In the last 12 months, insiders at PIPER SANDLER COMPANIES ($PIPR) filed 351 transactions with the SEC: 1 open-market purchases totaling $534,640 and 95 sales totaling $42,967,907. Net insider sentiment: net selling.
PIPER SANDLER COMPANIES operates in the Security brokers, dealers & flotation companies industry (Finance or office of crypto assets sector).
Most Active Insiders
- Abraham Chad R (CEO and Chairman) — 55 transactions totaling $17,168,783
- Schoneman Debbra L. (President) — 54 transactions totaling $13,092,870
- Doyle Jonathan J (Hd of Financial Services Group) — 47 transactions totaling $12,961,775
- Geelan John W (General Counsel) — 25 transactions totaling $1,948,146
- SORAN PHILIP (Director) — 25 transactions totaling $1,420,984
View all SEC Filings for PIPER SANDLER COMPANIES (PIPR).
Set Up your own filters →Recent Insider Transactions
| Transaction Date | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|
| March 31, 2026 | Gallo Ann C | Director | A | Common Stock | 323 | $0.00 | 5,831.0000 | 17,808,000 | 5.86% | 0.00% |
| March 31, 2026 | SORAN PHILIP | Director | A | Common Stock | 323 | $0.00 | 79,207.0000 | 17,808,000 | 0.41% | 0.00% |
| March 31, 2026 | Sterling Brian R | Director | A | Common Stock | 323 | $0.00 | 102,659.0000 | 17,808,000 | 0.32% | 0.00% |
| March 13, 2026 | Gallo Ann C | Director | A | Common Stock | 28 | $0.00 | 1,377.0000 | 17,808,000 | 2.08% | 0.00% |
| March 13, 2026 | Mitchell Robbin | Director | A | Common Stock | 69 | $0.00 | 3,460.0000 | 17,808,000 | 2.03% | 0.00% |
| March 13, 2026 | SORAN PHILIP | Director | A | Common Stock | 391 | $0.00 | 19,721.0000 | 17,808,000 | 2.02% | 0.00% |
| March 13, 2026 | TAYLOR SCOTT C | Director | A | Common Stock | 161 | $0.00 | 16,513.0000 | 17,808,000 | 0.98% | 0.00% |
| March 13, 2026 | Sterling Brian R | Director | A | Common Stock | 59 | $0.00 | 25,584.0000 | 17,808,000 | 0.23% | 0.00% |
| March 13, 2026 | HOLT VICTORIA M | Director | A | Common Stock | 139 | $0.00 | 7,478.0000 | 17,808,000 | 1.89% | 0.00% |
| Feb. 26, 2026 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | A | Common Stock | 8615 | $0.00 | 29,665.0000 | 17,808,000 | 40.93% | 0.05% |
| Feb. 26, 2026 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 3929 | $0.00 | 25,736.0000 | 17,808,000 | 13.24% | 0.02% |
| Feb. 26, 2026 | Abraham Chad R | CEO and Chairman | F | Common Stock | 9222 | $0.00 | 103,315.0000 | 17,808,000 | 8.19% | 0.05% |
| Feb. 26, 2026 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 2903 | $0.00 | 117,564.0000 | 17,808,000 | 2.41% | 0.02% |
| Feb. 26, 2026 | Abraham Chad R | CEO and Chairman | A | Common Stock | 20222 | $0.00 | 112,537.0000 | 17,808,000 | 21.91% | 0.11% |
| Feb. 26, 2026 | Baker James P | Global Co-Head IB and Cap Mkts | A | Common Stock | 7377 | $0.00 | 120,467.0000 | 17,808,000 | 6.52% | 0.04% |
| Feb. 26, 2026 | Schoneman Debbra L. | President | A | Common Stock | 6191 | $0.00 | 66,198.0000 | 17,808,000 | 10.32% | 0.03% |
| Feb. 26, 2026 | Schoneman Debbra L. | President | F | Common Stock | 2824 | $0.00 | 63,374.0000 | 17,808,000 | 4.27% | 0.02% |
| Feb. 26, 2026 | PELTIER JEAN-PAUL M | Global Co-Head IB and Cap Mkts | A | Common Stock | 6722 | $0.00 | 40,653.0000 | 17,808,000 | 19.81% | 0.04% |
| Feb. 26, 2026 | PELTIER JEAN-PAUL M | Global Co-Head IB and Cap Mkts | F | Common Stock | 3066 | $0.00 | 37,587.0000 | 17,808,000 | 7.54% | 0.02% |
| Feb. 26, 2026 | Geelan John W | General Counsel | A | Common Stock | 1806 | $0.00 | 14,807.0000 | 17,808,000 | 13.89% | 0.01% |
| Feb. 26, 2026 | Geelan John W | General Counsel | F | Common Stock | 824 | $0.00 | 13,983.0000 | 17,808,000 | 5.56% | 0.00% |
| Feb. 26, 2026 | Doyle Jonathan J | Hd of Financial Services Group | A | Common Stock | 14443 | $0.00 | 147,858.0000 | 17,808,000 | 10.83% | 0.08% |
| Feb. 26, 2026 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 5937 | $0.00 | 141,921.0000 | 17,808,000 | 4.02% | 0.03% |
| Feb. 17, 2026 | Baker James P | Global Co-Head IB and Cap Mkts | A | Common Stock | 2364 | $0.00 | 113,629.0000 | 17,808,000 | 2.12% | 0.01% |
| Feb. 17, 2026 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 211 | $0.00 | 113,418.0000 | 17,808,000 | 0.19% | 0.00% |
| Feb. 17, 2026 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 215 | $0.00 | 113,203.0000 | 17,808,000 | 0.19% | 0.00% |
| Feb. 17, 2026 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 113 | $0.00 | 113,090.0000 | 17,808,000 | 0.10% | 0.00% |
| Feb. 17, 2026 | Abraham Chad R | CEO and Chairman | A | Common Stock | 4985 | $0.00 | 94,543.0000 | 17,808,000 | 5.57% | 0.03% |
| Feb. 17, 2026 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 184 | $0.00 | 21,050.0000 | 17,808,000 | 0.87% | 0.00% |
| Feb. 17, 2026 | Schoneman Debbra L. | President | A | Common Stock | 1524 | $0.00 | 60,684.0000 | 17,808,000 | 2.58% | 0.01% |
| Feb. 17, 2026 | Schoneman Debbra L. | President | F | Common Stock | 331 | $0.00 | 60,353.0000 | 17,808,000 | 0.55% | 0.00% |
| Feb. 17, 2026 | Schoneman Debbra L. | President | F | Common Stock | 196 | $0.00 | 60,157.0000 | 17,808,000 | 0.32% | 0.00% |
| Feb. 17, 2026 | Schoneman Debbra L. | President | F | Common Stock | 150 | $0.00 | 60,007.0000 | 17,808,000 | 0.25% | 0.00% |
| Feb. 17, 2026 | PELTIER JEAN-PAUL M | Global Co-Head IB and Cap Mkts | F | Common Stock | 1257 | $0.00 | 34,767.0000 | 17,808,000 | 3.49% | 0.01% |
| Feb. 17, 2026 | PELTIER JEAN-PAUL M | Global Co-Head IB and Cap Mkts | F | Common Stock | 732 | $0.00 | 34,035.0000 | 17,808,000 | 2.11% | 0.00% |
| Feb. 17, 2026 | PELTIER JEAN-PAUL M | Global Co-Head IB and Cap Mkts | F | Common Stock | 104 | $0.00 | 33,931.0000 | 17,808,000 | 0.31% | 0.00% |
