HASI

HA Sustainable Infrastructure Capital, Inc.CIK 1561894 ☆ Sign in to watch Congress trades

Open-mkt buys · 90d

—

0 trades · 0 insiders

Open-mkt sales · 90d

—

0 trades · 0 insiders

Net · 90d

Insiders on file

AI insights for HASI PRO

XXXX	$█.██M	██	+██%
XXXX	$█.██M	██	+██%
XXXX	$█.██M	██	+██%
XXXX	$█.██M	██	+██%
XXXX	$█.██M	██	+██%

AI insights for HASI

Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.

Upgrade to Pro · $99/year Already Pro? Log in

Daily buy vs sell · 90 days

No data yet.

Insiders

Insider	Role	Trades	Bought	Sold	Last trade
Schulte Laura Ann	Director	2	$0	$0	2026-06-03
Reed Kimberly A.	Director	4	$0	$0	2026-06-03
Armbrister Clarence D	Director	7	$10.1K	$0	2026-06-03
Brenner Teresa	Director	15	$39.8K	$0	2026-06-03
Eckel Jeffrey	President and CEO	113	$2.03M	$30.81M	2026-06-03
Floyd Nancy C	Director	6	$0	$0	2026-06-03
Welch Barry Edward	Director	2	$0	$0	2026-06-03
OSGOOD STEVEN G	Director	18	$217.8K	$0	2026-06-03
ARDISANA LIZABETH A	Director	6	$25.4K	$0	2026-06-03
Whicher Michelle	Chief Accounting Officer	5	$0	$0	2026-05-15
Pangburn Marc T.	EVP and Co-CIO	19	$450.3K	$222.5K	2026-05-11
Freer-Greene Christy Ledet	Chief Legal Officer	1	$0	$0	2026-04-30
Viral Amin A	EVP, Chief Risk Officer	5	$0	$0	2026-03-05
Gopalakrishnan Nitya	Chief Operating Officer	2	$0	$0	2026-03-02
Nickey Susan D	EVP and Chief Client Officer	11	$47.8K	$0	2026-03-02
Lipson Jeffrey	Chief Financial Officer	21	$384.0K	$0	2026-03-02
Melko Charles	Chief Accounting Officer	27	$42.5K	$80.0K	2026-03-02
O'Neil Charles	Director	15	$19.0K	$147.5K	2025-06-04
OSBORNE RICHARD J	Director	18	$191.8K	$0	2025-06-04
Rose Nathaniel	Senior Vice President & CIO	71	$906.6K	$4.66M	2025-03-01
Chuslo Steven	General Counsel & EVP	48	$360.1K	$2.52M	2025-03-01
McMahon Daniel K.	EVP	51	$211.8K	$5.13M	2024-03-01
Santoroski Richard	EVP and Chief Risk Officer	3	$51.1K	$0	2024-03-01
Eckhart Michael T.	Director	8	$69.7K	$0	2023-03-17
LAGOMARSINO SIMONE	Director	5	$55.2K	$0	2022-03-25
Herron J Brendan	EVP and CFO	59	$52.3K	$2.69M	2021-04-01
Blalock Rebecca	Director	4	$100.2K	$0	2019-04-01
Cirilli Mark	Director	15	$802.5K	$0	2019-04-01
Wooten M Rhem	Executive Vice President	35	$706.9K	$0	2018-05-09
Pfannenstiel Jackalyne	Director	6	$0	$0	2016-04-07
MissionPoint HA Parallel Fund III, LLC	10% Owner	3	$0	$0	2014-01-02

