BREAD FINANCIAL HOLDINGS, INC. (BFH)

Data as of Sep 16, 2026, from SEC Form 4 filings.

Net insider selling (90d)Watch BFH

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Latest BFH insider trades

Dennis James McCarthy - Officer
Open-market purchase$2K
Sep 14, 2026
Praniti Lakhwara - Director
Open-market sale$297K
Jul 28, 2026

About BREAD FINANCIAL HOLDINGS, INC. (BFH)

The SEC lists BREAD FINANCIAL HOLDINGS, INC. under CIK 0001101215, in personal credit institutions. We track it alongside the rest of the Financials sector.

Sector: Financials

SEC filings for BFH on EDGAR

BFH Form 4 activity by transaction type, last 90 days

Form 4 transaction type	Transactions	Shares	Total value
Open-market purchase	1	15.89	$2K
Open-market sale	1	2,802	$297K
Grant or award	1	730

Dollar totals cover purchases and sales only (codes P and S). Grants, option exercises, gifts and tax withholding are counted in shares, because none of them is a trade at a market price.

BFH insider transactions (Form 4)

41 Form 4 filings on record, the earliest from Oct 17, 2024, newest first. Filing history page 1 of 2.

Date	Insider	Transaction	Security	Shares	Price	Value
Sep 14, 2026	Dennis James McCarthy - Officer	Open-market purchase	Common Stock	15.89^{footnote F1}	$108.14	$2K
Footnote F1 (shares): These shares were acquired pursuant to a dividend reinvestment feature of Mr. McCarthy's brokerage account.
Jul 28, 2026	Praniti Lakhwara - Director	Open-market sale	Common Stock	2,802	$106.12	$297K
Jul 15, 2026	John C. Gerspach - Director	Grant or award	Common Stock	730	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 730 shares of common stock represented by restricted stock units, which will vest on July 15, 2027.
Jun 15, 2026	Praniti Lakhwara - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
Jun 15, 2026	Rajesh Natarajan - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
Jun 15, 2026	Clair Joyce St - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
Jun 15, 2026	John J. Fawcett - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
Jun 15, 2026	Timothy J. Theriault - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
Jun 15, 2026	Sharen J. Turney - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
Jun 15, 2026	John C. Gerspach - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
Jun 15, 2026	Laurie Anne Tucker - Director	Grant or award	Common Stock	1,638	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
May 29, 2026	Ralph J. Andretta - Officer	Open-market sale	Common Stock	1,500^{footnote F1}	$88.23^{footnote F2}	$132K
May 29, 2026	Ralph J. Andretta - Officer	Open-market sale	Common Stock	12,500^{footnote F1}	$89.17^{footnote F3}	$1.11M
May 29, 2026	Ralph J. Andretta - Officer	Open-market sale	Common Stock	1,000^{footnote F1}	$89.57^{footnote F4}	$90K
Footnote F1 (shares): This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2026. Footnote F2 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.48 to $88.43, inclusive. The reporting person undertakes to provide to Bread Financial Holdings, Inc., any security holder of Bread Financial… Full note on SEC EDGAR Footnote F3 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.50 to $89.49, inclusive. Footnote F4 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.51 to $89.64, inclusive.
May 21, 2026	John J. Fawcett - Director	Open-market purchase	Common Stock	698	$86.43	$60K
Apr 24, 2026	Roger H. Ballou - Director	Open-market sale	Common Stock	9,687	$90.32	$875K
