In the last 12 months, insiders at CATERPILLAR INC ($CAT) filed 616 transactions with the SEC: 10 open-market purchases totaling $850,272 and 111 sales totaling $242,338,751. Net insider sentiment: net selling.
CATERPILLAR INC operates in the Construction machinery & equip industry (Technology sector).
Most Active Insiders
- Umpleby III Donald J (Chairman and CEO) — 9 transactions totaling $146,086,948
- De Lange Bob (Group President) — 67 transactions totaling $143,187,170
- BONFIELD ANDREW R J (Chief Financial Officer) — 62 transactions totaling $98,923,704
- Johnson Denise C (Group President) — 76 transactions totaling $83,193,939
- Fassino Anthony D. (Group President) — 71 transactions totaling $77,128,726
View all SEC Filings for CATERPILLAR INC (CAT).
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 | MacLennan David | Director | A | Phantom Stock Units | 33 | $690.44 | 453.0000 | 472,300,000 | 7.86% | 0.00% |
| March 26, 2026 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 3 | $703.19 | 11,583.0000 | 472,300,000 | 0.03% | 0.00% |
| March 13, 2026 | Kaiser Jason | Group President | A | Phantom Stock Units | 186 | $693.99 | 5,564.0000 | 472,300,000 | 3.46% | 0.00% |
| March 13, 2026 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 428 | $693.99 | 11,433.0000 | 472,300,000 | 3.89% | 0.00% |
| March 6, 2026 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 214 | $680.90 | 11,293.0000 | 472,300,000 | 1.93% | 0.00% |
| March 6, 2026 | Kaiser Jason | Group President | A | Phantom Stock Units | 106 | $680.90 | 5,520.0000 | 472,300,000 | 1.96% | 0.00% |
| March 5, 2026 | Creed Joseph E | Chief Executive Officer | S | Common Stock | 800 | $718.44 | 48,128.0000 | 472,300,000 | 1.64% | 0.00% |
| March 5, 2026 | Creed Joseph E | Chief Executive Officer | S | Common Stock | 585 | $719.39 | 47,543.0000 | 472,300,000 | 1.22% | 0.00% |
| March 5, 2026 | Creed Joseph E | Chief Executive Officer | S | Common Stock | 575 | $720.10 | 46,968.0000 | 472,300,000 | 1.21% | 0.00% |
| March 5, 2026 | Creed Joseph E | Chief Executive Officer | S | Common Stock | 120 | $721.00 | 46,848.0000 | 472,300,000 | 0.26% | 0.00% |
| March 4, 2026 | Shurman Rodney Michael | Group President | F | Common Stock | 117 | $738.42 | 9,291.0000 | 472,300,000 | 1.24% | 0.00% |
| March 4, 2026 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 449 | $738.42 | 52,935.0000 | 472,300,000 | 0.84% | 0.00% |
| March 4, 2026 | De Lange Bob | Group President | F | Common Stock | 393 | $738.42 | 86,029.0000 | 472,300,000 | 0.45% | 0.00% |
| March 4, 2026 | Johnson Denise C | Group President | F | Common Stock | 346 | $738.42 | 49,825.0000 | 472,300,000 | 0.69% | 0.00% |
| March 4, 2026 | Fassino Anthony D. | Group President | F | Common Stock | 346 | $738.42 | 47,542.0000 | 472,300,000 | 0.72% | 0.00% |
| March 4, 2026 | Kaiser Jason | Group President | F | Common Stock | 368 | $738.42 | 9,962.0000 | 472,300,000 | 3.56% | 0.00% |
| March 4, 2026 | Schaupp William E | Chief Accounting Officer | F | Common Stock | 19 | $738.42 | 890.0000 | 472,300,000 | 2.09% | 0.00% |
| March 4, 2026 | Umpleby III Donald J | Executive Chairman | F | Common Stock | 1546 | $738.42 | 560,268.0000 | 472,300,000 | 0.28% | 0.00% |
| March 4, 2026 | Owens Derek | Chief Legal Officer | F | Common Stock | 338 | $738.42 | 8,203.0000 | 472,300,000 | 3.96% | 0.00% |
| March 4, 2026 | Creed Joseph E | Chief Executive Officer | F | Common Stock | 696 | $738.42 | 49,348.0000 | 472,300,000 | 1.39% | 0.00% |
| March 5, 2026 | Creed Joseph E | Chief Executive Officer | S | Common Stock | 420 | $717.01 | 48,928.0000 | 472,300,000 | 0.85% | 0.00% |
| March 2, 2026 | Kaiser Jason | Group President | A | Employee Stock options | 4601 | $0.00 | 4,601.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 2, 2026 | De Lange Bob | Group President | A | Common Stock | 1650 | $0.00 | 86,804.0000 | 472,300,000 | 1.94% | 0.00% |
| March 3, 2026 | De Lange Bob | Group President | F | Common Stock | 382 | $719.13 | 86,422.0000 | 472,300,000 | 0.44% | 0.00% |
| March 2, 2026 | BONFIELD ANDREW R J | Chief Financial Officer | A | Common Stock | 1749 | $0.00 | 53,829.0000 | 472,300,000 | 3.36% | 0.00% |
| March 2, 2026 | Shurman Rodney Michael | Group President | A | Employee Stock options | 3681 | $0.00 | 3,681.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 3, 2026 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 445 | $719.13 | 53,384.0000 | 472,300,000 | 0.83% | 0.00% |
| March 2, 2026 | BONFIELD ANDREW R J | Chief Financial Officer | A | Employee Stock options | 4877 | $0.00 | 4,877.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 2, 2026 | Creed Joseph E | CEO | A | Common Stock | 4950 | $0.00 | 50,720.0000 | 472,300,000 | 10.81% | 0.00% |
| March 3, 2026 | Creed Joseph E | CEO | F | Common Stock | 676 | $719.13 | 50,044.0000 | 472,300,000 | 1.33% | 0.00% |
| March 2, 2026 | Creed Joseph E | CEO | A | Employee Stock options | 13803 | $0.00 | 13,803.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 2, 2026 | Schaupp William E | Chief Accounting Officer | A | Common Stock | 102 | $0.00 | 927.0000 | 472,300,000 | 12.36% | 0.00% |
| March 3, 2026 | Umpleby III Donald J | Executive Chairman | F | Common Stock | 1591 | $719.13 | 561,814.0000 | 472,300,000 | 0.28% | 0.00% |
| March 2, 2026 | De Lange Bob | Group President | A | Employee Stock options | 4601 | $0.00 | 4,601.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 2, 2026 | Pambianchi Christine M | Chief Human Resources Officer | A | Common Stock | 1155 | $0.00 | 3,307.0000 | 472,300,000 | 53.67% | 0.00% |
| March 2, 2026 | Pambianchi Christine M | Chief Human Resources Officer | A | Employee Stock options | 3221 | $0.00 | 3,221.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 2, 2026 | Owens Derek | CLO & General Counsel | A | Common Stock | 1386 | $0.00 | 8,851.0000 | 472,300,000 | 18.57% | 0.00% |
| March 3, 2026 | Owens Derek | CLO & General Counsel | F | Common Stock | 310 | $719.13 | 8,541.0000 | 472,300,000 | 3.50% | 0.00% |
| March 2, 2026 | Owens Derek | CLO & General Counsel | A | Employee Stock Options | 3865 | $0.00 | 3,865.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 2, 2026 | Johnson Denise C | Group President | A | Common Stock | 1650 | $0.00 | 50,508.0000 | 472,300,000 | 3.38% | 0.00% |
| March 3, 2026 | Johnson Denise C | Group President | F | Common Stock | 337 | $719.13 | 50,171.0000 | 472,300,000 | 0.67% | 0.00% |
| March 2, 2026 | Johnson Denise C | Group President | A | Employee Stock options | 4601 | $0.00 | 4,601.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 2, 2026 | Kaiser Jason | Group President | A | Common Stock | 1650 | $0.00 | 10,688.0000 | 472,300,000 | 18.26% | 0.00% |
| March 3, 2026 | Kaiser Jason | Group President | F | Common Stock | 358 | $719.13 | 10,330.0000 | 472,300,000 | 3.35% | 0.00% |
| March 3, 2026 | Fassino Anthony D. | Group President | F | Common Stock | 337 | $719.13 | 47,888.0000 | 472,300,000 | 0.70% | 0.00% |
| March 3, 2026 | Shurman Rodney Michael | Group President | F | Common Stock | 100 | $719.13 | 9,408.0000 | 472,300,000 | 1.05% | 0.00% |
| March 2, 2026 | Shurman Rodney Michael | Group President | A | Common Stock | 1320 | $0.00 | 9,508.0000 | 472,300,000 | 16.12% | 0.00% |
| March 2, 2026 | Schaupp William E | Chief Accounting Officer | A | Employee Stock options | 285 | $0.00 | 285.0000 | 472,300,000 | 9999.99% | 0.00% |
| March 3, 2026 | Schaupp William E | Chief Accounting Officer | F | Common Stock | 18 | $719.13 | 909.0000 | 472,300,000 | 1.94% | 0.00% |
| Feb. 23, 2026 | Shurman Rodney Michael | Group President | M | Common Stock | 2278 | $253.98 | 10,469.0000 | 472,300,000 | 27.81% | 0.00% |
| Feb. 23, 2026 | Shurman Rodney Michael | Group President | S | Common Stock | 2278 | $759.61 | 8,191.0000 | 472,300,000 | 21.76% | 0.00% |
| Feb. 23, 2026 | Shurman Rodney Michael | Group President | M | Employee Stock Options | 2278 | $253.98 | 5,639.0000 | 472,300,000 | 28.77% | 0.00% |
| Feb. 17, 2026 | Shurman Rodney Michael | Group President | S | Common Stock | 1764 | $763.39 | 8,188.0000 | 472,300,000 | 17.73% | 0.00% |
| Feb. 17, 2026 | Schaupp William E | Chief Accounting Officer | S | Common Stock | 972 | $764.20 | 824.0000 | 472,300,000 | 54.12% | 0.00% |
| Feb. 13, 2026 | Fassino Anthony D. | Group President | M | Employee Stock Options | 11000 | $219.76 | 33,403.0000 | 472,300,000 | 24.77% | 0.00% |
| Feb. 13, 2026 | Fassino Anthony D. | Group President | S | Common Stock | 7891 | $776.90 | 48,145.0000 | 472,300,000 | 14.08% | 0.00% |
| Feb. 13, 2026 | Fassino Anthony D. | Group President | F | Common Stock | 3109 | $777.41 | 56,036.0000 | 472,300,000 | 5.26% | 0.00% |
| Feb. 13, 2026 | Fassino Anthony D. | Group President | M | Common Stock | 11000 | $219.76 | 59,145.0000 | 472,300,000 | 22.85% | 0.00% |
| Feb. 11, 2026 | De Lange Bob | Group President | M | Common Stock | 15000 | $127.60 | 99,997.0000 | 472,300,000 | 17.65% | 0.00% |
| Feb. 11, 2026 | De Lange Bob | Group President | F | Common Stock | 2493 | $767.64 | 97,504.0000 | 472,300,000 | 2.49% | 0.00% |
| Feb. 11, 2026 | De Lange Bob | Group President | S | Common Stock | 12507 | $767.08 | 84,997.0000 | 472,300,000 | 12.83% | 0.00% |
| Feb. 11, 2026 | De Lange Bob | Group President | M | Employee Stock Options | 15000 | $127.60 | 56,210.0000 | 472,300,000 | 21.06% | 0.00% |
| Feb. 12, 2026 | Kaiser Jason | Group President | S | Common Stock | 1690 | $776.70 | 9,029.0000 | 472,300,000 | 15.77% | 0.00% |
| Feb. 10, 2026 | Creed Joseph E | Chief Executive Officer | F | Common Stock | 3366 | $744.83 | 45,738.0000 | 472,300,000 | 6.85% | 0.00% |
| Feb. 10, 2026 | Shurman Rodney Michael | Group President | A | Common Stock | 2469 | $0.00 | 10,839.0000 | 472,300,000 | 29.50% | 0.00% |
| Feb. 10, 2026 | Shurman Rodney Michael | Group President | F | Common Stock | 887 | $744.83 | 9,952.0000 | 472,300,000 | 8.18% | 0.00% |
| Feb. 10, 2026 | Schaupp William E | Chief Accounting Officer | A | Common Stock | 638 | $0.00 | 1,962.0000 | 472,300,000 | 48.19% | 0.00% |
| Feb. 10, 2026 | Schaupp William E | Chief Accounting Officer | F | Common Stock | 165 | $744.83 | 1,796.0000 | 472,300,000 | 8.41% | 0.00% |
| Feb. 10, 2026 | Owens Derek | Chief Legal Officer | A | Common Stock | 514 | $0.00 | 7,590.0000 | 472,300,000 | 7.26% | 0.00% |