| Feb. 17, 2026 | Geelan John W | General Counsel | A | Common Stock | 505 | $0.00 | 13,150.0000 | 17,808,000 | 3.99% | 0.00% |
| Feb. 17, 2026 | Geelan John W | General Counsel | F | Common Stock | 65 | $0.00 | 13,085.0000 | 17,808,000 | 0.49% | 0.00% |
| Feb. 17, 2026 | Geelan John W | General Counsel | F | Common Stock | 50 | $0.00 | 13,035.0000 | 17,808,000 | 0.38% | 0.00% |
| Feb. 17, 2026 | Geelan John W | General Counsel | F | Common Stock | 34 | $0.00 | 13,001.0000 | 17,808,000 | 0.26% | 0.00% |
| Feb. 17, 2026 | Doyle Jonathan J | Hd of Financial Services Group | A | Common Stock | 1758 | $0.00 | 134,668.0000 | 17,808,000 | 1.32% | 0.01% |
| Feb. 17, 2026 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 628 | $0.00 | 134,040.0000 | 17,808,000 | 0.47% | 0.00% |
| Feb. 17, 2026 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 385 | $0.00 | 133,655.0000 | 17,808,000 | 0.29% | 0.00% |
| Feb. 17, 2026 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 240 | $0.00 | 133,415.0000 | 17,808,000 | 0.18% | 0.00% |
| Feb. 17, 2026 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | A | Common Stock | 2364 | $0.00 | 21,851.0000 | 17,808,000 | 12.13% | 0.01% |
| Feb. 17, 2026 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 309 | $0.00 | 21,542.0000 | 17,808,000 | 1.41% | 0.00% |
| Feb. 17, 2026 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 308 | $0.00 | 21,234.0000 | 17,808,000 | 1.43% | 0.00% |
| Feb. 17, 2026 | Abraham Chad R | CEO and Chairman | F | Common Stock | 1080 | $0.00 | 93,463.0000 | 17,808,000 | 1.14% | 0.01% |
| Feb. 17, 2026 | Clune Katherine Patricia | Chief Financial Officer | A | Common Stock | 1467 | $0.00 | 11,892.0000 | 17,808,000 | 14.07% | 0.01% |
| Feb. 17, 2026 | Clune Katherine Patricia | Chief Financial Officer | F | Common Stock | 352 | $0.00 | 11,540.0000 | 17,808,000 | 2.96% | 0.00% |
| Feb. 17, 2026 | Clune Katherine Patricia | Chief Financial Officer | F | Common Stock | 109 | $0.00 | 11,431.0000 | 17,808,000 | 0.94% | 0.00% |
| Feb. 17, 2026 | Abraham Chad R | CEO and Chairman | F | Common Stock | 459 | $0.00 | 92,315.0000 | 17,808,000 | 0.49% | 0.00% |
| Feb. 17, 2026 | Abraham Chad R | CEO and Chairman | F | Common Stock | 689 | $0.00 | 92,774.0000 | 17,808,000 | 0.74% | 0.00% |
| Feb. 11, 2026 | Schoneman Debbra L. | President | S | Common Stock | 81 | $350.03 | 64,319.0000 | 17,808,000 | 0.13% | 0.00% |
| Feb. 11, 2026 | Schoneman Debbra L. | President | M | Common Stock | 5240 | $99.00 | 64,400.0000 | 17,808,000 | 8.86% | 0.03% |
| Feb. 11, 2026 | Schoneman Debbra L. | President | M | Employee Stock Option (right to buy) | 5240 | $0.00 | 9,927.0000 | 17,808,000 | 34.55% | 0.03% |
| Feb. 11, 2026 | Schoneman Debbra L. | President | S | Common Stock | 5159 | $351.01 | 59,160.0000 | 17,808,000 | 8.02% | 0.03% |
| Feb. 4, 2026 | ESSIG STUART | Director | A | Common Stock | 175 | $0.00 | 175.0000 | 17,808,000 | 9999.99% | 0.00% |
| Dec. 31, 2025 | Sterling Brian R | Director | A | Common Stock | 75 | $0.00 | 25,525.0000 | 17,808,000 | 0.29% | 0.00% |
| Dec. 31, 2025 | SORAN PHILIP | Director | A | Common Stock | 75 | $0.00 | 19,330.0000 | 17,808,000 | 0.39% | 0.00% |
| Dec. 31, 2025 | Gallo Ann C | Director | A | Common Stock | 75 | $0.00 | 1,349.0000 | 17,808,000 | 5.89% | 0.00% |
| Dec. 12, 2025 | Mitchell Robbin | Director | A | Common Stock | 7 | $0.00 | 3,391.0000 | 17,808,000 | 0.21% | 0.00% |
| Dec. 12, 2025 | TAYLOR SCOTT C | Director | A | Common Stock | 16 | $0.00 | 16,352.0000 | 17,808,000 | 0.10% | 0.00% |
| Dec. 12, 2025 | SORAN PHILIP | Director | A | Common Stock | 38 | $0.00 | 19,255.0000 | 17,808,000 | 0.20% | 0.00% |
| Dec. 12, 2025 | Sterling Brian R | Director | A | Common Stock | 6 | $0.00 | 25,450.0000 | 17,808,000 | 0.02% | 0.00% |
| Dec. 12, 2025 | Gallo Ann C | Director | A | Common Stock | 3 | $0.00 | 1,274.0000 | 17,808,000 | 0.24% | 0.00% |
| Dec. 12, 2025 | HOLT VICTORIA M | Director | A | Common Stock | 14 | $0.00 | 7,339.0000 | 17,808,000 | 0.19% | 0.00% |
| Nov. 28, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1616 | $336.94 | 89,558.0000 | 17,808,000 | 1.77% | 0.01% |
| Nov. 28, 2025 | Abraham Chad R | CEO and Chairman | M | Employee Stock Option (right to buy) | 3000 | $0.00 | 15,600.0000 | 17,808,000 | 16.13% | 0.02% |
| Nov. 26, 2025 | Abraham Chad R | CEO and Chairman | M | Employee Stock Option (right to buy) | 4400 | $0.00 | 18,600.0000 | 17,808,000 | 19.13% | 0.02% |
| Nov. 28, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1384 | $335.36 | 91,174.0000 | 17,808,000 | 1.50% | 0.01% |
| Nov. 28, 2025 | Abraham Chad R | CEO and Chairman | M | Common Stock | 3000 | $99.00 | 92,558.0000 | 17,808,000 | 3.35% | 0.02% |
| Nov. 26, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1156 | $338.55 | 89,558.0000 | 17,808,000 | 1.27% | 0.01% |
| Nov. 26, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1630 | $337.65 | 90,714.0000 | 17,808,000 | 1.77% | 0.01% |
| Nov. 26, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1614 | $336.87 | 92,344.0000 | 17,808,000 | 1.72% | 0.01% |
| Nov. 26, 2025 | Abraham Chad R | CEO and Chairman | M | Common Stock | 4400 | $99.00 | 93,958.0000 | 17,808,000 | 4.91% | 0.02% |
| Nov. 21, 2025 | Clune Katherine Patricia | Chief Financial Officer | S | Common Stock | 1367 | $324.69 | 10,425.0000 | 17,808,000 | 11.59% | 0.01% |
| Nov. 18, 2025 | SORAN PHILIP | Director | S | Common Stock | 598 | $317.05 | 19,217.0000 | 17,808,000 | 3.02% | 0.00% |
| Nov. 14, 2025 | Clune Katherine Patricia | Chief Financial Officer | F | Common Stock | 1464 | $0.00 | 11,792.0000 | 17,808,000 | 11.04% | 0.01% |
| Nov. 5, 2025 | Schoneman Debbra L. | President | S | Common Stock | 443 | $330.09 | 60,517.0000 | 17,808,000 | 0.73% | 0.00% |
