
2022-11-11 Long Suzette M CLO/General Counsel Open-market sell
S
Common Stock 942 $237.37 $223,603 8,665
2022-11-09 Johnson Cheryl H Chief Human Resources Officer Equity grant / award
G
Common Stock 6,607 $0.00 $0 14,440
2022-11-08 Umpleby III Donald J Chairman and CEO Exercise / conversion
M · derivative
Employee Stock Options 151,402 $0.00 $0 75,701
2022-11-08 Umpleby III Donald J Chairman and CEO Other disposed transaction
F
Common Stock 113,927 $229.65 $26,163,336 214,052
2022-11-08 Umpleby III Donald J Chairman and CEO Exercise / conversion
M
Common Stock 151,402 $127.60 $19,318,895 327,979
2022-10-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 45 $196.96 $8,863 25,142
2022-09-30 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 226 $165.84 $37,480 17,260
2022-09-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 54 $162.62 $8,781 25,523
2022-09-01 Schaupp William E Chief Accounting Officer Other disposed transaction
F
Common Stock 289 $181.66 $52,500 1,680
2022-08-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 46 $191.92 $8,828 26,065
2022-08-18 Umpleby III Donald J Chairman and CEO Equity grant / award
G
Common Stock 7,490 $0.00 $0 0
2022-07-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 49 $181.23 $8,880 25,225
2022-06-30 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 209 $179.63 $37,543 16,930
2022-06-24 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 48 $185.49 $8,904 24,022
2022-06-08 WILKINS RAYFORD JR Dir Equity grant / award
A
Common Stock 816 $229.80 $187,517 6,027
2022-05-26 Umpleby III Donald J Chairman and CEO Equity grant / award
G
Common Stock 13,835 $0.00 $0 0
2022-05-18 Creed Joseph E Group President Open-market sell
S
Common Stock 2,757 $214.13 $590,356 0
2022-05-05 MacLennan David Dir Open-market buy
P
Common Stock 600 $219.82 $131,892 2,480
2022-04-21 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Option 11,718 $74.77 $876,155 11,717
2022-04-21 De Lange Bob Group President Open-market sell
S
Common Stock 11,718 $237.25 $2,780,096 43,817
2022-04-21 De Lange Bob Group President Exercise / conversion
M
Common Stock 11,718 $74.77 $876,155 55,535
2022-04-20 Long Suzette M CLO/General Counsel Open-market sell
S
Common Stock 3,816 $235.00 $896,760 10,549
2022-03-31 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 168 $223.81 $37,600 16,629
2022-03-17 Long Suzette M CLO/General Counsel Exercise / conversion
M · derivative
Employee Stock Options 20,529 $127.60 $2,619,500 20,529
2022-03-17 Long Suzette M CLO/General Counsel Exercise / conversion
M · derivative
Employee Stock Options 16,011 $138.35 $2,215,122 0
2022-03-17 Long Suzette M CLO/General Counsel Open-market sell
S
Common Stock 3,816 $220.00 $839,520 14,365
2022-03-17 Long Suzette M CLO/General Counsel Open-market sell
S
Common Stock 20,529 $220.00 $4,516,380 18,181
2022-03-17 Long Suzette M CLO/General Counsel Exercise / conversion
M
Common Stock 20,529 $127.60 $2,619,500 38,710
2022-03-17 Long Suzette M CLO/General Counsel Open-market sell
S
Common Stock 16,011 $220.00 $3,522,420 18,181
2022-03-17 Long Suzette M CLO/General Counsel Exercise / conversion
M
Common Stock 16,011 $138.35 $2,215,122 34,192
2022-03-14 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 987 $215.44 $212,639 24,583
2022-03-11 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 129 $214.83 $27,713 23,335
2022-03-09 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 23,095 $0.00 $0 23,095
2022-03-09 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M · derivative
Employee Stock Options 18,012 $0.00 $0 0
2022-03-09 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 18,027 $210.53 $3,795,224 53,487
2022-03-09 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 23,095 $127.60 $2,946,922 71,514
