Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | PWR | Common Stock | Tax liability | -$103K | -426 | -0.99% | $242.06 | 42.5K | Mar 9, 2024 | Direct | F1 |
transaction | PWR | Common Stock | Sale | -$143K | -595 | -1.4% | $239.61 | 42K | Mar 12, 2024 | Direct | F2 |
holding | PWR | Common Stock | 375 | Mar 9, 2024 | By younger daughter |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
Id | Content |
---|---|
F1 | These shares were withheld to cover taxes associated with the vest of restricted stock units issued under an equity incentive plan of the Company. |
F2 | This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 15, 2023. |