Apr 15, 2026	John C. Gerspach - Director	Grant or award	Common Stock	483	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 483 shares of common stock represented by restricted stock units, which will vest on April 15, 2027.
Feb 17, 2026	Perry S. Beberman - Officer	Tax withholding / forfeiture	Common Stock	22,516	$73.05	$1.64M
Feb 18, 2026	Allegra S. Driscoll - Officer	Tax withholding / forfeiture	Common Stock	1,752	$73.74	$129K
Feb 19, 2026	Roger H. Ballou - Director	Gift	Common Stock	1,351	$0.00	-
Feb 17, 2026	Ralph J. Andretta - Officer	Grant or award	Common Stock	42,122	-^{footnote F1}	-
Feb 17, 2026	Ralph J. Andretta - Officer	Grant or award	Common Stock	63,183	-^{footnote F2}	-
Feb 17, 2026	Ralph J. Andretta - Officer	Grant or award	Common Stock	19,123	-^{footnote F3}	-
Feb 17, 2026	Ralph J. Andretta - Officer	Tax withholding / forfeiture	Common Stock	56,858	$73.05	$4.15M
Feb 18, 2026	Ralph J. Andretta - Officer	Tax withholding / forfeiture	Common Stock	5,326	$73.74	$393K
Footnote F1 (price): The new grant is for 42,122 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 13,900 units vesting on 2/17/27, 13,900 units vesting on 2/17/28 and 14,322 units vesting on 2/17/29… Full note on SEC EDGAR Footnote F2 (price): The new grant is for 63,183 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 87,319 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR
Feb 17, 2026	Joseph L. Motes III - Officer	Grant or award	Common Stock	8,004	-^{footnote F1}	-
Feb 17, 2026	Joseph L. Motes III - Officer	Grant or award	Common Stock	12,005	-^{footnote F2}	-
Feb 17, 2026	Joseph L. Motes III - Officer	Grant or award	Common Stock	4,262	-^{footnote F3}	-
Feb 17, 2026	Joseph L. Motes III - Officer	Tax withholding / forfeiture	Common Stock	16,918	$73.05	$1.24M
Feb 18, 2026	Joseph L. Motes III - Officer	Tax withholding / forfeiture	Common Stock	1,470	$73.74	$108K
Footnote F1 (price): The new grant is for 8,004 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,641 units vesting on 2/17/27, 2,641 units vesting on 2/17/28 and 2,722 units vesting on 2/17/29, subject to… Full note on SEC EDGAR Footnote F2 (price): The new grant is for 12,005 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 19,457 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR
Feb 17, 2026	Valerie E. Greer - Officer	Grant or award	Common Stock	9,478	-^{footnote F1}	-
Feb 17, 2026	Valerie E. Greer - Officer	Grant or award	Common Stock	14,217	-^{footnote F2}	-
Feb 17, 2026	Valerie E. Greer - Officer	Grant or award	Common Stock	5,543	-^{footnote F3}	-
Feb 17, 2026	Valerie E. Greer - Officer	Tax withholding / forfeiture	Common Stock	23,834	$73.05	$1.74M
Feb 18, 2026	Valerie E. Greer - Officer	Tax withholding / forfeiture	Common Stock	2,003	$73.74	$148K
Footnote F1 (price): The new grant is for 9,478 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,127 units vesting on 2/17/27, 3,127 units vesting on 2/17/28 and 3,224 units vesting on 2/17/29, subject to… Full note on SEC EDGAR Footnote F2 (price): The new grant is for 14,217 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR
Feb 17, 2026	Perry S. Beberman - Officer	Grant or award	Common Stock	10,531	-^{footnote F1}	-
Feb 17, 2026	Perry S. Beberman - Officer	Grant or award	Common Stock	15,796	-^{footnote F2}	-
Feb 17, 2026	Perry S. Beberman - Officer	Grant or award	Common Stock	5,543	-^{footnote F3}	-
Feb 17, 2026	Perry S. Beberman - Officer	Tax withholding / forfeiture	Common Stock	43,007	$73.05	$3.14M