Trade history

Insider	Role	Code	Trade	Filed	Shares	Price	Value	Owned after
Brenner Teresa	Director	A Award deriv	2026-06-03	2026-06-05	3,553	—	$0	30,787	SEC↗
Reed Kimberly A.	Director	A Award deriv	2026-06-03	2026-06-05	3,553	—	$0	18,286	SEC↗
Welch Barry Edward	Director	A Award deriv	2026-06-03	2026-06-05	3,553	—	$0	8,719	SEC↗
Schulte Laura Ann	Director	A Award deriv	2026-06-03	2026-06-05	3,553	—	$0	8,719	SEC↗
Floyd Nancy C	Director	A Award deriv	2026-06-03	2026-06-05	3,553	—	$0	23,551	SEC↗
Armbrister Clarence D	Director	A Award deriv	2026-06-03	2026-06-05	3,553	—	$0	23,551	SEC↗
Eckel Jeffrey	Director	A Award deriv	2026-06-03	2026-06-05	8,698	—	$0	13,864	SEC↗
OSGOOD STEVEN G	Director	A Award deriv	2026-06-03	2026-06-05	6,861	—	$0	55,962	SEC↗
ARDISANA LIZABETH A	Director	A Award deriv	2026-06-03	2026-06-05	5,574	—	$0	21,988	SEC↗
Whicher Michelle	Chief Accounting Officer	F Tax w/h	2026-05-15	2026-05-18	961	$41.19	$39.6K	19,084	SEC↗
Pangburn Marc T.	Chief Rev And Strategy Offic	J Other deriv	2026-05-11	2026-05-12	100,500	—	$0	256,424	SEC↗
Freer-Greene Christy Ledet	Chief Legal Officer	A Award deriv	2026-04-30	2026-05-01	17,500	—	$0	17,500	SEC↗
Whicher Michelle	Chief Accounting Officer	F Tax w/h	2026-03-05	2026-03-06	2,238	$36.43	$81.5K	20,045	SEC↗
Viral Amin A	EVP, Chief Risk Officer	F Tax w/h	2026-03-05	2026-03-06	679	$36.43	$24.7K	4,078	SEC↗
Lipson Jeffrey	Chief Executive Officer	A Award deriv	2026-03-02	2026-03-04	238,500	—	$0	1,017,090	SEC↗
Melko Charles	CFO & Treasurer	A Award deriv	2026-03-02	2026-03-04	34,500	—	$0	121,664	SEC↗
Pangburn Marc T.	Chief Rev And Strategy Offic	A Award deriv	2026-03-02	2026-03-04	100,500	—	$0	356,924	SEC↗
Nickey Susan D	EVP and Chief Client Officer	A Award deriv	2026-03-02	2026-03-04	60,000	—	$0	258,746	SEC↗
Viral Amin A	EVP, Chief Risk Officer	A Award deriv	2026-03-02	2026-03-04	20,645	—	$0	56,843	SEC↗
Whicher Michelle	Chief Accounting Officer	A Award deriv	2026-03-02	2026-03-04	10,246	—	$0	10,246	SEC↗
Gopalakrishnan Nitya	Chief Operating Officer	A Award deriv	2026-03-02	2026-03-04	28,500	—	$0	48,500	SEC↗
Eckel Jeffrey	Director	S Sale	2026-02-17	2026-02-17	124,998	$39.22	$4.90M	330,171	SEC↗
Eckel Jeffrey	Director	S Sale	2026-02-17	2026-02-17	9,400	$39.34	$369.8K	9,050	SEC↗
Gopalakrishnan Nitya	Chief Operating Officer	A Award deriv	2025-09-16	2025-09-16	20,000	—	$0	20,000	SEC↗
OSGOOD STEVEN G	Director	A Award deriv	2025-06-04	2025-06-06	9,975	—	$0	49,101	SEC↗
Brenner Teresa	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	27,234	SEC↗
Floyd Nancy C	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	19,998	SEC↗
Reed Kimberly A.	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	14,733	SEC↗
Armbrister Clarence D	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	19,998	SEC↗
O'Neil Charles	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	27,234	SEC↗
Eckel Jeffrey	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	754,627	SEC↗
Welch Barry Edward	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	5,166	SEC↗
Schulte Laura Ann	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	5,166	SEC↗
OSBORNE RICHARD J	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	27,234	SEC↗
ARDISANA LIZABETH A	Director	A Award deriv	2025-06-04	2025-06-06	5,166	—	$0	16,414	SEC↗
Whicher Michelle	Chief Accounting Officer	F Tax w/h	2025-05-15	2025-05-16	629	$28.35	$17.8K	23,648	SEC↗
Brenner Teresa	Director	G Gift	2025-03-24	2025-03-25	2,000	—	$0	10,360	SEC↗
Whicher Michelle	Chief Accounting Officer	F Tax w/h	2025-03-05	2025-03-06	669	$28.53	$19.1K	24,277	SEC↗
Viral Amin A	EVP, Chief Risk Officer	F Tax w/h	2025-03-05	2025-03-06	679	$28.53	$19.4K	4,757	SEC↗
Chuslo Steven	EVP AND CHIEF LEGAL OFFICER	A Award deriv	2025-03-01	2025-03-03	54,000	—	$0	267,476	SEC↗
Rose Nathaniel	Other	A Award deriv	2025-03-01	2025-03-03	40,608	—	$0	311,541	SEC↗
Eckel Jeffrey	Director	A Award deriv	2025-03-01	2025-03-03	59,208	—	$0	749,461	SEC↗