| Nov. 5, 2025 | Schoneman Debbra L. | President | S | Common Stock | 1237 | $331.19 | 59,280.0000 | 17,808,000 | 2.04% | 0.01% |
| Nov. 5, 2025 | Schoneman Debbra L. | President | M | Employee Stock Option (right to buy) | 2500 | $0.00 | 15,167.0000 | 17,808,000 | 14.15% | 0.01% |
| Nov. 5, 2025 | Schoneman Debbra L. | President | S | Common Stock | 120 | $331.98 | 59,160.0000 | 17,808,000 | 0.20% | 0.00% |
| Nov. 5, 2025 | Schoneman Debbra L. | President | M | Common Stock | 2500 | $99.00 | 61,660.0000 | 17,808,000 | 4.23% | 0.01% |
| Nov. 5, 2025 | Schoneman Debbra L. | President | S | Common Stock | 700 | $328.68 | 60,960.0000 | 17,808,000 | 1.14% | 0.00% |
| Sept. 30, 2025 | Sterling Brian R | Director | A | Common Stock | 73 | $0.00 | 25,444.0000 | 17,870,000 | 0.29% | 0.00% |
| Sept. 30, 2025 | Gallo Ann C | Director | A | Common Stock | 73 | $0.00 | 1,271.0000 | 17,870,000 | 6.09% | 0.00% |
| Sept. 30, 2025 | SORAN PHILIP | Director | A | Common Stock | 73 | $0.00 | 19,815.0000 | 17,870,000 | 0.37% | 0.00% |
| Sept. 12, 2025 | Mitchell Robbin | Director | A | Common Stock | 7 | $0.00 | 3,384.0000 | 17,870,000 | 0.21% | 0.00% |
| Sept. 12, 2025 | SORAN PHILIP | Director | A | Common Stock | 39 | $0.00 | 19,742.0000 | 17,870,000 | 0.20% | 0.00% |
| Sept. 12, 2025 | Sterling Brian R | Director | A | Common Stock | 6 | $0.00 | 25,371.0000 | 17,870,000 | 0.02% | 0.00% |
| Sept. 12, 2025 | TAYLOR SCOTT C | Director | A | Common Stock | 17 | $0.00 | 16,336.0000 | 17,870,000 | 0.10% | 0.00% |
| Sept. 12, 2025 | HOLT VICTORIA M | Director | A | Common Stock | 14 | $0.00 | 7,325.0000 | 17,870,000 | 0.19% | 0.00% |
| Sept. 12, 2025 | Gallo Ann C | Director | A | Common Stock | 3 | $0.00 | 1,198.0000 | 17,870,000 | 0.25% | 0.00% |
| Aug. 11, 2025 | Geelan John W | General Counsel | S | Common Stock | 366 | $321.46 | 14,279.0000 | 17,870,000 | 2.50% | 0.00% |
| Aug. 11, 2025 | Geelan John W | General Counsel | S | Common Stock | 1634 | $322.96 | 12,645.0000 | 17,870,000 | 11.44% | 0.01% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 990 | $319.98 | 93,558.0000 | 17,870,000 | 1.05% | 0.01% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1191 | $318.37 | 94,548.0000 | 17,870,000 | 1.24% | 0.01% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 2251 | $317.17 | 95,739.0000 | 17,870,000 | 2.30% | 0.01% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1383 | $316.23 | 97,990.0000 | 17,870,000 | 1.39% | 0.01% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 185 | $315.09 | 99,373.0000 | 17,870,000 | 0.19% | 0.00% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | M | Common Stock | 10000 | $99.00 | 99,558.0000 | 17,870,000 | 11.17% | 0.06% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1998 | $322.47 | 89,558.0000 | 17,870,000 | 2.18% | 0.01% |
| Aug. 6, 2025 | Abraham Chad R | CEO and Chairman | M | Common Stock | 8000 | $99.00 | 97,558.0000 | 17,870,000 | 8.93% | 0.04% |
| Aug. 6, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 344 | $321.95 | 97,214.0000 | 17,870,000 | 0.35% | 0.00% |
| Aug. 6, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 4045 | $323.10 | 93,169.0000 | 17,870,000 | 4.16% | 0.02% |
| Aug. 6, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1929 | $324.27 | 91,240.0000 | 17,870,000 | 2.07% | 0.01% |
| Aug. 6, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1650 | $324.88 | 89,590.0000 | 17,870,000 | 1.81% | 0.01% |
| Aug. 6, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 32 | $326.23 | 89,558.0000 | 17,870,000 | 0.04% | 0.00% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | M | Employee Stock Option (right to buy) | 10000 | $0.00 | 31,000.0000 | 17,870,000 | 24.39% | 0.06% |
| Aug. 6, 2025 | Abraham Chad R | CEO and Chairman | M | Employee Stock Option (right to buy) | 8000 | $0.00 | 23,000.0000 | 17,870,000 | 25.81% | 0.04% |
| Aug. 5, 2025 | TAYLOR SCOTT C | Director | S | Common Stock | 2600 | $319.86 | 16,319.0000 | 17,870,000 | 13.74% | 0.01% |
| Aug. 5, 2025 | Abraham Chad R | CEO and Chairman | S | Common Stock | 2002 | $321.42 | 91,556.0000 | 17,870,000 | 2.14% | 0.01% |
| Aug. 4, 2025 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1302 | $316.20 | 134,619.0000 | 17,870,000 | 0.96% | 0.01% |
| Aug. 4, 2025 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 579 | $317.56 | 134,040.0000 | 17,870,000 | 0.43% | 0.00% |
| Aug. 4, 2025 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1130 | $318.19 | 132,910.0000 | 17,870,000 | 0.84% | 0.01% |
| Aug. 4, 2025 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 525 | $314.73 | 135,921.0000 | 17,870,000 | 0.38% | 0.00% |
| June 30, 2025 | SORAN PHILIP | Director | A | Common Stock | 90 | $0.00 | 19,703.0000 | 17,870,000 | 0.46% | 0.00% |
| June 30, 2025 | Gallo Ann C | Director | A | Common Stock | 90 | $0.00 | 1,195.0000 | 17,870,000 | 8.14% | 0.00% |
| June 30, 2025 | Sterling Brian R | Director | A | Common Stock | 90 | $0.00 | 25,365.0000 | 17,870,000 | 0.36% | 0.00% |
| June 13, 2025 | SORAN PHILIP | Director | A | Common Stock | 49 | $0.00 | 19,613.0000 | 17,870,000 | 0.25% | 0.00% |
| June 13, 2025 | Sterling Brian R | Director | A | Common Stock | 7 | $0.00 | 25,275.0000 | 17,870,000 | 0.03% | 0.00% |
| June 13, 2025 | Gallo Ann C | Director | A | Common Stock | 3 | $0.00 | 1,105.0000 | 17,870,000 | 0.27% | 0.00% |
| June 13, 2025 | HOLT VICTORIA M | Director | A | Common Stock | 18 | $0.00 | 7,311.0000 | 17,870,000 | 0.25% | 0.00% |
| June 13, 2025 | Mitchell Robbin | Director | A | Common Stock | 9 | $0.00 | 3,377.0000 | 17,870,000 | 0.27% | 0.00% |
| June 13, 2025 | SMITH SHERRY M | Director | A | Common Stock | 25 | $0.00 | 10,831.0000 | 17,870,000 | 0.23% | 0.00% |