Feb 18, 2026	Perry S. Beberman - Officer	Tax withholding / forfeiture	Common Stock	2,014	$73.74	$149K
Footnote F1 (price): The new grant is for 10,531 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,475 units vesting on 2/17/27, 3,475 units vesting on 2/17/28 and 3,581 units vesting on 2/17/29, subject… Full note on SEC EDGAR Footnote F2 (price): The new grant is for 15,796 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR
Feb 17, 2026	Jonathan Bryan Campbell - Officer	Grant or award	Common Stock	5,183	-^{footnote F1}	-
Feb 17, 2026	Jonathan Bryan Campbell - Officer	Tax withholding / forfeiture	Common Stock	2,951	$73.05	$216K
Feb 18, 2026	Jonathan Bryan Campbell - Officer	Tax withholding / forfeiture	Common Stock	1,310	$73.74	$97K
Footnote F1 (price): The new grant is for 5,183 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 1,710 units vesting on 2/17/27, 1,710 units vesting on 2/17/28 and 1,762 units vesting on 2/17/29, subject to… Full note on SEC EDGAR
Feb 17, 2026	Allegra S. Driscoll - Officer	Grant or award	Common Stock	7,109	-^{footnote F1}	-
Feb 17, 2026	Allegra S. Driscoll - Officer	Grant or award	Common Stock	10,663	-^{footnote F2}	-
Feb 17, 2026	Allegra S. Driscoll - Officer	Tax withholding / forfeiture	Common Stock	2,787	$73.05	$204K
Feb 18, 2026	Allegra S. Driscoll - Officer	Tax withholding / forfeiture	Common Stock	2,564	$73.74	$189K
Footnote F1 (price): The new grant is for 7,109 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,345 units vesting on 2/17/27, 2,345 units vesting on 2/17/28 and 2,417 units vesting on 2/17/29, subject to… Full note on SEC EDGAR Footnote F2 (price): The new grant is for 10,663 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR
Feb 17, 2026	Tammy M. McConnaughey - Officer	Grant or award	Common Stock	7,898	-^{footnote F1}	-
Feb 17, 2026	Tammy M. McConnaughey - Officer	Grant or award	Common Stock	11,847	-^{footnote F2}	-
Feb 17, 2026	Tammy M. McConnaughey - Officer	Grant or award	Common Stock	3,984	-^{footnote F3}	-
Feb 17, 2026	Tammy M. McConnaughey - Officer	Tax withholding / forfeiture	Common Stock	17,861	$73.05	$1.30M
Feb 18, 2026	Tammy M. McConnaughey - Officer	Tax withholding / forfeiture	Common Stock	1,606	$73.74	$118K
Footnote F1 (price): The new grant is for 7,898 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,606 units vesting on 2/17/27, 2,606 units vesting on 2/17/28 and 2,686 units vesting on 2/17/29, subject to… Full note on SEC EDGAR Footnote F2 (price): The new grant is for 11,847 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 18,191 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR
Jan 15, 2026	John C. Gerspach - Director	Grant or award	Common Stock	499	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 499 shares of common stock represented by restricted stock units, which will vest on January 15, 2027.
Oct 15, 2025	John C. Gerspach - Director	Grant or award	Common Stock	670	-^{footnote F1}	-
Footnote F1 (price): The new grant is for 670 shares of common stock represented by restricted stock units, which will vest on October 15, 2026.
Jul 30, 2025	John J. Fawcett - Director	Open-market purchase	Common Stock	927	$61.79	$57K
Jul 30, 2025	John J. Fawcett - Director	Open-market purchase	Common Stock	100	$61.80	$6K
Jul 15, 2025	John C. Gerspach - Director	Grant or award	Common Stock	671	-	-
Jun 16, 2025	Roger H. Ballou - Director	Grant or award	Common Stock	2,802	-	-