Melko Charles	CFO & Treasurer	A Award deriv	2025-03-01	2025-03-03	33,000	—	$0	91,681	SEC↗
Lipson Jeffrey	Chief Executive Officer	A Award deriv	2025-03-01	2025-03-04	274,500	—	$0	836,729	SEC↗
Viral Amin A	EVP, Chief Risk Officer	A Award deriv	2025-03-01	2025-03-04	23,701	—	$0	36,198	SEC↗
Nickey Susan D	EVP and Chief Client Officer	A Award deriv	2025-03-01	2025-03-04	67,500	—	$0	212,805	SEC↗
Pangburn Marc T.	Chief Rev And Strategy Offic	A Award deriv	2025-03-01	2025-03-04	111,000	—	$0	271,624	SEC↗
Viral Amin A	EVP, Chief Risk Officer	F Tax w/h	2024-11-15	2024-11-19	679	$27.22	$18.5K	5,436	SEC↗
Pangburn Marc T.	Chief Financial Officer	P Buy	2024-11-11	2024-11-12	3,500	$28.71	$100.5K	56,791	SEC↗
Eckel Jeffrey	Executive Chair	S Sale	2024-09-16	2024-09-17	36,330	$34.75	$1.26M	436,719	SEC↗
Eckel Jeffrey	Executive Chair	J Other	2024-09-16	2024-09-17	18,450	—	$0	455,169	SEC↗
Eckel Jeffrey	Executive Chair	J Other	2024-09-16	2024-09-17	18,450	—	$0	18,450	SEC↗
Eckel Jeffrey	Executive Chair	S Sale	2024-09-13	2024-09-17	109,670	$34.92	$3.83M	473,049	SEC↗
Rose Nathaniel	EVP & CIO	G Gift	2024-09-11	2024-09-12	5,000	—	$0	148,164	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2024-09-11	2024-09-12	10,000	$33.50	$335.0K	153,164	SEC↗
Reed Kimberly A.	Director	A Award deriv	2024-06-06	2024-06-07	6,126	—	$0	9,567	SEC↗
Brenner Teresa	Director	A Award deriv	2024-06-06	2024-06-07	6,126	—	$0	22,068	SEC↗
Armbrister Clarence D	Director	A Award deriv	2024-06-06	2024-06-07	6,126	—	$0	14,832	SEC↗
OSBORNE RICHARD J	Director	A Award deriv	2024-06-06	2024-06-07	6,126	—	$0	22,068	SEC↗
O'Neil Charles	Director	A Award deriv	2024-06-06	2024-06-07	6,126	—	$0	22,068	SEC↗
Floyd Nancy C	Director	A Award deriv	2024-06-06	2024-06-07	6,126	—	$0	14,832	SEC↗
OSGOOD STEVEN G	Director	A Award deriv	2024-06-06	2024-06-07	11,829	—	$0	39,126	SEC↗
ARDISANA LIZABETH A	Director	A Award deriv	2024-06-06	2024-06-07	6,126	—	$0	11,248	SEC↗
Chuslo Steven	EVP AND CHIEF LEGAL OFFICER	A Award deriv	2024-03-01	2024-03-04	52,200	—	$0	230,004	SEC↗
Melko Charles	CAO & Treasurer	A Award deriv	2024-03-01	2024-03-04	21,038	—	$0	62,345	SEC↗
Nickey Susan D	EVP and Chief Client Officer	A Award deriv	2024-03-01	2024-03-04	60,000	—	$0	136,131	SEC↗
Santoroski Richard	EVP and Chief Risk Officer	A Award deriv	2024-03-01	2024-03-04	28,500	—	$0	115,159	SEC↗
McMahon Daniel K.	EVP	A Award deriv	2024-03-01	2024-03-05	22,404	—	$0	205,393	SEC↗
Rose Nathaniel	EVP & CIO	A Award deriv	2024-03-01	2024-03-05	63,000	—	$0	296,417	SEC↗
Eckel Jeffrey	Executive Chair	A Award deriv	2024-03-01	2024-03-05	90,000	—	$0	778,117	SEC↗
Lipson Jeffrey	Chief Executive Officer	A Award deriv	2024-03-01	2024-03-05	258,000	—	$0	587,981	SEC↗
Pangburn Marc T.	Chief Financial Officer	A Award deriv	2024-03-01	2024-03-05	73,500	—	$0	179,124	SEC↗
Eckel Jeffrey	Executive Chair	J Other	2024-02-20	2024-02-21	32,825	—	$0	34,836	SEC↗
Eckel Jeffrey	Executive Chair	G Gift	2024-02-20	2024-02-21	34,836	—	$0	0	SEC↗
Eckel Jeffrey	Executive Chair	J Other	2024-02-20	2024-02-21	32,825	—	$0	582,719	SEC↗
Armbrister Clarence D	Director	P Buy	2023-11-20	2023-11-20	420	$23.99	$10.1K	420	SEC↗
OSBORNE RICHARD J	Director	P Buy	2023-08-21	2023-08-21	1,000	$19.66	$19.7K	36,645	SEC↗
Pangburn Marc T.	Chief Financial Officer	P Buy	2023-08-21	2023-08-21	5,000	$21.09	$105.5K	53,291	SEC↗
Santoroski Richard	EVP and Chief Risk Officer	P Buy	2023-08-21	2023-08-21	2,500	$20.46	$51.1K	2,500	SEC↗
Brenner Teresa	Director	P Buy	2023-08-21	2023-08-21	1,000	$20.83	$20.8K	12,360	SEC↗
Lipson Jeffrey	Chief Executive Officer	P Buy	2023-08-21	2023-08-21	4,000	$21.09	$84.4K	36,925	SEC↗
Eckel Jeffrey	Executive Chair	P Buy	2023-08-21	2023-08-21	2,525	$19.76	$49.9K	19,162	SEC↗
Eckel Jeffrey	Executive Chair	P Buy	2023-08-21	2023-08-21	351	$19.75	$6.9K	2,887	SEC↗
Melko Charles	CAO & Treasurer	P Buy	2023-08-18	2023-08-21	2,000	$21.24	$42.5K	22,563	SEC↗
Rose Nathaniel	EVP & CIO	P Buy	2023-08-18	2023-08-21	5,000	$21.01	$105.1K	163,164	SEC↗
McMahon Daniel K.	EVP	P Buy	2023-08-18	2023-08-21	5,000	$21.19	$106.0K	118,625	SEC↗