2022-03-09 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 14,572 $210.53 $3,067,843 48,419
2022-03-09 BONFIELD ANDREW R J Chief Financial Officer Exercise / conversion
M
Common Stock 18,012 $138.35 $2,491,960 62,991
2022-03-07 Umpleby III Donald J Chairman & CEO Equity grant / award
A · derivative
Employee Stock Options 130,579 $0.00 $0 130,579
2022-03-01 WHITE MILES D Dir Other disposed transaction
F
Common Stock 293 $184.43 $54,038 8,382
2022-02-16 Marvel Gary Michael Chief Accounting Officer Open-market sell
S
Common Stock 674 $203.11 $136,896 0
2022-02-08 Umpleby III Donald J Chairman and CEO Other disposed transaction
F
Common Stock 17,984 $200.77 $3,610,648 156,275
2022-02-08 Long Suzette M CLO/General Counsel Other disposed transaction
F
Common Stock 4,781 $200.77 $959,881 18,181
2022-02-08 Long Suzette M CLO/General Counsel Equity grant / award
A
Common Stock 12,413 $0.00 $0 22,962
2022-02-07 MacLennan David Dir Open-market buy
P
Common Stock 480 $199.50 $95,760 1,877
2022-01-18 Creed Joseph E Group President Exercise / conversion
M · derivative
Employee Stock Options 5,004 $138.35 $692,303 10,007
2022-01-18 Creed Joseph E Group President Open-market sell
S
Common Stock 5,004 $230.00 $1,150,920 0
2022-01-18 Creed Joseph E Group President Equity grant / award
A
Common Stock 5,004 $138.35 $692,303 5,004
2022-01-07 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M · derivative
Employee Stock Options 6,415 $127.60 $818,554 32,077
2022-01-07 Johnson Cheryl H Chief Human Resources Officer Open-market sell
S
Common Stock 6,415 $225.00 $1,443,375 16,268
2022-01-07 Johnson Cheryl H Chief Human Resources Officer Exercise / conversion
M
Common Stock 6,415 $127.60 $818,554 22,683
2021-12-31 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 181 $206.71 $37,415 16,368
2021-12-23 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 41 $206.20 $8,454 22,949
2021-12-01 Umpleby III Donald J Chairman and CEO Equity grant / award
G
Common Stock 1,520 $0.00 $0 0
2021-11-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 43 $198.73 $8,545 24,337
2021-11-01 Creed Joseph E Group President Open-market sell
S
Common Stock 5,038 $204.09 $1,028,205 0
2021-10-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 43 $199.64 $8,585 23,620
2021-09-30 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 192 $195.25 $37,488 16,098
2021-09-24 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 43 $196.82 $8,463 23,135
2021-08-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 40 $211.24 $8,450 23,472
2021-08-04 MacLennan David Dir Open-market buy
P
Common Stock 500 $206.20 $103,100 1,392
2021-07-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 41 $211.03 $8,652 22,890
2021-07-06 Umpleby III Donald J Chairman and CEO Equity grant / award
A
Common Stock 42,281 $0.00 $0 174,259
2021-06-30 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 174 $216.00 $37,584 15,820
2021-06-25 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 40 $216.31 $8,652 23,197
2021-06-13 Creed Joseph E Group President Other disposed transaction
F
Common Stock 1,009 $218.79 $220,759 5,038
2021-06-04 Creed Joseph E Group President Exercise / conversion
M · derivative
Employee Stock Options 7,699 $127.60 $982,392 15,396
2021-06-04 Creed Joseph E Group President Open-market sell
S
Common Stock 7,699 $245.12 $1,887,179 6,047
2021-06-04 Creed Joseph E Group President Exercise / conversion
M
Common Stock 7,699 $127.60 $982,392 13,746
2021-05-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 29 $237.71 $6,894 22,758
2021-05-07 Umpleby III Donald J Chairman & CEO Equity grant / award
G
Common Stock 4,495 $0.00 $0 179,692
2021-05-05 MacLennan David Dir Open-market buy
P
Common Stock 420 $237.86 $99,901 890
2021-05-03 MacLennan David Dir Equity grant / award
A