Recent BFH Form 8-K filings

Read BFH company news

Sep 15, 2026Item 7.01, 9.01

Read the filing on SEC EDGAR

Sep 8, 2026Item 1.01, 9.01

Read the filing on SEC EDGAR

Aug 17, 2026Item 7.01

Read the filing on SEC EDGAR

Jul 23, 2026Item 7.01, 9.01

Read the filing on SEC EDGAR

Recent BFH Form 144 notices of proposed sale

An insider files Form 144 before selling restricted or control stock. It announces a planned sale. If the sale goes ahead, it shows up later on a Form 4.

Filed	Filer	Relationship	Shares	Market value	Notice
Jul 28, 2026	-	-	-	-	View on EDGAR
May 29, 2026	-	-	-	-

BFH insider trading FAQ

What is the latest insider trade for BFH?

BREAD FINANCIAL HOLDINGS, INC. (BFH) had 3 insider filings in the last 90 days, with the most recent on 2026-09-16. The full record for BFH runs to 41 Form 4 filings, the earliest from 2024-10-17. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.

How many insiders are buying BFH stock?

1 insider purchase of BFH was filed in the last 90 days, totaling $2K.

How many insiders are selling BFH stock?

1 insider sale of BFH was filed in the last 90 days, totaling $297K.

Where can I see BFH SEC filings (Form 4, 10-K, 10-Q, 8-K)?

This page collects BFH Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.

More Financials companies with insider activity

Recent insider filings

The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.

Sep 16, 2026 - Dennis James McCarthy view on EDGAR
Jul 29, 2026 - Praniti Lakhwara view on EDGAR
Jul 17, 2026 - John C. Gerspach view on EDGAR
Jun 17, 2026 - Praniti Lakhwara view on EDGAR
Jun 17, 2026 - Rajesh Natarajan view on EDGAR
Jun 17, 2026 - Clair Joyce St view on EDGAR
Jun 17, 2026 - John J. Fawcett view on EDGAR
Jun 17, 2026 - Timothy J. Theriault view on EDGAR
Jun 17, 2026 - Sharen J. Turney view on EDGAR

Related companies with recent insider activity

Learn more

Insider selling: signal or noise?: Why most insider sales are routine, and the few patterns worth a second look.
Form 144 vs Form 4: A Form 144 announces a planned sale; the Form 4 reports it after it happens.
Insider activity in Financials: Where BFH's peers are being bought and sold.
Every recent Form 4: The market-wide feed, updated as filings arrive from SEC EDGAR.

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Form 4 transaction type

Transactions

Total value

Open-market purchase

15.89

$2K

Open-market sale

2,802

$297K

Grant or award

730

Date

Insider

Transaction

Security

Price

Value

Sep 14, 2026

Dennis James McCarthy - Officer

Open-market purchase

Common Stock

15.89^{footnote F1}

$108.14

$2K

Footnote F1 (shares): These shares were acquired pursuant to a dividend reinvestment feature of Mr. McCarthy's brokerage account.

Jul 28, 2026

Praniti Lakhwara - Director

Open-market sale

Common Stock

2,802

$106.12

$297K

Jul 15, 2026

John C. Gerspach - Director

Grant or award

Common Stock

730

-^{footnote F1}

Footnote F1 (price): The new grant is for 730 shares of common stock represented by restricted stock units, which will vest on July 15, 2027.

Jun 15, 2026

Praniti Lakhwara - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

Jun 15, 2026

Rajesh Natarajan - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

Jun 15, 2026

Clair Joyce St - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

Jun 15, 2026

John J. Fawcett - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

Jun 15, 2026

Timothy J. Theriault - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

Jun 15, 2026

Sharen J. Turney - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

Jun 15, 2026

John C. Gerspach - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

Jun 15, 2026

Laurie Anne Tucker - Director

Grant or award

Common Stock

1,638

-^{footnote F1}

Footnote F1 (price): The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.

May 29, 2026

Ralph J. Andretta - Officer

Open-market sale

Common Stock

1,500^{footnote F1}

$88.23^{footnote F2}

$132K

May 29, 2026

Ralph J. Andretta - Officer

Open-market sale

Common Stock

12,500^{footnote F1}

$89.17^{footnote F3}

$1.11M

May 29, 2026

Ralph J. Andretta - Officer

Open-market sale

Common Stock

1,000^{footnote F1}

$89.57^{footnote F4}

$90K

Footnote F1 (shares): This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 27, 2026.
Footnote F2 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.48 to $88.43, inclusive. The reporting person undertakes to provide to Bread Financial Holdings, Inc., any security holder of Bread Financial… Full note on SEC EDGAR
Footnote F3 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.50 to $89.49, inclusive.
Footnote F4 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.51 to $89.64, inclusive.

May 21, 2026

John J. Fawcett - Director

Open-market purchase

Common Stock

698

$86.43

$60K

Apr 24, 2026

Roger H. Ballou - Director

Open-market sale

Common Stock

9,687

$90.32

$875K

Apr 15, 2026

John C. Gerspach - Director

Grant or award

Common Stock

483

-^{footnote F1}

Footnote F1 (price): The new grant is for 483 shares of common stock represented by restricted stock units, which will vest on April 15, 2027.