| Feb. 10, 2026 | Owens Derek | Chief Legal Officer | F | Common Stock | 134 | $744.83 | 7,457.0000 | 472,300,000 | 1.77% | 0.00% |
| Feb. 10, 2026 | Kaiser Jason | Group President | A | Common Stock | 2469 | $0.00 | 11,498.0000 | 472,300,000 | 27.35% | 0.00% |
| Feb. 10, 2026 | Kaiser Jason | Group President | F | Common Stock | 779 | $744.83 | 10,719.0000 | 472,300,000 | 6.78% | 0.00% |
| Feb. 10, 2026 | Fassino Anthony D. | Group President | A | Common Stock | 9055 | $0.00 | 51,708.0000 | 472,300,000 | 21.23% | 0.00% |
| Feb. 10, 2026 | Fassino Anthony D. | Group President | F | Common Stock | 3563 | $744.83 | 48,145.0000 | 472,300,000 | 6.89% | 0.00% |
| Feb. 10, 2026 | De Lange Bob | Group President | A | Common Stock | 9055 | $0.00 | 89,008.0000 | 472,300,000 | 11.33% | 0.00% |
| Feb. 10, 2026 | De Lange Bob | Group President | F | Common Stock | 4011 | $744.83 | 84,997.0000 | 472,300,000 | 4.51% | 0.00% |
| Feb. 10, 2026 | Johnson Denise C | Group President | A | Common Stock | 9055 | $0.00 | 52,405.0000 | 472,300,000 | 20.89% | 0.00% |
| Feb. 10, 2026 | Johnson Denise C | Group President | F | Common Stock | 3563 | $744.83 | 48,842.0000 | 472,300,000 | 6.80% | 0.00% |
| Feb. 10, 2026 | Creed Joseph E | Chief Executive Officer | A | Common Stock | 9055 | $0.00 | 49,104.0000 | 472,300,000 | 22.61% | 0.00% |
| Feb. 10, 2026 | BONFIELD ANDREW R J | Chief Financial Officer | A | Common Stock | 10907 | $0.00 | 56,367.0000 | 472,300,000 | 23.99% | 0.00% |
| Feb. 10, 2026 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 4299 | $744.83 | 52,069.0000 | 472,300,000 | 7.63% | 0.00% |
| Feb. 10, 2026 | Umpleby III Donald J | Executive Chairman | A | Common Stock | 34986 | $0.00 | 576,956.0000 | 472,300,000 | 6.46% | 0.01% |
| Feb. 10, 2026 | Umpleby III Donald J | Executive Chairman | F | Common Stock | 13571 | $744.83 | 563,385.0000 | 472,300,000 | 2.35% | 0.00% |
| Feb. 6, 2026 | Fassino Anthony D. | Group President | M | Employee Stock Options | 8288 | $196.70 | 0.0000 | 472,300,000 | 100.00% | 0.00% |
| Feb. 6, 2026 | Fassino Anthony D. | Group President | S | Common Stock | 6033 | $722.15 | 42,653.0000 | 472,300,000 | 12.39% | 0.00% |
| Feb. 6, 2026 | Fassino Anthony D. | Group President | F | Common Stock | 2255 | $722.80 | 48,686.0000 | 472,300,000 | 4.43% | 0.00% |
| Feb. 6, 2026 | Fassino Anthony D. | Group President | M | Common Stock | 8288 | $196.70 | 50,941.0000 | 472,300,000 | 19.43% | 0.00% |
| Feb. 6, 2026 | De Lange Bob | Group President | M | Employee Stock Options | 28034 | $138.35 | 0.0000 | 472,300,000 | 100.00% | 0.01% |
| Feb. 6, 2026 | De Lange Bob | Group President | S | Common Stock | 22656 | $720.11 | 79,953.0000 | 472,300,000 | 22.08% | 0.00% |
| Feb. 6, 2026 | De Lange Bob | Group President | F | Common Stock | 5378 | $721.12 | 102,609.0000 | 472,300,000 | 4.98% | 0.00% |
| Feb. 6, 2026 | De Lange Bob | Group President | M | Common Stock | 28034 | $138.35 | 107,987.0000 | 472,300,000 | 35.06% | 0.01% |
| Feb. 4, 2026 | Johnson Denise C | Group President | J | Phantom Stock Units | 10946 | $691.82 | 0.0000 | 472,300,000 | 100.00% | 0.00% |
| Feb. 4, 2026 | De Lange Bob | Group President | M | Employee Stock Options | 20000 | $138.35 | 28,034.0000 | 472,300,000 | 41.64% | 0.00% |
| Feb. 4, 2026 | De Lange Bob | Group President | S | Common Stock | 30 | $706.28 | 79,953.0000 | 472,300,000 | 0.04% | 0.00% |
| Feb. 4, 2026 | De Lange Bob | Group President | S | Common Stock | 6817 | $705.70 | 79,983.0000 | 472,300,000 | 7.85% | 0.00% |
| Feb. 4, 2026 | De Lange Bob | Group President | S | Common Stock | 9223 | $704.42 | 86,800.0000 | 472,300,000 | 9.60% | 0.00% |
| Feb. 4, 2026 | De Lange Bob | Group President | F | Common Stock | 3930 | $704.04 | 96,023.0000 | 472,300,000 | 3.93% | 0.00% |
| Feb. 4, 2026 | De Lange Bob | Group President | M | Common Stock | 20000 | $138.35 | 99,953.0000 | 472,300,000 | 25.01% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | M | Employee Stock Options | 45291 | $219.76 | 0.0000 | 472,300,000 | 100.00% | 0.01% |
| Feb. 2, 2026 | Johnson Denise C | Group President | M | Employee Stock Options | 11810 | $196.70 | 23,978.0000 | 472,300,000 | 33.00% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 1138 | $684.93 | 43,350.0000 | 472,300,000 | 2.56% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 2258 | $683.90 | 44,488.0000 | 472,300,000 | 4.83% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 2761 | $682.84 | 46,746.0000 | 472,300,000 | 5.58% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 2994 | $681.69 | 49,507.0000 | 472,300,000 | 5.70% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 20145 | $680.76 | 52,501.0000 | 472,300,000 | 27.73% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 1431 | $680.11 | 72,646.0000 | 472,300,000 | 1.93% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | F | Common Stock | 14564 | $683.39 | 74,077.0000 | 472,300,000 | 16.43% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | M | Common Stock | 45291 | $219.76 | 86,641.0000 | 472,300,000 | 109.53% | 0.01% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 7411 | $680.11 | 43,350.0000 | 472,300,000 | 14.60% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | S | Common Stock | 1000 | $678.52 | 50,761.0000 | 472,300,000 | 1.93% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | F | Common Stock | 3399 | $683.39 | 51,761.0000 | 472,300,000 | 6.16% | 0.00% |
| Feb. 2, 2026 | Johnson Denise C | Group President | M | Common Stock | 11810 | $196.70 | 55,160.0000 | 472,300,000 | 27.24% | 0.00% |
| Feb. 2, 2026 | De Lange Bob | Group President | M | Employee Stock Options | 20512 | $151.12 | 0.0000 | 472,300,000 | 100.00% | 0.00% |
| Feb. 2, 2026 | De Lange Bob | Group President | S | Common Stock | 15977 | $682.99 | 79,953.0000 | 472,300,000 | 16.65% | 0.00% |
| Feb. 2, 2026 | De Lange Bob | Group President | F | Common Stock | 4535 | $683.41 | 95,930.0000 | 472,300,000 | 4.51% | 0.00% |
| Feb. 2, 2026 | De Lange Bob | Group President | M | Common Stock | 20512 | $151.12 | 100,465.0000 | 472,300,000 | 25.66% | 0.00% |
| Feb. 2, 2026 | Fassino Anthony D. | Group President | M | Employee Stock options | 15000 | $196.70 | 8,228.0000 | 472,300,000 | 64.58% | 0.00% |
| Feb. 2, 2026 | Fassino Anthony D. | Group President | S | Common Stock | 10671 | $680.45 | 42,650.0000 | 472,300,000 | 20.01% | 0.00% |
| Feb. 2, 2026 | Fassino Anthony D. | Group President | F | Common Stock | 4329 | $681.45 | 53,321.0000 | 472,300,000 | 7.51% | 0.00% |
| Feb. 2, 2026 | Fassino Anthony D. | Group President | M | Common Stock | 15000 | $196.70 | 57,650.0000 | 472,300,000 | 35.17% | 0.00% |
| Jan. 12, 2026 | Fassino Anthony D. | Group President | F | Common Stock | 473 | $621.97 | 42,650.0000 | 472,300,000 | 1.10% | 0.00% |
| Jan. 12, 2026 | Johnson Denise C | Group President | F | Common Stock | 473 | $621.97 | 43,350.0000 | 472,300,000 | 1.08% | 0.00% |
| Jan. 12, 2026 | De Lange Bob | Group President | F | Common Stock | 473 | $621.97 | 79,953.0000 | 472,300,000 | 0.59% | 0.00% |
| Dec. 31, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 40 | $578.41 | 45,460.0000 | 473,400,000 | 0.09% | 0.00% |
| Dec. 31, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 600 | $577.79 | 45,500.0000 | 473,400,000 | 1.30% | 0.00% |
| Dec. 31, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 1473 | $576.56 | 46,100.0000 | 473,400,000 | 3.10% | 0.00% |
| Dec. 31, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 3016 | $575.77 | 47,573.0000 | 473,400,000 | 5.96% | 0.00% |
| Dec. 31, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 1431 | $574.77 | 50,589.0000 | 473,400,000 | 2.75% | 0.00% |
| Dec. 31, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 2628 | $573.61 | 52,020.0000 | 473,400,000 | 4.81% | 0.00% |
| Dec. 31, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 812 | $572.71 | 54,648.0000 | 473,400,000 | 1.46% | 0.00% |
| Dec. 31, 2025 | MacLennan David | Director | A | Phantom Stock Units | 30 | $575.49 | 419.0000 | 473,400,000 | 7.71% | 0.00% |
| Dec. 26, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 13 | $583.00 | 5,228.0000 | 473,400,000 | 0.25% | 0.00% |
| Dec. 26, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 26 | $583.00 | 10,699.0000 | 473,400,000 | 0.24% | 0.00% |
| Dec. 19, 2025 | Fish James C Jr | Director | G | Common Stock | 1000 | $0.00 | 3,975.0000 | 473,400,000 | 20.10% | 0.00% |
| Dec. 1, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 2120 | $572.57 | 58,301.0000 | 473,400,000 | 3.51% | 0.00% |
| Dec. 1, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 920 | $574.52 | 55,460.0000 | 473,400,000 | 1.63% | 0.00% |
| Dec. 1, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 1921 | $573.63 | 56,380.0000 | 473,400,000 | 3.29% | 0.00% |
| Dec. 1, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 920 | $571.38 | 60,421.0000 | 473,400,000 | 1.50% | 0.00% |
| Dec. 1, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 381 | $570.27 | 61,341.0000 | 473,400,000 | 0.62% | 0.00% |
| Dec. 1, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 2360 | $569.35 | 61,722.0000 | 473,400,000 | 3.68% | 0.00% |
| Dec. 1, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 1378 | $568.57 | 64,082.0000 | 473,400,000 | 2.11% | 0.00% |
| Nov. 28, 2025 | Umpleby III Donald J | Executive Chairman | G | Common Stock | 2350 | $0.00 | 541,949.0000 | 473,400,000 | 0.43% | 0.00% |
| Nov. 26, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 26 | $573.73 | 10,503.0000 | 473,400,000 | 0.25% | 0.00% |
| Nov. 26, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 13 | $573.73 | 5,132.0000 | 473,400,000 | 0.25% | 0.00% |
| Nov. 25, 2025 | MacLennan David | Director | J | Phantom Stock Units | 72 | $557.34 | 389.0000 | 473,400,000 | 22.71% | 0.00% |
| Nov. 19, 2025 | SCHWAB SUSAN C | Director | G | Common Stock | 990 | $0.00 | 5,948.0000 | 473,400,000 | 14.27% | 0.00% |