Common Stock 470 $228.17 $107,240 470
2021-03-31 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 161 $232.93 $37,502 15,568
2021-03-25 Johnson Gerald Dir Equity grant / award
A
Common Stock 557 $224.25 $124,907 557
2021-03-08 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M · derivative
Employee Stock Options 5,056 $95.66 $483,657 0
2021-03-08 Marvel Gary Michael Chief Accounting Officer Open-market sell
S
Common Stock 5,056 $220.97 $1,117,224 567
2021-03-08 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M
Common Stock 5,056 $95.66 $483,657 5,623
2021-03-05 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 250 $220.16 $55,040 21,831
2021-03-01 WILKINS RAYFORD JR Dir Equity grant / award
A
Common Stock 683 $0.00 $0 5,101
2021-03-01 RUST EDWARD B JR Dir Equity grant / award
A
Common Stock 683 $0.00 $0 46,518
2021-02-09 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 19,766 $196.78 $3,889,553 178,297
2021-02-09 Umpleby III Donald J Chairman & CEO Equity grant / award
A
Common Stock 46,337 $0.00 $0 198,063
2021-02-09 Long Suzette M CLO/General Counsel Other disposed transaction
F
Common Stock 4,471 $196.78 $879,803 17,840
2021-02-09 Long Suzette M CLO/General Counsel Equity grant / award
A
Common Stock 11,762 $0.00 $0 22,311
2021-02-02 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M · derivative
Employee Stock Options 4,018 $74.77 $300,426 4,019
2021-02-02 Marvel Gary Michael Chief Accounting Officer Open-market sell
S
Common Stock 4,018 $190.76 $766,474 0
2021-02-02 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M
Common Stock 4,018 $74.77 $300,426 4,018
2021-01-21 Ainsworth William P Group Pres. thru 12/31/2020 Equity grant / award
G
Common Stock 500 $0.00 $0 63,501
2020-12-31 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 242 $180.43 $43,664 12,368
2020-12-30 Umpleby III Donald J Chairman & CEO Equity grant / award
G
Common Stock 59,000 $0.00 $0 151,726
2020-12-23 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 46 $178.42 $8,207 22,040
2020-12-16 Ainsworth William P Group Pres. thru 12/31/2020 Equity grant / award
G
Common Stock 500 $0.00 $0 64,001
2020-12-04 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M · derivative
Employee Stock Options 2,318 $83.00 $192,394 0
2020-12-04 Marvel Gary Michael Chief Accounting Officer Open-market sell
S
Common Stock 2,318 $179.50 $416,081 0
2020-12-04 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M
Common Stock 2,318 $83.00 $192,394 2,318
2020-12-02 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M · derivative
Employee Stock Options 4,634 $83.00 $384,622 2,318
2020-12-02 Marvel Gary Michael Chief Accounting Officer Open-market sell
S
Common Stock 4,634 $173.26 $802,887 0
2020-12-02 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M
Common Stock 4,634 $83.00 $384,622 4,634
2020-11-25 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 47 $174.63 $8,208 22,518
2020-11-24 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Employee Stock Options 214,370 $0.00 $0 0
2020-11-24 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 159,572 $176.80 $28,212,330 208,226
2020-11-24 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 214,370 $95.66 $20,506,634 367,798
2020-11-09 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Options 18,013 $0.00 $0 36,025
2020-11-09 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Option 37,527 $0.00 $0 18,763
2020-11-09 Johnson Denise C Group President Open-market sell
S
Common Stock 8,894 $175.00 $1,556,450 11,396
2020-11-09 Johnson Denise C Group President Other disposed transaction
F
Common Stock 46,646 $175.00 $8,163,050 20,290
2020-11-09 Johnson Denise C Group President Exercise / conversion
M
Common Stock 18,013 $138.35 $2,492,099 66,936
2020-11-09 Johnson Denise C Group President Exercise / conversion
