| Aug 1, 25 | Cogan Sarah E | CTO | Sale | -- | 2.78K | -- | -- |
| Aug 1, 25 | Rappaport Alan | CTO | Sale | -- | 4.00K | -- | -- |
| Aug 1, 25 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | 1.24K | -- | -- |
| Aug 1, 25 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | -- | 239 | -- | -- |
| Aug 1, 25 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | -- | 343 | -- | -- |
| Mar 26, 25 | Bui Sonia E | Officer | Sale | -- | -- | -- | -- |
| Jan 23, 25 | Ferguson Benjamin | -- | Sale | -- | -- | -- | -- |
| Jan 23, 25 | Kraus Kristofer | -- | Sale | -- | -- | -- | -- |
| Dec 31, 24 | FLATTUM DAVID C | CTO | Sale | -- | -- | -- | -- |
| Aug 15, 24 | Bekkers Timothy Albert-Michel-Alain | -- | Sale | -- | -- | -- | -- |
| Aug 15, 24 | Dinan Jaime Catherine | -- | Sale | -- | -- | -- | -- |
| Aug 15, 24 | Ellis Michele Noel | -- | Sale | -- | -- | -- | -- |
| Jul 1, 24 | JPMorgan Chase Bank, N.A. | 10 percent owner | Purchase | -- | 343 | -- | 343 |
| Jul 1, 24 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | -- | 343 | -- | -- |
| Jun 12, 24 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | -- | -- | -- | 343 |
| Jun 12, 24 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $100,120.93 | 343 | $34.34M | 239 |
| Apr 17, 24 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | -- | -- | 1.24K |
| Apr 17, 24 | UBS Group AG | 10 percent owner | Sale | -- | 5.12K | -- | -- |
| Jan 25, 24 | Yang Jing | -- | Sale | -- | -- | -- | -- |
| Jan 25, 24 | Kersman Alejandro Eduardo | -- | Sale | -- | -- | -- | -- |
| Jan 25, 24 | SHARENOW GREG ELLIOT | -- | Sale | -- | -- | -- | -- |
| Jan 25, 24 | MURATA ALFRED T | -- | Sale | -- | -- | -- | -- |
| Jan 24, 24 | Cogan Sarah E | CTO | Purchase | $7.13 | 1.40K | $9.97K | 2.57K |
| Jan 8, 24 | Vu Quynh-Chi Hoang | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Stern Jason Ross | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Wildermuth Paul Thomas | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Pacetti Laine Elizabeth | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Narain Shivanand | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | McLaughlin Colleen Patrice | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Goodman Matthew Louis | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Creighton Alyssa Michele | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Chan Carol Kar-lon | -- | Sale | -- | -- | -- | -- |
| Dec 31, 23 | Suh Sung-Hee | -- | Sale | -- | -- | -- | -- |
| Nov 14, 23 | Rappaport Alan | CTO | Purchase | $7.04 | 4.00K | $28.18K | 4.00K |
| Sep 20, 23 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | -- | -- | -- | 582 |
| Jun 16, 23 | Christine Kyle Francis | -- | Sale | -- | -- | -- | -- |
| Apr 30, 23 | Cantrill Elizabeth Davis | CTO | Sale | -- | -- | -- | -- |
| Mar 23, 23 | Mason Gregory John | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 23 | Golota Maria Marchenko | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 23 | Duran Jason Raul | Officer | Sale | -- | -- | -- | -- |
| Jan 26, 23 | WANG QI | -- | Sale | -- | -- | -- | -- |
| Jan 26, 23 | Ananthanarayanan Vishalakshi Mangala | -- | Sale | -- | -- | -- | -- |
| Jan 26, 23 | Pier Sonali Shah | -- | Sale | -- | -- | -- | -- |
| Jan 26, 23 | Steiner Jason Robert | -- | Sale | -- | -- | -- | -- |
| Aug 25, 22 | Lee Kenneth W. | Officer | Sale | -- | -- | -- | -- |
| Aug 25, 22 | Burrill Douglas Benjamin | Officer | Sale | -- | -- | -- | -- |
| Jul 1, 22 | McCartney Kathleen Ann | CTO | Sale | -- | -- | -- | -- |
| Jun 16, 22 | Werber Keith Adam | Officer | Sale | -- | -- | -- | -- |
| Feb 8, 22 | Cantrill Elizabeth Davis | -- | Sale | -- | -- | -- | -- |
