XNAS 04 Sep, 2026 5:30 PM (EDT)
| Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 14 Aug 2026 | 126,562 | 506,250 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.90 per share. | 14 Aug 2026 | 126,562 | 598,693 (3%) | 0% | 8.9 | 1,126,402 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 66.35 per share. | 14 Aug 2026 | 96,490 | 502,203 (2%) | 0% | 66.3 | 6,401,803 | Common Stock |
| Dhamu R. Thamodaran | Director | Purchase of securities on an exchange or from another person at price $ 64.48 per share. | 10 Aug 2026 | 2,500 | 75,760 (0%) | 0% | 64.5 | 161,206 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.26 per share. | 10 Aug 2026 | 4,500 | 101,163 (0%) | 0% | 12.3 | 55,170 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 64.81 per share. | 10 Aug 2026 | 4,500 | 96,663 (0%) | 0% | 64.8 | 291,662 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Aug 2026 | 4,500 | 515,250 | - | - | Stock Options | |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Aug 2026 | 69,372 | 644,994 | - | - | Stock Options | |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 66.25 per share. | 07 Aug 2026 | 52,648 | 236,964 (1%) | 0% | 66.3 | 3,487,935 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.90 per share. | 07 Aug 2026 | 69,372 | 289,612 (1%) | 0% | 8.9 | 617,411 | Common Stock |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 75.41 per share. | 05 Aug 2026 | 1,575 | 255,271 (1%) | 0% | 75.4 | 118,771 | Common Stock |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2026 | 174 | 257,043 (1%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 77.62 per share. | 31 Jul 2026 | 230 | 256,813 (1%) | 0% | 77.6 | 17,853 | Common Stock |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2026 | 142 | 5,648 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2026 | 174 | 80,073 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2026 | 219 | 231,850 (1%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2026 | 116 | 56,102 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 77.62 per share. | 31 Jul 2026 | 197 | 256,846 (1%) | 0% | 77.6 | 15,291 | Common Stock |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2026 | 174 | 257,043 (1%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 74.40 per share. | 24 Jul 2026 | 20,630 | 34,870 (0%) | 0% | 74.4 | 1,534,886 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.90 per share. | 22 Jul 2026 | 126,563 | 568,101 (2%) | 0% | 8.9 | 1,126,411 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Jul 2026 | 126,563 | 632,812 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 74.33 per share. | 22 Jul 2026 | 95,970 | 472,131 (2%) | 0% | 74.3 | 7,133,325 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.90 per share. | 22 Jul 2026 | 225,000 | 1,855,381 (9%) | 1% | 8.9 | 2,002,500 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 74.33 per share. | 22 Jul 2026 | 104,934 | 1,750,447 (9%) | 0% | 74.3 | 7,799,776 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Jul 2026 | 225,000 | 1,676,250 | - | - | Stock Options | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 74.32 per share. | 22 Jul 2026 | 29,995 | 55,500 (0%) | 0% | 74.3 | 2,229,282 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Jul 2026 | 50,625 | 556,875 | - | - | Stock Options | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 12.26 per share. | 22 Jul 2026 | 50,625 | 85,495 (0%) | 0% | 12.3 | 620,663 | Common Stock |
| Philip Andrew Smith | Director, Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Jul 2026 | 45,000 | 916,875 | - | - | Stock Options | |
| Philip Andrew Smith | Director, Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.90 per share. | 22 Jul 2026 | 45,000 | 783,216 (4%) | 0% | 8.9 | 400,500 | Common Stock |
| Philip Andrew Smith | Director, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 74.32 per share. | 22 Jul 2026 | 45,000 | 738,216 (3%) | 0% | 74.3 | 3,344,481 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 74.32 per share. | 22 Jul 2026 | 52,376 | 220,240 (1%) | 0% | 74.3 | 3,892,679 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Jul 2026 | 69,372 | 714,366 | - | - | Stock Options | |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 8.90 per share. | 22 Jul 2026 | 69,372 | 272,616 (1%) | 0% | 8.9 | 617,411 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 70.43 per share. | 20 Jul 2026 | 8,919 | 96,663 (0%) | 0% | 70.4 | 628,147 | Common Stock |
| Annabelle G. Bexiga | Director | Sale of securities on an exchange or to another person at price $ 113.92 per share. | 15 Jul 2026 | 1,500 | 18,688 (0%) | 0% | 113.9 | 170,880 | Common Stock |
| Philip Andrew Smith | Director, Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 30 Jun 2026 | 37,500 | 529,644 (2%) | 0% | 13.3 | 500,250 | Common Stock |
| Philip Andrew Smith | Director, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 118.67 per share. | 30 Jun 2026 | 14,040 | 492,144 (2%) | 0% | 118.7 | 1,666,085 | Common Stock |
| Philip Andrew Smith | Director, Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Jun 2026 | 37,500 | 641,250 | - | - | Stock Options | |
| Philip Andrew Smith | Director, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 118.75 per share. | 30 Jun 2026 | 37,500 | 492,144 (2%) | 0% | 118.7 | 4,452,990 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Jun 2026 | 2,000 | 70,388 (0%) | 0% | 0 | Common Stock | |
| Annabelle G. Bexiga | Director | Sale of securities on an exchange or to another person at price $ 133.36 per share. | 15 Jun 2026 | 1,500 | 20,188 (0%) | 0% | 133.4 | 200,040 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2026 | 46,248 | 522,492 | - | - | Stock Options | |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 133.63 per share. | 15 Jun 2026 | 11,542 | 135,496 (0%) | 0% | 133.6 | 1,542,332 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 135.31 per share. | 15 Jun 2026 | 34,706 | 147,038 (0%) | 0% | 135.3 | 4,696,090 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 15 Jun 2026 | 46,248 | 181,744 (0%) | 0% | 13.3 | 616,948 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 12 Jun 2026 | 84,375 | 357,961 (1%) | 0% | 13.3 | 1,125,563 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Jun 2026 | 84,375 | 506,250 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 131.16 per share. | 12 Jun 2026 | 63,602 | 294,359 (1%) | 0% | 131.2 | 8,342,013 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 135.42 per share. | 12 Jun 2026 | 75,000 | 1,086,921 (5%) | 0% | 135.4 | 10,156,770 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 131.15 per share. | 12 Jun 2026 | 75,000 | 1,161,921 (6%) | 0% | 131.2 | 9,836,280 | Common Stock |
| Charles M. Lyon | President | Sale of securities on an exchange or to another person at price $ 131.96 per share. | 12 Jun 2026 | 9,000 | 216,495 (1%) | 0% | 132.0 | 1,187,640 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 118.51 per share. | 08 Jun 2026 | 4,312 | 72,388 (0%) | 0% | 118.5 | 511,025 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.39 per share. | 08 Jun 2026 | 4,312 | 76,700 (0%) | 0% | 18.4 | 79,298 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Jun 2026 | 4,312 | 346,500 | - | - | Stock Options | |
| Philip Andrew Smith | Director, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 112.72 per share. | 22 May 2026 | 8,535 | 506,184 (2%) | 0% | 112.7 | 962,094 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 112.25 per share. | 22 May 2026 | 11,398 | 135,496 (0%) | 0% | 112.2 | 1,279,374 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.39 per share. | 18 May 2026 | 33,750 | 56,997 (0%) | 0% | 18.4 | 620,663 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 May 2026 | 33,750 | 405,000 | - | - | Stock Options | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 112.79 per share. | 18 May 2026 | 13,696 | 23,247 (0%) | 0% | 112.8 | 1,544,720 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 111.48 per share. | 18 May 2026 | 20,054 | 36,943 (0%) | 0% | 111.5 | 2,235,692 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 15 May 2026 | 84,375 | 337,603 (1%) | 0% | 13.3 | 1,125,563 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2026 | 84,375 | 590,625 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 110.46 per share. | 15 May 2026 | 64,017 | 273,586 (1%) | 0% | 110.5 | 7,071,209 | Common Stock |