M
Common Stock 37,527 $151.12 $5,671,080 48,923
2020-11-05 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Option 2,500 $0.00 $0 3,295
2020-11-05 De Lange Bob Group President Open-market sell
S
Common Stock 2,500 $164.76 $411,900 26,804
2020-11-05 De Lange Bob Group President Exercise / conversion
M
Common Stock 2,500 $96.31 $240,775 29,304
2020-11-03 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Employee Stock Option 114,049 $0.00 $0 0
2020-11-03 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Employee Stock Options 172,621 $0.00 $0 0
2020-11-03 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Employee Stock Options 85,606 $0.00 $0 0
2020-11-03 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 78,992 $166.84 $13,179,025 153,428
2020-11-03 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 114,049 $74.77 $8,527,444 232,420
2020-11-03 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 124,329 $166.75 $20,731,861 118,371
2020-11-03 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 172,621 $83.00 $14,327,543 242,700
2020-11-03 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 65,528 $166.36 $10,901,238 70,079
2020-11-03 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 85,606 $96.31 $8,244,714 135,607
2020-11-02 Younessi Ramin Group President Exercise / conversion
M · derivative
Employee Stock Options 13,135 $0.00 $0 6,567
2020-11-02 Younessi Ramin Group President Open-market sell
S
Common Stock 13,135 $162.49 $2,134,306 16,177
2020-11-02 Younessi Ramin Group President Exercise / conversion
M
Common Stock 13,135 $151.12 $1,984,961 29,312
2020-10-30 Ainsworth William P Group President Open-market sell
S
Common Stock 12,000 $154.78 $1,857,360 64,501
2020-10-30 Younessi Ramin Group President Open-market sell
S
Common Stock 3,554 $154.60 $549,448 16,177
2020-10-30 Younessi Ramin Group President Open-market sell
S
Common Stock 16,938 $154.09 $2,609,976 19,731
2020-10-29 Younessi Ramin Group President Exercise / conversion
M · derivative
Employee Stock Options 18,013 $0.00 $0 36,025
2020-10-29 Younessi Ramin Group President Open-market sell
S
Common Stock 18,013 $151.00 $2,719,963 36,669
2020-10-29 Younessi Ramin Group President Exercise / conversion
M
Common Stock 18,013 $138.35 $2,492,099 54,682
2020-10-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 50 $163.20 $8,160 22,929
2020-10-12 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M · derivative
Employee Stock Options 30,960 $0.00 $0 15,480
2020-10-12 Long Suzette M General Counsel/Corporate Sec. Other disposed transaction
F
Common Stock 29,728 $162.74 $4,837,935 14,236
2020-10-12 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M
Common Stock 30,960 $151.12 $4,678,675 43,964
2020-09-30 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 293 $149.34 $43,757 12,054
2020-09-25 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 56 $145.91 $8,171 22,068
2020-09-09 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M · derivative
Employee Stock Options 16,012 $0.00 $0 32,022
2020-09-09 Long Suzette M General Counsel/Corporate Sec. Other disposed transaction
F
Common Stock 15,070 $154.67 $2,330,877 13,004
2020-09-09 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M
Common Stock 16,012 $138.35 $2,215,260 28,074
2020-09-08 De Lange Bob Group President Exercise / conversion
M · derivative
Employee Stock Option 3,994 $0.00 $0 0
2020-09-08 De Lange Bob Group President Open-market sell
S
Common Stock 1,575 $147.00 $231,525 26,804
2020-09-08 De Lange Bob Group President Other disposed transaction
F
Common Stock 2,419 $148.18 $358,447 28,379
2020-09-08 De Lange Bob Group President Exercise / conversion
M
Common Stock 3,994 $89.75 $358,462 30,798
2020-09-07 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 5,836 $148.24 $865,129 15,632