McMahon Daniel K.	EVP	P Buy	2023-08-18	2023-08-21	5,000	$21.18	$105.9K	113,625	SEC↗
Chuslo Steven	EVP AND CHIEF LEGAL OFFICER	P Buy	2023-08-18	2023-08-21	5,000	$20.93	$104.7K	226,561	SEC↗
OSGOOD STEVEN G	Director	A Award deriv	2023-03-17	2023-03-17	7,973	—	$0	27,297	SEC↗
Reed Kimberly A.	Director	A Award deriv	2023-03-17	2023-03-17	3,441	—	$0	3,441	SEC↗
OSBORNE RICHARD J	Director	A Award deriv	2023-03-17	2023-03-17	4,129	—	$0	15,942	SEC↗
ARDISANA LIZABETH A	Director	A Award deriv	2023-03-17	2023-03-17	4,129	—	$0	5,122	SEC↗
Armbrister Clarence D	Director	A Award deriv	2023-03-17	2023-03-17	4,129	—	$0	8,706	SEC↗
Brenner Teresa	Director	A Award deriv	2023-03-17	2023-03-17	4,129	—	$0	15,942	SEC↗
Eckhart Michael T.	Director	A Award deriv	2023-03-17	2023-03-17	4,129	—	$0	14,317	SEC↗
Floyd Nancy C	Director	A Award deriv	2023-03-17	2023-03-17	4,129	—	$0	8,706	SEC↗
O'Neil Charles	Director	A Award deriv	2023-03-17	2023-03-17	4,129	—	$0	15,942	SEC↗
Eckel Jeffrey	Executive Chair	P Buy	2023-03-16	2023-03-16	2,087	$23.92	$49.9K	549,894	SEC↗
Pangburn Marc T.	Chief Financial Officer	P Buy	2023-03-16	2023-03-16	3,000	$24.12	$72.4K	48,291	SEC↗
Lipson Jeffrey	Chief Executive Officer	P Buy	2023-03-16	2023-03-16	3,000	$24.36	$73.1K	32,925	SEC↗
Rose Nathaniel	EVP & CIO	P Buy	2023-03-16	2023-03-16	10,000	$24.10	$241.0K	158,164	SEC↗
Nickey Susan D	EVP and Chief Client Officer	P Buy	2023-03-16	2023-03-16	2,000	$23.91	$47.8K	58,245	SEC↗
Melko Charles	CAO & Treasurer	F Tax w/h	2023-03-05	2023-03-06	4,330	$31.18	$135.0K	20,563	SEC↗
Lipson Jeffrey	Chief Executive Officer	F Tax w/h	2023-03-05	2023-03-06	1,812	$31.18	$56.5K	29,925	SEC↗
Nickey Susan D	EVP and Chief Client Officer	F Tax w/h	2023-03-05	2023-03-06	6,280	$31.18	$195.8K	56,245	SEC↗
Pangburn Marc T.	Chief Financial Officer	F Tax w/h	2023-03-05	2023-03-08	6,280	$31.18	$195.8K	45,291	SEC↗
McMahon Daniel K.	EVP	A Award deriv	2023-03-01	2023-03-03	51,683	—	$0	197,989	SEC↗
Rose Nathaniel	EVP & CIO	A Award deriv	2023-03-01	2023-03-03	72,000	—	$0	253,417	SEC↗
Nickey Susan D	EVP and Chief Client Officer	A Award deriv	2023-03-01	2023-03-03	55,500	—	$0	86,131	SEC↗
Chuslo Steven	EVP AND CHIEF LEGAL OFFICER	A Award deriv	2023-03-01	2023-03-03	50,386	—	$0	190,604	SEC↗
Eckel Jeffrey	Director	A Award deriv	2023-03-01	2023-03-03	173,299	—	$0	758,117	SEC↗
Melko Charles	CAO & Treasurer	A Award deriv	2023-03-01	2023-03-03	17,833	—	$0	43,695	SEC↗
Pangburn Marc T.	Chief Financial Officer	A Award deriv	2023-03-01	2023-03-03	60,000	—	$0	115,624	SEC↗
Santoroski Richard	EVP and Chief Risk Officer	A Award deriv	2023-03-01	2023-03-03	55,380	—	$0	91,427	SEC↗
Lipson Jeffrey	Chief Executive Officer	A Award deriv	2023-03-01	2023-03-03	229,500	—	$0	349,981	SEC↗
ARDISANA LIZABETH A	Director	P Buy	2022-11-10	2022-11-10	825	$30.80	$25.4K	825	SEC↗
OSGOOD STEVEN G	Director	P Buy	2022-11-10	2022-11-10	1,000	$32.10	$32.1K	29,281	SEC↗
Pangburn Marc T.	EVP and Co-CIO	P Buy	2022-11-09	2022-11-09	2,500	$28.85	$72.1K	51,571	SEC↗
Rose Nathaniel	EVP & CIO	P Buy	2022-11-09	2022-11-09	7,000	$28.90	$202.3K	148,164	SEC↗
Rose Nathaniel	EVP & CIO	P Buy	2022-11-09	2022-11-09	3,000	$29.03	$87.1K	3,000	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2022-11-09	2022-11-09	10,000	$29.26	$292.6K	547,807	SEC↗
Lipson Jeffrey	Chief Financial Officer	P Buy	2022-11-09	2022-11-09	1,000	$29.25	$29.3K	31,737	SEC↗
OSBORNE RICHARD J	Director	P Buy	2022-11-09	2022-11-09	1,000	$28.58	$28.6K	35,645	SEC↗
Melko Charles	Chief Accounting Officer	A Award deriv	2022-10-27	2022-10-27	10,000	—	$0	27,679	SEC↗
ARDISANA LIZABETH A	Director	A Award deriv	2022-10-19	2022-10-20	993	—	$0	993	SEC↗
Pangburn Marc T.	EVP and Co-CIO	P Buy	2022-08-25	2022-08-25	2,500	$39.95	$99.9K	49,071	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2022-08-12	2022-08-16	2,300	$43.75	$100.6K	537,807	SEC↗
Lipson Jeffrey	Chief Financial Officer	F Tax w/h	2022-05-15	2022-05-16	6,534	$37.53	$245.2K	27,737	SEC↗