| June 13, 2025 | TAYLOR SCOTT C | Director | A | Common Stock | 21 | $0.00 | 18,919.0000 | 17,870,000 | 0.11% | 0.00% |
| June 13, 2025 | FITZGERALD WILLIAM R | Director | A | Common Stock | 62 | $0.00 | 25,517.0000 | 17,870,000 | 0.24% | 0.00% |
| May 22, 2025 | SMITH SHERRY M | Director | A | Common Stock | 598 | $0.00 | 10,806.0000 | 17,870,000 | 5.86% | 0.00% |
| May 22, 2025 | Gallo Ann C | Director | A | Common Stock | 598 | $0.00 | 1,102.0000 | 17,870,000 | 118.65% | 0.00% |
| May 22, 2025 | HOLT VICTORIA M | Director | A | Common Stock | 598 | $0.00 | 7,293.0000 | 17,870,000 | 8.93% | 0.00% |
| May 22, 2025 | Mitchell Robbin | Director | A | Common Stock | 598 | $0.00 | 3,368.0000 | 17,870,000 | 21.59% | 0.00% |
| May 22, 2025 | SCHREIER THOMAS S JR | Director | A | Common Stock | 598 | $0.00 | 7,651.0000 | 17,870,000 | 8.48% | 0.00% |
| May 22, 2025 | Sterling Brian R | Director | A | Common Stock | 598 | $0.00 | 25,268.0000 | 17,870,000 | 2.42% | 0.00% |
| May 22, 2025 | TAYLOR SCOTT C | Director | A | Common Stock | 598 | $0.00 | 18,898.0000 | 17,870,000 | 3.27% | 0.00% |
| May 22, 2025 | SORAN PHILIP | Director | A | Common Stock | 598 | $0.00 | 19,564.0000 | 17,870,000 | 3.15% | 0.00% |
| May 16, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | P | Common Stock | 2000 | $267.32 | 111,265.0000 | 17,870,000 | 1.83% | 0.01% |
| May 16, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | A | Common Stock | 2000 | $267.32 | 111,265.0000 | 17,870,000 | 1.83% | 0.01% |
| March 31, 2025 | SORAN PHILIP | Director | A | Common Stock | 100 | $0.00 | 18,966.0000 | 17,870,000 | 0.53% | 0.00% |
| March 31, 2025 | Gallo Ann C | Director | A | Common Stock | 100 | $0.00 | 504.0000 | 17,870,000 | 24.75% | 0.00% |
| March 31, 2025 | Sterling Brian R | Director | A | Common Stock | 100 | $0.00 | 24,670.0000 | 17,870,000 | 0.41% | 0.00% |
| March 14, 2025 | SORAN PHILIP | Director | A | Common Stock | 268 | $0.00 | 18,866.0000 | 17,870,000 | 1.44% | 0.00% |
| March 14, 2025 | SMITH SHERRY M | Director | A | Common Stock | 129 | $0.00 | 10,208.0000 | 17,870,000 | 1.28% | 0.00% |
| March 14, 2025 | HOLT VICTORIA M | Director | A | Common Stock | 89 | $0.00 | 6,695.0000 | 17,870,000 | 1.35% | 0.00% |
| March 14, 2025 | Mitchell Robbin | Director | A | Common Stock | 40 | $0.00 | 2,770.0000 | 17,870,000 | 1.47% | 0.00% |
| March 14, 2025 | Gallo Ann C | Director | A | Common Stock | 6 | $0.00 | 404.0000 | 17,870,000 | 1.51% | 0.00% |
| March 14, 2025 | FITZGERALD WILLIAM R | Director | A | Common Stock | 337 | $0.00 | 25,455.0000 | 17,870,000 | 1.34% | 0.00% |
| March 14, 2025 | TAYLOR SCOTT C | Director | A | Common Stock | 113 | $0.00 | 18,300.0000 | 17,870,000 | 0.62% | 0.00% |
| March 14, 2025 | Sterling Brian R | Director | A | Common Stock | 37 | $0.00 | 24,570.0000 | 17,870,000 | 0.15% | 0.00% |
| Feb. 27, 2025 | Schoneman Debbra L. | President | F | Common Stock | 3063 | $0.00 | 59,160.0000 | 17,870,000 | 4.92% | 0.02% |
| Feb. 27, 2025 | Abraham Chad R | CEO and Chairman | A | Common Stock | 27256 | $0.00 | 101,987.0000 | 17,870,000 | 36.47% | 0.15% |
| Feb. 27, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 3018 | $0.00 | 109,265.0000 | 17,870,000 | 2.69% | 0.02% |
| Feb. 27, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | A | Common Stock | 7669 | $0.00 | 112,283.0000 | 17,870,000 | 7.33% | 0.04% |
| Feb. 27, 2025 | Schoneman Debbra L. | President | A | Common Stock | 6716 | $0.00 | 62,223.0000 | 17,870,000 | 12.10% | 0.04% |
| Feb. 27, 2025 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 2830 | $0.00 | 136,446.0000 | 17,870,000 | 2.03% | 0.02% |
| Feb. 27, 2025 | Doyle Jonathan J | Hd of Financial Services Group | A | Common Stock | 6884 | $0.00 | 139,276.0000 | 17,870,000 | 5.20% | 0.04% |
| Feb. 27, 2025 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 3343 | $0.00 | 19,487.0000 | 17,870,000 | 14.64% | 0.02% |
| Feb. 27, 2025 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | A | Common Stock | 7329 | $0.00 | 22,830.0000 | 17,870,000 | 47.28% | 0.04% |
| Feb. 27, 2025 | Geelan John W | General Counsel | F | Common Stock | 738 | $0.00 | 14,645.0000 | 17,870,000 | 4.80% | 0.00% |
| Feb. 27, 2025 | Geelan John W | General Counsel | A | Common Stock | 1617 | $0.00 | 15,383.0000 | 17,870,000 | 11.75% | 0.01% |
| Feb. 27, 2025 | Abraham Chad R | CEO and Chairman | F | Common Stock | 12429 | $0.00 | 89,558.0000 | 17,870,000 | 12.19% | 0.07% |
| Feb. 16, 2025 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 385 | $0.00 | 132,392.0000 | 17,870,000 | 0.29% | 0.00% |
| Feb. 14, 2025 | SMITH SHERRY M | Director | G | Common Stock | 400 | $0.00 | 10,079.0000 | 17,870,000 | 3.82% | 0.00% |
| Feb. 14, 2025 | SMITH SHERRY M | Director | S | Common Stock | 2237 | $305.19 | 10,479.0000 | 17,870,000 | 17.59% | 0.01% |
| Feb. 14, 2025 | SMITH SHERRY M | Director | S | Common Stock | 246 | $305.07 | 12,716.0000 | 17,870,000 | 1.90% | 0.00% |
| Feb. 16, 2025 | Abraham Chad R | CEO and Chairman | F | Common Stock | 689 | $0.00 | 74,731.0000 | 17,870,000 | 0.91% | 0.00% |
| Feb. 16, 2025 | Abraham Chad R | CEO and Chairman | F | Common Stock | 1080 | $0.00 | 75,420.0000 | 17,870,000 | 1.41% | 0.01% |
| Feb. 16, 2025 | Abraham Chad R | CEO and Chairman | F | Common Stock | 2036 | $0.00 | 76,500.0000 | 17,870,000 | 2.59% | 0.01% |
| Feb. 15, 2025 | Abraham Chad R | CEO and Chairman | A | Common Stock | 4022 | $0.00 | 78,536.0000 | 17,870,000 | 5.40% | 0.02% |
| Feb. 16, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 165 | $0.00 | 104,614.0000 | 17,870,000 | 0.16% | 0.00% |
| Feb. 16, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 211 | $0.00 | 104,779.0000 | 17,870,000 | 0.20% | 0.00% |