| Nov. 12, 2025 | Johnson Denise C | Group President | J | Phantom Stock Units | 10944 | $573.02 | 10,752.0000 | 473,400,000 | 50.44% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | F | Common Stock | 3418 | $570.85 | 14,480.0000 | 473,400,000 | 19.10% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 1640 | $563.22 | 10,387.0000 | 473,400,000 | 13.64% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 280 | $563.88 | 10,107.0000 | 473,400,000 | 2.70% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 37 | $565.06 | 10,070.0000 | 473,400,000 | 0.37% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 400 | $567.26 | 9,670.0000 | 473,400,000 | 3.97% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 653 | $568.60 | 9,017.0000 | 473,400,000 | 6.75% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | M | Common Stock | 8000 | $196.70 | 17,017.0000 | 473,400,000 | 88.72% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | F | Common Stock | 2756 | $570.85 | 14,261.0000 | 473,400,000 | 16.20% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 1032 | $561.29 | 13,229.0000 | 473,400,000 | 7.24% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 1260 | $562.15 | 11,969.0000 | 473,400,000 | 9.52% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 1480 | $563.22 | 10,489.0000 | 473,400,000 | 12.37% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 460 | $564.09 | 10,029.0000 | 473,400,000 | 4.39% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 380 | $567.35 | 9,649.0000 | 473,400,000 | 3.79% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 632 | $568.65 | 9,017.0000 | 473,400,000 | 6.55% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | M | Employee Stock Options | 8881 | $219.76 | 0.0000 | 473,400,000 | 100.00% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | M | Employee Stock Options | 8000 | $196.70 | 0.0000 | 473,400,000 | 100.00% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | M | Common Stock | 8881 | $219.76 | 17,898.0000 | 473,400,000 | 98.49% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 1040 | $561.29 | 13,440.0000 | 473,400,000 | 7.18% | 0.00% |
| Nov. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 1413 | $562.27 | 12,027.0000 | 473,400,000 | 10.51% | 0.00% |
| Nov. 10, 2025 | Fassino Anthony D. | Group President | F | Common Stock | 4316 | $569.56 | 51,195.0000 | 473,400,000 | 7.78% | 0.00% |
| Nov. 10, 2025 | Fassino Anthony D. | Group President | S | Common Stock | 8184 | $570.18 | 43,011.0000 | 473,400,000 | 15.99% | 0.00% |
| Nov. 10, 2025 | Fassino Anthony D. | Group President | M | Common Stock | 12500 | $196.70 | 55,511.0000 | 473,400,000 | 29.06% | 0.00% |
| Nov. 10, 2025 | Fassino Anthony D. | Group President | M | Employee Stock Options | 12500 | $196.70 | 23,288.0000 | 473,400,000 | 34.93% | 0.00% |
| Nov. 5, 2025 | De Lange Bob | Group President | M | Common Stock | 20000 | $151.12 | 100,209.0000 | 473,400,000 | 24.93% | 0.00% |
| Nov. 5, 2025 | De Lange Bob | Group President | S | Common Stock | 14638 | $562.36 | 80,209.0000 | 473,400,000 | 15.43% | 0.00% |
| Nov. 5, 2025 | De Lange Bob | Group President | M | Employee Stock Options | 20000 | $151.12 | 20,512.0000 | 473,400,000 | 49.37% | 0.00% |
| Nov. 5, 2025 | De Lange Bob | Group President | F | Common Stock | 5362 | $563.66 | 94,847.0000 | 473,400,000 | 5.35% | 0.00% |
| Nov. 5, 2025 | Schaupp William E | Chief Accounting Officer | S | Common Stock | 1200 | $572.22 | 1,323.0000 | 473,400,000 | 47.56% | 0.00% |
| Nov. 6, 2025 | MacLennan David | Director | P | Common Stock | 300 | $568.86 | 7,947.0000 | 473,400,000 | 3.92% | 0.00% |
| Oct. 24, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 29 | $522.73 | 10,599.0000 | 473,400,000 | 0.27% | 0.00% |
| Oct. 24, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 14 | $522.73 | 5,178.0000 | 473,400,000 | 0.27% | 0.00% |
| Oct. 24, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 19 | $522.73 | 21,817.0000 | 473,400,000 | 0.09% | 0.00% |
| Oct. 10, 2025 | Umpleby III Donald J | Executive Chairman | S | Common Stock | 17166 | $505.29 | 544,242.0000 | 473,400,000 | 3.06% | 0.00% |
| Sept. 30, 2025 | MacLennan David | Director | A | Phantom Stock Units | 37 | $473.84 | 315.0000 | 489,400,000 | 13.31% | 0.00% |
| Sept. 26, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 16 | $465.76 | 5,156.0000 | 489,400,000 | 0.31% | 0.00% |
| Sept. 26, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 32 | $465.76 | 10,553.0000 | 489,400,000 | 0.30% | 0.00% |
| Sept. 26, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 21 | $465.76 | 21,762.0000 | 489,400,000 | 0.10% | 0.00% |
| Sept. 22, 2025 | Umpleby III Donald J | Executive Chairman | S | Common Stock | 17166 | $462.65 | 561,409.0000 | 489,400,000 | 2.97% | 0.00% |
| Sept. 2, 2025 | Umpleby III Donald J | Executive Chairman | S | Common Stock | 17168 | $412.87 | 578,573.0000 | 489,400,000 | 2.88% | 0.00% |
| Aug. 26, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 17 | $431.26 | 5,179.0000 | 489,400,000 | 0.33% | 0.00% |
| Aug. 26, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 35 | $431.26 | 10,600.0000 | 489,400,000 | 0.33% | 0.00% |
| Aug. 26, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 23 | $431.26 | 21,905.0000 | 489,400,000 | 0.11% | 0.00% |
| Aug. 15, 2025 | SCHWAB SUSAN C | Director | S | Common Stock | 2324 | $410.00 | 6,917.0000 | 489,400,000 | 25.15% | 0.00% |
| Aug. 18, 2025 | MacLennan David | Director | A | Common Stock | 500 | $407.76 | 7,641.0000 | 489,400,000 | 7.00% | 0.00% |
| Aug. 11, 2025 | Kaiser Jason | Group President | M | Common Stock | 4091 | $196.70 | 13,091.0000 | 489,400,000 | 45.46% | 0.00% |
| Aug. 11, 2025 | Kaiser Jason | Group President | M | Employee Stock Options | 4091 | $196.70 | 0.0000 | 489,400,000 | 100.00% | 0.00% |
| Aug. 11, 2025 | Kaiser Jason | Group President | S | Common Stock | 2161 | $417.70 | 9,000.0000 | 489,400,000 | 19.36% | 0.00% |
| Aug. 11, 2025 | Kaiser Jason | Group President | F | Common Stock | 1930 | $416.80 | 11,161.0000 | 489,400,000 | 14.74% | 0.00% |
| Aug. 7, 2025 | Johnson Denise C | Group President | J | Phantom Stock Units | 8493 | $417.12 | 22,597.0000 | 489,400,000 | 27.32% | 0.00% |
| July 25, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 35 | $433.75 | 10,436.0000 | 489,400,000 | 0.34% | 0.00% |
| July 25, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 17 | $433.75 | 5,099.0000 | 489,400,000 | 0.33% | 0.00% |
| July 25, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 23 | $433.75 | 30,021.0000 | 489,400,000 | 0.08% | 0.00% |
| July 17, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | M | Employee Stock Options | 14186 | $196.70 | 0.0000 | 489,400,000 | 100.00% | 0.00% |
| July 17, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | M | Common Stock | 23311 | $253.98 | 83,194.0000 | 489,400,000 | 38.93% | 0.00% |
| July 17, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 17796 | $416.39 | 65,422.0000 | 489,400,000 | 21.38% | 0.00% |
| July 17, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 9683 | $416.39 | 59,883.0000 | 489,400,000 | 13.92% | 0.00% |
| July 17, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | M | Common Stock | 14186 | $196.70 | 69,566.0000 | 489,400,000 | 25.62% | 0.00% |
| July 17, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | M | Employee Stock Options | 23311 | $253.98 | 11,655.0000 | 489,400,000 | 66.67% | 0.00% |
| June 30, 2025 | MacLennan David | Director | A | Phantom Stock Units | 43 | $386.98 | 277.0000 | 489,400,000 | 18.38% | 0.00% |
| June 26, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 39 | $381.88 | 10,203.0000 | 489,400,000 | 0.38% | 0.00% |
| June 26, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 1 | $381.88 | 4,984.0000 | 489,400,000 | 0.02% | 0.00% |
| June 26, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 26 | $381.88 | 29,421.0000 | 489,400,000 | 0.09% | 0.00% |
| June 11, 2025 | SCHWAB SUSAN C | Director | A | Common Stock | 482 | $352.53 | 9,241.0000 | 489,400,000 | 5.50% | 0.00% |
| June 11, 2025 | Johnson Gerald | Director | A | Common Stock | 482 | $352.53 | 3,659.0000 | 489,400,000 | 15.17% | 0.00% |
| June 11, 2025 | KEENE NAZZIC S | Director | A | Common Stock | 482 | $352.53 | 512.0000 | 489,400,000 | 1606.67% | 0.00% |
| June 11, 2025 | MacLennan David | Director | A | Common Stock | 482 | $352.53 | 7,141.0000 | 489,400,000 | 7.24% | 0.00% |
| June 11, 2025 | Marks Judith Fran | Director | A | Common Stock | 482 | $352.53 | 1,717.0000 | 489,400,000 | 39.03% | 0.00% |
| June 11, 2025 | REED DEBRA L | Director | A | Common Stock | 482 | $352.53 | 12,876.0000 | 489,400,000 | 3.89% | 0.00% |
| June 11, 2025 | WILKINS RAYFORD JR | Director | A | Common Stock | 482 | $352.53 | 8,123.0000 | 489,400,000 | 6.31% | 0.00% |
| June 11, 2025 | Fish James C Jr | Director | A | Common Stock | 482 | $352.53 | 4,972.0000 | 489,400,000 | 10.73% | 0.00% |
| May 23, 2025 | Creed Joseph E | Chief Executive Officer | A | Phantom Stock Units | 44 | $343.39 | 10,508.0000 | 489,400,000 | 0.42% | 0.00% |
| May 23, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 19 | $343.39 | 30,392.0000 | 489,400,000 | 0.06% | 0.00% |
| May 9, 2025 | Pambianchi Christine M | Chief Human Resources Officer | A | Common Stock | 2126 | $0.00 | 2,126.0000 | 489,400,000 | 9999.99% | 0.00% |
| May 9, 2025 | Creed Joseph E | Chief Executive Officer | A | Common Stock | 4330 | $0.00 | 39,883.0000 | 489,400,000 | 12.18% | 0.00% |
| May 9, 2025 | Creed Joseph E | Chief Executive Officer | A | Employee Stock Options | 13086 | $0.00 | 13,086.0000 | 489,400,000 | 9999.99% | 0.00% |
| May 9, 2025 | Pambianchi Christine M | Chief Human Resources Officer | A | Employee Stock Options | 6424 | $0.00 | 6,424.0000 | 489,400,000 | 9999.99% | 0.00% |
| May 7, 2025 | MacLennan David | Director | P | Common Stock | 375 | $320.70 | 6,653.0000 | 489,400,000 | 5.97% | 0.00% |
| May 2, 2025 | Johnson Gerald | Director | P | Common Stock | 100 | $318.48 | 3,165.0000 | 489,400,000 | 3.26% | 0.00% |
| April 25, 2025 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 12 | $306.45 | 10,445.0000 | 489,400,000 | 0.12% | 0.00% |
| April 1, 2025 | Owens Derek | CLO & General Counsel | F | Common Stock | 73 | $328.05 | 7,031.0000 | 489,400,000 | 1.03% | 0.00% |
| March 31, 2025 | MacLennan David | Director | A | Phantom Stock Units | 50 | $326.99 | 234.0000 | 489,400,000 | 27.17% | 0.00% |
| March 14, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 380 | $339.64 | 5,016.0000 | 489,400,000 | 8.20% | 0.00% |
| March 14, 2025 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 667 | $339.64 | 10,175.0000 | 489,400,000 | 7.02% | 0.00% |
| March 14, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 486 | $339.64 | 29,542.0000 | 489,400,000 | 1.67% | 0.00% |
