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| 日付 | 保有者名 | 取引株数 | 金額レンジ ($) | 取引種別 | 価格レンジ ($) | 届出終了時の株数 | % 変化 |
|---|---|---|---|---|---|---|---|
| 2026-05-07 | Mr. James S. PutnamIndependent Non-Executive Chairman | -100.00 | 0.00 | Other Disposition | - | 136.57k | -0.07% |
| 2026-04-14 | Mr. Matthew Jon AudettePresident & CFO | -1.58k | 518.90k | Automatic Disposition | 325.00 - 332.27 | 8.43k | -15.78% |
| 2026-03-10 | Mr. Marc E. CohenGroup MD & Chief Growth Officer | -1.09k | 337.04k | 売り | 309.72 | 2.14k | -33.74% |
| 2026-03-09 | Mr. Marc E. CohenGroup MD & Chief Growth Officer | -2.21k | 511.46k | Derivative Exercise and Sale | 77.53 - 308.75 | 2.14k | - |
| 2026-03-02 | Ms. Aneri JambusariaGroup MD & Chief Wealth Officer | -308.00 | 94.25k | Automatic Disposition | 306.00 | 4.30k | -6.68% |
| 2026-02-25 | Ms. Katharine ReepingSenior VP, Controller & CAO | -212.00 | 67.52k | Sale to Issuer | 318.47 | 914.00 | -18.83% |
| 2026-02-25 | Mr. Richard SteinmeierCEO & Director | -2.62k | 834.07k | Sale to Issuer | 318.47 | 20.26k | -11.45% |
| 2026-02-25 | Ms. Aneri JambusariaGroup MD & Chief Wealth Officer | -715.00 | 227.71k | Sale to Issuer | 318.47 | 4.61k | -13.42% |
| 2026-02-25 | Mr. Greg GatesMD and Chief Technology & Information Officer | -1.29k | 411.78k | Sale to Issuer | 318.47 | 12.46k | -9.40% |
| 2026-02-26 | Mr. Matthew K. EnyediMD & Chief Client Officer | -2.11k | 675.19k | Automatic Disposition | 318.38 - 322.72 | 10.24k | -17.08% |
| 2026-02-25 | Mr. Matthew K. EnyediMD & Chief Client Officer | -1.33k | 424.52k | Sale to Issuer | 318.47 | 10.24k | -11.52% |
| 2026-02-25 | Mr. Marc E. CohenGroup MD & Chief Growth Officer | -483.00 | 153.82k | Sale to Issuer | 318.47 | 3.23k | -13.03% |
| 2026-02-26 | Mr. Matthew Jon AudettePresident & CFO | -1.58k | 506.72k | Automatic Disposition | 318.51 - 322.15 | 10.01k | -13.64% |
| 2026-02-25 | Mr. Matthew Jon AudettePresident & CFO | -2.35k | 748.72k | Sale to Issuer | 318.47 | 10.01k | -19.03% |
| 2025-12-31 | Mr. Richard Paul SchifterIndependent Director | -1.15k | 0.00 | Other Disposition | - | 42.92k | -2.60% |
| 2025-12-05 | Mr. Richard SteinmeierCEO & Director | -5.06k | 1.88M | Automatic Disposition | 367.06 - 373.20 | 16.81k | -23.13% |
| 2025-12-05 | Mr. Richard SteinmeierCEO & Director | -275.00 | 0.00 | Other Disposition | - | 16.81k | -1.61% |
| 2025-12-05 | Mr. Greg GatesMD and Chief Technology & Information Officer | -750.00 | 278.23k | Automatic Disposition | 367.95 - 373.09 | 9.89k | -7.05% |
| 2025-12-01 | Ms. Aneri JambusariaGroup MD & Chief Wealth Officer | -80.00 | 28.20k | Automatic Disposition | 352.48 | 3.38k | -2.31% |
| 2025-11-05 | Mr. Greg GatesMD and Chief Technology & Information Officer | -1.50k | 564.65k | Automatic Disposition | 372.62 - 380.12 | 10.64k | -12.35% |
| 2025-10-06 | Mr. Greg GatesMD and Chief Technology & Information Officer | -750.00 | 235.81k | Automatic Disposition | 312.15 - 320.27 | 12.14k | -5.82% |
| 2025-09-09 | Ms. Katharine ReepingSenior VP, Controller & CAO | -56.00 | 19.04k | Sale to Issuer | 339.97 | 450.00 | -11.07% |
| 2025-09-05 | Mr. Greg GatesMD and Chief Technology & Information Officer | -1.50k | 507.31k | Automatic Disposition | 329.17 - 349.60 | 12.89k | -10.42% |
| 2025-09-02 | Ms. Aneri JambusariaGroup MD & Chief Wealth Officer | -80.00 | 28.90k | Automatic Disposition | 361.25 | 3.46k | -2.26% |
| 2025-08-05 | Mr. Greg GatesMD and Chief Technology & Information Officer | -1.50k | 561.07k | Automatic Disposition | 371.55 - 381.34 | 14.39k | -9.44% |
| 2025-07-03 | Mr. Greg GatesMD and Chief Technology & Information Officer | -1.50k | 573.95k | Automatic Disposition | 378.17 - 385.29 | 15.89k | -8.63% |
| 2025-06-12 | Mr. Greg GatesMD and Chief Technology & Information Officer | -234.00 | 88.78k | Sale to Issuer | 379.39 | 17.39k | -1.33% |
| 2025-06-12 | Mr. Marc E. CohenGroup MD & Chief Growth Officer | -44.00 | 16.69k | Sale to Issuer | 379.39 | 2.41k | -1.79% |
| 2025-06-05 | Mr. Greg GatesMD and Chief Technology & Information Officer | -1.50k | 568.30k | Automatic Disposition | 375.52 - 382.37 | 17.11k | -8.06% |
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