| Annabelle G. Bexiga | Director | Sale of securities on an exchange or to another person at price $ 112.82 per share. | 15 May 2026 | 1,500 | 21,688 (0%) | 0% | 112.8 | 169,230 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 109.94 per share. | 15 May 2026 | 72,140 | 1,236,921 (6%) | 0% | 109.9 | 7,930,999 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 15 May 2026 | 72,140 | 1,309,061 (6%) | 0% | 13.3 | 962,348 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 111.46 per share. | 15 May 2026 | 87,790 | 1,236,921 (6%) | 0% | 111.5 | 9,785,354 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 15 May 2026 | 87,790 | 1,324,711 (6%) | 0% | 13.3 | 1,171,119 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 110.31 per share. | 15 May 2026 | 140,070 | 1,236,921 (6%) | 0% | 110.3 | 15,450,449 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 15 May 2026 | 140,070 | 1,376,991 (7%) | 0% | 13.3 | 1,868,534 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2026 | 87,790 | 1,339,640 | - | - | Stock Options | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2026 | 140,070 | 1,427,430 | - | - | Stock Options | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2026 | 72,140 | 1,267,500 | - | - | Stock Options | |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 14 May 2026 | 46,260 | 568,740 | - | - | Stock Options | |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 116.29 per share. | 14 May 2026 | 34,862 | 146,894 (0%) | 0% | 116.3 | 4,054,248 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 14 May 2026 | 46,260 | 181,756 (0%) | 0% | 13.3 | 617,108 | Common Stock |
| Eric Parthemore | Director | Sale of securities on an exchange or to another person at price $ 123.30 per share. | 11 May 2026 | 2,500 | 43,874 (0%) | 0% | 123.3 | 308,249 | Common Stock |
| Steven A. Kass | Director | Sale of securities on an exchange or to another person at price $ 123.26 per share. | 11 May 2026 | 2,000 | 53,266 (0%) | 0% | 123.3 | 246,519 | Common Stock |
| Aaron M. Schroeder | Chief Accounting Officer | Sale of securities on an exchange or to another person at price $ 122.65 per share. | 11 May 2026 | 3,500 | 51,481 (0%) | 0% | 122.6 | 429,272 | Common Stock |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 106.25 per share. | 05 May 2026 | 1,050 | 171,246 (0%) | 0% | 106.3 | 111,563 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 165 | 154,438 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 131 | 172,378 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 103.65 per share. | 30 Apr 2026 | 82 | 172,296 (0%) | 0% | 103.6 | 8,499 | Common Stock |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 107 | 3,671 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 131 | 55,266 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2026 | 87 | 37,324 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 106.13 per share. | 28 Apr 2026 | 52 | 172,247 (0%) | 0% | 106.1 | 5,519 | Common |
| Annabelle G. Bexiga | Director | Sale of securities on an exchange or to another person at price $ 101.91 per share. | 15 Apr 2026 | 1,500 | 23,188 (0%) | 0% | 101.9 | 152,865 | Common Stock |
| Philip Andrew Smith | Director, Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Apr 2026 | 30,000 | 678,750 | - | - | Stock Options | |
| Philip Andrew Smith | Director, Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.34 per share. | 10 Apr 2026 | 30,000 | 544,719 (2%) | 0% | 13.3 | 400,200 | Common Stock |
| Philip Andrew Smith | Director, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 92.23 per share. | 10 Apr 2026 | 30,000 | 514,719 (2%) | 0% | 92.2 | 2,766,906 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Payment of exercise price or tax liability using portion of securities received from the company at price $ 77.95 per share. | 31 Mar 2026 | 44,269 | 1,236,921 (6%) | 0% | 78.0 | 3,450,769 | Common Stock |
| Annabelle G. Bexiga | Director | Sale of securities on an exchange or to another person at price $ 106.54 per share. | 13 Mar 2026 | 1,000 | 16,459 (0%) | 0% | 106.5 | 106,540 | Common Stock |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 1,101 | 30,916 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 1,101 | 102,849 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 1,101 | 114,866 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 1,101 | 34,936 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Annabelle G. Bexiga | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 1,101 | 17,459 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 1,101 | 36,757 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 1,101 | 24,825 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 126.72 per share. | 13 Feb 2026 | 8,000 | 48,259 (0%) | 0% | 126.7 | 1,013,729 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Feb 2026 | 8,000 | 233,875 | - | - | Stock Options | |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.58 per share. | 13 Feb 2026 | 8,000 | 56,259 (0%) | 0% | 27.6 | 220,640 | Common Stock |
| Charles M. Lyon | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2026 | 45,000 | 337,500 | - | - | Stock Options | |
| Charles M. Lyon | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 09 Feb 2026 | 45,000 | 180,330 (0%) | 0% | 20 | 900,000 | Common Stock |
| Charles M. Lyon | President | Sale of securities on an exchange or to another person at price $ 124.78 per share. | 09 Feb 2026 | 30,000 | 150,330 (0%) | 0% | 124.8 | 3,743,271 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 09 Feb 2026 | 40,000 | 894,127 (4%) | 0% | 20 | 800,000 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2026 | 40,000 | 1,045,000 | - | - | Stock Options | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2026 | 40,000 | 1,085,000 | - | - | Stock Options | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 124.56 per share. | 09 Feb 2026 | 40,000 | 854,127 (4%) | 0% | 124.6 | 4,982,460 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 09 Feb 2026 | 40,000 | 894,127 (4%) | 0% | 20 | 800,000 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 124.95 per share. | 09 Feb 2026 | 40,000 | 854,127 (4%) | 0% | 124.9 | 4,997,900 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 09 Feb 2026 | 40,000 | 130,331 (0%) | 0% | 20 | 800,000 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 124.88 per share. | 09 Feb 2026 | 40,000 | 90,331 (0%) | 0% | 124.9 | 4,995,120 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2026 | 40,000 | 410,000 | - | - | Stock Options | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 112.70 per share. | 02 Feb 2026 | 1,125 | 113,765 (0%) | 0% | 112.7 | 126,788 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jan 2026 | 152 | 101,748 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jan 2026 | 121 | 114,890 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jan 2026 | 99 | 33,835 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jan 2026 | 121 | 35,656 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jan 2026 | 81 | 23,724 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 94.50 per share. | 19 Dec 2025 | 2,029 | 15,498 (0%) | 0% | 94.5 | 191,731 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 94.91 per share. | 17 Dec 2025 | 2,477 | 17,527 (0%) | 0% | 94.9 | 235,097 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 96.18 per share. | 17 Dec 2025 | 1,348 | 20,004 (0%) | 0% | 96.2 | 129,644 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Purchase of securities on an exchange or from another person at price $ 97.25 per share. | 16 Dec 2025 | 1,000 | 101,596 (0%) | 0% | 97.3 | 97,250 | Common Stock |