| March 7, 2025 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 363 | $350.30 | 9,439.0000 | 489,400,000 | 4.00% | 0.00% |
| March 7, 2025 | Kaiser Jason | Group President | A | Phantom Stock Units | 155 | $350.30 | 4,602.0000 | 489,400,000 | 3.49% | 0.00% |
| March 7, 2025 | Johnson Denise C | Group President | A | Phantom Stock Units | 354 | $350.30 | 28,825.0000 | 489,400,000 | 1.24% | 0.00% |
| March 3, 2025 | Johnson Denise C | Group President | A | Employee Stock Options | 8439 | $0.00 | 8,439.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 3, 2025 | De Lange Bob | Group President | A | Common Stock | 2692 | $0.00 | 79,946.0000 | 489,400,000 | 3.48% | 0.00% |
| March 4, 2025 | De Lange Bob | Group President | F | Common Stock | 343 | $325.30 | 79,603.0000 | 489,400,000 | 0.43% | 0.00% |
| March 3, 2025 | De Lange Bob | Group President | A | Employee Stock Options | 8439 | $0.00 | 8,439.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 3, 2025 | Creed Joseph E | Chief Operating Officer | A | Common Stock | 5093 | $0.00 | 36,033.0000 | 489,400,000 | 16.46% | 0.00% |
| March 4, 2025 | Creed Joseph E | Chief Operating Officer | F | Common Stock | 689 | $325.30 | 35,344.0000 | 489,400,000 | 1.91% | 0.00% |
| March 3, 2025 | Creed Joseph E | Chief Operating Officer | A | Employee Stock Options | 15966 | $0.00 | 15,966.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 4, 2025 | Johnson Cheryl H | Chief Human Resources Officer | F | Common Stock | 232 | $325.30 | 15,510.0000 | 489,400,000 | 1.47% | 0.00% |
| March 3, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | A | Common Stock | 3565 | $0.00 | 55,830.0000 | 489,400,000 | 6.82% | 0.00% |
| March 4, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 450 | $325.30 | 55,380.0000 | 489,400,000 | 0.81% | 0.00% |
| March 3, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | A | Employee Stock Options | 11176 | $0.00 | 11,176.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 3, 2025 | Johnson Denise C | Group President | A | Common Stock | 2692 | $0.00 | 44,066.0000 | 489,400,000 | 6.51% | 0.00% |
| March 3, 2025 | Kaiser Jason | Group President | A | Common Stock | 2692 | $0.00 | 9,344.0000 | 489,400,000 | 40.47% | 0.00% |
| March 4, 2025 | Kaiser Jason | Group President | F | Common Stock | 364 | $325.30 | 8,980.0000 | 489,400,000 | 3.90% | 0.00% |
| March 3, 2025 | Kaiser Jason | Group President | A | Employee Stock Options | 8439 | $0.00 | 8,439.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 3, 2025 | Fassino Anthony D. | Group President | A | Common Stock | 2692 | $0.00 | 43,075.0000 | 489,400,000 | 6.67% | 0.00% |
| March 4, 2025 | Fassino Anthony D. | Group President | F | Common Stock | 404 | $325.30 | 42,671.0000 | 489,400,000 | 0.94% | 0.00% |
| March 3, 2025 | Fassino Anthony D. | Group President | A | Employee Stock Options | 8439 | $0.00 | 8,439.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 3, 2025 | Umpleby III Donald J | Chief Executive Officer | A | Common Stock | 12733 | $0.00 | 597,105.0000 | 489,400,000 | 2.18% | 0.00% |
| March 4, 2025 | Umpleby III Donald J | Chief Executive Officer | F | Common Stock | 1528 | $325.30 | 595,577.0000 | 489,400,000 | 0.26% | 0.00% |
| March 3, 2025 | Umpleby III Donald J | Chief Executive Officer | A | Employee Stock Options | 39915 | $0.00 | 39,915.0000 | 489,400,000 | 9999.99% | 0.01% |
| March 3, 2025 | Schaupp William E | Chief Accounting Officer | A | Common Stock | 226 | $0.00 | 2,539.0000 | 489,400,000 | 9.77% | 0.00% |
| March 4, 2025 | Schaupp William E | Chief Accounting Officer | F | Common Stock | 19 | $325.30 | 2,520.0000 | 489,400,000 | 0.75% | 0.00% |
| March 3, 2025 | Schaupp William E | Chief Accounting Officer | A | Employee Stock Options | 707 | $0.00 | 707.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 3, 2025 | Owens Derek | CLO & General Counsel | A | Common Stock | 2692 | $0.00 | 7,311.0000 | 489,400,000 | 58.28% | 0.00% |
| March 4, 2025 | Owens Derek | CLO & General Counsel | F | Common Stock | 207 | $325.30 | 7,104.0000 | 489,400,000 | 2.83% | 0.00% |
| March 3, 2025 | Owens Derek | CLO & General Counsel | A | Employee Stock Options | 8439 | $0.00 | 8,439.0000 | 489,400,000 | 9999.99% | 0.00% |
| March 4, 2025 | Johnson Denise C | Group President | F | Common Stock | 343 | $325.30 | 43,723.0000 | 489,400,000 | 0.78% | 0.00% |
| Feb. 18, 2025 | Kaiser Jason | Group President | S | Common Stock | 2425 | $354.70 | 6,641.0000 | 489,400,000 | 26.75% | 0.00% |
| Feb. 11, 2025 | Umpleby III Donald J | Chairman & CEO | F | Common Stock | 14163 | $362.70 | 584,323.0000 | 489,400,000 | 2.37% | 0.00% |
| Feb. 11, 2025 | Umpleby III Donald J | Chairman & CEO | A | Common Stock | 36126 | $0.00 | 598,486.0000 | 489,400,000 | 6.42% | 0.01% |
| Feb. 11, 2025 | Schaupp William E | Chief Accounting Officer | A | Common Stock | 856 | $0.00 | 2,543.0000 | 489,400,000 | 50.74% | 0.00% |
| Feb. 11, 2025 | Schaupp William E | Chief Accounting Officer | F | Common Stock | 230 | $362.70 | 2,313.0000 | 489,400,000 | 9.04% | 0.00% |
| Feb. 11, 2025 | Owens Derek | Chief Legal Officer | A | Common Stock | 642 | $0.00 | 4,781.0000 | 489,400,000 | 15.51% | 0.00% |
| Feb. 11, 2025 | Owens Derek | Chief Legal Officer | F | Common Stock | 174 | $362.70 | 4,607.0000 | 489,400,000 | 3.64% | 0.00% |
| Feb. 11, 2025 | Kaiser Jason | Group President | A | Common Stock | 3345 | $0.00 | 9,986.0000 | 489,400,000 | 50.37% | 0.00% |
| Feb. 11, 2025 | Kaiser Jason | Group President | F | Common Stock | 920 | $362.70 | 9,066.0000 | 489,400,000 | 9.21% | 0.00% |
| Feb. 11, 2025 | Johnson Cheryl H | Chief Human Resources Officer | A | Common Stock | 3345 | $0.00 | 16,606.0000 | 489,400,000 | 25.22% | 0.00% |
| Feb. 11, 2025 | Johnson Cheryl H | Chief Human Resources Officer | F | Common Stock | 919 | $362.70 | 15,687.0000 | 489,400,000 | 5.53% | 0.00% |
| Feb. 11, 2025 | Johnson Denise C | Group President | A | Common Stock | 9901 | $0.00 | 45,084.0000 | 489,400,000 | 28.14% | 0.00% |
| Feb. 11, 2025 | Johnson Denise C | Group President | F | Common Stock | 3742 | $362.70 | 41,342.0000 | 489,400,000 | 8.30% | 0.00% |
| Feb. 11, 2025 | Fassino Anthony D. | Group President | A | Common Stock | 9901 | $0.00 | 44,409.0000 | 489,400,000 | 28.69% | 0.00% |
| Feb. 11, 2025 | Fassino Anthony D. | Group President | F | Common Stock | 4162 | $362.70 | 40,247.0000 | 489,400,000 | 9.37% | 0.00% |
| Feb. 11, 2025 | De Lange Bob | Group President | A | Common Stock | 9901 | $0.00 | 80,820.0000 | 489,400,000 | 13.96% | 0.00% |
| Feb. 11, 2025 | De Lange Bob | Group President | F | Common Stock | 3850 | $362.70 | 76,970.0000 | 489,400,000 | 4.76% | 0.00% |
| Feb. 11, 2025 | Creed Joseph E | Chief Operating Officer | A | Common Stock | 10 | $0.00 | 34,367.0000 | 489,400,000 | 0.03% | 0.00% |
| Feb. 11, 2025 | Creed Joseph E | Chief Operating Officer | F | Common Stock | 3495 | $362.70 | 30,872.0000 | 489,400,000 | 10.17% | 0.00% |
| Feb. 11, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | A | Common Stock | 11775 | $0.00 | 56,957.0000 | 489,400,000 | 26.06% | 0.00% |
| Feb. 11, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 4706 | $362.70 | 52,251.0000 | 489,400,000 | 8.26% | 0.00% |
| Feb. 4, 2025 | Johnson Gerald | Director | P | Common Stock | 100 | $365.57 | 3,053.0000 | 489,400,000 | 3.39% | 0.00% |
| Jan. 16, 2025 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 10000 | $380.09 | 45,182.0000 | 489,400,000 | 18.12% | 0.00% |
| Jan. 12, 2025 | De Lange Bob | Group President | F | Common Stock | 452 | $357.50 | 70,919.0000 | 489,400,000 | 0.63% | 0.00% |
| Jan. 12, 2025 | Johnson Denise C | Group President | F | Common Stock | 452 | $357.50 | 35,183.0000 | 489,400,000 | 1.27% | 0.00% |
| Jan. 12, 2025 | Fassino Anthony D. | Group President | F | Common Stock | 526 | $357.50 | 34,500.0000 | 489,400,000 | 1.50% | 0.00% |
| Dec. 31, 2024 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 103 | $363.78 | 19,157.0000 | 491,700,000 | 0.54% | 0.00% |
| Dec. 31, 2024 | MacLennan David | Director | A | Phantom Stock Units | 45 | $363.78 | 183.0000 | 491,700,000 | 32.61% | 0.00% |
| Dec. 26, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 26 | $367.12 | 29,142.0000 | 491,700,000 | 0.09% | 0.00% |
| Dec. 26, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 30 | $367.12 | 9,290.0000 | 491,700,000 | 0.32% | 0.00% |
| Dec. 26, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 18 | $367.12 | 4,552.0000 | 491,700,000 | 0.40% | 0.00% |
| Dec. 5, 2024 | DICKINSON DANIEL M | Director | G | Common Stock | 250 | $0.00 | 4,728.0000 | 491,700,000 | 5.02% | 0.00% |
| Dec. 4, 2024 | Johnson Gerald | Director | P | Common Stock | 100 | $398.57 | 2,953.0000 | 491,700,000 | 3.51% | 0.00% |
| Nov. 29, 2024 | SCHWAB SUSAN C | Director | G | Common Stock | 2150 | $0.00 | 8,715.0000 | 491,700,000 | 19.79% | 0.00% |
| Nov. 29, 2024 | Fassino Anthony D. | Group President | S | Common Stock | 6279 | $408.59 | 35,024.0000 | 491,700,000 | 15.20% | 0.00% |
| Nov. 29, 2024 | Fassino Anthony D. | Group President | M | Employee Stock Options | 9133 | $127.60 | 0.0000 | 491,700,000 | 100.00% | 0.00% |
| Nov. 29, 2024 | Fassino Anthony D. | Group President | F | Common Stock | 2854 | $408.22 | 41,303.0000 | 491,700,000 | 6.46% | 0.00% |
| Nov. 29, 2024 | Fassino Anthony D. | Group President | M | Common Stock | 9133 | $127.60 | 44,157.0000 | 491,700,000 | 26.08% | 0.00% |
| Nov. 26, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 23 | $407.83 | 28,888.0000 | 491,700,000 | 0.08% | 0.00% |
| Nov. 26, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 27 | $407.83 | 9,187.0000 | 491,700,000 | 0.29% | 0.00% |
| Nov. 26, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 17 | $407.83 | 4,498.0000 | 491,700,000 | 0.38% | 0.00% |
| Nov. 25, 2024 | Fish James C Jr | Director | G | Common Stock | 1000 | $0.00 | 4,964.0000 | 491,700,000 | 16.77% | 0.00% |
| Nov. 25, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 2135 | $406.79 | 55,182.0000 | 491,700,000 | 3.72% | 0.00% |
| Nov. 25, 2024 | Fish James C Jr | Director | G | Common Stock | 250 | $0.00 | 4,464.0000 | 491,700,000 | 5.30% | 0.00% |
| Nov. 25, 2024 | Fish James C Jr | Director | G | Common Stock | 250 | $0.00 | 4,464.0000 | 491,700,000 | 5.93% | 0.00% |
| Nov. 25, 2024 | Fish James C Jr | Director | G | Common Stock | 250 | $0.00 | 4,464.0000 | 491,700,000 | 5.93% | 0.00% |