2020-09-02 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Employee Stock Options 79,976 $0.00 $0 0
2020-09-02 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Employee Stock Options 21,416 $0.00 $0 0
2020-09-02 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 62,310 $148.73 $9,267,366 50,001
2020-09-02 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 79,976 $89.75 $7,177,846 112,311
2020-09-02 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 18,323 $148.62 $2,723,164 32,335
2020-09-02 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 21,416 $110.09 $2,357,687 50,658
2020-08-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 58 $141.83 $8,226 22,031
2020-08-11 Ainsworth William P Group President Equity grant / award
G
Common Stock 5,588 $0.00 $0 76,501
2020-08-10 OSBORN WILLIAM A Dir Equity grant / award
G
Common Stock 1,471 $0.00 $0 53,510
2020-08-06 Johnson Denise C Group President Other disposed transaction
I
Common Stock 4,855 $134.39 $652,463 0
2020-08-05 Ainsworth William P Group President Exercise / conversion
M · derivative
Employee Stock Options 69,486 $0.00 $0 0
2020-08-05 Ainsworth William P Group President Exercise / conversion
M · derivative
Employee Stock Options 30,964 $0.00 $0 0
2020-08-05 Ainsworth William P Group President Exercise / conversion
M · derivative
Employee Stock Options 15,199 $0.00 $0 0
2020-08-05 Ainsworth William P Group President Other disposed transaction
F
Common Stock 93,434 $135.00 $12,613,590 82,089
2020-08-05 Ainsworth William P Group President Exercise / conversion
M
Common Stock 69,486 $95.66 $6,647,031 175,523
2020-08-05 Ainsworth William P Group President Exercise / conversion
M
Common Stock 30,964 $74.77 $2,315,178 106,037
2020-08-05 Ainsworth William P Group President Exercise / conversion
M
Common Stock 15,199 $83.00 $1,261,517 75,073
2020-08-04 Younessi Ramin Group President Exercise / conversion
M · derivative
Employee Stock Options 15,277 $0.00 $0 0
2020-08-04 Younessi Ramin Group President Other disposed transaction
F
Common Stock 12,990 $130.80 $1,699,092 36,669
2020-08-04 Younessi Ramin Group President Exercise / conversion
M
Common Stock 15,277 $95.66 $1,461,398 49,659
2020-07-25 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
F
Common Stock 921 $138.70 $127,743 10,008
2020-07-24 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 60 $137.58 $8,255 21,930
2020-06-30 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 349 $125.54 $43,813 11,673
2020-06-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 67 $122.39 $8,200 22,300
2020-05-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 58 $117.41 $6,810 20,934
2020-05-01 Ainsworth William P Group President Other disposed transaction
F
Common Stock 53 $112.58 $5,967 59,874
2020-03-31 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 385 $113.59 $43,732 11,224
2020-03-11 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 3,003 $100.69 $302,372 22,675
2020-03-06 Long Suzette M General Counsel/Corporate Sec. Other disposed transaction
F
Common Stock 390 $120.34 $46,933 11,764
2020-03-06 Long Suzette M General Counsel/Corporate Sec. Other disposed transaction
F
Common Stock 1,821 $120.34 $219,139 12,154
2020-03-04 WHITE MILES D Dir Other disposed transaction
F
Common Stock 469 $125.88 $59,038 8,453
2020-03-02 Ainsworth William P Group President Equity grant / award
A · derivative
Employee Stock Options 80,833 $0.00 $0 80,833
2020-02-20 Marvel Gary Michael Chief Accounting Officer Open-market sell
S
Common Stock 589 $137.83 $81,182 0
2020-02-11 Ainsworth William P Group President Other disposed transaction
F
Common Stock 4,372 $136.15 $595,248 59,927
2020-02-11 Ainsworth William P Group President Equity grant / award
A
Common Stock 12,283 $0.00 $0 64,299