| Feb. 16, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 473 | $0.00 | 104,990.0000 | 17,870,000 | 0.45% | 0.00% |
| Feb. 15, 2025 | Baker James P | Global Co-Head IB and Cap Mkts | A | Common Stock | 1858 | $0.00 | 105,463.0000 | 17,870,000 | 1.79% | 0.01% |
| Feb. 16, 2025 | Clune Katherine Patricia | Chief Financial Officer | F | Common Stock | 356 | $0.00 | 13,256.0000 | 17,870,000 | 2.62% | 0.00% |
| Feb. 15, 2025 | Clune Katherine Patricia | Chief Financial Officer | A | Common Stock | 1224 | $0.00 | 13,612.0000 | 17,870,000 | 9.88% | 0.01% |
| Feb. 16, 2025 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 207 | $0.00 | 15,501.0000 | 17,870,000 | 1.32% | 0.00% |
| Feb. 16, 2025 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 385 | $0.00 | 15,708.0000 | 17,870,000 | 2.39% | 0.00% |
| Feb. 16, 2025 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 548 | $0.00 | 16,093.0000 | 17,870,000 | 3.29% | 0.00% |
| Feb. 15, 2025 | Schoneman Debbra L. | President | A | Common Stock | 1313 | $0.00 | 56,536.0000 | 17,870,000 | 2.38% | 0.01% |
| Feb. 16, 2025 | Schoneman Debbra L. | President | F | Common Stock | 502 | $0.00 | 56,034.0000 | 17,870,000 | 0.89% | 0.00% |
| Feb. 16, 2025 | Schoneman Debbra L. | President | F | Common Stock | 331 | $0.00 | 55,703.0000 | 17,870,000 | 0.59% | 0.00% |
| Feb. 16, 2025 | Schoneman Debbra L. | President | F | Common Stock | 196 | $0.00 | 55,507.0000 | 17,870,000 | 0.35% | 0.00% |
| Feb. 15, 2025 | Geelan John W | General Counsel | A | Common Stock | 433 | $0.00 | 13,998.0000 | 17,870,000 | 3.19% | 0.00% |
| Feb. 16, 2025 | Geelan John W | General Counsel | F | Common Stock | 117 | $0.00 | 13,881.0000 | 17,870,000 | 0.84% | 0.00% |
| Feb. 16, 2025 | Geelan John W | General Counsel | F | Common Stock | 65 | $0.00 | 13,816.0000 | 17,870,000 | 0.47% | 0.00% |
| Feb. 16, 2025 | Geelan John W | General Counsel | F | Common Stock | 50 | $0.00 | 13,766.0000 | 17,870,000 | 0.36% | 0.00% |
| Feb. 15, 2025 | Doyle Jonathan J | Hd of Financial Services Group | A | Common Stock | 2332 | $0.00 | 134,864.0000 | 17,870,000 | 1.76% | 0.01% |
| Feb. 16, 2025 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 1391 | $0.00 | 133,473.0000 | 17,870,000 | 1.03% | 0.01% |
| Feb. 16, 2025 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 696 | $0.00 | 132,777.0000 | 17,870,000 | 0.52% | 0.00% |
| Feb. 15, 2025 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | A | Common Stock | 1858 | $0.00 | 16,641.0000 | 17,870,000 | 12.57% | 0.01% |
| Feb. 13, 2025 | Schoneman Debbra L. | President | M | Common Stock | 15000 | $99.00 | 70,223.0000 | 17,870,000 | 27.16% | 0.08% |
| Feb. 13, 2025 | Schoneman Debbra L. | President | S | Common Stock | 3845 | $297.95 | 66,378.0000 | 17,870,000 | 5.48% | 0.02% |
| Feb. 13, 2025 | Schoneman Debbra L. | President | S | Common Stock | 1465 | $299.02 | 64,913.0000 | 17,870,000 | 2.21% | 0.01% |
| Feb. 13, 2025 | Schoneman Debbra L. | President | S | Common Stock | 9384 | $300.10 | 55,529.0000 | 17,870,000 | 14.46% | 0.05% |
| Feb. 13, 2025 | Schoneman Debbra L. | President | S | Common Stock | 306 | $300.45 | 55,223.0000 | 17,870,000 | 0.55% | 0.00% |
| Feb. 13, 2025 | Schoneman Debbra L. | President | M | Employee Stock Option (right to buy) | 15000 | $0.00 | 17,667.0000 | 17,870,000 | 45.92% | 0.08% |
| Jan. 17, 2025 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 16563 | $0.00 | 132,532.0000 | 17,870,000 | 11.11% | 0.09% |
| Dec. 31, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 93 | $0.00 | 18,187.0000 | 17,769,000 | 0.51% | 0.00% |
| Dec. 31, 2024 | Sterling Brian R | Director | A | Common Stock | 85 | $0.00 | 24,533.0000 | 17,769,000 | 0.35% | 0.00% |
| Dec. 31, 2024 | SORAN PHILIP | Director | A | Common Stock | 85 | $0.00 | 18,598.0000 | 17,769,000 | 0.46% | 0.00% |
| Dec. 31, 2024 | Gallo Ann C | Director | A | Common Stock | 85 | $0.00 | 398.0000 | 17,769,000 | 27.16% | 0.00% |
| Dec. 23, 2024 | Doyle Jonathan J | Hd of Financial Services Group | G | Common Stock | 1000 | $0.00 | 149,095.0000 | 17,769,000 | 0.67% | 0.01% |
| Dec. 13, 2024 | SORAN PHILIP | Director | A | Common Stock | 38 | $0.00 | 18,513.0000 | 17,769,000 | 0.21% | 0.00% |
| Dec. 13, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 16 | $0.00 | 18,094.0000 | 17,769,000 | 0.09% | 0.00% |
| Dec. 13, 2024 | Sterling Brian R | Director | A | Common Stock | 5 | $0.00 | 24,448.0000 | 17,769,000 | 0.02% | 0.00% |
| Dec. 13, 2024 | SMITH SHERRY M | Director | A | Common Stock | 19 | $0.00 | 12,962.0000 | 17,769,000 | 0.15% | 0.00% |
| Dec. 13, 2024 | Mitchell Robbin | Director | A | Common Stock | 6 | $0.00 | 2,730.0000 | 17,769,000 | 0.22% | 0.00% |
| Dec. 13, 2024 | HOLT VICTORIA M | Director | A | Common Stock | 13 | $0.00 | 6,606.0000 | 17,769,000 | 0.20% | 0.00% |
| Dec. 13, 2024 | Gallo Ann C | Director | A | Common Stock | 1 | $0.00 | 313.0000 | 17,769,000 | 0.32% | 0.00% |
| Dec. 13, 2024 | FITZGERALD WILLIAM R | Director | A | Common Stock | 48 | $0.00 | 25,118.0000 | 17,769,000 | 0.19% | 0.00% |
| Nov. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 3900 | $335.24 | 152,194.0000 | 17,769,000 | 2.50% | 0.02% |
| Nov. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 2996 | $334.22 | 156,094.0000 | 17,769,000 | 1.88% | 0.02% |
| Nov. 7, 2024 | Geelan John W | General Counsel | S | Common Stock | 960 | $341.82 | 13,565.0000 | 17,769,000 | 6.61% | 0.01% |
| Nov. 7, 2024 | Geelan John W | General Counsel | S | Common Stock | 540 | $340.46 | 14,525.0000 | 17,769,000 | 3.58% | 0.00% |
| Nov. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 418 | $338.06 | 150,095.0000 | 17,769,000 | 0.28% | 0.00% |
| Nov. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1163 | $337.21 | 150,513.0000 | 17,769,000 | 0.77% | 0.01% |