| Aaron M. Schroeder | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 977 | 36,654 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| William J. Dunaway | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 97.43 per share. | 15 Dec 2025 | 7,279 | 168,819 (0%) | 0% | 97.4 | 709,193 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 7,300 | 176,098 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Dec 2025 | 540 | 869,127 (4%) | 0% | 0 | Common Stock | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Dec 2025 | 15,000 | 854,127 (4%) | 0% | 0 | Common Stock | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 97.43 per share. | 15 Dec 2025 | 6,132 | 21,352 (0%) | 0% | 97.4 | 597,441 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 5,821 | 27,484 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 13,400 | 341,154 (1%) | 0% | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 97.43 per share. | 15 Dec 2025 | 7,166 | 345,270 (1%) | 0% | 97.4 | 698,183 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 11,282 | 352,436 (1%) | 0% | 0 | Restricted Shares of Common Stock | |
| Charles M. Lyon | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 13,400 | 135,330 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 7,300 | 90,331 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Abbey H. Perkins | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 4,346 | 48,259 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Stuart Davison | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 4,171 | 15,810 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Stuart Davison | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 3,920 | 11,639 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Stuart Davison | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 97.43 per share. | 15 Dec 2025 | 1,410 | 14,400 (0%) | 0% | 97.4 | 137,376 | Common Stock |
| Dhamu R. Thamodaran | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 11 Dec 2025 | 2,951 | 33,736 (0%) | 0% | 0 | Common Stock | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 91.20 per share. | 03 Nov 2025 | 1,125 | 114,769 (0%) | 0% | 91.2 | 102,600 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2025 | 182 | 100,596 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2025 | 145 | 115,894 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2025 | 118 | 36,687 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2025 | 145 | 35,535 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2025 | 97 | 23,643 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | Chief Executive Officer | 30 Sep 2025 | 2,124 | 343,146 (1%) | 0% | 45.2 | 95,920 | Common Stock | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 96.50 per share. | 19 Aug 2025 | 2,000 | 132,902 (0%) | 0% | 96.5 | 193,000 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 95.00 per share. | 19 Aug 2025 | 3,000 | 134,902 (0%) | 0% | 95 | 285,000 | Common Stock |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 96.00 per share. | 01 Aug 2025 | 1,125 | 115,749 (0%) | 0% | 96 | 108,000 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2025 | 174 | 100,414 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2025 | 139 | 116,874 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2025 | 113 | 36,569 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2025 | 139 | 35,390 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2025 | 93 | 23,546 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.58 per share. | 16 Jun 2025 | 16,767 | 54,383 (0%) | 0% | 27.6 | 462,434 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Jun 2025 | 16,767 | 241,875 | - | - | Stock Options | |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 86.22 per share. | 16 Jun 2025 | 10,470 | 43,913 (0%) | 0% | 86.2 | 902,733 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Purchase of securities on an exchange or from another person at price $ 85.00 per share. | 12 Jun 2025 | 1,400 | 100,240 (0%) | 0% | 85 | 119,000 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Jun 2025 | 16,652 | 258,642 | - | - | Stock Options | |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 84.25 per share. | 12 Jun 2025 | 10,112 | 37,616 (0%) | 0% | 84.3 | 851,942 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.58 per share. | 12 Jun 2025 | 16,652 | 47,728 (0%) | 0% | 27.6 | 459,262 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 85.04 per share. | 12 Jun 2025 | 16,098 | 31,076 (0%) | 0% | 85.0 | 1,368,993 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.58 per share. | 12 Jun 2025 | 17,206 | 47,174 (0%) | 0% | 27.6 | 474,541 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Jun 2025 | 17,206 | 275,294 | - | - | Stock Options | |
| Philip Andrew Smith | Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 83.68 per share. | 10 Jun 2025 | 7,500 | 327,754 (1%) | 0% | 83.7 | 627,600 | Common Stock |
| Charles M. Lyon | President | Gift of securities by or to the insider at price $ 0.00 per share. | 19 May 2025 | 150 | 121,930 (0%) | 0% | 0 | Common Stock | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 87.75 per share. | 15 May 2025 | 1,125 | 116,735 (0%) | 0% | 87.8 | 98,719 | Common Stock |
| Charles M. Lyon | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 14 May 2025 | 32,000 | 395,500 | - | - | Stock Options | |
| Charles M. Lyon | President | Sale of securities on an exchange or to another person at price $ 86.92 per share. | 14 May 2025 | 13,000 | 122,080 (0%) | 0% | 86.9 | 1,129,952 | Common Stock |
| Charles M. Lyon | President | Sale of securities on an exchange or to another person at price $ 87.92 per share. | 14 May 2025 | 17,000 | 122,080 (0%) | 0% | 87.9 | 1,494,708 | Common Stock |
| Charles M. Lyon | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 14 May 2025 | 32,000 | 139,080 (0%) | 0% | 20 | 640,000 | Common Stock |
| Charles M. Lyon | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 14 May 2025 | 13,000 | 135,080 (0%) | 0% | 20 | 260,000 | Common Stock |
| Charles M. Lyon | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 14 May 2025 | 13,000 | 382,500 | - | - | Stock Options | |
| Philip Andrew Smith | Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 93.26 per share. | 05 May 2025 | 7,457 | 335,254 (1%) | 0% | 93.3 | 695,407 | Common Stock |
| Cooper Diane L. | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2025 | 101 | 23,453 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Moore Fowler John | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2025 | 151 | 117,860 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2025 | 190 | 98,840 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Thamodaran Dhamu R. | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2025 | 123 | 36,456 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| A. Steven Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2025 | 151 | 35,251 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 89.63 per share. | 29 Apr 2025 | 34,083 | 1,023,084 (5%) | 0% | 89.6 | 3,054,846 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Sale of securities on an exchange or to another person at price $ 90.57 per share. | 29 Apr 2025 | 3,417 | 1,019,667 (5%) | 0% | 90.6 | 309,478 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 17 Apr 2025 | 40,553 | 383,264 (1%) | 0% | 20 | 811,060 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Apr 2025 | 40,553 | 472,500 | - | - | Stock Options | |
| Philip Andrew Smith | Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 80.30 per share. | 17 Apr 2025 | 40,553 | 342,711 (1%) | 0% | 80.3 | 3,256,515 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 15 Apr 2025 | 4,447 | 347,158 (1%) | 0% | 20 | 88,940 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Apr 2025 | 4,447 | 513,053 | - | - | Stock Options | |
| Philip Andrew Smith | Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 80.07 per share. | 15 Apr 2025 | 4,447 | 342,711 (1%) | 0% | 80.1 | 356,080 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 69.56 per share. | 04 Apr 2025 | 9,000 | 342,711 (1%) | 0% | 69.6 | 626,039 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 20.00 per share. | 01 Apr 2025 | 45,000 | 396,711 (2%) | 0% | 20 | 900,000 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Apr 2025 | 45,000 | 517,500 | - | - | Stock Options | |