Feb 17, 2026

Perry S. Beberman - Officer

Tax withholding / forfeiture

Common Stock

22,516

$73.05

$1.64M

Feb 18, 2026

Allegra S. Driscoll - Officer

Tax withholding / forfeiture

Common Stock

1,752

$73.74

$129K

Feb 19, 2026

Roger H. Ballou - Director

Gift

Common Stock

1,351

$0.00

Feb 17, 2026

Ralph J. Andretta - Officer

Grant or award

Common Stock

42,122

-^{footnote F1}

Feb 17, 2026

Ralph J. Andretta - Officer

Grant or award

Common Stock

63,183

-^{footnote F2}

Feb 17, 2026

Ralph J. Andretta - Officer

Grant or award

Common Stock

19,123

-^{footnote F3}

Feb 17, 2026

Ralph J. Andretta - Officer

Tax withholding / forfeiture

Common Stock

56,858

$73.05

$4.15M

Feb 18, 2026

Ralph J. Andretta - Officer

Tax withholding / forfeiture

Common Stock

5,326

$73.74

$393K

Footnote F1 (price): The new grant is for 42,122 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 13,900 units vesting on 2/17/27, 13,900 units vesting on 2/17/28 and 14,322 units vesting on 2/17/29… Full note on SEC EDGAR
Footnote F2 (price): The new grant is for 63,183 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR
Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 87,319 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR

Feb 17, 2026

Joseph L. Motes III - Officer

Grant or award

Common Stock

8,004

-^{footnote F1}

Feb 17, 2026

Joseph L. Motes III - Officer

Grant or award

Common Stock

12,005

-^{footnote F2}

Feb 17, 2026

Joseph L. Motes III - Officer

Grant or award

Common Stock

4,262

-^{footnote F3}

Feb 17, 2026

Joseph L. Motes III - Officer

Tax withholding / forfeiture

Common Stock

16,918

$73.05

$1.24M

Feb 18, 2026

Joseph L. Motes III - Officer

Tax withholding / forfeiture

Common Stock

1,470

$73.74

$108K

Footnote F1 (price): The new grant is for 8,004 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,641 units vesting on 2/17/27, 2,641 units vesting on 2/17/28 and 2,722 units vesting on 2/17/29, subject to… Full note on SEC EDGAR
Footnote F2 (price): The new grant is for 12,005 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR
Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 19,457 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR

Feb 17, 2026

Valerie E. Greer - Officer

Grant or award

Common Stock

9,478

-^{footnote F1}

Feb 17, 2026

Valerie E. Greer - Officer

Grant or award

Common Stock

14,217

-^{footnote F2}

Feb 17, 2026

Valerie E. Greer - Officer

Grant or award

Common Stock

5,543

-^{footnote F3}

Feb 17, 2026

Valerie E. Greer - Officer

Tax withholding / forfeiture

Common Stock

23,834

$73.05

$1.74M

Feb 18, 2026

Valerie E. Greer - Officer

Tax withholding / forfeiture

Common Stock

2,003

$73.74

$148K

Footnote F1 (price): The new grant is for 9,478 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,127 units vesting on 2/17/27, 3,127 units vesting on 2/17/28 and 3,224 units vesting on 2/17/29, subject to… Full note on SEC EDGAR
Footnote F2 (price): The new grant is for 14,217 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR
Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR

Feb 17, 2026

Perry S. Beberman - Officer

Grant or award

Common Stock

10,531

-^{footnote F1}

Feb 17, 2026

Perry S. Beberman - Officer

Grant or award

Common Stock

15,796

-^{footnote F2}

Feb 17, 2026

Perry S. Beberman - Officer

Grant or award

Common Stock

5,543

-^{footnote F3}

Feb 17, 2026

Perry S. Beberman - Officer

Tax withholding / forfeiture

Common Stock

43,007

$73.05

$3.14M

Feb 18, 2026

Perry S. Beberman - Officer

Tax withholding / forfeiture

Common Stock

2,014

$73.74

$149K

Footnote F1 (price): The new grant is for 10,531 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 3,475 units vesting on 2/17/27, 3,475 units vesting on 2/17/28 and 3,581 units vesting on 2/17/29, subject… Full note on SEC EDGAR
Footnote F2 (price): The new grant is for 15,796 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR
Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 25,310 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR

