| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CHRW | Common Stock | Tax liability | -$227K | -2.28K | -5.45% | $99.49 | 39.6K | Feb 18, 2025 | Direct | F1 |
| transaction | CHRW | Common Stock | Sale | -$500K | -5.02K | -12.67% | $99.60 | 34.6K | Feb 18, 2025 | Direct | F2, F3, F4 |
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 | Consists of shares withheld by the issuer to satisfy the reporting person's tax withholding obligation upon the vesting of restricted stock units. |
| F2 | Adoption date of referenced 10b5-1(c) plan is: 08-12-2024 |
| F3 | Included in this amount are 30,646 shares of Issuer common stock issuable in settlement of an equal number of restricted stock units and deferred shares credited to the reporting person's NQDC Plan account and 3,557 shares held directly by the reporting person. |
| F4 | Includes 383 shares acquired pursuant to the Issuer's employee stock purchase plan. |