| Nov. 25, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 3504 | $404.10 | 61,678.0000 | 491,700,000 | 5.38% | 0.00% |
| Nov. 25, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 1880 | $405.06 | 59,798.0000 | 491,700,000 | 3.05% | 0.00% |
| Nov. 25, 2024 | Fish James C Jr | Director | G | Common Stock | 250 | $0.00 | 4,714.0000 | 491,700,000 | 5.04% | 0.00% |
| Nov. 25, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 2481 | $406.12 | 57,317.0000 | 491,700,000 | 4.15% | 0.00% |
| Nov. 15, 2024 | SCHWAB SUSAN C | Director | S | Common Stock | 2 | $383.20 | 10,846.0000 | 491,700,000 | 0.02% | 0.00% |
| Nov. 7, 2024 | Umpleby III Donald J | Chairman & CEO | G | Common Stock | 2400 | $0.00 | 535,109.0000 | 491,700,000 | 0.45% | 0.00% |
| Nov. 7, 2024 | De Lange Bob | Group President | M | Employee Stock Options | 20000 | $151.12 | 40,512.0000 | 491,700,000 | 33.05% | 0.00% |
| Nov. 7, 2024 | De Lange Bob | Group President | S | Common Stock | 2498 | $411.61 | 71,107.0000 | 491,700,000 | 3.39% | 0.00% |
| Nov. 7, 2024 | De Lange Bob | Group President | S | Common Stock | 4830 | $411.13 | 73,605.0000 | 491,700,000 | 6.16% | 0.00% |
| Nov. 7, 2024 | De Lange Bob | Group President | S | Common Stock | 5329 | $408.82 | 78,435.0000 | 491,700,000 | 6.36% | 0.00% |
| Nov. 7, 2024 | De Lange Bob | Group President | F | Common Stock | 7343 | $411.58 | 83,764.0000 | 491,700,000 | 8.06% | 0.00% |
| Nov. 7, 2024 | De Lange Bob | Group President | M | Common Stock | 20000 | $151.12 | 91,107.0000 | 491,700,000 | 28.13% | 0.00% |
| Nov. 7, 2024 | Umpleby III Donald J | Chairman & CEO | M | Employee Stock Options | 87053 | $196.70 | 43,526.0000 | 491,700,000 | 66.67% | 0.02% |
| Nov. 7, 2024 | Umpleby III Donald J | Chairman & CEO | F | Common Stock | 59851 | $413.02 | 562,311.0000 | 491,700,000 | 9.62% | 0.01% |
| Nov. 7, 2024 | Umpleby III Donald J | Chairman & CEO | M | Common Stock | 87053 | $196.70 | 622,162.0000 | 491,700,000 | 16.27% | 0.02% |
| Nov. 6, 2024 | Fassino Anthony D. | Group President | M | Common Stock | 8000 | $127.60 | 42,881.0000 | 491,700,000 | 22.94% | 0.00% |
| Nov. 6, 2024 | Fassino Anthony D. | Group President | F | Common Stock | 2491 | $409.72 | 40,410.0000 | 491,700,000 | 5.81% | 0.00% |
| Nov. 6, 2024 | Fassino Anthony D. | Group President | S | Common Stock | 5509 | $409.84 | 34,901.0000 | 491,700,000 | 13.63% | 0.00% |
| Nov. 6, 2024 | Fassino Anthony D. | Group President | M | Employee Stock Options | 8000 | $127.60 | 9,133.0000 | 491,700,000 | 46.69% | 0.00% |
| Nov. 6, 2024 | DICKINSON DANIEL M | Director | S | Common Stock | 1300 | $418.00 | 4,976.0000 | 491,700,000 | 20.71% | 0.00% |
| Nov. 4, 2024 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 2664 | $378.84 | 12,951.0000 | 491,700,000 | 17.06% | 0.00% |
| Nov. 1, 2024 | Schaupp William E | Chief Accounting Officer | M | Common Stock | 2000 | $196.70 | 3,686.0000 | 491,700,000 | 118.62% | 0.00% |
| Nov. 1, 2024 | Schaupp William E | Chief Accounting Officer | F | Common Stock | 1032 | $380.91 | 2,654.0000 | 491,700,000 | 28.00% | 0.00% |
| Nov. 1, 2024 | Schaupp William E | Chief Accounting Officer | S | Common Stock | 968 | $380.98 | 1,686.0000 | 491,700,000 | 36.47% | 0.00% |
| Nov. 1, 2024 | Schaupp William E | Chief Accounting Officer | M | Exployee Stock Options | 2000 | $196.70 | 1,095.0000 | 491,700,000 | 64.62% | 0.00% |
| Oct. 25, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 17 | $385.97 | 4,521.0000 | 491,700,000 | 0.38% | 0.00% |
| Oct. 25, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 25 | $385.97 | 29,118.0000 | 491,700,000 | 0.09% | 0.00% |
| Oct. 25, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 29 | $385.97 | 9,240.0000 | 491,700,000 | 0.31% | 0.00% |
| Sept. 30, 2024 | MacLennan David | Director | A | Phantom Stock Units | 42 | $389.79 | 137.0000 | 513,600,000 | 44.21% | 0.00% |
| Sept. 30, 2024 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 96 | $389.79 | 18,984.0000 | 513,600,000 | 0.51% | 0.00% |
| Sept. 26, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 17 | $390.96 | 4,331.0000 | 513,600,000 | 0.39% | 0.00% |
| Sept. 26, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 24 | $390.96 | 27,972.0000 | 513,600,000 | 0.09% | 0.00% |
| Sept. 26, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 29 | $390.96 | 8,857.0000 | 513,600,000 | 0.33% | 0.00% |
| Sept. 4, 2024 | Johnson Gerald | Director | P | Common Stock | 100 | $338.59 | 2,842.0000 | 513,600,000 | 3.65% | 0.00% |
| Aug. 30, 2024 | Fassino Anthony D. | Group President | M | Common Stock | 5000 | $127.60 | 39,897.0000 | 513,600,000 | 14.33% | 0.00% |
| Aug. 30, 2024 | Fassino Anthony D. | Group President | F | Common Stock | 1815 | $351.43 | 38,082.0000 | 513,600,000 | 4.55% | 0.00% |
| Aug. 30, 2024 | Fassino Anthony D. | Group President | S | Common Stock | 3185 | $351.36 | 34,897.0000 | 513,600,000 | 8.36% | 0.00% |
| Aug. 30, 2024 | Fassino Anthony D. | Group President | M | Employee Stock Options | 5000 | $127.60 | 17,133.0000 | 513,600,000 | 22.59% | 0.00% |
| Aug. 26, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 27 | $351.16 | 28,690.0000 | 513,600,000 | 0.09% | 0.00% |
| Aug. 26, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 32 | $351.16 | 9,063.0000 | 513,600,000 | 0.35% | 0.00% |
| Aug. 26, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 19 | $351.16 | 4,428.0000 | 513,600,000 | 0.43% | 0.00% |
| Aug. 22, 2024 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 2975 | $342.48 | 15,615.0000 | 513,600,000 | 16.00% | 0.00% |
| July 26, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 32 | $350.48 | 8,942.0000 | 513,600,000 | 0.36% | 0.00% |
| July 26, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 27 | $350.48 | 28,379.0000 | 513,600,000 | 0.10% | 0.00% |
| July 26, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 17 | $350.48 | 4,365.0000 | 513,600,000 | 0.39% | 0.00% |
| July 16, 2024 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 1508 | $350.00 | 18,761.0000 | 513,600,000 | 7.44% | 0.00% |
| July 15, 2024 | De Lange Bob | Group President | G | Common Stock | 505 | $0.00 | 70,870.0000 | 513,600,000 | 0.71% | 0.00% |
| June 28, 2024 | MacLennan David | Director | A | Phantom Stock Units | 50 | $331.26 | 95.0000 | 513,600,000 | 111.11% | 0.00% |
| June 28, 2024 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 113 | $331.26 | 18,811.0000 | 513,600,000 | 0.60% | 0.00% |
| June 26, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 34 | $326.73 | 9,058.0000 | 513,600,000 | 0.38% | 0.00% |
| June 26, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 29 | $326.73 | 28,821.0000 | 513,600,000 | 0.10% | 0.00% |
| June 12, 2024 | MacLennan David | Director | A | Common Stock | 517 | $328.73 | 6,260.0000 | 513,600,000 | 9.00% | 0.00% |
| June 12, 2024 | Johnson Gerald | Director | A | Common Stock | 517 | $328.73 | 2,730.0000 | 513,600,000 | 23.36% | 0.00% |
| June 12, 2024 | WILKINS RAYFORD JR | Director | A | Common Stock | 517 | $328.73 | 7,522.0000 | 513,600,000 | 7.38% | 0.00% |
| June 12, 2024 | Fish James C Jr | Director | A | Common Stock | 517 | $328.73 | 5,427.0000 | 513,600,000 | 10.53% | 0.00% |
| June 12, 2024 | SCHWAB SUSAN C | Director | A | Common Stock | 517 | $328.73 | 10,825.0000 | 513,600,000 | 5.02% | 0.00% |
| June 12, 2024 | REED DEBRA L | Director | A | Common Stock | 517 | $328.73 | 12,219.0000 | 513,600,000 | 4.42% | 0.00% |
| June 12, 2024 | DICKINSON DANIEL M | Director | A | Common Stock | 517 | $328.73 | 6,274.0000 | 513,600,000 | 8.98% | 0.00% |
| June 12, 2024 | Marks Judith Fran | Director | A | Common Stock | 517 | $328.73 | 1,227.0000 | 513,600,000 | 72.82% | 0.00% |
| May 30, 2024 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 1508 | $340.00 | 20,267.0000 | 513,600,000 | 6.93% | 0.00% |
| May 24, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 32 | $348.90 | 9,043.0000 | 513,600,000 | 0.36% | 0.00% |
| May 24, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 15 | $348.90 | 28,852.0000 | 513,600,000 | 0.05% | 0.00% |
| May 20, 2024 | Johnson Gerald | Director | P | Common Stock | 100 | $356.40 | 2,213.0000 | 513,600,000 | 4.73% | 0.00% |
| May 13, 2024 | De Lange Bob | Group President | M | Employee Stock Options | 29834 | $95.66 | 0.0000 | 513,600,000 | 100.00% | 0.01% |
| May 13, 2024 | De Lange Bob | Group President | M | Common Stock | 29834 | $95.66 | 100,949.0000 | 513,600,000 | 41.95% | 0.01% |
| May 13, 2024 | De Lange Bob | Group President | F | Common Stock | 7987 | $357.30 | 92,962.0000 | 513,600,000 | 7.91% | 0.00% |
| May 13, 2024 | De Lange Bob | Group President | S | Common Stock | 21847 | $356.90 | 71,115.0000 | 513,600,000 | 23.50% | 0.00% |
| May 13, 2024 | De Lange Bob | Group President | M | Employee Stock Options | 717 | $74.77 | 0.0000 | 513,600,000 | 100.00% | 0.00% |
| May 13, 2024 | De Lange Bob | Group President | M | Common Stock | 717 | $74.77 | 71,488.0000 | 513,600,000 | 1.01% | 0.00% |
| May 13, 2024 | De Lange Bob | Group President | F | Common Stock | 373 | $356.46 | 71,115.0000 | 513,600,000 | 0.52% | 0.00% |
| May 6, 2024 | DICKINSON DANIEL M | Director | J | Phantom Stock Units | 2931 | $341.12 | 13,886.0000 | 513,600,000 | 17.43% | 0.00% |
| May 1, 2024 | DICKINSON DANIEL M | Director | J | Phantom Stock Units | 3736 | $334.62 | 16,818.0000 | 513,600,000 | 18.18% | 0.00% |
| May 3, 2024 | MacLennan David | Director | P | Common Stock | 500 | $337.39 | 5,738.0000 | 513,600,000 | 9.55% | 0.00% |
| May 1, 2024 | DICKINSON DANIEL M | Director | J | Phantom Stock Units | 3736 | $334.62 | 16,818.0000 | 513,600,000 | 28.56% | 0.00% |
| April 29, 2024 | SCHWAB SUSAN C | Director | D | Common Stock | 8579 | $348.86 | 14,593.0000 | 513,600,000 | 37.02% | 0.00% |
| April 29, 2024 | SCHWAB SUSAN C | Director | D | Common Stock | 4302 | $349.92 | 10,291.0000 | 513,600,000 | 29.48% | 0.00% |
| April 26, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 9 | $343.38 | 8,830.0000 | 513,600,000 | 0.10% | 0.00% |
| April 1, 2024 | Owens Derek | CLO & General Counsel | F | Common Stock | 72 | $365.29 | 4,108.0000 | 513,600,000 | 1.72% | 0.00% |
| March 28, 2024 | MacLennan David | Director | A | Phantom Stock Units | 45 | $365.38 | 45.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 28, 2024 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 103 | $365.38 | 18,630.0000 | 513,600,000 | 0.56% | 0.00% |