| Philip Andrew Smith | Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 75.95 per share. | 01 Apr 2025 | 45,000 | 351,711 (1%) | 0% | 75.9 | 3,417,557 | Common Stock |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Mar 2025 | 300,000 | 1,057,167 (5%) | 1% | 0 | Restricted Shares of Common Stock | |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 1,017 | 19,877 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 1,017 | 65,767 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 1,017 | 78,473 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 1,017 | 24,222 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Annabelle G. Bexiga | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 1,017 | 10,907 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 1,017 | 23,400 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 1,017 | 15,568 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Stuart Davison | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2025 | 135,000 | 135,000 | - | - | Stock Options | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 120.02 per share. | 26 Feb 2025 | 4,042 | 77,456 (0%) | 0% | 120.0 | 485,121 | Common Stock |
| Glenn Stevens | Retired Officer | Sale of securities on an exchange or to another person at price $ 117.82 per share. | 18 Feb 2025 | 15,000 | 77,964 (0%) | 0% | 117.8 | 1,767,296 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2025 | 155 | 64,750 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2025 | 123 | 81,498 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2025 | 100 | 23,205 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2025 | 123 | 22,383 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2025 | 82 | 14,551 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| Aaron M. Schroeder | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 99.21 per share. | 13 Dec 2024 | 551 | 23,785 (0%) | 0% | 99.2 | 54,665 | Common Stock |
| Aaron M. Schroeder | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 947 | 24,336 | - | 0 | Restricted Shares of Common Stock | |
| William J. Dunaway | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 6,922 | 118,146 | - | 0 | Restricted Shares of Common Stock | |
| William J. Dunaway | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 99.21 per share. | 13 Dec 2024 | 5,114 | 113,032 (0%) | 0% | 99.2 | 507,360 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Dec 2024 | 500 | 112,532 (0%) | 0% | 0 | Common Stock | |
| Sean M. O'Connor | Director, Executive Vice-Chairman-Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 13,234 | 504,778 | - | 0 | Restricted Shares of Common Stock | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 5,520 | 21,740 | - | 0 | Restricted Shares of Common Stock | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 97.75 per share. | 13 Dec 2024 | 4,426 | 14,442 (0%) | 0% | 97.7 | 432,625 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 99.21 per share. | 13 Dec 2024 | 2,872 | 18,868 (0%) | 0% | 99.2 | 284,931 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 99.21 per share. | 13 Dec 2024 | 3,366 | 234,474 (1%) | 0% | 99.2 | 333,941 | Common Stock |
| Philip Andrew Smith | Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 9,012 | 237,840 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 10,430 | 228,828 | - | 0 | Restricted Shares of Common Stock | |
| Charles M. Lyon | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 10,430 | 71,987 | - | 0 | Restricted Shares of Common Stock | |
| Charles M. Lyon | President | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Dec 2024 | 100 | 71,387 (0%) | 0% | 0 | Common Stock | |
| Charles M. Lyon | President | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Dec 2024 | 500 | 71,487 (0%) | 0% | 0 | Common Stock | |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 95.90 per share. | 13 Dec 2024 | 4,200 | 19,979 (0%) | 0% | 95.9 | 402,763 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Sale of securities on an exchange or to another person at price $ 96.96 per share. | 13 Dec 2024 | 150 | 225 (0%) | 0% | 97.0 | 14,544 | Common Stock |
| Abbey H. Perkins | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 4,118 | 24,179 | - | 0 | Restricted Shares of Common Stock | |
| Stuart Davison | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 99.21 per share. | 13 Dec 2024 | 578 | 5,146 (0%) | 0% | 99.2 | 57,343 | Common Stock |
| Stuart Davison | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 2,320 | 5,724 | - | 0 | Restricted Shares of Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Dec 2024 | 6,922 | 55,354 | - | 0 | Restricted Shares of Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 101.60 per share. | 12 Dec 2024 | 5,000 | 48,432 (0%) | 0% | 101.6 | 508,011 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Gift of securities by or to the insider at price $ 0.00 per share. | 04 Dec 2024 | 450 | 506,544 (2%) | 0% | 0 | Common Stock | |
| Sean M. O'Connor | Director, CEO/President | Gift of securities by or to the insider at price $ 0.00 per share. | 04 Dec 2024 | 15,000 | 491,544 (2%) | 0% | 0 | Common Stock | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 100.14 per share. | 22 Nov 2024 | 1,800 | 81,375 (0%) | 0% | 100.1 | 180,252 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 103.75 per share. | 22 Nov 2024 | 20,000 | 1,130,651 (5%) | 0% | 103.8 | 2,075,000 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 100.14 per share. | 22 Nov 2024 | 20,000 | 1,150,651 (5%) | 0% | 100.1 | 2,002,800 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 101.10 per share. | 22 Nov 2024 | 4,608 | 18,470 (0%) | 0% | 101.1 | 465,869 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 102.50 per share. | 22 Nov 2024 | 2,250 | 16,220 (0%) | 0% | 102.5 | 230,625 | Common Stock |
| Philip Andrew Smith | Subsidiary CEO | Sale of securities on an exchange or to another person at price $ 97.58 per share. | 07 Nov 2024 | 3,500 | 218,398 (1%) | 0% | 97.6 | 341,523 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 98.42 per share. | 06 Nov 2024 | 37,500 | 506,994 (2%) | 0% | 98.4 | 3,690,656 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2024 | 186 | 64,595 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2024 | 148 | 83,175 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2024 | 121 | 23,105 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2024 | 148 | 22,260 (0%) | 0% | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 81.66 per share. | 03 Sep 2024 | 600 | 83,027 (0%) | 0% | 81.7 | 48,996 | Common Stock |
| Philip Andrew Smith | Subsidiary CEO | Sale of securities on an exchange or to another person at price $ 75.89 per share. | 07 Aug 2024 | 4,000 | 221,898 (1%) | 0% | 75.9 | 303,559 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2024 | 207 | 64,409 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2024 | 165 | 83,627 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2024 | 134 | 22,984 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2024 | 165 | 22,112 | - | 0 | Restricted Shares of Common Stock | |
| Xuong Nguyen | Retired Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jul 2024 | 8,091 | 75,000 | - | - | Stock Options | |
| Xuong Nguyen | Retired Officer | Sale of securities on an exchange or to another person at price $ 80.00 per share. | 15 Jul 2024 | 8,091 | 60,816 (0%) | 0% | 80 | 647,280 | Common Stock |
| Xuong Nguyen | Retired Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 15 Jul 2024 | 8,091 | 68,907 (0%) | 0% | 30 | 242,730 | Common Stock |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 79.26 per share. | 12 Jul 2024 | 400 | 2,000 (0%) | 0% | 79.3 | 31,705 | Common Stock |