| Jan 27, 22 | Meggers Julie Ann | -- | Sale | -- | -- | -- | -- |
| Sep 30, 21 | Jelic Mark Allen | Officer | Sale | -- | -- | -- | -- |
| Jun 30, 21 | Vandecruze Grace | CTO | Sale | -- | -- | -- | -- |
| Jun 1, 21 | Zakir Nadia | -- | Sale | -- | -- | -- | -- |
| Mar 19, 21 | Duggan Elizabeth A | Officer | Sale | -- | -- | -- | -- |
| Jan 21, 21 | Brigliadori Geraldine Edith | -- | Sale | -- | -- | -- | -- |
| Jan 21, 21 | Ananthanarayanan Vishalakshi Mangala | -- | Sale | -- | -- | -- | -- |
| Sep 24, 20 | Hall Gregory Weston | -- | Sale | -- | -- | -- | -- |
| Jun 12, 20 | Kittredge Joseph Baker Jr | CTO | Sale | -- | -- | -- | -- |
| Jun 11, 20 | Cogan Sarah E | CTO | Purchase | $11.25 | 1.00K | $11.25K | 1.00K |
| Mar 20, 20 | MOGELOF ERIC J | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | Schneider Jerome M | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | SEIDNER MARC P | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | TOURNIER EVE ANNE CELINE | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | Whitten Candice Stack | -- | Sale | -- | -- | -- | -- |
| Jan 29, 20 | BUFFINGTON THOMAS MATTHEW | CTO | Sale | $22,000.00 | 25 | $550.00K | -- |
| Jan 1, 20 | Zhang Hao Jessica | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Pittluck Brian Joel | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Clark Derrick Alan | CTO | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Byer Jeffrey Alan | Officer | Sale | -- | -- | -- | -- |
| May 28, 19 | TODD BRADLEY ALLEN | Officer | Sale | -- | -- | -- | -- |
| May 28, 19 | SHENOY SHWETHA P | Officer | Sale | -- | -- | -- | -- |
| May 28, 19 | EVANS BRANDON THOMAS | Officer | Sale | -- | -- | -- | -- |
| Jan 2, 19 | BUFFINGTON THOMAS MATTHEW | CTO | Sale | -- | -- | -- | 25 |
| Jan 1, 19 | STAHL CATHLEEN RUTH | -- | Sale | -- | -- | -- | -- |
| Jan 1, 19 | FISHER DAVID NICHOLS III | CTO | Sale | -- | -- | -- | -- |
| Jan 1, 19 | Cogan Sarah E | CTO | Sale | -- | -- | -- | -- |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Purchase | $100,000.00 | 343 | $34.30M | 343 |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $21,259.97 | 149 | $3.17M | -- |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $21,261.30 | 423 | $8.99M | -- |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $21,250.00 | 238 | $5.06M | -- |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $21,255.06 | 138 | $2.93M | -- |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $21,253.36 | 133 | $2.83M | -- |
| Apr 5, 10 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | -- | -- | -- | 1.08K |
| Jan 24, 18 | AUDAIN-PRESSLEY KEISHA L | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 18 | FELS JOACHIM WALTER | -- | Sale | -- | -- | -- | -- |
| Mar 23, 17 | PARIKH BIJAL Y | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 17 | Melman Laura S | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 17 | KIT WU KWAN | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 17 | DEAN MILLER COLLEEN | Officer | Sale | -- | -- | -- | -- |
| Jan 12, 17 | WANG QI | -- | Sale | -- | -- | -- | -- |
| Jan 1, 17 | STRACKE THIBAULT CHRISTIAN | -- | Sale | -- | -- | -- | -- |
| Jan 1, 17 | HYMAN DANIEL H | -- | Sale | -- | -- | -- | -- |
| Nov 1, 16 | Roman Emmanuel | -- | Sale | -- | -- | -- | -- |
| Sep 22, 16 | MORIN CHRISTOPHER M | Officer | Sale | -- | -- | -- | -- |
| Jan 14, 16 | MATHER SCOTT A | -- | Sale | -- | -- | -- | -- |
| Jan 14, 16 | BRIDWELL JENNIFER S | -- | Sale | -- | -- | -- | -- |
| Jan 4, 16 | KORINKE KIMBERLEY G | -- | Sale | -- | -- | -- | -- |
| Aug 20, 15 | HAMMER DAVID S | -- | Sale | -- | -- | -- | -- |
| Jun 2, 15 | NAGLER JASON JORDAN | Officer | Sale | -- | -- | -- | -- |