2019-12-31 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 297 $147.51 $43,810 10,758
2019-12-27 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 81 $148.28 $12,011 17,639
2019-11-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 83 $146.09 $12,125 17,609
2019-11-05 Johnson Denise C Group President Open-market sell
S
Common Stock 936 $146.74 $137,349 0
2019-11-05 Johnson Denise C Group President Open-market sell
S
Common Stock 4,172 $146.67 $611,907 7,322
2019-11-04 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Stock Appreciation Rights 22,696 $0.00 $0 0
2019-11-04 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 3,021 $146.01 $441,096 63,776
2019-11-04 Umpleby III Donald J Chairman & CEO Other disposed transaction
D
Common Stock 15,875 $146.01 $2,317,909 66,797
2019-11-04 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 22,696 $102.13 $2,317,942 82,672
2019-11-01 Johnson Denise C Group President Open-market sell
S
Common Stock 34,496 $144.00 $4,967,424 11,687
2019-11-01 Johnson Denise C Group President Open-market sell
S
Common Stock 34,497 $142.01 $4,898,919 46,183
2019-11-01 Johnson Denise C Group President Exercise / conversion
M · derivative
Common Stock 68,993 $95.66 $6,599,870 34,496
2019-10-29 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M · derivative
Employee Stock Options 2,180 $0.00 $0 2,180
2019-10-29 Marvel Gary Michael Chief Accounting Officer Open-market sell
S
Common Stock 2,180 $139.38 $303,848 0
2019-10-29 Marvel Gary Michael Chief Accounting Officer Exercise / conversion
M
Common Stock 2,180 $89.75 $195,655 2,180
2019-10-28 Johnson Denise C Group President Exercise / conversion
M · derivative
Employee Stock Options 14,777 $0.00 $0 0
2019-10-28 Johnson Denise C Group President Open-market sell
S
Common Stock 14,777 $140.00 $2,068,780 11,687
2019-10-28 Johnson Denise C Group President Exercise / conversion
M
Common Stock 14,777 $74.77 $1,104,876 26,464
2019-10-28 Umpleby III Donald J Chairman & CEO Exercise / conversion
M · derivative
Stock Appreciation Rights 6,781 $0.00 $0 0
2019-10-28 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 1,764 $140.25 $247,401 60,810
2019-10-28 Umpleby III Donald J Chairman & CEO Other disposed transaction
D
Common Stock 2,797 $140.25 $392,279 62,574
2019-10-28 Umpleby III Donald J Chairman & CEO Exercise / conversion
M
Common Stock 6,781 $57.85 $392,281 65,371
2019-10-25 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 86 $139.73 $12,017 16,777
2019-09-30 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 346 $126.49 $43,766 10,386
2019-09-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 95 $126.39 $12,007 17,335
2019-09-07 BONFIELD ANDREW R J Chief Financial Officer Other disposed transaction
F
Common Stock 5,883 $125.30 $737,140 21,060
2019-08-28 Umpleby III Donald J Chairman & CEO Other acquired transaction
I · derivative
Phantom Stock Units 9,413 $114.86 $1,081,177 31,683
2019-08-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 105 $114.42 $12,014 12,987
2019-07-29 Younessi Ramin Group President Exercise / conversion
M · derivative
Employee Stock Options 15,277 $0.00 $0 15,277
2019-07-29 Younessi Ramin Group President Other disposed transaction
F
Common Stock 12,866 $133.47 $1,717,225 28,794
2019-07-29 Younessi Ramin Group President Exercise / conversion
M
Common Stock 15,277 $95.66 $1,461,398 41,660
2019-07-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 91 $132.92 $12,096 12,882
2019-07-25 Johnson Cheryl H Chief Human Resources Officer Other disposed transaction
F
Common Stock 1,393 $132.96 $185,213 10,861
2019-06-28 SCHWAB SUSAN C Dir Equity grant / award
A · derivative
Phantom Stock Units 274 $136.64 $37,439 13,049
2019-06-26 Johnson Denise C Group President Equity grant / award
A · derivative