| March 28, 2024 | CALHOUN DAVID L | Director | A | Phantom Stock Units | 103 | $365.38 | 21,559.0000 | 513,600,000 | 0.48% | 0.00% |
| March 14, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 658 | $341.92 | 28,564.0000 | 513,600,000 | 2.36% | 0.00% |
| March 14, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 352 | $341.92 | 4,388.0000 | 513,600,000 | 8.72% | 0.00% |
| March 14, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 622 | $341.92 | 8,917.0000 | 513,600,000 | 7.50% | 0.00% |
| March 8, 2024 | Johnson Denise C | Group President | A | Phantom Stock Units | 313 | $339.19 | 28,023.0000 | 513,600,000 | 1.13% | 0.00% |
| March 8, 2024 | Kaiser Jason | Group President | A | Phantom Stock Units | 117 | $339.19 | 4,053.0000 | 513,600,000 | 2.97% | 0.00% |
| March 8, 2024 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 267 | $339.19 | 8,329.0000 | 513,600,000 | 3.31% | 0.00% |
| March 7, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | M | Employee Stock Options | 15393 | $219.76 | 0.0000 | 513,600,000 | 100.00% | 0.00% |
| March 7, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | M | Common Stock | 15393 | $219.76 | 73,707.0000 | 513,600,000 | 26.40% | 0.00% |
| March 7, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 12138 | $340.39 | 61,569.0000 | 513,600,000 | 16.47% | 0.00% |
| March 7, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | M | Common Stock | 14186 | $196.70 | 75,755.0000 | 513,600,000 | 23.04% | 0.00% |
| March 7, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 10613 | $340.39 | 65,142.0000 | 513,600,000 | 14.01% | 0.00% |
| March 7, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | M | Employee Stock Options | 14186 | $196.70 | 14,186.0000 | 513,600,000 | 50.00% | 0.00% |
| March 4, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | A | Common Stock | 3543 | $0.00 | 58,314.0000 | 513,600,000 | 6.47% | 0.00% |
| March 4, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | A | Employee Stock Options | 11509 | $0.00 | 11,509.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | Fassino Anthony D. | Group President | A | Common Stock | 2731 | $0.00 | 34,546.0000 | 513,600,000 | 8.58% | 0.00% |
| March 4, 2024 | Fassino Anthony D. | Group President | A | Employee Stock Options | 8871 | $0.00 | 8,871.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | Creed Joseph E | Chief Operating Officer | A | Common Stock | 5168 | $0.00 | 24,112.0000 | 513,600,000 | 27.28% | 0.00% |
| March 4, 2024 | Creed Joseph E | Chief Operating Officer | A | Employee Stock Options | 16783 | $0.00 | 16,783.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | Umpleby III Donald J | Chief Executive Officer | A | Common Stock | 12181 | $0.00 | 537,404.0000 | 513,600,000 | 2.32% | 0.00% |
| March 4, 2024 | Umpleby III Donald J | Chief Executive Officer | A | Employee Stock Options | 39561 | $0.00 | 39,561.0000 | 513,600,000 | 9999.99% | 0.01% |
| March 4, 2024 | Kaiser Jason | Group President | A | Common Stock | 2731 | $0.00 | 6,605.0000 | 513,600,000 | 70.50% | 0.00% |
| March 4, 2024 | Kaiser Jason | Group President | A | Employee Stock Options | 8871 | $0.00 | 8,871.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | Johnson Denise C | Group President | A | Common Stock | 2731 | $0.00 | 35,525.0000 | 513,600,000 | 8.33% | 0.00% |
| March 4, 2024 | Johnson Denise C | Group President | A | Employee Stock Options | 8871 | $0.00 | 8,871.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | Johnson Cheryl H | Chief Human Resources Officer | A | Common Stock | 1846 | $0.00 | 21,684.0000 | 513,600,000 | 9.31% | 0.00% |
| March 4, 2024 | Johnson Cheryl H | Chief Human Resources Officer | A | Employee Stock Options | 5994 | $0.00 | 5,994.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | De Lange Bob | Group President | A | Common Stock | 2731 | $0.00 | 70,771.0000 | 513,600,000 | 4.01% | 0.00% |
| March 4, 2024 | De Lange Bob | Group President | A | Employee Stock Options | 8871 | $0.00 | 8,871.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | Schaupp William E | Chief Accounting Officer | A | Common Stock | 229 | $0.00 | 1,684.0000 | 513,600,000 | 15.74% | 0.00% |
| March 4, 2024 | Schaupp William E | Chief Accounting Officer | A | Employee Stock Options | 743 | $0.00 | 743.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 4, 2024 | Owens Derek | CLO & General Counsel | A | Employee Stock Options | 8152 | $0.00 | 8,152.0000 | 513,600,000 | 9999.99% | 0.00% |
| March 1, 2024 | Owens Derek | CLO & General Counsel | F | Common Stock | 53 | $335.69 | 1,669.0000 | 513,600,000 | 3.08% | 0.00% |
| March 4, 2024 | Owens Derek | CLO & General Counsel | A | Common Stock | 2510 | $0.00 | 4,179.0000 | 513,600,000 | 150.39% | 0.00% |
| Feb. 28, 2024 | Fassino Anthony D. | Group President | M | Employee Stock Options | 7881 | $138.35 | 0.0000 | 513,600,000 | 0.00% | 0.00% |
| Feb. 28, 2024 | Fassino Anthony D. | Group President | F | Common Stock | 3306 | $329.73 | 29,474.0000 | 513,600,000 | 10.09% | 0.00% |
| Feb. 28, 2024 | Fassino Anthony D. | Group President | M | Common Stock | 7881 | $138.35 | 32,780.0000 | 513,600,000 | 31.65% | 0.00% |
| Feb. 28, 2024 | Fassino Anthony D. | Group President | S | Common Stock | 4575 | $329.80 | 24,899.0000 | 513,600,000 | 15.52% | 0.00% |
| Feb. 26, 2024 | Umpleby III Donald J | Chief Executive Officer | G | Common Stock | 8081 | $0.00 | 525,225.0000 | 513,600,000 | 1.52% | 0.00% |
| Feb. 26, 2024 | Umpleby III Donald J | Chief Executive Officer | G | Common Stock | 8081 | $0.00 | 525,225.0000 | 513,600,000 | 1.56% | 0.00% |
| Feb. 23, 2024 | MacLennan David | Director | P | Common Stock | 350 | $323.37 | 5,238.0000 | 513,600,000 | 7.16% | 0.00% |
| Feb. 22, 2024 | Fassino Anthony D. | Group President | M | Employee Stock Options | 7880 | $138.35 | 7,881.0000 | 513,600,000 | 50.00% | 0.00% |
| Feb. 22, 2024 | Fassino Anthony D. | Group President | F | Common Stock | 3386 | $321.95 | 36,308.0000 | 513,600,000 | 8.53% | 0.00% |
| Feb. 22, 2024 | Fassino Anthony D. | Group President | M | Common Stock | 7880 | $138.35 | 39,694.0000 | 513,600,000 | 24.77% | 0.00% |
| Feb. 22, 2024 | Fassino Anthony D. | Group President | S | Common Stock | 4494 | $321.96 | 31,814.0000 | 513,600,000 | 12.38% | 0.00% |
| Feb. 15, 2024 | Fassino Anthony D. | Group President | S | Common Stock | 7469 | $322.00 | 31,786.0000 | 513,600,000 | 19.03% | 0.00% |
| Feb. 15, 2024 | Fassino Anthony D. | Group President | M | Common Stock | 14073 | $151.12 | 45,859.0000 | 513,600,000 | 44.27% | 0.00% |
| Feb. 15, 2024 | Fassino Anthony D. | Group President | F | Common Stock | 6604 | $322.00 | 39,255.0000 | 513,600,000 | 14.40% | 0.00% |
| Feb. 15, 2024 | Fassino Anthony D. | Group President | M | Employee Stock Options | 14073 | $151.12 | 0.0000 | 513,600,000 | 100.00% | 0.00% |
| Feb. 13, 2024 | Kaiser Jason | Group President | A | Common Stock | 2408 | $0.00 | 4,479.0000 | 513,600,000 | 116.27% | 0.00% |
| Feb. 13, 2024 | Johnson Denise C | Group President | F | Common Stock | 4369 | $313.40 | 32,766.0000 | 513,600,000 | 11.77% | 0.00% |
| Feb. 13, 2024 | Johnson Denise C | Group President | A | Common Stock | 12280 | $0.00 | 37,135.0000 | 513,600,000 | 49.41% | 0.00% |
| Feb. 13, 2024 | Kaiser Jason | Group President | F | Common Stock | 605 | $313.40 | 3,874.0000 | 513,600,000 | 13.51% | 0.00% |
| Feb. 13, 2024 | Fassino Anthony D. | Group President | F | Common Stock | 4830 | $313.40 | 31,786.0000 | 513,600,000 | 13.19% | 0.00% |
| Feb. 13, 2024 | Creed Joseph E | Chief Operating Officer | A | Common Stock | 12039 | $0.00 | 23,192.0000 | 513,600,000 | 107.94% | 0.00% |
| Feb. 13, 2024 | Umpleby III Donald J | Chief Executive Officer | F | Common Stock | 16835 | $313.40 | 525,225.0000 | 513,600,000 | 3.11% | 0.00% |
| Feb. 13, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 5066 | $313.40 | 54,771.0000 | 513,600,000 | 8.47% | 0.00% |
| Feb. 13, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | A | Common Stock | 12520 | $0.00 | 59,837.0000 | 513,600,000 | 26.46% | 0.00% |
| Feb. 13, 2024 | De Lange Bob | Group President | F | Common Stock | 5334 | $313.40 | 67,797.0000 | 513,600,000 | 7.29% | 0.00% |
| Feb. 13, 2024 | De Lange Bob | Group President | A | Common Stock | 12039 | $0.00 | 73,131.0000 | 513,600,000 | 19.71% | 0.00% |
| Feb. 13, 2024 | Johnson Cheryl H | Chief Human Resources Officer | F | Common Stock | 1197 | $313.40 | 19,769.0000 | 513,600,000 | 5.71% | 0.00% |
| Feb. 13, 2024 | Fassino Anthony D. | Group President | A | Common Stock | 12039 | $0.00 | 36,616.0000 | 513,600,000 | 48.98% | 0.00% |
| Feb. 13, 2024 | Umpleby III Donald J | Chief Executive Officer | A | Common Stock | 42136 | $0.00 | 542,060.0000 | 513,600,000 | 8.43% | 0.01% |
| Feb. 13, 2024 | Creed Joseph E | Chief Operating Officer | F | Common Stock | 4270 | $313.40 | 18,922.0000 | 513,600,000 | 18.41% | 0.00% |
| Feb. 13, 2024 | Johnson Cheryl H | Chief Human Resources Officer | A | Common Stock | 4213 | $0.00 | 20,966.0000 | 513,600,000 | 25.15% | 0.00% |
| Feb. 7, 2024 | De Lange Bob | Group President | M | Employee Stock Options | 30000 | $95.66 | 29,834.0000 | 513,600,000 | 50.14% | 0.01% |
| Feb. 7, 2024 | De Lange Bob | Group President | F | Common Stock | 8806 | $325.87 | 82,286.0000 | 513,600,000 | 9.67% | 0.00% |
| Feb. 7, 2024 | De Lange Bob | Group President | M | Common Stock | 30000 | $95.66 | 91,092.0000 | 513,600,000 | 49.11% | 0.01% |
| Feb. 7, 2024 | De Lange Bob | Group President | S | Common Stock | 21194 | $325.52 | 61,092.0000 | 513,600,000 | 25.76% | 0.00% |
| Feb. 5, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 2804 | $333.13 | 47,317.0000 | 513,600,000 | 5.59% | 0.00% |
| Feb. 2, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 10000 | $310.10 | 57,317.0000 | 513,600,000 | 14.86% | 0.00% |
| Feb. 5, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 7196 | $332.69 | 50,121.0000 | 513,600,000 | 12.55% | 0.00% |
| Jan. 25, 2024 | BONFIELD ANDREW R J | Chief Financial Officer | S | Common Stock | 10000 | $300.04 | 67,317.0000 | 513,600,000 | 12.93% | 0.00% |
| Jan. 12, 2024 | De Lange Bob | Group President | A | Common Stock | 6887 | $0.00 | 61,092.0000 | 513,600,000 | 12.71% | 0.00% |