Lipson Jeffrey	Chief Financial Officer	P Buy	2022-05-13	2022-05-16	3,000	$37.18	$111.5K	30,737	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2022-05-13	2022-05-16	2,668	$37.41	$99.8K	535,507	SEC↗
Melko Charles	Chief Accounting Officer	A Award deriv	2022-03-25	2022-03-28	5,495	—	$0	17,679	SEC↗
Pangburn Marc T.	EVP and Co-CIO	A Award deriv	2022-03-25	2022-03-28	27,748	—	$0	60,250	SEC↗
Nickey Susan D	EVP and Chief Client Officer	A Award deriv	2022-03-25	2022-03-28	27,748	—	$0	61,130	SEC↗
McMahon Daniel K.	EVP	A Award deriv	2022-03-25	2022-03-28	27,748	—	$0	160,841	SEC↗
Rose Nathaniel	EVP & CIO	A Award deriv	2022-03-25	2022-03-28	38,226	—	$0	198,802	SEC↗
Chuslo Steven	EVP AND CHIEF LEGAL OFFICER	A Award deriv	2022-03-25	2022-03-28	24,791	—	$0	154,753	SEC↗
Lipson Jeffrey	Chief Financial Officer	A Award deriv	2022-03-25	2022-03-28	38,626	—	$0	133,876	SEC↗
LAGOMARSINO SIMONE	Director	A Award deriv	2022-03-25	2022-03-29	2,497	—	$0	12,103	SEC↗
Brenner Teresa	Director	A Award deriv	2022-03-25	2022-03-29	2,497	—	$0	11,813	SEC↗
Eckel Jeffrey	President and CEO	A Award deriv	2022-03-25	2022-03-29	131,797	—	$0	639,823	SEC↗
Floyd Nancy C	Director	A Award deriv	2022-03-25	2022-03-29	2,497	—	$0	4,577	SEC↗
Eckhart Michael T.	Director	A Award deriv	2022-03-25	2022-03-29	2,497	—	$0	10,188	SEC↗
Armbrister Clarence D	Director	A Award deriv	2022-03-25	2022-03-29	2,497	—	$0	4,577	SEC↗
OSBORNE RICHARD J	Director	A Award deriv	2022-03-25	2022-03-29	2,497	—	$0	11,813	SEC↗
O'Neil Charles	Director	A Award deriv	2022-03-25	2022-03-29	2,497	—	$0	11,813	SEC↗
OSGOOD STEVEN G	Director	A Award deriv	2022-03-25	2022-03-29	5,099	—	$0	9,346	SEC↗
Melko Charles	Chief Accounting Officer	F Tax w/h	2022-03-07	2022-03-09	2,362	$49.09	$116.0K	24,893	SEC↗
Lipson Jeffrey	Chief Financial Officer	F Tax w/h	2022-03-07	2022-03-09	1,810	$49.09	$88.9K	34,271	SEC↗
Pangburn Marc T.	EVP and Co-CIO	F Tax w/h	2022-03-07	2022-03-09	3,750	$49.09	$184.1K	46,571	SEC↗
Nickey Susan D	EVP and Chief Client Officer	F Tax w/h	2022-03-07	2022-03-09	3,963	$49.09	$194.5K	65,139	SEC↗
Pangburn Marc T.	EVP and Co-CIO	S Sale	2022-02-22	2022-02-24	4,700	$43.27	$203.4K	50,271	SEC↗
Eckel Jeffrey	President and CEO	G Gift	2022-01-14	2022-03-29	100	—	$0	36,900	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-11-10	2021-11-12	12,119	$61.63	$746.9K	68,875	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-11-10	2021-11-12	1,214	$62.24	$75.6K	67,661	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-11-10	2021-11-12	3,942	$62.26	$245.4K	481,087	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-11-10	2021-11-12	46,058	$61.63	$2.84M	485,029	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2021-11-08	2021-11-10	1,667	$62.40	$104.0K	146,164	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2021-11-08	2021-11-10	3,333	$63.91	$213.0K	147,831	SEC↗
Rose Nathaniel	EVP & CIO	G Gift	2021-11-08	2021-11-10	5,000	—	$0	141,164	SEC↗
McMahon Daniel K.	EVP	S Sale	2021-11-08	2021-11-10	20,000	$63.46	$1.27M	108,625	SEC↗
McMahon Daniel K.	EVP	S Sale	2021-08-24	2021-08-26	20,000	$58.42	$1.17M	128,625	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-08-11	2021-08-13	13,333	$57.78	$770.4K	80,994	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-08-11	2021-08-13	50,000	$57.85	$2.89M	531,087	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2021-08-10	2021-08-11	10,000	$59.54	$595.4K	158,164	SEC↗
Rose Nathaniel	EVP & CIO	G Gift	2021-08-10	2021-08-11	7,000	—	$0	151,164	SEC↗
Chuslo Steven	EVP AND CHIEF LEGAL OFFICER	G Gift	2021-06-08	2021-06-09	300	—	$0	221,561	SEC↗
Pangburn Marc T.	EVP and Co-CIO	S Sale	2021-06-04	2021-06-07	400	$47.95	$19.2K	54,971	SEC↗
Eckel Jeffrey	President and CEO	F Tax w/h	2021-05-15	2021-05-18	14,537	$48.30	$702.1K	107,113	SEC↗
Lipson Jeffrey	Chief Financial Officer	F Tax w/h	2021-05-15	2021-05-18	4,920	$48.30	$237.6K	36,081	SEC↗
Pangburn Marc T.	EVP and Co-CIO	F Tax w/h	2021-05-15	2021-05-18	2,882	$48.30	$139.2K	55,371	SEC↗