| Glenn Stevens | Head-Retail & Foreign Exchange | Gift of securities by or to the insider at price $ 0.00 per share. | 14 Jun 2024 | 700 | 92,964 (0%) | 0% | 0 | Common Stock | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 70.50 per share. | 13 Jun 2024 | 1,090 | 28,460 (0%) | 0% | 70.5 | 76,845 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 70.63 per share. | 13 Jun 2024 | 5,382 | 23,078 (0%) | 0% | 70.6 | 380,130 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 72.03 per share. | 10 Jun 2024 | 1,420 | 28,460 (0%) | 0% | 72.0 | 102,287 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 75.04 per share. | 07 Jun 2024 | 19,988 | 60,816 (0%) | 0% | 75.0 | 1,499,916 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Sale of securities on an exchange or to another person at price $ 73.50 per share. | 06 Jun 2024 | 1,090 | 29,880 (0%) | 0% | 73.5 | 80,115 | Common Stock |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 75.34 per share. | 03 Jun 2024 | 600 | 83,462 (0%) | 0% | 75.3 | 45,204 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 75.00 per share. | 03 Jun 2024 | 12 | 80,804 (0%) | 0% | 75 | 900 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 74.02 per share. | 17 May 2024 | 4,016 | 61,557 (0%) | 0% | 74.0 | 297,245 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 May 2024 | 4,016 | 285,000 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 May 2024 | 5,621 | 289,016 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 17 May 2024 | 5,621 | 67,178 (0%) | 0% | 30 | 168,630 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 17 May 2024 | 4,016 | 65,573 (0%) | 0% | 30 | 120,480 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 75.54 per share. | 17 May 2024 | 5,621 | 61,557 (0%) | 0% | 75.5 | 424,610 | Common Stock |
| Philip Andrew Smith | Subsidiary CEO | Sale of securities on an exchange or to another person at price $ 75.18 per share. | 15 May 2024 | 8,000 | 225,898 (1%) | 0% | 75.2 | 601,430 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 80.00 per share. | 09 May 2024 | 6,909 | 80,816 (0%) | 0% | 80 | 552,720 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 09 May 2024 | 6,909 | 87,725 (0%) | 0% | 30 | 207,270 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 May 2024 | 6,909 | 143,091 | - | - | Stock Options | |
| Eric Parthemore | Director | Sale of securities on an exchange or to another person at price $ 74.67 per share. | 03 May 2024 | 2,250 | 18,860 (0%) | 0% | 74.7 | 168,008 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2024 | 231 | 64,202 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2024 | 184 | 84,062 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2024 | 150 | 22,850 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2024 | 184 | 21,947 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | Subsidiary CEO | Sale of securities on an exchange or to another person at price $ 69.73 per share. | 21 Mar 2024 | 7,000 | 233,898 (1%) | 0% | 69.7 | 488,142 | Common Stock |
| Scott J. Branch | Retired Director | Sale of securities on an exchange or to another person at price $ 67.29 per share. | 13 Mar 2024 | 7,500 | 512,434 (2%) | 0% | 67.3 | 504,697 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Mar 2024 | 6,787 | 294,637 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 67.52 per share. | 12 Mar 2024 | 6,787 | 61,557 (0%) | 0% | 67.5 | 458,285 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 12 Mar 2024 | 6,787 | 68,344 (0%) | 0% | 30 | 203,610 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 08 Mar 2024 | 10,338 | 71,895 (0%) | 0% | 30 | 310,140 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2024 | 7,858 | 301,424 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2024 | 10,338 | 309,282 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 68.11 per share. | 08 Mar 2024 | 7,858 | 61,557 (0%) | 0% | 68.1 | 535,225 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 08 Mar 2024 | 7,858 | 69,415 (0%) | 0% | 30 | 235,740 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 68.53 per share. | 08 Mar 2024 | 10,338 | 61,557 (0%) | 0% | 68.5 | 708,428 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 06 Mar 2024 | 9,178 | 70,735 (0%) | 0% | 30 | 275,340 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Mar 2024 | 6,998 | 319,620 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Mar 2024 | 9,178 | 326,618 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 68.59 per share. | 06 Mar 2024 | 6,998 | 61,557 (0%) | 0% | 68.6 | 479,970 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 06 Mar 2024 | 6,998 | 68,555 (0%) | 0% | 30 | 209,940 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 68.22 per share. | 06 Mar 2024 | 9,178 | 61,557 (0%) | 0% | 68.2 | 626,099 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 04 Mar 2024 | 4,852 | 66,409 (0%) | 0% | 30 | 145,560 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 68.62 per share. | 04 Mar 2024 | 4,852 | 61,557 (0%) | 0% | 68.6 | 332,949 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 04 Mar 2024 | 15,141 | 76,698 (0%) | 0% | 30 | 454,230 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Sale of securities on an exchange or to another person at price $ 68.68 per share. | 04 Mar 2024 | 15,141 | 61,557 (0%) | 0% | 68.7 | 1,039,829 | Common Stock |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 04 Mar 2024 | 4,852 | 350,937 | - | - | Stock Options | |
| Charles M. Lyon | Subsidiary President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 04 Mar 2024 | 15,141 | 335,796 | - | - | Stock Options | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 68.94 per share. | 01 Mar 2024 | 600 | 83,878 (0%) | 0% | 68.9 | 41,364 | Common Stock |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2024 | 1,766 | 22,700 | - | 0 | Restricted Shares of Common Stock | |
| Bexiga G. Annabelle | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2024 | 1,766 | 9,890 | - | 0 | Restricted Shares of Common Stock | |
| Cooper L. Diane | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2024 | 1,766 | 14,469 | - | 0 | Restricted Shares of Common Stock | |
| Radziwill John | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2024 | 1,766 | 63,971 | - | 0 | Restricted Shares of Common Stock | |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2024 | 1,766 | 21,110 | - | 0 | Restricted Shares of Common Stock | |
| Moore John Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2024 | 1,766 | 84,478 | - | 0 | Restricted Shares of Common Stock | |
| Kass Steven A. | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2024 | 1,766 | 21,763 | - | 0 | Restricted Shares of Common Stock | |
| Lyon M. Charles | President and CEO - subsidiary | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 12 Feb 2024 | 3,659 | 65,216 (0%) | 0% | 30 | 109,770 | Common Stock |
| Charles M. Lyon | President and CEO - subsidiary | Sale of securities on an exchange or to another person at price $ 65.11 per share. | 12 Feb 2024 | 15,552 | 61,557 (0%) | 0% | 65.1 | 1,012,530 | Common Stock |
| M. Charles Lyon | President and CEO - subsidiary | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Feb 2024 | 3,659 | 371,341 | - | - | Stock Options | |
| M. Charles Lyon | President and CEO - subsidiary | Sale of securities on an exchange or to another person at price $ 67.29 per share. | 12 Feb 2024 | 3,659 | 61,557 (0%) | 0% | 67.3 | 246,203 | Common Stock |
| Charles Lyon M. | President and CEO - subsidiary | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Feb 2024 | 15,552 | 355,789 | - | - | Stock Options | |
| Charles Lyon M. | President and CEO - subsidiary | Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.00 per share. | 12 Feb 2024 | 15,552 | 77,109 (0%) | 0% | 30 | 466,560 | Common Stock |
| J. Branch Scott | Director | Sale of securities on an exchange or to another person at price $ 63.87 per share. | 07 Feb 2024 | 7,500 | 519,934 (2%) | 0% | 63.9 | 479,005 | Common Stock |
| John Fowler Moore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2024 | 185 | 82,712 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2024 | 231 | 62,205 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2024 | 185 | 19,997 | - | 0 | Restricted Shares of Common Stock | |