| Jun 2, 15 | AVDEYCHIK VADIM | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 15 | Otterbein Thomas J | -- | Sale | -- | -- | -- | -- |
| Jan 1, 15 | MARIAPPA SUDI | -- | Sale | -- | -- | -- | -- |
| Nov 28, 14 | UBS Group AG | 10 percent owner | Sale | -- | -- | -- | 5.12K |
| Sep 26, 14 | BALLS ANDREW | -- | Sale | -- | -- | -- | -- |
| Sep 5, 14 | JOHNSON ERIC DAVID | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | LESHAW RYAN G | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | GALIPEAU WILLIAM GLEN | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | Ratner Joshua | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | DAWSON CRAIG A | CTO | Sale | -- | -- | -- | -- |
| Sep 5, 14 | STRELOW PETER G | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | BROWN ERIK C | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | Walker Trent | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | Anctil Stacie | Officer | Sale | -- | -- | -- | -- |
| Jun 20, 14 | Barling James | -- | Sale | -- | -- | -- | -- |
| Jun 9, 14 | GROSS WILLIAM H | -- | Purchase | $11.05 | 2.71K | $29.96K | 216.47K |
| Apr 24, 14 | Bengtson-Olivieri Erin | -- | Sale | -- | -- | -- | -- |
| Mar 20, 14 | WORAH MIHIR P | -- | Sale | -- | -- | -- | -- |
| Mar 20, 14 | BENZ WILLIAM ROBERT II | -- | Sale | -- | -- | -- | -- |
| Mar 4, 14 | MOGELOF ERIC J | -- | Sale | -- | -- | -- | -- |
| Feb 14, 14 | Jobson David | -- | Sale | -- | -- | -- | -- |
| Jan 21, 14 | Jacobs Lew W IV | -- | Sale | -- | -- | -- | -- |
| Jul 2, 13 | Frank Udo | -- | Sale | -- | -- | -- | -- |
| Jun 26, 13 | Harter Thomas L | Officer | Sale | -- | -- | -- | -- |
| Jan 11, 13 | SHORT JONATHAN D | -- | Sale | -- | -- | -- | -- |
| Jan 11, 13 | SEIDNER MARC P | -- | Sale | -- | -- | -- | -- |
| Nov 19, 12 | Sluyters Julian | -- | Sale | -- | -- | -- | -- |
| Feb 20, 12 | Jobson David | -- | Sale | -- | -- | -- | -- |
| Feb 20, 12 | Carroll John | -- | Sale | -- | -- | -- | -- |
| Feb 20, 12 | Townsend Christopher | -- | Sale | -- | -- | -- | -- |
| Feb 2, 12 | DAWSON CRAIG A | -- | Sale | -- | -- | -- | -- |
| Feb 2, 12 | RODOSKY STEPHEN A | -- | Sale | -- | -- | -- | -- |
| Nov 11, 11 | Oliver Thomas W JR | -- | Sale | -- | -- | -- | -- |
| Jul 21, 11 | DEANE JOSEPH P | -- | Sale | -- | -- | -- | -- |
| Apr 6, 11 | CITIGROUP INC | 10 percent owner | Sale | -- | -- | -- | 166 |
| Mar 10, 11 | VALEIRAS HORACIO | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Marino Gerard | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Sexauer Stephen | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Migliori Scott | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Gaffney Brian J. | -- | Sale | -- | -- | -- | -- |
| Mar 7, 11 | ZOULLAS DEBORAH A | CTO | Sale | -- | -- | -- | -- |
| Jan 14, 11 | Dzemaili Orhan | Officer | Sale | -- | -- | -- | -- |
| Jan 5, 11 | ARNOLD TAMARA J | -- | Sale | -- | -- | -- | -- |
| Jan 1, 11 | MILLER JOHN MARK | -- | Sale | -- | -- | -- | -- |
| Jan 1, 11 | CUPPS WENDY | -- | Sale | -- | -- | -- | -- |
| Dec 15, 10 | GALLAGHER BRADFORD K | CTO | Sale | -- | -- | -- | -- |
| Dec 13, 10 | GROSS WILLIAM H | -- | Purchase | $9.47 | 23.50K | $222.57K | 213.75K |
| Dec 10, 10 | GROSS WILLIAM H | -- | Purchase | $9.75 | 50.00K | $487.47K | 190.25K |
| Dec 9, 10 | GROSS WILLIAM H | -- | Purchase | $9.85 | 88.16K | $868.27K | 140.25K |
| Dec 8, 10 | GROSS WILLIAM H | -- | Purchase | $9.75 | 12.10K | $117.94K | 52.10K |
| Jun 22, 10 | Rappaport Alan | CTO | Sale | -- | -- | -- | -- |
| Jan 19, 10 | Hodge Douglas M | -- | Sale | -- | -- | -- | -- |
| Jan 1, 10 | SHORT JONATHAN D | -- | Sale | -- | -- | -- | -- |
| Jan 1, 10 | IVASCYN DANIEL J | -- | Sale | -- | -- | -- | -- |