Nickey Susan D	EVP and Chief Client Officer	F Tax w/h	2021-05-15	2021-05-18	4,960	$48.30	$239.6K	69,102	SEC↗
Rose Nathaniel	EVP & CIO	F Tax w/h	2021-05-15	2021-05-18	7,343	$48.30	$354.7K	168,164	SEC↗
McMahon Daniel K.	EVP	F Tax w/h	2021-05-15	2021-05-18	4,605	$48.30	$222.4K	148,625	SEC↗
Melko Charles	Chief Accounting Officer	F Tax w/h	2021-05-15	2021-05-18	2,072	$48.30	$100.1K	27,255	SEC↗
McMahon Daniel K.	EVP	G Gift	2021-05-12	2021-05-14	600	—	$0	153,230	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-05-12	2021-05-14	50,000	$45.58	$2.28M	576,087	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-05-12	2021-05-14	13,334	$45.50	$606.7K	94,327	SEC↗
Eckel Jeffrey	President and CEO	J Other	2021-04-14	2021-05-14	5,000	—	$0	581,087	SEC↗
Eckel Jeffrey	President and CEO	J Other	2021-04-14	2021-05-14	5,000	—	$0	37,000	SEC↗
Pangburn Marc T.	EVP and Co-CIO	A Award	2021-04-13	2022-02-24	50	—	$0	50,321	SEC↗
O'Neil Charles	Director	A Award deriv	2021-04-01	2021-04-05	2,080	—	$0	9,316	SEC↗
Armbrister Clarence D	Director	A Award deriv	2021-04-01	2021-04-05	2,080	—	$0	2,080	SEC↗
Brenner Teresa	Director	A Award deriv	2021-04-01	2021-04-05	2,080	—	$0	9,316	SEC↗
OSBORNE RICHARD J	Director	A Award deriv	2021-04-01	2021-04-05	2,080	—	$0	9,316	SEC↗
Melko Charles	Chief Accounting Officer	A Award deriv	2021-04-01	2021-04-05	7,404	—	$0	12,184	SEC↗
Floyd Nancy C	Director	A Award deriv	2021-04-01	2021-04-05	2,080	—	$0	2,080	SEC↗
Herron J Brendan	EVP	A Award deriv	2021-04-01	2021-04-05	14,004	—	$0	168,504	SEC↗
Pangburn Marc T.	EVP and Co-CIO	A Award deriv	2021-04-01	2021-04-05	20,328	—	$0	32,502	SEC↗
LAGOMARSINO SIMONE	Director	A Award deriv	2021-04-01	2021-04-05	2,947	—	$0	9,606	SEC↗
Rose Nathaniel	EVP & CIO	A Award deriv	2021-04-01	2021-04-05	45,826	—	$0	160,576	SEC↗
Eckhart Michael T.	Director	A Award deriv	2021-04-01	2021-04-05	2,080	—	$0	7,691	SEC↗
Nickey Susan D	EVP and Chief Client Officer	A Award deriv	2021-04-01	2021-04-05	25,950	—	$0	33,382	SEC↗
Eckel Jeffrey	President and CEO	A Award deriv	2021-04-01	2021-04-05	135,276	—	$0	508,026	SEC↗
Lipson Jeffrey	Chief Financial Officer	A Award deriv	2021-04-01	2021-04-05	30,000	—	$0	95,250	SEC↗
McMahon Daniel K.	EVP	A Award deriv	2021-04-01	2021-04-05	34,843	—	$0	133,093	SEC↗
Chuslo Steven	EVP AND CHIEF LEGAL OFFICER	A Award deriv	2021-04-01	2021-04-05	31,712	—	$0	129,962	SEC↗
OSGOOD STEVEN G	Director	A Award deriv	2021-04-01	2021-04-05	4,247	—	$0	4,247	SEC↗
Lipson Jeffrey	Chief Financial Officer	A Award	2021-04-01	2021-04-05	13,526	—	$0	41,001	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2021-03-22	2021-03-24	50,000	$53.89	$2.69M	627,367	SEC↗
Eckel Jeffrey	President and CEO	G Gift	2021-03-11	2021-03-24	780	—	$0	45,220	SEC↗
Eckel Jeffrey	President and CEO	G Gift	2021-03-11	2021-03-24	1,280	—	$0	626,087	SEC↗
LAGOMARSINO SIMONE	Director	P Buy	2021-03-09	2021-03-11	1,000	$55.21	$55.2K	6,000	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2021-03-08	2021-03-09	10,000	$51.90	$519.0K	175,507	SEC↗
Rose Nathaniel	EVP & CIO	F Tax w/h	2021-03-05	2021-03-09	21,415	$53.08	$1.14M	185,507	SEC↗
Lipson Jeffrey	Chief Financial Officer	F Tax w/h	2021-03-05	2021-03-09	1,574	$53.08	$83.5K	27,475	SEC↗
Nickey Susan D	EVP and Chief Client Officer	F Tax w/h	2021-03-05	2021-03-09	2,819	$53.08	$149.6K	74,062	SEC↗
Pangburn Marc T.	EVP and Co-CIO	F Tax w/h	2021-03-05	2021-03-09	6,830	$53.08	$362.5K	58,253	SEC↗
Eckel Jeffrey	President and CEO	F Tax w/h	2021-03-05	2021-03-09	69,983	$53.08	$3.71M	121,650	SEC↗
Melko Charles	Chief Accounting Officer	F Tax w/h	2021-03-05	2021-03-09	1,722	$53.08	$91.4K	29,327	SEC↗
McMahon Daniel K.	EVP	F Tax w/h	2021-03-05	2021-03-09	15,083	$53.08	$800.6K	153,830	SEC↗
Chuslo Steven	CHIEF LEGAL OFFICER AND EVP	F Tax w/h	2021-03-05	2021-03-09	18,504	$53.08	$982.2K	221,861	SEC↗
Herron J Brendan	EVP	F Tax w/h	2021-03-05	2021-03-09	29,188	$53.08	$1.55M	166,064	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	S Sale	2020-12-08	2020-12-10	40,000	$55.45	$2.22M	240,365	SEC↗