| Nov. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 518 | $336.37 | 151,676.0000 | 17,769,000 | 0.34% | 0.00% |
| Nov. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1005 | $333.14 | 159,090.0000 | 17,769,000 | 0.63% | 0.01% |
| Sept. 30, 2024 | Gallo Ann C | Director | A | Common Stock | 8 | $0.00 | 312.0000 | 17,633,000 | 2.63% | 0.00% |
| Sept. 30, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 98 | $0.00 | 18,078.0000 | 17,633,000 | 0.55% | 0.00% |
| Sept. 30, 2024 | Sterling Brian R | Director | A | Common Stock | 89 | $0.00 | 24,443.0000 | 17,633,000 | 0.37% | 0.00% |
| Sept. 30, 2024 | SORAN PHILIP | Director | A | Common Stock | 89 | $0.00 | 18,475.0000 | 17,633,000 | 0.48% | 0.00% |
| Sept. 23, 2024 | Gallo Ann C | Director | A | Common Stock | 304 | $287.51 | 304.0000 | 17,633,000 | 9999.99% | 0.00% |
| Sept. 13, 2024 | SMITH SHERRY M | Director | A | Common Stock | 22 | $0.00 | 12,943.0000 | 17,633,000 | 0.17% | 0.00% |
| Sept. 13, 2024 | Sterling Brian R | Director | A | Common Stock | 6 | $0.00 | 24,354.0000 | 17,633,000 | 0.02% | 0.00% |
| Sept. 13, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 19 | $0.00 | 17,980.0000 | 17,633,000 | 0.11% | 0.00% |
| Sept. 13, 2024 | SORAN PHILIP | Director | A | Common Stock | 45 | $0.00 | 18,386.0000 | 17,633,000 | 0.25% | 0.00% |
| Sept. 13, 2024 | FITZGERALD WILLIAM R | Director | A | Common Stock | 57 | $0.00 | 25,070.0000 | 17,633,000 | 0.23% | 0.00% |
| Sept. 13, 2024 | HOLT VICTORIA M | Director | A | Common Stock | 15 | $0.00 | 6,593.0000 | 17,633,000 | 0.23% | 0.00% |
| Sept. 13, 2024 | Mitchell Robbin | Director | A | Common Stock | 7 | $0.00 | 2,724.0000 | 17,633,000 | 0.26% | 0.00% |
| Aug. 21, 2024 | SORAN PHILIP | Director | S | Common Stock | 1792 | $263.92 | 18,341.0000 | 17,633,000 | 8.90% | 0.01% |
| Aug. 15, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 2585 | $265.39 | 79,929.0000 | 17,633,000 | 3.13% | 0.01% |
| Aug. 15, 2024 | Abraham Chad R | CEO and Chairman | M | Common Stock | 8000 | $99.00 | 82,514.0000 | 17,633,000 | 10.74% | 0.05% |
| Aug. 15, 2024 | Abraham Chad R | CEO and Chairman | M | Employee Stock Option (right to buy) | 8000 | $0.00 | 41,000.0000 | 17,633,000 | 16.33% | 0.05% |
| Aug. 15, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 808 | $267.06 | 74,514.0000 | 17,633,000 | 1.07% | 0.00% |
| Aug. 15, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 4607 | $266.20 | 75,322.0000 | 17,633,000 | 5.76% | 0.03% |
| Aug. 12, 2024 | SORAN PHILIP | Director | G | Common Stock | 1409 | $0.00 | 22,716.0000 | 17,633,000 | 5.84% | 0.01% |
| Aug. 13, 2024 | SORAN PHILIP | Director | S | Common Stock | 2583 | $254.90 | 20,133.0000 | 17,633,000 | 11.37% | 0.01% |
| Aug. 9, 2024 | Geelan John W | General Counsel | S | Common Stock | 1789 | $256.73 | 15,065.0000 | 17,633,000 | 10.61% | 0.01% |
| Aug. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1100 | $238.65 | 160,095.0000 | 17,633,000 | 0.68% | 0.01% |
| Aug. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 3496 | $237.58 | 161,195.0000 | 17,633,000 | 2.12% | 0.02% |
| Aug. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 4499 | $236.58 | 164,691.0000 | 17,633,000 | 2.66% | 0.03% |
| Aug. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 2200 | $235.59 | 169,190.0000 | 17,633,000 | 1.28% | 0.01% |
| Aug. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1400 | $234.48 | 171,390.0000 | 17,633,000 | 0.81% | 0.01% |
| July 1, 2024 | Sterling Brian R | Director | A | Common Stock | 108 | $0.00 | 24,348.0000 | 17,633,000 | 0.45% | 0.00% |
| July 1, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 119 | $0.00 | 17,961.0000 | 17,633,000 | 0.67% | 0.00% |
| July 1, 2024 | SORAN PHILIP | Director | A | Common Stock | 126 | $0.00 | 24,125.0000 | 17,633,000 | 0.53% | 0.00% |
| June 7, 2024 | Mitchell Robbin | Director | A | Common Stock | 8 | $0.00 | 2,717.0000 | 17,504,000 | 0.30% | 0.00% |
| June 7, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 22 | $0.00 | 17,842.0000 | 17,504,000 | 0.12% | 0.00% |
| June 7, 2024 | Sterling Brian R | Director | A | Common Stock | 7 | $0.00 | 24,240.0000 | 17,504,000 | 0.03% | 0.00% |
| June 7, 2024 | SORAN PHILIP | Director | A | Common Stock | 53 | $0.00 | 23,999.0000 | 17,504,000 | 0.22% | 0.00% |
| June 7, 2024 | SMITH SHERRY M | Director | A | Common Stock | 26 | $0.00 | 12,921.0000 | 17,504,000 | 0.20% | 0.00% |
| June 7, 2024 | HOLT VICTORIA M | Director | A | Common Stock | 18 | $0.00 | 6,578.0000 | 17,504,000 | 0.27% | 0.00% |
| June 7, 2024 | FITZGERALD WILLIAM R | Director | A | Common Stock | 68 | $0.00 | 25,013.0000 | 17,504,000 | 0.27% | 0.00% |
| May 23, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 477 | $209.72 | 17,820.0000 | 17,504,000 | 2.75% | 0.00% |
| May 23, 2024 | Sterling Brian R | Director | A | Common Stock | 477 | $209.72 | 24,233.0000 | 17,504,000 | 2.01% | 0.00% |
| May 23, 2024 | SORAN PHILIP | Director | A | Common Stock | 477 | $209.72 | 23,946.0000 | 17,504,000 | 2.03% | 0.00% |
| May 23, 2024 | SMITH SHERRY M | Director | A | Common Stock | 477 | $209.72 | 12,895.0000 | 17,504,000 | 3.84% | 0.00% |
| May 23, 2024 | FITZGERALD WILLIAM R | Director | A | Common Stock | 477 | $209.72 | 24,945.0000 | 17,504,000 | 1.95% | 0.00% |
| May 23, 2024 | HOLT VICTORIA M | Director | A | Common Stock | 477 | $209.72 | 6,560.0000 | 17,504,000 | 7.84% | 0.00% |
| May 23, 2024 | Mitchell Robbin | Director | A | Common Stock | 477 | $209.72 | 2,709.0000 | 17,504,000 | 21.37% | 0.00% |
| May 23, 2024 | SCHREIER THOMAS S JR | Director | A | Common Stock | 477 | $209.72 | 7,053.0000 | 17,504,000 | 7.25% | 0.00% |