| Thamodaran R. Dhamu | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2024 | 153 | 20,934 | - | 0 | Restricted Shares of Common Stock | |
| J. Scott Branch | Director | Sale of securities on an exchange or to another person at price $ 70.09 per share. | 08 Jan 2024 | 7,500 | 527,434 (2%) | 0% | 70.1 | 525,644 | Common Stock |
| Parthemore Eric | Director | Sale of securities on an exchange or to another person at price $ 71.34 per share. | 22 Dec 2023 | 2,250 | 19,344 (0%) | 0% | 71.3 | 160,515 | Common Stock |
| O'Connor M. Sean | Director, CEO/President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Dec 2023 | 150,000 | 750,000 | - | - | Stock Options | |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 69.07 per share. | 19 Dec 2023 | 8,563 | 249,460 (1%) | 0% | 69.1 | 591,457 | Common Stock |
| Philip Smith Andrew | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 69.17 per share. | 19 Dec 2023 | 8,562 | 240,898 (1%) | 0% | 69.2 | 592,208 | Common Stock |
| A. Diego Rotsztain | Chief Governance/Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 8,310 | 30,970 | - | 0 | Restricted Shares of Common Stock | |
| Charles M. Lyon | President and CEO - subsidiary | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 14,261 | 61,557 | - | 0 | Restricted Shares of Common Stock | |
| Mark Maurer Lowry | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 10,954 | 53,432 | - | 0 | Restricted Shares of Common Stock | |
| O'Connor Sean M. | Director, CEO/President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 20,884 | 544,494 | - | 0 | Restricted Shares of Common Stock | |
| Perkins H. Abigail | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 6,545 | 20,061 | - | 0 | Restricted Shares of Common Stock | |
| Andrew Smith Philip | CEO - subsidiary entity | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 12,468 | 258,023 | - | 0 | Restricted Shares of Common Stock | |
| Stevens Glenn | Head-Retail & Foreign Exchange | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 15,363 | 93,664 | - | 0 | Restricted Shares of Common Stock | |
| M. Schroeder Aaron | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 1,663 | 23,389 | - | 0 | Restricted Shares of Common Stock | |
| Andrew Smith Philip | CEO - subsidiary entity | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 14,261 | 245,555 | - | 0 | Restricted Shares of Common Stock | |
| Xuong Nguyen | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 10,954 | 80,816 | - | 0 | Restricted Shares of Common Stock | |
| J. William Dunaway | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 10,954 | 111,224 | - | 0 | Restricted Shares of Common Stock | |
| Eric Parthemore | Director | Sale of securities on an exchange or to another person at price $ 68.00 per share. | 14 Dec 2023 | 2,140 | 21,594 (0%) | 0% | 68 | 145,520 | Common Stock |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 67.21 per share. | 13 Dec 2023 | 5,000 | 42,478 (0%) | 0% | 67.2 | 336,061 | Common Stock |
| M. O'Connor Sean | Director, CEO/President | Gift of securities by or to the insider at price $ 0.00 per share. | 08 Dec 2023 | 500 | 523,610 (2%) | 0% | 0 | Common Stock | |
| Andrew Philip Smith | CEO - subsidiary entity | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2023 | 225,000 | 375,000 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2023 | 150,000 | 300,000 | - | - | Stock Options | |
| Rotsztain A. Diego | Chief Governance/Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2023 | 150,000 | 195,000 | - | - | Stock Options | |
| Maurer Lowry Mark | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2023 | 150,000 | 300,000 | - | - | Stock Options | |
| Charles M. Lyon | President and CEO - subsidiary | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2023 | 225,000 | 375,000 | - | - | Stock Options | |
| Abigail H. Perkins | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2023 | 150,000 | 195,000 | - | - | Stock Options | |
| M. Sean O'Connor | Director, CEO/President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2023 | 300,000 | 600,000 | - | - | Stock Options | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2023 | 165 | 41,157 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2023 | 132 | 55,591 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2023 | 110 | 13,748 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2023 | 132 | 13,081 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2023 | 110 | 8,363 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Purchase of securities on an exchange or from another person at price $ 87.25 per share. | 08 Jun 2023 | 1,000 | 40,030 (0%) | 0% | 87.3 | 87,250 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Purchase of securities on an exchange or from another person at price $ 86.90 per share. | 08 Jun 2023 | 962 | 40,992 (0%) | 0% | 86.9 | 83,594 | Common Stock |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 84.77 per share. | 22 May 2023 | 3,500 | 157,196 (0%) | 0% | 84.8 | 296,697 | Common Stock |
| Glenn Stevens | Head-Retail & Foreign Exchange | Purchase of securities on an exchange or from another person at price $ 84.18 per share. | 09 May 2023 | 3,000 | 52,201 (0%) | 0% | 84.2 | 252,530 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Apr 2023 | 157 | 39,030 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Apr 2023 | 125 | 55,759 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Apr 2023 | 105 | 13,638 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Apr 2023 | 125 | 12,949 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Apr 2023 | 105 | 8,253 | - | 0 | Restricted Shares of Common Stock | |
| Aaron M. Schroeder | Chief Accounting Officer | Sale of securities on an exchange or to another person at price $ 104.91 per share. | 08 Mar 2023 | 1,395 | 14,484 (0%) | 0% | 104.9 | 146,349 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 105.37 per share. | 08 Mar 2023 | 165 | 66,847 (0%) | 0% | 105.4 | 17,386 | Common Stock |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 15,896 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 38,873 | - | 0 | Restricted Shares of Common Stock | |
| Scott J. Branch | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 7,177 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 55,634 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 100.53 per share. | 01 Mar 2023 | 300 | 54,642 (0%) | 0% | 100.5 | 30,159 | Common Stock |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 13,533 | - | 0 | Restricted Shares of Common Stock | |
| Annabelle G. Bexiga | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 5,416 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 12,824 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 101.98 per share. | 01 Mar 2023 | 3,000 | 160,696 (0%) | 0% | 102.0 | 305,935 | Common Stock |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2023 | 992 | 8,148 | - | 0 | Restricted Shares of Common Stock | |
| Glenn Stevens | Head-Retail & Foreign Exchange | Gift of securities by or to the insider at price $ 0.00 per share. | 17 Feb 2023 | 2,000 | 49,201 (0%) | 0% | 0 | Common Stock | |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 105.15 per share. | 15 Feb 2023 | 935 | 67,012 (0%) | 0% | 105.2 | 98,316 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 103.12 per share. | 10 Feb 2023 | 736 | 67,947 (0%) | 0% | 103.1 | 75,895 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 100.77 per share. | 08 Feb 2023 | 264 | 68,683 (0%) | 0% | 100.8 | 26,602 | Common Stock |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2023 | 175 | 37,881 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2023 | 140 | 54,942 (0%) | 0% | 0 | Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2023 | 117 | 12,541 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2023 | 140 | 11,832 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2023 | 117 | 7,156 | - | 0 | Restricted Shares of Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 95.27 per share. | 30 Dec 2022 | 4,381 | 31,652 (0%) | 0% | 95.3 | 417,361 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 97.95 per share. | 21 Dec 2022 | 2,823 | 68,947 (0%) | 0% | 98.0 | 276,515 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 20 Dec 2022 | 1,000 | 71,770 (0%) | 0% | 0 | Common Stock | |