| Dec 14, 09 | JACOBSON JAMES A | CTO | Sale | -- | -- | -- | -- |
| Feb 19, 09 | Durham Jennifer E | -- | Sale | -- | -- | -- | -- |
| Jan 31, 09 | UBS AG | 10 percent owner | Sale | -- | -- | -- | 5.05K |
| Jun 10, 08 | TAYLOR DIANA L | CTO | Sale | -- | -- | -- | -- |
| Aug 3, 05 | KOEPFGEN BRUCE L | -- | Sale | -- | -- | -- | -- |
| Dec 12, 06 | MANEY JOHN C | CTO | Sale | -- | -- | -- | -- |
| Oct 1, 03 | KERTESS HANS W | CTO | Sale | -- | -- | -- | -- |
| Dec 12, 06 | Healey William V | Officer | Sale | -- | -- | -- | -- |
| Dec 12, 06 | Chapman Kathleen A | Officer | Sale | -- | -- | -- | -- |
| Sep 12, 06 | Ogden William B IV | CTO | Sale | -- | -- | -- | -- |
| Mar 3, 05 | Guia Youse | Officer | Sale | -- | -- | -- | -- |
| Dec 12, 06 | Kirk Richard H | Officer | Sale | -- | -- | -- | -- |
| Aug 3, 05 | WHITTINGTON MARNA C | -- | Sale | -- | -- | -- | -- |
| Oct 1, 08 | Pisano Albert A | -- | Sale | -- | -- | -- | -- |
| Aug 10, 05 | MOORE E BLAKE JR | -- | Sale | -- | -- | -- | -- |
| Jan 1, 09 | MEWBOURNE CURTIS A | -- | Sale | -- | -- | -- | -- |
| Jan 30, 07 | Claussen Barbara R | -- | Sale | -- | -- | -- | -- |
| Apr 28, 08 | COCHRAN RICHARD J | Officer | Sale | -- | -- | -- | -- |
| Jul 14, 08 | Whisten Scott | Officer | Sale | -- | -- | -- | -- |
| Nov 1, 06 | FLATTUM DAVID C | -- | Sale | -- | -- | -- | -- |
| Oct 31, 02 | HARRIS BRENT R | -- | Sale | -- | -- | -- | -- |
| Oct 31, 02 | WEIL RICHARD M | -- | Sale | -- | -- | -- | -- |
| Jan 1, 08 | Otterbein Thomas J | -- | Sale | -- | -- | -- | -- |
| Mar 7, 08 | LUDWIG STEVEN | -- | Sale | -- | -- | -- | -- |
| Dec 20, 06 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Sale | -- | 370.70K | -- | 370.70K |
| Dec 10, 07 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Sale | $14.22 | 25.81K | $367.03K | 40.00K |
| Sep 30, 08 | GROSS WILLIAM H | -- | Sale | -- | -- | -- | 29.00K |
| Sep 30, 08 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Sale | -- | -- | -- | 29.00K |
| Sep 30, 08 | GROSS WILLIAM H | -- | Sale | -- | -- | -- | 29.00K |
| Sep 30, 08 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Sale | -- | -- | -- | 29.00K |
| Feb 9, 05 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.96 | 15.07K | $225.40K | 15.07K |
| Feb 9, 05 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.96 | 15.07K | $225.38K | 15.07K |
| May 9, 03 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.50 | 11.67K | $169.14K | 11.67K |
| May 9, 03 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.50 | 11.67K | $169.12K | 11.67K |
| Dec 6, 07 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Sale | $14.53 | 4.10K | $59.57K | 4.10K |
| Dec 5, 07 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Sale | $14.53 | 1.60K | $23.25K | 1.60K |
| Feb 8, 05 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.97 | 834 | $12.48K | 834 |
| Feb 8, 05 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.97 | 833 | $12.47K | 833 |
| Feb 7, 05 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.97 | 767 | $11.48K | 767 |
| Feb 7, 05 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.97 | 766 | $11.47K | 766 |
| May 22, 03 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.63 | 668 | $9.77K | 668 |
| May 22, 03 | GROSS WILLIAM H | other: EXECUTIVE COMMITTEE MEMBER | Purchase | $14.63 | 666 | $9.74K | 666 |
| Jan 17, 08 | El-Erian Mohamed | -- | Sale | -- | -- | -- | -- |
| Jan 1, 08 | POWERS WILLIAM C | -- | Sale | -- | -- | -- | -- |
| Mar 22, 05 | GROSS WILLIAM H | -- | Purchase | $14.30 | 3.20K | $45.76K | 457.98K |
| Mar 14, 05 | GROSS WILLIAM H | -- | Purchase | $14.31 | 10.00K | $143.12K | 447.98K |
| Dec 10, 08 | CUMMINGS JOHN | -- | Sale | -- | -- | -- | -- |