| Jan. 12, 2024 | Johnson Denise C | Group President | A | Common Stock | 6887 | $0.00 | 24,855.0000 | 513,600,000 | 38.33% | 0.00% |
| Jan. 12, 2024 | Fassino Anthony D. | Group President | A | Common Stock | 6887 | $0.00 | 24,567.0000 | 513,600,000 | 38.95% | 0.00% |
| Dec. 29, 2023 | CALHOUN DAVID L | Director | A | Phantom Stock Units | 127 | $295.72 | 21,369.0000 | 530,400,000 | 0.60% | 0.00% |
| Dec. 29, 2023 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 127 | $295.72 | 18,452.0000 | 530,400,000 | 0.69% | 0.00% |
| Dec. 26, 2023 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 45 | $247.36 | 7,839.0000 | 530,400,000 | 0.58% | 0.00% |
| Dec. 26, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 31 | $295.63 | 27,070.0000 | 530,400,000 | 0.11% | 0.00% |
| Dec. 26, 2023 | Creed Joseph E | Chief Operating Officer | A | Phantom Stock Units | 38 | $295.63 | 7,877.0000 | 530,400,000 | 0.48% | 0.00% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | M | Employee Stock Options | 163615 | $138.35 | 0.0000 | 530,400,000 | 0.00% | 0.03% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | M | Common Stock | 182944 | $151.12 | 561,053.0000 | 530,400,000 | 48.38% | 0.03% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | M | Employee Stock Options | 75701 | $127.60 | 0.0000 | 530,400,000 | 0.00% | 0.01% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | F | Common Stock | 133467 | $286.72 | 427,586.0000 | 530,400,000 | 23.79% | 0.03% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | M | Common Stock | 163615 | $138.35 | 591,201.0000 | 530,400,000 | 38.26% | 0.03% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | F | Common Stock | 115366 | $286.72 | 475,835.0000 | 530,400,000 | 19.51% | 0.02% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | M | Common Stock | 75701 | $127.60 | 551,536.0000 | 530,400,000 | 15.91% | 0.01% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | F | Common Stock | 51615 | $286.72 | 499,921.0000 | 530,400,000 | 9.36% | 0.01% |
| Dec. 18, 2023 | Umpleby III Donald J | Chairman and CEO | M | Employee Stock Options | 182944 | $151.12 | 0.0000 | 530,400,000 | 0.00% | 0.03% |
| Nov. 24, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 37 | $247.36 | 27,425.0000 | 530,400,000 | 0.14% | 0.00% |
| Oct. 26, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 38 | $242.43 | 27,822.0000 | 530,400,000 | 0.14% | 0.00% |
| Oct. 26, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 32 | $242.43 | 8,031.0000 | 530,400,000 | 0.40% | 0.00% |
| Sept. 29, 2023 | CALHOUN DAVID L | Director | A | Phantom Stock Units | 136 | $275.46 | 21,132.0000 | 530,400,000 | 0.65% | 0.00% |
| Sept. 29, 2023 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 136 | $275.46 | 18,230.0000 | 530,400,000 | 0.75% | 0.00% |
| Sept. 26, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 34 | $269.52 | 27,790.0000 | 530,400,000 | 0.12% | 0.00% |
| Sept. 26, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 29 | $269.52 | 8,001.0000 | 530,400,000 | 0.36% | 0.00% |
| Sept. 1, 2023 | Schaupp William E | Chief Accounting Officer | F | Common Stock | 245 | $285.36 | 1,455.0000 | 530,400,000 | 14.41% | 0.00% |
| Aug. 30, 2023 | Fassino Anthony D. | Group President | M | Employee Stock Options | 4141 | $95.66 | 0.0000 | 530,400,000 | 0.00% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | M | Employee Stock Options | 2693 | $74.77 | 0.0000 | 530,400,000 | 0.00% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | M | Employee Stock Options | 1447 | $95.66 | 4,141.0000 | 530,400,000 | 53.71% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | M | Common Stock | 2693 | $74.77 | 18,875.0000 | 530,400,000 | 16.64% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | F | Common Stock | 721 | $279.00 | 18,154.0000 | 530,400,000 | 3.82% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | S | Common Stock | 1972 | $279.00 | 16,182.0000 | 530,400,000 | 10.86% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | M | Common Stock | 1447 | $95.66 | 17,629.0000 | 530,400,000 | 8.94% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | F | Common Stock | 496 | $279.00 | 17,133.0000 | 530,400,000 | 2.81% | 0.00% |
| Aug. 29, 2023 | Fassino Anthony D. | Group President | S | Common Stock | 951 | $279.00 | 16,182.0000 | 530,400,000 | 5.55% | 0.00% |
| Aug. 30, 2023 | Fassino Anthony D. | Group President | M | Common Stock | 4141 | $95.66 | 20,323.0000 | 530,400,000 | 16.93% | 0.00% |
| Aug. 30, 2023 | Fassino Anthony D. | Group President | F | Common Stock | 1401 | $282.57 | 18,922.0000 | 530,400,000 | 6.89% | 0.00% |
| Aug. 30, 2023 | Fassino Anthony D. | Group President | S | Common Stock | 2740 | $282.57 | 16,182.0000 | 530,400,000 | 14.48% | 0.00% |
| Aug. 25, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 34 | $272.56 | 26,953.0000 | 530,400,000 | 0.13% | 0.00% |
| Aug. 25, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 29 | $272.56 | 7,741.0000 | 530,400,000 | 0.38% | 0.00% |
| Aug. 9, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Employee Stock Options | 18294 | $151.12 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Aug. 9, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Common Stock | 18294 | $151.12 | 34,879.0000 | 530,400,000 | 110.30% | 0.00% |
| Aug. 9, 2023 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 16894 | $286.27 | 17,985.0000 | 530,400,000 | 48.44% | 0.00% |
| Aug. 9, 2023 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 1400 | $287.06 | 16,585.0000 | 530,400,000 | 7.78% | 0.00% |
| Aug. 7, 2023 | MacLennan David | Director | A | Common Stock | 450 | $277.21 | 4,868.0000 | 530,400,000 | 10.19% | 0.00% |
| Aug. 4, 2023 | Umpleby III Donald J | Chief Executive Officer | G | Common Stock | 2501 | $0.00 | 378,103.0000 | 530,400,000 | 0.66% | 0.00% |
| Aug. 4, 2023 | Umpleby III Donald J | Chief Executive Officer | G | Common Stock | 5114 | $0.00 | 378,103.0000 | 530,400,000 | 1.37% | 0.00% |
| Aug. 4, 2023 | Umpleby III Donald J | Chief Executive Officer | G | Common Stock | 2613 | $0.00 | 378,103.0000 | 530,400,000 | 0.69% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | S | Common Stock | 10120 | $0.00 | 17,968.0000 | 530,400,000 | 36.03% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | M | Common Stock | 23736 | $127.60 | 41,704.0000 | 530,400,000 | 132.10% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | S | Common Stock | 16610 | $0.00 | 25,094.0000 | 530,400,000 | 39.83% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | S | Common Stock | 2300 | $0.00 | 22,794.0000 | 530,400,000 | 9.17% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | S | Common Stock | 4112 | $0.00 | 18,682.0000 | 530,400,000 | 18.04% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | S | Common Stock | 714 | $0.00 | 17,968.0000 | 530,400,000 | 3.82% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | M | Employee Stock Options | 18012 | $138.35 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | M | Employee Stock Options | 23736 | $127.60 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Aug. 3, 2023 | DICKINSON DANIEL M | Director | J | Phantom Stock Unis | 9982 | $284.50 | 20,267.0000 | 530,400,000 | 33.00% | 0.00% |
| Aug. 3, 2023 | Creed Joseph E | Group President | S | Common Stock | 3037 | $284.84 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Aug. 3, 2023 | Creed Joseph E | Group President | M | Common Stock | 7698 | $127.60 | 7,698.0000 | 530,400,000 | 9999.99% | 0.00% |
| Aug. 3, 2023 | Creed Joseph E | Group President | S | Common Stock | 4249 | $285.55 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Aug. 3, 2023 | Creed Joseph E | Group President | F | Common Stock | 3449 | $284.78 | 4,249.0000 | 530,400,000 | 44.80% | 0.00% |
| Aug. 3, 2023 | Creed Joseph E | Group President | M | Employee Stock Options | 7698 | $127.60 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | M | Common Stock | 18012 | $138.35 | 35,980.0000 | 530,400,000 | 100.24% | 0.00% |
| Aug. 3, 2023 | Johnson Denise C | Group President | S | Common Stock | 7892 | $0.00 | 28,088.0000 | 530,400,000 | 21.93% | 0.00% |
| Aug. 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 11419 | $289.99 | 77,317.0000 | 530,400,000 | 12.87% | 0.00% |
| Aug. 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | M | Employee Stock Options | 14187 | $196.70 | 28,372.0000 | 530,400,000 | 100.01% | 0.00% |
| Aug. 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | M | Common Stock | 30786 | $219.76 | 100,813.0000 | 530,400,000 | 43.96% | 0.01% |
| Aug. 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 26264 | $289.99 | 74,549.0000 | 530,400,000 | 26.05% | 0.00% |
| Aug. 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | M | Common Stock | 14187 | $196.70 | 88,736.0000 | 530,400,000 | 19.03% | 0.00% |
| Aug. 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | M | Employee Stock Options | 30786 | $219.76 | 15,393.0000 | 530,400,000 | 0.00% | 0.01% |
| Aug. 1, 2023 | De Lange Bob | Group President | M | Common Stock | 20000 | $95.66 | 73,671.0000 | 530,400,000 | 37.26% | 0.00% |
| Aug. 1, 2023 | De Lange Bob | Group President | M | Employee Stock Options | 20000 | $95.66 | 59,834.0000 | 530,400,000 | 25.05% | 0.00% |
| Aug. 1, 2023 | De Lange Bob | Group President | S | Common Stock | 20000 | $275.00 | 53,671.0000 | 530,400,000 | 27.15% | 0.00% |
| July 26, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 36 | $258.32 | 27,650.0000 | 530,400,000 | 0.13% | 0.00% |
| July 26, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 30 | $258.32 | 7,922.0000 | 530,400,000 | 0.38% | 0.00% |
| July 26, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 30 | $258.32 | 7,922.0000 | 530,400,000 | 0.38% | 0.00% |
| July 18, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Employee Stock Options | 6415 | $127.60 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| July 18, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Common Stock | 6415 | $127.60 | 22,999.0000 | 530,400,000 | 38.68% | 0.00% |
| July 18, 2023 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 6415 | $260.00 | 16,584.0000 | 530,400,000 | 27.89% | 0.00% |
| June 30, 2023 | CALHOUN DAVID L | Director | A | Phantom Stock Units | 153 | $245.41 | 20,897.0000 | 530,400,000 | 0.74% | 0.00% |
| June 30, 2023 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 153 | $245.41 | 18,009.0000 | 530,400,000 | 0.86% | 0.00% |