Feb 17, 2026

Jonathan Bryan Campbell - Officer

Grant or award

Common Stock

5,183

-^{footnote F1}

Feb 17, 2026

Jonathan Bryan Campbell - Officer

Tax withholding / forfeiture

Common Stock

2,951

$73.05

$216K

Feb 18, 2026

Jonathan Bryan Campbell - Officer

Tax withholding / forfeiture

Common Stock

1,310

$73.74

$97K

Footnote F1 (price): The new grant is for 5,183 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 1,710 units vesting on 2/17/27, 1,710 units vesting on 2/17/28 and 1,762 units vesting on 2/17/29, subject to… Full note on SEC EDGAR

Feb 17, 2026

Allegra S. Driscoll - Officer

Grant or award

Common Stock

7,109

-^{footnote F1}

Feb 17, 2026

Allegra S. Driscoll - Officer

Grant or award

Common Stock

10,663

-^{footnote F2}

Feb 17, 2026

Allegra S. Driscoll - Officer

Tax withholding / forfeiture

Common Stock

2,787

$73.05

$204K

Feb 18, 2026

Allegra S. Driscoll - Officer

Tax withholding / forfeiture

Common Stock

2,564

$73.74

$189K

Footnote F1 (price): The new grant is for 7,109 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,345 units vesting on 2/17/27, 2,345 units vesting on 2/17/28 and 2,417 units vesting on 2/17/29, subject to… Full note on SEC EDGAR
Footnote F2 (price): The new grant is for 10,663 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR

Feb 17, 2026

Tammy M. McConnaughey - Officer

Grant or award

Common Stock

7,898

-^{footnote F1}

Feb 17, 2026

Tammy M. McConnaughey - Officer

Grant or award

Common Stock

11,847

-^{footnote F2}

Feb 17, 2026

Tammy M. McConnaughey - Officer

Grant or award

Common Stock

3,984

-^{footnote F3}

Feb 17, 2026

Tammy M. McConnaughey - Officer

Tax withholding / forfeiture

Common Stock

17,861

$73.05

$1.30M

Feb 18, 2026

Tammy M. McConnaughey - Officer

Tax withholding / forfeiture

Common Stock

1,606

$73.74

$118K

Footnote F1 (price): The new grant is for 7,898 shares of common stock represented by time-based restricted stock units (RSUs). These time-based RSUs will vest over a three-year period, with 2,606 units vesting on 2/17/27, 2,606 units vesting on 2/17/28 and 2,686 units vesting on 2/17/29, subject to… Full note on SEC EDGAR
Footnote F2 (price): The new grant is for 11,847 shares of common stock represented by performance-based RSUs, which may be adjusted up or down at the time the performance targets are measured at the end of the three-year performance period. These performance-based RSUs may vest on 2/17/29… Full note on SEC EDGAR
Footnote F3 (price): Based on an annual return on equity (ROE) performance metric goal for each of 2023, 2024 and 2025, at the conclusion of the three-year period ended December 31, 2025, 121.9% of the original award of 18,191 performance-based restricted stock units granted 3/24/23 were earned… Full note on SEC EDGAR

Jan 15, 2026

John C. Gerspach - Director

Grant or award

Common Stock

499

-^{footnote F1}

Footnote F1 (price): The new grant is for 499 shares of common stock represented by restricted stock units, which will vest on January 15, 2027.

Oct 15, 2025

John C. Gerspach - Director

Grant or award

Common Stock

670

-^{footnote F1}

Footnote F1 (price): The new grant is for 670 shares of common stock represented by restricted stock units, which will vest on October 15, 2026.

Jul 30, 2025

John J. Fawcett - Director

Open-market purchase

Common Stock

927

$61.79

$57K

Jul 30, 2025

John J. Fawcett - Director

Open-market purchase

Common Stock

100

$61.80

$6K

Jul 15, 2025

John C. Gerspach - Director

Grant or award

Common Stock

671

Jun 16, 2025

Roger H. Ballou - Director

Grant or award

Common Stock

2,802

Filed

Filer

Relationship

Market value

Notice

Jul 28, 2026

View on EDGAR

May 29, 2026