| May 17, 2024 | Schoneman Debbra L. | President | S | Common Stock | 1973 | $211.92 | 57,703.0000 | 17,504,000 | 3.31% | 0.01% |
| May 17, 2024 | Schoneman Debbra L. | President | S | Common Stock | 547 | $211.25 | 59,676.0000 | 17,504,000 | 0.91% | 0.00% |
| May 20, 2024 | Schoneman Debbra L. | President | S | Common Stock | 242 | $214.40 | 55,223.0000 | 17,504,000 | 0.44% | 0.00% |
| May 20, 2024 | Schoneman Debbra L. | President | S | Common Stock | 421 | $213.39 | 55,465.0000 | 17,504,000 | 0.75% | 0.00% |
| May 20, 2024 | Schoneman Debbra L. | President | S | Common Stock | 359 | $212.38 | 55,886.0000 | 17,504,000 | 0.64% | 0.00% |
| May 17, 2024 | Schoneman Debbra L. | President | S | Common Stock | 320 | $213.74 | 56,245.0000 | 17,504,000 | 0.57% | 0.00% |
| May 17, 2024 | Schoneman Debbra L. | President | S | Common Stock | 1138 | $213.01 | 56,565.0000 | 17,504,000 | 1.97% | 0.01% |
| May 6, 2024 | Geelan John W | General Counsel | S | Common Stock | 1570 | $211.14 | 16,854.0000 | 17,504,000 | 8.52% | 0.01% |
| April 1, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 140 | $0.00 | 17,343.0000 | 17,504,000 | 0.81% | 0.00% |
| April 1, 2024 | SORAN PHILIP | Director | A | Common Stock | 165 | $0.00 | 23,469.0000 | 17,504,000 | 0.71% | 0.00% |
| April 1, 2024 | Sterling Brian R | Director | A | Common Stock | 127 | $0.00 | 23,756.0000 | 17,504,000 | 0.54% | 0.00% |
| March 15, 2024 | FITZGERALD WILLIAM R | Director | A | Common Stock | 190 | $0.00 | 24,468.0000 | 17,367,000 | 0.78% | 0.00% |
| March 15, 2024 | HOLT VICTORIA M | Director | A | Common Stock | 51 | $0.00 | 6,083.0000 | 17,367,000 | 0.85% | 0.00% |
| March 15, 2024 | Mitchell Robbin | Director | A | Common Stock | 19 | $0.00 | 2,232.0000 | 17,367,000 | 0.86% | 0.00% |
| March 15, 2024 | Sterling Brian R | Director | A | Common Stock | 18 | $0.00 | 23,629.0000 | 17,367,000 | 0.08% | 0.00% |
| March 15, 2024 | TAYLOR SCOTT C | Director | A | Common Stock | 61 | $0.00 | 17,203.0000 | 17,367,000 | 0.36% | 0.00% |
| March 15, 2024 | SORAN PHILIP | Director | A | Common Stock | 146 | $0.00 | 23,304.0000 | 17,367,000 | 0.63% | 0.00% |
| March 15, 2024 | SMITH SHERRY M | Director | A | Common Stock | 70 | $0.00 | 12,418.0000 | 17,367,000 | 0.57% | 0.00% |
| Feb. 29, 2024 | Schoneman Debbra L. | President | S | Common Stock | 205 | $190.05 | 65,018.0000 | 17,367,000 | 0.31% | 0.00% |
| March 1, 2024 | Abraham Chad R | CEO and Chairman | G | Common Stock | 1000 | $0.00 | 74,514.0000 | 17,367,000 | 1.32% | 0.01% |
| March 4, 2024 | Schoneman Debbra L. | President | S | Common Stock | 1393 | $191.68 | 60,223.0000 | 17,367,000 | 2.26% | 0.01% |
| March 4, 2024 | Schoneman Debbra L. | President | S | Common Stock | 3402 | $190.32 | 61,616.0000 | 17,367,000 | 5.23% | 0.02% |
| Feb. 26, 2024 | Schoneman Debbra L. | President | S | Common Stock | 680 | $183.88 | 62,476.0000 | 17,367,000 | 1.08% | 0.00% |
| Feb. 26, 2024 | Schoneman Debbra L. | President | S | Common Stock | 2222 | $184.75 | 60,254.0000 | 17,367,000 | 3.56% | 0.01% |
| Feb. 26, 2024 | Schoneman Debbra L. | President | S | Common Stock | 453 | $185.88 | 59,801.0000 | 17,367,000 | 0.75% | 0.00% |
| Feb. 26, 2024 | Schoneman Debbra L. | President | S | Common Stock | 200 | $186.67 | 59,601.0000 | 17,367,000 | 0.33% | 0.00% |
| Feb. 26, 2024 | Schoneman Debbra L. | President | A | Common Stock | 11246 | $0.00 | 70,847.0000 | 17,367,000 | 18.87% | 0.06% |
| Feb. 26, 2024 | Schoneman Debbra L. | President | F | Common Stock | 5129 | $0.00 | 65,718.0000 | 17,367,000 | 7.24% | 0.03% |
| Feb. 27, 2024 | Schoneman Debbra L. | President | S | Common Stock | 443 | $184.15 | 65,275.0000 | 17,367,000 | 0.67% | 0.00% |
| Feb. 27, 2024 | Schoneman Debbra L. | President | S | Common Stock | 52 | $184.93 | 65,223.0000 | 17,367,000 | 0.08% | 0.00% |
| Feb. 26, 2024 | Geelan John W | General Counsel | A | Common Stock | 2247 | $0.00 | 19,878.0000 | 17,367,000 | 12.74% | 0.01% |
| Feb. 26, 2024 | Geelan John W | General Counsel | F | Common Stock | 914 | $0.00 | 18,964.0000 | 17,367,000 | 4.60% | 0.01% |
| Feb. 28, 2024 | Geelan John W | General Counsel | G | Common Stock | 540 | $0.00 | 18,424.0000 | 17,367,000 | 2.85% | 0.00% |
| Feb. 26, 2024 | Doyle Jonathan J | Hd of Financial Services Group | A | Common Stock | 12561 | $0.00 | 177,954.0000 | 17,367,000 | 7.59% | 0.07% |
| Feb. 26, 2024 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 5164 | $0.00 | 172,790.0000 | 17,367,000 | 2.90% | 0.03% |
| Feb. 26, 2024 | Baker James P | Global Co-Head IB and Cap Mkts | A | Common Stock | 9428 | $0.00 | 107,315.0000 | 17,367,000 | 9.63% | 0.05% |
| Feb. 26, 2024 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 3710 | $0.00 | 103,605.0000 | 17,367,000 | 3.46% | 0.02% |
| Feb. 26, 2024 | Abraham Chad R | CEO and Chairman | A | Common Stock | 28620 | $0.00 | 88,565.0000 | 17,367,000 | 47.74% | 0.16% |
| Feb. 26, 2024 | Abraham Chad R | CEO and Chairman | F | Common Stock | 13051 | $0.00 | 75,514.0000 | 17,367,000 | 14.74% | 0.08% |
| Feb. 16, 2024 | Schoneman Debbra L. | President | F | Common Stock | 306 | $0.00 | 63,715.0000 | 17,367,000 | 0.48% | 0.00% |
| Feb. 16, 2024 | Abraham Chad R | CEO and Chairman | F | Common Stock | 1080 | $0.00 | 59,945.0000 | 17,367,000 | 1.77% | 0.01% |
| Feb. 16, 2024 | Abraham Chad R | CEO and Chairman | F | Common Stock | 2036 | $0.00 | 61,025.0000 | 17,367,000 | 3.23% | 0.01% |
| Feb. 16, 2024 | Abraham Chad R | CEO and Chairman | F | Common Stock | 1586 | $0.00 | 63,061.0000 | 17,367,000 | 2.45% | 0.01% |
| Feb. 15, 2024 | Abraham Chad R | CEO and Chairman | A | Common Stock | 4531 | $0.00 | 64,647.0000 | 17,367,000 | 7.54% | 0.03% |
| Feb. 16, 2024 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 213 | $0.00 | 97,887.0000 | 17,367,000 | 0.22% | 0.00% |