| June 26, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 22 | $236.95 | 7,668.0000 | 530,400,000 | 0.29% | 0.00% |
| June 26, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 39 | $236.95 | 26,832.0000 | 530,400,000 | 0.15% | 0.00% |
| June 14, 2023 | DICKINSON DANIEL M | Director | A | Common Stock | 698 | $243.32 | 5,745.0000 | 530,400,000 | 13.83% | 0.00% |
| June 14, 2023 | CALHOUN DAVID L | Director | A | Common Stock | 698 | $243.32 | 49,815.0000 | 530,400,000 | 1.42% | 0.00% |
| June 14, 2023 | REED DEBRA L | Director | A | Common Stock | 698 | $243.32 | 11,520.0000 | 530,400,000 | 6.45% | 0.00% |
| June 14, 2023 | SCHWAB SUSAN C | Director | A | Common Stock | 698 | $243.32 | 23,106.0000 | 530,400,000 | 3.11% | 0.00% |
| June 14, 2023 | WILKINS RAYFORD JR | Director | A | Common Stock | 698 | $243.32 | 6,883.0000 | 530,400,000 | 11.29% | 0.00% |
| June 14, 2023 | Ayotte Kelly | Director | A | Common Stock | 698 | $243.32 | 6,113.0000 | 530,400,000 | 12.89% | 0.00% |
| June 14, 2023 | Marks Judith Fran | Director | A | Common Stock | 698 | $243.32 | 698.0000 | 530,400,000 | 9999.99% | 0.00% |
| June 14, 2023 | MacLennan David | Director | A | Common Stock | 698 | $243.32 | 4,418.0000 | 530,400,000 | 18.76% | 0.00% |
| June 14, 2023 | Johnson Gerald | Director | A | Common Stock | 698 | $243.32 | 2,101.0000 | 530,400,000 | 49.75% | 0.00% |
| June 14, 2023 | Fish James C Jr | Director | A | Common Stock | 698 | $243.32 | 4,898.0000 | 530,400,000 | 16.62% | 0.00% |
| June 7, 2023 | Long Suzette M | CLO/General Counsel | M | Employee Stock Options | 20529 | $127.60 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| June 7, 2023 | Long Suzette M | CLO/General Counsel | M | Common Stock | 20529 | $127.60 | 29,391.0000 | 530,400,000 | 231.65% | 0.00% |
| June 7, 2023 | Long Suzette M | CLO/General Counsel | F | Common Stock | 15415 | $231.32 | 13,976.0000 | 530,400,000 | 52.45% | 0.00% |
| May 26, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 25 | $211.80 | 26,883.0000 | 530,400,000 | 0.09% | 0.00% |
| March 31, 2023 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 165 | $226.98 | 17,757.0000 | 530,400,000 | 0.94% | 0.00% |
| March 31, 2023 | CALHOUN DAVID L | Director | A | Phantom Stock Units | 165 | $226.98 | 20,630.0000 | 530,400,000 | 0.81% | 0.00% |
| March 14, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 702 | $225.67 | 7,656.0000 | 530,400,000 | 10.09% | 0.00% |
| March 14, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 821 | $225.67 | 26,796.0000 | 530,400,000 | 3.16% | 0.00% |
| March 10, 2023 | Johnson Denise C | Group President | A | Phantom Stock Units | 516 | $227.01 | 27,630.0000 | 530,400,000 | 1.90% | 0.00% |
| March 10, 2023 | Creed Joseph E | Group President | A | Phantom Stock Units | 358 | $227.01 | 7,384.0000 | 530,400,000 | 5.10% | 0.00% |
| March 6, 2023 | Schaupp William E | Chief Accounting Officer | A | Employee Stock Options | 2045 | $0.00 | 2,045.0000 | 530,400,000 | 9999.99% | 0.00% |
| March 6, 2023 | Fassino Anthony D. | Group President | A | Employee Stock Options | 29028 | $0.00 | 29,028.0000 | 530,400,000 | 9999.99% | 0.01% |
| March 6, 2023 | Long Suzette M | Chief Legal Officer | A | Employee Stock Options | 32327 | $0.00 | 32,327.0000 | 530,400,000 | 9999.99% | 0.01% |
| March 6, 2023 | Creed Joseph E | Group President | A | Employee Stock Options | 29028 | $0.00 | 29,028.0000 | 530,400,000 | 9999.99% | 0.01% |
| March 6, 2023 | Umpleby III Donald J | Chief Executive Officer | A | Employee Stock Options | 112156 | $0.00 | 112,156.0000 | 530,400,000 | 9999.99% | 0.02% |
| March 6, 2023 | Johnson Denise C | Group President | A | Employee Stock Options | 29028 | $0.00 | 29,028.0000 | 530,400,000 | 9999.99% | 0.01% |
| March 6, 2023 | Johnson Cheryl H | Chief Human Resources Officer | A | Employee Stock Options | 24410 | $0.00 | 24,410.0000 | 530,400,000 | 9999.99% | 0.00% |
| March 6, 2023 | De Lange Bob | Group President | A | Employee Stock Options | 29028 | $0.00 | 29,028.0000 | 530,400,000 | 9999.99% | 0.01% |
| March 6, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | A | Employee Stock Options | 34966 | $0.00 | 34,966.0000 | 530,400,000 | 9999.99% | 0.01% |
| March 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | M | Employee Stock Options | 23095 | $127.60 | 0.0000 | 530,400,000 | 0.00% | 0.00% |
| March 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | M | Common Stock | 23095 | $127.60 | 86,283.0000 | 530,400,000 | 36.55% | 0.00% |
| March 2, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 16256 | $249.31 | 70,027.0000 | 530,400,000 | 18.84% | 0.00% |
| Feb. 17, 2023 | MacLennan David | Director | P | Common Stock | 400 | $249.29 | 3,709.0000 | 530,400,000 | 12.09% | 0.00% |
| Feb. 9, 2023 | Long Suzette M | CLO/General Counsel | S | Common Stock | 6636 | $250.91 | 10,202.0000 | 530,400,000 | 39.41% | 0.00% |
| Feb. 9, 2023 | Long Suzette M | CLO/General Counsel | S | Common Stock | 1364 | $251.65 | 8,838.0000 | 530,400,000 | 13.37% | 0.00% |
| Feb. 7, 2023 | Umpleby III Donald J | Chief Executive Officer | F | Common Stock | 20978 | $248.68 | 378,092.0000 | 530,400,000 | 5.26% | 0.00% |
| Feb. 7, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | A | Common Stock | 15029 | $0.00 | 68,516.0000 | 530,400,000 | 28.10% | 0.00% |
| Feb. 7, 2023 | BONFIELD ANDREW R J | Chief Financial Officer | F | Common Stock | 5328 | $248.68 | 63,188.0000 | 530,400,000 | 7.78% | 0.00% |
| Feb. 7, 2023 | Fassino Anthony D. | Group President | A | Common Stock | 4801 | $0.00 | 17,868.0000 | 530,400,000 | 36.74% | 0.00% |
| Feb. 7, 2023 | Fassino Anthony D. | Group President | F | Common Stock | 1551 | $248.68 | 16,317.0000 | 530,400,000 | 8.68% | 0.00% |
| Feb. 7, 2023 | Long Suzette M | Chief Legal Officer | A | Common Stock | 13359 | $0.00 | 22,086.0000 | 530,400,000 | 153.08% | 0.00% |
| Feb. 7, 2023 | Long Suzette M | Chief Legal Officer | F | Common Stock | 5248 | $248.68 | 16,838.0000 | 530,400,000 | 23.76% | 0.00% |
| Feb. 7, 2023 | Creed Joseph E | Group President | A | Common Stock | 5009 | $0.00 | 15,683.0000 | 530,400,000 | 24.21% | 0.00% |
| Feb. 7, 2023 | Creed Joseph E | Group President | F | Common Stock | 1972 | $248.68 | 13,711.0000 | 530,400,000 | 12.57% | 0.00% |
| Feb. 7, 2023 | Umpleby III Donald J | Chief Executive Officer | A | Common Stock | 49260 | $0.00 | 399,070.0000 | 530,400,000 | 14.08% | 0.01% |
| Feb. 7, 2023 | Johnson Cheryl H | Chief Human Resources Officer | A | Common Stock | 4174 | $0.00 | 18,228.0000 | 530,400,000 | 29.70% | 0.00% |
| Feb. 7, 2023 | Johnson Cheryl H | Chief Human Resources Officer | F | Common Stock | 1829 | $248.68 | 16,399.0000 | 530,400,000 | 10.03% | 0.00% |
| Feb. 7, 2023 | Johnson Denise C | Group President | A | Common Stock | 15446 | $0.00 | 24,051.0000 | 530,400,000 | 179.50% | 0.00% |
| Feb. 7, 2023 | Johnson Denise C | Group President | F | Common Stock | 6083 | $248.68 | 17,968.0000 | 530,400,000 | 25.29% | 0.00% |
| Feb. 7, 2023 | De Lange Bob | Group President | F | Common Stock | 6843 | $248.68 | 53,162.0000 | 530,400,000 | 11.40% | 0.00% |
| Feb. 7, 2023 | De Lange Bob | Group President | A | Common Stock | 15446 | $0.00 | 60,005.0000 | 530,400,000 | 34.66% | 0.00% |
| Feb. 6, 2023 | DICKINSON DANIEL M | Director | S | Common Stock | 6070 | $251.22 | 5,038.0000 | 530,400,000 | 54.65% | 0.00% |
| Nov. 9, 2022 | Johnson Cheryl H | Chief Human Resources Officer | G | Common Stock | 6607 | $0.00 | 14,637.0000 | 0 | 31.10% | 0.00% |
| Feb. 3, 2023 | Johnson Cheryl H | Chief Human Resources Officer | G | Common Stock | 693 | $0.00 | 14,054.0000 | 530,400,000 | 4.70% | 0.00% |
| Feb. 3, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Common Stock | 14260 | $138.35 | 28,314.0000 | 530,400,000 | 101.47% | 0.00% |
| Feb. 3, 2023 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 14260 | $250.27 | 14,054.0000 | 530,400,000 | 50.36% | 0.00% |
| Feb. 3, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Common Stock | 9623 | $127.60 | 23,677.0000 | 530,400,000 | 68.47% | 0.00% |
| Feb. 3, 2023 | Johnson Cheryl H | Chief Human Resources Officer | S | Common Stock | 9623 | $250.68 | 14,054.0000 | 530,400,000 | 40.64% | 0.00% |
| Jan. 20, 2023 | Johnson Cheryl H | Chief Human Resources Officer | J | Employee Stock Options | 18295 | $0.00 | 18,294.0000 | 530,400,000 | 50.00% | 0.00% |
| Jan. 20, 2023 | Johnson Cheryl H | Chief Human Resources Officer | J | Employee Stock Options | 14260 | $0.00 | 14,260.0000 | 530,400,000 | 50.00% | 0.00% |
| Jan. 20, 2023 | Johnson Cheryl H | Chief Human Resources Officer | J | Employee Stock Options | 16039 | $0.00 | 16,038.0000 | 530,400,000 | 50.00% | 0.00% |
| Jan. 20, 2023 | Johnson Cheryl H | Chief Human Resources Officer | J | Employee Stock Options | 15541 | $0.00 | 15,541.0000 | 530,400,000 | 50.00% | 0.00% |
| Feb. 3, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Employee Stock Options | 14260 | $138.35 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Feb. 3, 2023 | Johnson Cheryl H | Chief Human Resources Officer | M | Employee Stock Options | 9623 | $127.60 | 6,415.0000 | 530,400,000 | 60.00% | 0.00% |
| Jan. 20, 2023 | Johnson Cheryl H | Chief Human Resources Officer | J | Employee Stock Options | 12091 | $0.00 | 12,090.0000 | 530,400,000 | 50.00% | 0.00% |
| Jan. 9, 2023 | De Lange Bob | Group President | M | Employee Stock Options | 11000 | $74.77 | 717.0000 | 530,400,000 | 93.88% | 0.00% |
| Jan. 9, 2023 | De Lange Bob | Group President | S | Common Stock | 11000 | $250.00 | 44,559.0000 | 530,400,000 | 19.80% | 0.00% |
| Jan. 9, 2023 | De Lange Bob | Group President | M | Common Stock | 11000 | $74.77 | 55,559.0000 | 530,400,000 | 24.69% | 0.00% |
| Jan. 6, 2023 | Creed Joseph E | Group President | M | Common Stock | 18294 | $151.12 | 28,891.0000 | 530,400,000 | 172.63% | 0.00% |
| Jan. 6, 2023 | Creed Joseph E | Group President | S | Common Stock | 18294 | $249.00 | 10,597.0000 | 530,400,000 | 63.32% | 0.00% |
| Jan. 6, 2023 | Creed Joseph E | Group President | M | Employee Stock Options | 18294 | $151.12 | 0.0000 | 530,400,000 | 100.00% | 0.00% |
| Dec. 30, 2022 | SCHWAB SUSAN C | Director | A | Phantom Stock Units | 157 | $238.93 | 17,508.0000 | 0 | 0.90% | 0.00% |
| Dec. 30, 2022 | CALHOUN DAVID L | Director | A | Phantom Stock Units | 157 | $238.93 | 20,366.0000 | 0 | 0.78% | 0.00% |