Phantom Stock Units 89 $135.15 $12,028 12,791
2019-05-28 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M · derivative
Employee Stock Option 5,922 $0.00 $0 0
2019-05-28 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M · derivative
Employee Stock Option 2,219 $0.00 $0 0
2019-05-28 Long Suzette M General Counsel/Corporate Sec. Other disposed transaction
F
Common Stock 6,462 $122.25 $789,980 17,588
2019-05-28 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M
Common Stock 5,922 $74.77 $442,788 24,050
2019-05-28 Long Suzette M General Counsel/Corporate Sec. Exercise / conversion
M
Common Stock 2,219 $83.00 $184,177 18,128
2019-05-24 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 34 $122.90 $4,179 6,044
2019-05-22 Younessi Ramin Group President Exercise / conversion
M · derivative
Employee Stock Options 12,803 $0.00 $0 0
2019-05-22 Younessi Ramin Group President Other disposed transaction
F
Common Stock 10,036 $123.62 $1,240,650 26,383
2019-05-22 Younessi Ramin Group President Exercise / conversion
M
Common Stock 12,803 $74.77 $957,280 36,419
2019-05-01 Ainsworth William P Group President Other disposed transaction
F
Common Stock 34 $138.79 $4,719 51,766
2019-04-26 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 28 $139.03 $3,893 6,010
2019-03-29 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 315 $134.95 $42,509 9,565
2019-03-26 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 28 $131.84 $3,692 5,982
2019-03-11 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 1,180 $133.11 $157,070 5,954
2019-03-08 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 405 $0.00 $0 4,774
2019-03-06 Long Suzette M General Counsel/Corporate Sec. Other disposed transaction
F
Common Stock 390 $136.19 $53,114 15,909
2019-03-06 Long Suzette M General Counsel/Corporate Sec. Other disposed transaction
F
Common Stock 2,161 $136.19 $294,307 16,299
2019-03-04 WILKINS RAYFORD JR Dir Equity grant / award
A
Common Stock 1,084 $0.00 $0 3,044
2019-03-04 CALHOUN DAVID L Dir Equity grant / award
A
Common Stock 1,084 $0.00 $0 29,327
2019-02-26 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 27 $137.98 $3,725 4,369
2019-02-25 De Lange Bob Group President Exercise / conversion
M · derivative
Stock Appreciation Right 2,157 $0.00 $0 0
2019-02-25 De Lange Bob Group President Other disposed transaction
F
Common Stock 540 $141.37 $76,340 17,059
2019-02-25 De Lange Bob Group President Other disposed transaction
D
Common Stock 882 $141.37 $124,688 17,599
2019-02-25 De Lange Bob Group President Exercise / conversion
M
Common Stock 2,157 $57.85 $124,782 18,481
2019-02-12 Umpleby III Donald J Chairman & CEO Other disposed transaction
F
Common Stock 6,848 $131.78 $902,429 58,590
2019-02-12 Umpleby III Donald J Chairman & CEO Equity grant / award
A
Common Stock 18,029 $0.00 $0 65,438
2019-01-25 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 27 $136.86 $3,695 4,342
2019-01-02 Younessi Ramin Group President Other disposed transaction
F
Common Stock 758 $125.44 $95,084 19,440
2018-12-31 WHITE MILES D Dir Equity grant / award
A · derivative
Phantom Stock Units 336 $126.31 $42,440 9,193
2018-12-26 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 96 $124.76 $11,977 4,315
2018-11-26 Long Suzette M General Counsel/Corporate Sec. Equity grant / award
A · derivative
Phantom Stock Units 96 $124.80 $11,981 4,219
2017-03-07 WHITE MILES D Dir Other disposed transaction
F
Common Stock 725 $95.50 $69,238 7,032

Regulatory Activity

Last 12 months to 2025-04-29
Insider Filings (Forms 3/4/5) — 12 months
52
Material Event Filings (8-K) — 12 months
10

8-K Material Event Filing Activity

Monthly count

Insider Trading Activity (Forms 3/4/5)

Monthly count
For informational purposes only — not guaranteed to be accurate or complete.