| Feb. 16, 2024 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 306 | $0.00 | 98,100.0000 | 17,367,000 | 0.31% | 0.00% |
| Feb. 16, 2024 | Baker James P | Global Co-Head IB and Cap Mkts | F | Common Stock | 219 | $0.00 | 98,406.0000 | 17,367,000 | 0.22% | 0.00% |
| Feb. 15, 2024 | Baker James P | Global Co-Head IB and Cap Mkts | A | Common Stock | 2024 | $0.00 | 98,625.0000 | 17,367,000 | 2.10% | 0.01% |
| Feb. 15, 2024 | Clune Katherine Patricia | Chief Financial Officer | A | Common Stock | 2955 | $0.00 | 13,053.0000 | 17,367,000 | 29.26% | 0.02% |
| Feb. 16, 2024 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 460 | $0.00 | 14,783.0000 | 17,367,000 | 3.02% | 0.00% |
| Feb. 16, 2024 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 368 | $0.00 | 15,243.0000 | 17,367,000 | 2.36% | 0.00% |
| Feb. 16, 2024 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | F | Common Stock | 366 | $0.00 | 15,611.0000 | 17,367,000 | 2.29% | 0.00% |
| Feb. 15, 2024 | Dillahunt Michael R | Global Co-Head IB and Cap Mkts | A | Common Stock | 2024 | $0.00 | 15,977.0000 | 17,367,000 | 14.51% | 0.01% |
| Feb. 16, 2024 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 696 | $0.00 | 165,393.0000 | 17,367,000 | 0.42% | 0.00% |
| Feb. 16, 2024 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 1390 | $0.00 | 166,089.0000 | 17,367,000 | 0.83% | 0.01% |
| Feb. 16, 2024 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 1542 | $0.00 | 167,479.0000 | 17,367,000 | 0.91% | 0.01% |
| Feb. 15, 2024 | Doyle Jonathan J | Hd of Financial Services Group | A | Common Stock | 2807 | $0.00 | 169,021.0000 | 17,367,000 | 1.69% | 0.02% |
| Feb. 16, 2024 | Geelan John W | General Counsel | F | Common Stock | 65 | $0.00 | 17,631.0000 | 17,367,000 | 0.37% | 0.00% |
| Feb. 16, 2024 | Geelan John W | General Counsel | F | Common Stock | 117 | $0.00 | 17,696.0000 | 17,367,000 | 0.66% | 0.00% |
| Feb. 16, 2024 | Geelan John W | General Counsel | F | Common Stock | 63 | $0.00 | 17,813.0000 | 17,367,000 | 0.35% | 0.00% |
| Feb. 15, 2024 | Geelan John W | General Counsel | A | Common Stock | 488 | $0.00 | 17,876.0000 | 17,367,000 | 2.81% | 0.00% |
| Feb. 16, 2024 | Schoneman Debbra L. | President | F | Common Stock | 222 | $0.00 | 63,156.0000 | 17,367,000 | 0.35% | 0.00% |
| Feb. 16, 2024 | Schoneman Debbra L. | President | F | Common Stock | 337 | $0.00 | 63,378.0000 | 17,367,000 | 0.53% | 0.00% |
| Feb. 15, 2024 | Schoneman Debbra L. | President | A | Common Stock | 1287 | $0.00 | 64,021.0000 | 17,367,000 | 2.05% | 0.01% |
| Feb. 5, 2024 | Schoneman Debbra L. | President | S | Common Stock | 2268 | $183.56 | 64,382.0000 | 17,367,000 | 3.40% | 0.01% |
| Feb. 5, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 5969 | $184.88 | 73,147.0000 | 17,367,000 | 7.54% | 0.03% |
| Feb. 5, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 693 | $186.34 | 72,454.0000 | 17,367,000 | 0.95% | 0.00% |
| Feb. 6, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 1031 | $181.25 | 71,423.0000 | 17,367,000 | 1.42% | 0.01% |
| Feb. 7, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 8161 | $179.96 | 63,262.0000 | 17,367,000 | 11.43% | 0.05% |
| Feb. 7, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 2809 | $180.69 | 60,453.0000 | 17,367,000 | 4.44% | 0.02% |
| Feb. 7, 2024 | Abraham Chad R | CEO and Chairman | S | Common Stock | 337 | $181.37 | 60,116.0000 | 17,367,000 | 0.56% | 0.00% |
| Feb. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 100 | $182.90 | 196,114.0000 | 17,367,000 | 0.05% | 0.00% |
| Feb. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 452 | $181.84 | 195,662.0000 | 17,367,000 | 0.23% | 0.00% |
| Feb. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1243 | $182.64 | 194,419.0000 | 17,367,000 | 0.64% | 0.01% |
| Feb. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 9113 | $183.57 | 185,306.0000 | 17,367,000 | 4.69% | 0.05% |
| Feb. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 7877 | $184.42 | 177,429.0000 | 17,367,000 | 4.25% | 0.05% |
| Feb. 5, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1202 | $185.13 | 176,227.0000 | 17,367,000 | 0.68% | 0.01% |
| Feb. 6, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 2654 | $180.43 | 173,573.0000 | 17,367,000 | 1.51% | 0.02% |
| Feb. 6, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 4246 | $181.20 | 169,327.0000 | 17,367,000 | 2.45% | 0.02% |
| Feb. 6, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1100 | $182.16 | 168,227.0000 | 17,367,000 | 0.65% | 0.01% |
| Feb. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1013 | $179.18 | 167,214.0000 | 17,367,000 | 0.60% | 0.01% |
| Feb. 7, 2024 | Doyle Jonathan J | Hd of Financial Services Group | S | Common Stock | 1000 | $180.40 | 166,214.0000 | 17,367,000 | 0.60% | 0.01% |
| Feb. 5, 2024 | Schoneman Debbra L. | President | S | Common Stock | 748 | $186.11 | 62,734.0000 | 17,367,000 | 1.18% | 0.00% |
| Feb. 5, 2024 | Schoneman Debbra L. | President | S | Common Stock | 900 | $185.69 | 63,482.0000 | 17,367,000 | 1.40% | 0.01% |
| Feb. 5, 2024 | Schoneman Debbra L. | President | S | Common Stock | 1084 | $182.66 | 66,650.0000 | 17,367,000 | 1.60% | 0.01% |
| Jan. 17, 2024 | Doyle Jonathan J | Hd of Financial Services Group | F | Common Stock | 16180 | $0.00 | 196,214.0000 | 17,367,000 | 7.62% | 0.09% |
| Dec. 29, 2023 | SORAN PHILIP | Director | A | Common Stock | 188 | $0.00 | 23,158.0000 | 17,256,000 | 0.82% | 0.00% |
| Dec. 29, 2023 | Sterling Brian R | Director | A | Common Stock | 145 | $0.00 | 23,611.0000 | 17,256,000 | 0.62% | 0.00% |
| Dec. 29, 2023 | TAYLOR SCOTT C | Director | A | Common Stock | 159 | $0.00 | 17,142.0000 | 17,256,000 | 0.94% | 0.00% |