OSGOOD STEVEN G	Director	J Other deriv	2020-12-04	2021-04-05	9,978	—	$0	0	SEC↗
OSGOOD STEVEN G	Director	J Other deriv	2020-12-04	2021-04-05	9,978	—	$0	9,978	SEC↗
Herron J Brendan	EVP	G Gift	2020-12-04	2020-12-04	1,500	—	$0	198,472	SEC↗
Herron J Brendan	EVP	G Gift	2020-12-03	2020-12-04	720	—	$0	7,500	SEC↗
Herron J Brendan	EVP	G Gift	2020-12-03	2020-12-04	720	—	$0	2,640	SEC↗
Herron J Brendan	EVP	G Gift	2020-12-02	2020-12-04	3,220	—	$0	195,252	SEC↗
Herron J Brendan	EVP	G Gift	2020-12-02	2020-12-04	3,220	—	$0	8,220	SEC↗
O'Neil Charles	Director	S Sale	2020-11-24	2020-11-25	2,732	$53.98	$147.5K	22,913	SEC↗
McMahon Daniel K.	EVP	S Sale	2020-11-13	2020-11-16	10,000	$49.56	$495.6K	168,913	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2020-11-11	2020-11-13	75,000	$50.11	$3.76M	715,394	SEC↗
Eckel Jeffrey	President and CEO	S Sale	2020-11-10	2020-11-13	75,000	$47.14	$3.54M	790,394	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2020-11-09	2020-11-12	10,697	$49.51	$529.6K	0	SEC↗
McMahon Daniel K.	EVP	S Sale	2020-08-14	2020-08-17	10,000	$38.35	$383.5K	178,913	SEC↗
Rose Nathaniel	EVP & CIO	G Gift	2020-08-14	2020-08-17	10,000	—	$0	206,922	SEC↗
McMahon Daniel K.	EVP	S Sale	2020-05-27	2020-05-27	7,000	$30.19	$211.3K	188,913	SEC↗
Melko Charles	Chief Accounting Officer	F Tax w/h	2020-05-15	2020-05-19	2,143	$27.41	$58.7K	31,049	SEC↗
Herron J Brendan	EVP	F Tax w/h	2020-05-15	2020-05-19	4,009	$27.41	$109.9K	199,972	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2020-05-11	2020-05-19	10,000	$29.03	$290.3K	216,922	SEC↗
Herron J Brendan	EVP	S Sale	2020-05-07	2020-05-08	19,750	$27.75	$548.1K	203,981	SEC↗
O'Neil Charles	Director	A Award deriv	2020-04-01	2020-04-03	3,226	—	$0	7,236	SEC↗
McMahon Daniel K.	EVP	A Award deriv	2020-04-01	2020-04-03	38,250	—	$0	98,250	SEC↗
Herron J Brendan	EVP	A Award deriv	2020-04-01	2020-04-03	60,000	—	$0	154,500	SEC↗
Eckel Jeffrey	President and CEO	A Award deriv	2020-04-01	2020-04-03	144,750	—	$0	372,750	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	A Award deriv	2020-04-01	2020-04-03	38,250	—	$0	98,250	SEC↗
OSBORNE RICHARD J	Director	A Award deriv	2020-04-01	2020-04-03	3,226	—	$0	7,236	SEC↗
OSGOOD STEVEN G	Director	A Award deriv	2020-04-01	2020-04-03	5,968	—	$0	9,978	SEC↗
LAGOMARSINO SIMONE	Director	A Award deriv	2020-04-01	2020-04-03	4,274	—	$0	6,659	SEC↗
Brenner Teresa	Director	A Award deriv	2020-04-01	2020-04-03	3,226	—	$0	7,236	SEC↗
Rose Nathaniel	EVP & CIO	A Award deriv	2020-04-01	2020-04-03	45,750	—	$0	114,750	SEC↗
Melko Charles	Chief Accounting Officer	A Award deriv	2020-04-01	2020-04-03	4,780	—	$0	4,780	SEC↗
Lipson Jeffrey	Chief Financial Officer	A Award deriv	2020-04-01	2020-04-03	35,250	—	$0	65,250	SEC↗
Eckhart Michael T.	Director	A Award deriv	2020-04-01	2020-04-03	3,226	—	$0	5,611	SEC↗
Eckel Jeffrey	President and CEO	J Other	2020-04-01	2020-04-03	212,744	—	$0	865,394	SEC↗
Eckel Jeffrey	President and CEO	J Other	2020-04-01	2020-04-03	212,744	—	$0	191,633	SEC↗
Eckhart Michael T.	Director	P Buy	2020-03-26	2020-03-27	1,000	$20.61	$20.6K	3,000	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	P Buy	2020-03-19	2020-03-19	5,000	$16.93	$84.7K	280,365	SEC↗
Brenner Teresa	Director	P Buy	2020-03-18	2020-03-18	1,000	$19.00	$19.0K	11,360	SEC↗
O'Neil Charles	Director	P Buy	2020-03-18	2020-03-18	1,000	$19.00	$19.0K	25,645	SEC↗
Eckhart Michael T.	Director	P Buy	2020-03-17	2020-03-18	1,000	$20.34	$20.3K	2,000	SEC↗
Lipson Jeffrey	Chief Financial Officer	P Buy	2020-03-16	2020-03-16	4,000	$21.45	$85.8K	29,049	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2020-03-16	2020-03-16	4,000	$20.66	$82.6K	652,650	SEC↗
Lipson Jeffrey	Chief Financial Officer	A Award	2020-03-11	2020-03-13	11,911	—	$0	25,049	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	A Award	2020-03-11	2020-03-13	12,109	—	$0	275,365	SEC↗
McMahon Daniel K.	EVP	A Award	2020-03-11	2020-03-13	11,702	—	$0	195,913	SEC↗
Rose Nathaniel	EVP & CIO	A Award	2020-03-11	2020-03-13	15,201	—	$0	226,922	SEC↗