| Aaron M. Schroeder | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 1,171 | 15,879 | - | 0 | Restricted Shares of Common Stock | |
| William J. Dunaway | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 9,622 | 73,370 | - | 0 | Restricted Shares of Common Stock | |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 91.95 per share. | 15 Dec 2022 | 600 | 72,770 (0%) | 0% | 92.0 | 55,170 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 18,198 | 349,407 | - | 0 | Restricted Shares of Common Stock | |
| Glenn Stevens | Head-Retail & Foreign Exchange | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 13,434 | 51,201 | - | 0 | Restricted Shares of Common Stock | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 6,764 | 15,107 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | CEO - subsidiary entity | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 6,009 | 163,696 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | CEO - subsidiary entity | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 12,481 | 157,687 | - | 0 | Restricted Shares of Common Stock | |
| Xuong Nguyen | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 9,622 | 46,575 | - | 0 | Restricted Shares of Common Stock | |
| Charles M. Lyon | President/CEO - subsidiary | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 12,481 | 41,531 | - | 0 | Restricted Shares of Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 9,622 | 36,033 | - | 0 | Restricted Shares of Common Stock | |
| Abigail H. Perkins | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 4,858 | 9,011 | - | 0 | Restricted Shares of Common Stock | |
| Sean M. O'Connor | Director, CEO/President | Gift of securities by or to the insider at price $ 0.00 per share. | 06 Dec 2022 | 450 | 331,209 (1%) | 0% | 0 | Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 97.81 per share. | 06 Dec 2022 | 4,711 | 26,411 (0%) | 0% | 97.8 | 460,766 | Common Stock |
| John Moore Fowler | Director | Sale of securities on an exchange or to another person at price $ 101.25 per share. | 01 Dec 2022 | 300 | 54,802 (0%) | 0% | 101.3 | 30,375 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 101.34 per share. | 22 Nov 2022 | 18,600 | 331,659 (1%) | 0% | 101.3 | 1,884,892 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 98.38 per share. | 15 Nov 2022 | 1,400 | 350,259 (1%) | 0% | 98.4 | 137,739 | Common Stock |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2022 | 125 | 14,904 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2022 | 157 | 37,706 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2022 | 84 | 55,102 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2022 | 105 | 12,424 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2022 | 125 | 11,692 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Oct 2022 | 105 | 7,039 | - | 0 | Restricted Shares of Common Stock | |
| Xuong Nguyen | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 95.00 per share. | 12 Aug 2022 | 10,000 | 36,953 (0%) | 0% | 95 | 950,000 | Common Stock |
| Charles M. Lyon | President/CEO - subsidiary | Sale of securities on an exchange or to another person at price $ 92.27 per share. | 10 Aug 2022 | 3,511 | 33,539 (0%) | 0% | 92.3 | 323,948 | Common Stock |
| Charles M. Lyon | President/CEO - subsidiary | Sale of securities on an exchange or to another person at price $ 92.65 per share. | 10 Aug 2022 | 4,489 | 29,050 (0%) | 0% | 92.7 | 415,922 | Common Stock |
| Scott J. Branch | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 08 Aug 2022 | 19,542 | 356,623 (1%) | 0% | 0 | Common Stock | |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Jul 2022 | 138 | 14,779 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Jul 2022 | 172 | 37,549 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Jul 2022 | 92 | 55,018 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Jul 2022 | 115 | 12,319 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Jul 2022 | 138 | 11,567 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Jul 2022 | 115 | 6,934 | - | 0 | Restricted Shares of Common Stock | |
| Scott J. Branch | Director | Sale of securities on an exchange or to another person at price $ 88.07 per share. | 28 Jul 2022 | 25,000 | 376,165 (1%) | 0% | 88.1 | 2,201,750 | Common Stock |
| Scott J. Branch | Director | Sale of securities on an exchange or to another person at price $ 87.02 per share. | 28 Jul 2022 | 25,000 | 401,165 (2%) | 0% | 87.0 | 2,175,500 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 85.05 per share. | 26 Jul 2022 | 602 | 370,757 (1%) | 0% | 85.0 | 51,198 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 85.38 per share. | 26 Jul 2022 | 6,200 | 364,557 (1%) | 0% | 85.4 | 529,363 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 86.31 per share. | 26 Jul 2022 | 12,898 | 351,659 (1%) | 0% | 86.3 | 1,113,262 | Common Stock |
| Scott J. Branch | Director | Sale of securities on an exchange or to another person at price $ 84.06 per share. | 19 Jul 2022 | 15,000 | 426,165 (2%) | 0% | 84.1 | 1,260,906 | Common Stock |
| Sean M. O'Connor | Director, CEO/President | Sale of securities on an exchange or to another person at price $ 85.15 per share. | 19 Jul 2022 | 300 | 371,359 (1%) | 0% | 85.2 | 25,546 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 80.00 per share. | 12 Jul 2022 | 7,021 | 46,953 (0%) | 0% | 80 | 561,680 | Common Stock |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 76.17 per share. | 11 Jul 2022 | 4,537 | 145,206 (0%) | 0% | 76.2 | 345,568 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 80.00 per share. | 01 Jul 2022 | 11,262 | 53,974 (0%) | 0% | 80 | 900,960 | Common Stock |
| Xuong Nguyen | Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 80.45 per share. | 08 Jun 2022 | 4,037 | 65,236 (0%) | 0% | 80.5 | 324,781 | Common Stock |
| Eric Parthemore | Director | Sale of securities on an exchange or to another person at price $ 80.00 per share. | 07 Jun 2022 | 2,500 | 14,641 (0%) | 0% | 80 | 200,000 | Common Stock |
| Scott J. Branch | Director | Sale of securities on an exchange or to another person at price $ 79.07 per share. | 06 Jun 2022 | 15,000 | 441,165 (2%) | 0% | 79.1 | 1,186,050 | Common Stock |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Apr 2022 | 174 | 17,141 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Apr 2022 | 217 | 37,377 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Apr 2022 | 116 | 54,926 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Apr 2022 | 145 | 12,204 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Apr 2022 | 174 | 11,429 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Apr 2022 | 145 | 6,819 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 71.32 per share. | 18 Apr 2022 | 4,500 | 149,743 (0%) | 0% | 71.3 | 320,932 | Common Stock |
| Abigail H. Perkins | Chief Information Officer | Purchase of securities on an exchange or from another person at price $ 71.79 per share. | 11 Mar 2022 | 250 | 250 (0%) | 0% | 71.8 | 17,947 | Common Stock |
| Abigail H. Perkins | Chief Information Officer | Purchase of securities on an exchange or from another person at price $ 71.74 per share. | 11 Mar 2022 | 750 | 4,153 (0%) | 0% | 71.7 | 53,805 | Common |
| Glenn Stevens | Head-Retail & Foreign Exchange | Purchase of securities on an exchange or from another person at price $ 70.83 per share. | 08 Mar 2022 | 2,500 | 37,767 (0%) | 0% | 70.8 | 177,069 | Common Stock |
| Glenn Stevens | Head-Retail & Foreign Exchange | Purchase of securities on an exchange or from another person at price $ 69.45 per share. | 08 Mar 2022 | 2,500 | 35,267 (0%) | 0% | 69.4 | 173,622 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Purchase of securities on an exchange or from another person at price $ 66.24 per share. | 08 Mar 2022 | 750 | 8,343 (0%) | 0% | 66.2 | 49,682 | Common Stock |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 16,967 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 37,160 | - | 0 | Restricted Shares of Common Stock | |