Melko Charles	Chief Accounting Officer	A Award	2020-03-11	2020-03-13	4,288	—	$0	33,192	SEC↗
Eckel Jeffrey	President and CEO	A Award	2020-03-11	2020-03-13	30,096	—	$0	404,377	SEC↗
Herron J Brendan	EVP	A Award	2020-03-11	2020-03-13	13,423	—	$0	223,731	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	F Tax w/h	2020-03-05	2020-03-09	25,742	$36.14	$930.3K	263,256	SEC↗
Rose Nathaniel	EVP & CIO	F Tax w/h	2020-03-05	2020-03-09	28,695	$36.14	$1.04M	211,721	SEC↗
Herron J Brendan	EVP	F Tax w/h	2020-03-05	2020-03-09	39,802	$36.14	$1.44M	210,308	SEC↗
Eckel Jeffrey	President and CEO	F Tax w/h	2020-03-05	2020-03-09	111,687	$36.14	$4.04M	374,281	SEC↗
McMahon Daniel K.	EVP	F Tax w/h	2020-03-05	2020-03-09	24,615	$36.14	$889.6K	184,211	SEC↗
Lipson Jeffrey	Chief Financial Officer	F Tax w/h	2020-03-05	2020-03-09	1,862	$36.14	$67.3K	13,138	SEC↗
Melko Charles	Chief Accounting Officer	F Tax w/h	2020-03-05	2020-03-09	157	$36.14	$5.7K	28,904	SEC↗
Herron J Brendan	EVP	S Sale	2020-02-27	2020-03-03	19,830	$36.05	$714.9K	250,110	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	F Tax w/h	2020-02-20	2020-02-24	14,406	$38.13	$549.3K	288,998	SEC↗
Rose Nathaniel	EVP & CIO	F Tax w/h	2020-02-20	2020-02-24	14,400	$38.13	$549.1K	240,416	SEC↗
Eckel Jeffrey	President and CEO	F Tax w/h	2020-02-20	2020-02-24	87,063	$38.13	$3.32M	485,968	SEC↗
Herron J Brendan	EVP	F Tax w/h	2020-02-20	2020-02-24	19,162	$38.13	$730.6K	269,940	SEC↗
McMahon Daniel K.	EVP	F Tax w/h	2020-02-20	2020-02-24	14,407	$38.13	$549.3K	208,826	SEC↗
Herron J Brendan	EVP	G Gift	2019-12-12	2019-12-12	1,500	—	$0	289,102	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2019-12-03	2019-12-04	1,376	$29.06	$40.0K	107,661	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2019-12-03	2019-12-04	1,032	$29.06	$30.0K	642,484	SEC↗
Eckhart Michael T.	Director	P Buy	2019-11-21	2019-11-25	1,000	$28.76	$28.8K	1,000	SEC↗
Melko Charles	Chief Accounting Officer	F Tax w/h	2019-11-15	2019-11-19	1,666	$28.73	$47.9K	29,061	SEC↗
McMahon Daniel K.	EVP	S Sale	2019-11-13	2019-11-13	5,000	$28.74	$143.7K	223,233	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2019-11-11	2019-11-13	12,000	$29.42	$353.0K	254,816	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2019-11-01	2019-11-05	25	$30.17	$754	2,555	SEC↗
Eckel Jeffrey	President and CEO	G Gift	2019-11-01	2019-11-05	2,234	—	$0	594,197	SEC↗
McMahon Daniel K.	EVP	S Sale	2019-08-14	2019-08-15	5,000	$27.01	$135.1K	228,233	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	S Sale	2019-08-13	2019-08-14	11,000	$27.27	$300.0K	303,404	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2019-08-12	2019-08-14	12,000	$27.67	$332.0K	266,816	SEC↗
Melko Charles	Chief Accounting Officer	S Sale	2019-08-06	2019-08-06	2,952	$27.11	$80.0K	30,727	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2019-08-05	2019-08-06	1,855	$26.99	$50.1K	106,285	SEC↗
Eckel Jeffrey	President and CEO	P Buy	2019-08-05	2019-08-06	36	$27.19	$979	2,530	SEC↗
Eckhart Michael T.	Director	A Award deriv	2019-07-30	2019-08-01	2,385	—	$0	2,385	SEC↗
LAGOMARSINO SIMONE	Director	A Award deriv	2019-07-30	2019-08-01	2,385	—	$0	2,385	SEC↗
Melko Charles	Chief Accounting Officer	F Tax w/h	2019-05-15	2019-05-16	1,028	$26.36	$27.1K	33,679	SEC↗
Rose Nathaniel	EVP & CIO	F Tax w/h	2019-05-15	2019-05-16	11,838	$26.36	$312.0K	278,816	SEC↗
Chuslo Steven	GENERAL COUNSEL & EVP	F Tax w/h	2019-05-15	2019-05-16	11,706	$26.36	$308.6K	314,404	SEC↗
Herron J Brendan	EVP	F Tax w/h	2019-05-15	2019-05-16	13,361	$26.36	$352.2K	290,602	SEC↗
McMahon Daniel K.	EVP	S Sale	2019-05-15	2019-05-16	5,000	$26.00	$130.0K	233,233	SEC↗
McMahon Daniel K.	EVP	F Tax w/h	2019-05-15	2019-05-16	10,863	$26.36	$286.3K	238,233	SEC↗
Eckel Jeffrey	President and CEO	F Tax w/h	2019-05-15	2019-05-16	27,884	$26.36	$735.0K	641,452	SEC↗
Eckel Jeffrey	President and CEO	G Gift	2019-05-14	2019-05-16	1,250	—	$0	596,431	SEC↗
Rose Nathaniel	EVP & CIO	S Sale	2019-05-13	2019-05-14	10,000	$26.37	$263.7K	290,654	SEC↗