| Scott J. Branch | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 6,185 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 54,810 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 12,059 | - | 0 | Restricted Shares of Common Stock | |
| Annabelle G. Bexiga | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 4,424 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 11,255 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 04 Mar 2022 | 1,317 | 6,674 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 73.48 per share. | 14 Feb 2022 | 6,000 | 154,243 (0%) | 0% | 73.5 | 440,890 | Common Stock |
| Aaron M. Schroeder | Chief Accounting Officer | Sale of securities on an exchange or to another person at price $ 73.67 per share. | 08 Feb 2022 | 1,899 | 14,708 (0%) | 0% | 73.7 | 139,895 | Common Stock |
| Eric Parthemore | Director | Sale of securities on an exchange or to another person at price $ 72.50 per share. | 08 Feb 2022 | 5,000 | 15,650 (0%) | 0% | 72.5 | 362,500 | Common |
| Bruce W. Krehbiel | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2022 | 157 | 30,299 | - | 0 | Restricted Shares of Common Stock | |
| Eric Parthemore | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2022 | 188 | 20,650 | - | 0 | Restricted Shares of Common Stock | |
| John Radziwill | Director, Chairman of the Board | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2022 | 235 | 35,843 | - | 0 | Restricted Shares of Common Stock | |
| John Moore Fowler | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2022 | 125 | 53,493 | - | 0 | Restricted Shares of Common Stock | |
| Dhamu R. Thamodaran | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2022 | 157 | 10,742 | - | 0 | Restricted Shares of Common Stock | |
| Steven A. Kass | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2022 | 188 | 9,938 | - | 0 | Restricted Shares of Common Stock | |
| Diane L. Cooper | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2022 | 157 | 5,357 | - | 0 | Restricted Shares of Common Stock | |
| Abigail H. Perkins | Chief Information Officer | Purchase of securities on an exchange or from another person at price $ 59.30 per share. | 22 Dec 2021 | 1,250 | 3,403 (0%) | 0% | 59.3 | 74,124 | Common |
| Glenn Stevens | Head-Retail & Foreign Exchange | Purchase of securities on an exchange or from another person at price $ 57.48 per share. | 20 Dec 2021 | 1,500 | 32,767 (0%) | 0% | 57.5 | 86,217 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Purchase of securities on an exchange or from another person at price $ 57.00 per share. | 20 Dec 2021 | 877 | 7,593 (0%) | 0% | 57 | 49,989 | Common Stock |
| Aaron M. Schroeder | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 1,297 | 16,607 | - | 0 | Restricted Shares of Common Stock | |
| William J. Dunaway | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 5,427 | 63,748 | - | 0 | Restricted Shares of Common Stock | |
| Sean M. O'Connor | Director, CEO/President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 12,144 | 371,659 | - | 0 | Restricted Shares of Common Stock | |
| Glenn Stevens | Head-Retail & Foreign Exchange | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 6,267 | 31,267 | - | 0 | Restricted Shares of Common Stock | |
| Glenn Stevens | Head-Retail & Foreign Exchange | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 40,000 | 40,000 | - | - | Stock Options | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 30,000 | 30,000 | - | - | Stock Options | |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 2,294 | 6,716 | - | 0 | Restricted Shares of Common Stock | |
| Philip Andrew Smith | CEO - subsidiary entity | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 6,771 | 160,243 | - | 0 | Restricted Shares of Common Stock | |
| Xuong Nguyen | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 6,099 | 69,404 | - | 0 | Restricted Shares of Common Stock | |
| Charles M. Lyon | Executive VP - subsidiary | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 6,771 | 37,050 | - | 0 | Restricted Shares of Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 5,427 | 31,122 | - | 0 | Restricted Shares of Common Stock | |
| Mark Lowry Maurer | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 60.66 per share. | 15 Dec 2021 | 4,000 | 25,695 (0%) | 0% | 60.7 | 242,632 | Common Stock |
| Abigail H. Perkins | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 1,353 | 2,153 | - | 0 | Restricted Shares of Common Stock | |
| Abigail H. Perkins | Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2021 | 30,000 | 30,000 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Dec 2021 | 13,332 | 100,000 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.91 per share. | 10 Dec 2021 | 13,332 | 71,653 (0%) | 0% | 25.9 | 345,432 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 59.91 per share. | 10 Dec 2021 | 13,332 | 58,321 (0%) | 0% | 59.9 | 798,756 | Common Stock |
| Glenn Stevens | Head-Retail & Foreign Exchange | Purchase of securities on an exchange or from another person at price $ 59.92 per share. | 10 Dec 2021 | 2,500 | 25,000 (0%) | 0% | 59.9 | 149,789 | Common Stock |
| Dhamu R. Thamodaran | Director | Purchase of securities on an exchange or from another person at price $ 63.05 per share. | 09 Dec 2021 | 5,000 | 10,585 (0%) | 0% | 63.1 | 315,250 | Common Stock |
| Philip Andrew Smith | CEO - subsidiary entity | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Dec 2021 | 7,500 | 100,000 | - | - | Stock Options | |
| Philip Andrew Smith | CEO - subsidiary entity | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Dec 2021 | 7,500 | 107,500 | - | - | Stock Options | |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 59.91 per share. | 09 Dec 2021 | 7,500 | 153,472 (0%) | 0% | 59.9 | 449,341 | Common |
| Philip Andrew Smith | CEO - subsidiary entity | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.91 per share. | 09 Dec 2021 | 7,500 | 160,972 (0%) | 0% | 25.9 | 194,325 | Common |
| Philip Andrew Smith | CEO - subsidiary entity | Sale of securities on an exchange or to another person at price $ 61.64 per share. | 09 Dec 2021 | 7,500 | 153,472 (0%) | 0% | 61.6 | 462,299 | Common |
| Philip Andrew Smith | CEO - subsidiary entity | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.91 per share. | 09 Dec 2021 | 7,500 | 160,972 (0%) | 0% | 25.9 | 194,325 | Common |
| Scott J. Branch | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 08 Dec 2021 | 6,500 | 456,165 (2%) | 0% | 0 | Common Stock | |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Dec 2021 | 13,332 | 113,332 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Dec 2021 | 13,336 | 126,664 | - | - | Stock Options | |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 61.64 per share. | 08 Dec 2021 | 13,332 | 58,321 (0%) | 0% | 61.6 | 821,744 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.91 per share. | 08 Dec 2021 | 13,332 | 71,653 (0%) | 0% | 25.9 | 345,432 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 63.59 per share. | 08 Dec 2021 | 13,336 | 58,321 (0%) | 0% | 63.6 | 848,078 | Common Stock |
| William J. Dunaway | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.91 per share. | 08 Dec 2021 | 13,336 | 71,657 (0%) | 0% | 25.9 | 345,536 | Common Stock |
| Glenn Stevens | Head-Retail & Foreign Exchange | Purchase of securities on an exchange or from another person at price $ 64.02 per share. | 06 Dec 2021 | 2,500 | 22,500 (0%) | 0% | 64.0 | 160,052 | Common Stock |
| Diego A. Rotsztain | Chief Governance/Legal Officer | Purchase of securities on an exchange or from another person at price $ 62.02 per share. | 02 Dec 2021 | 1,214 | 4,422 (0%) | 0% | 62.0 | 75,294 | Common Stock |
| Philip Andrew Smith | CEO - subsidiary entity | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.91 per share. | 02 Dec 2021 | 5,000 | 153,472 (0%) | 0% | 25.9 | 129,550 | Common |