Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | April 23, 2026 | April 27, 2026 |
| Repay Holdings CorpRPAY · Entity 5910 | Director | June 10, 2026 | June 12, 2026 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DELUXE CORP
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,577 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Exercise / conversion · Acquired 10,349 · Balance 41,577 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-24 | Direct | 5,286 |
Reported balance
After 2026-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-23 · Grant · Acquired 5,286 · Balance 5,286 F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-23 | Direct | 0 |
Reported balance
After 2026-04-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-23 · Exercise / conversion · Disposed 10,349 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027.
Repay Holdings Corp
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 230,951 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 50,295 · Balance 230,951 F1: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement.
UNITEDHEALTH GROUP INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,180 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 155 · Balance 4,077 F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Row 2 · 2026-10-01 · Grant · Acquired 103 · Balance 4,180 F2: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 2,146 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,146 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust 2 | 45 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 45 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust 3 | 55 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 55 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board.
F2: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUN & BRADSTREET CORP/NW
Report date February 08, 2019 · Filed February 12, 2019
Section 16 reporting ended · disclosed 2019-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-08 transaction · row 1
1 source rowRow 1 · 2019-02-08 · Disposition to issuer · Disposed 5,928.1183 · Balance 0 F1: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share. |
| Common StockSEC Table I · non-derivative | IndirectHELD IN TRUST | 0 |
Reported balance
After 2019-02-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-02-08 · Disposition to issuer · Disposed 2,683 · Balance 0 F1: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share. F2: Held in the Paul R. Garcia Revocable Trust. |
| Non-Qualified Stock Option - right to buySEC Table II · derivative / convertible security · Conversion / exercise price $63.44 · Expires 2022-05-09 | Direct | 0 |
Reported balance
After 2019-02-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-08 · Disposition to issuer · Disposed 1,788 · Balance 0 F3: Cancelled pursuant to the merger agreement in exchange for a cash payment for each share equal to the difference between the merger consideration price of $145.00 per share and the exercise price of the option. |
Filing footnotes · ownership attribution and instrument terms
F1: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share.
F2: Held in the Paul R. Garcia Revocable Trust.
F3: Cancelled pursuant to the merger agreement in exchange for a cash payment for each share equal to the difference between the merger consideration price of $145.00 per share and the exercise price of the option.
SUNTRUST BANKS INC
Report date December 06, 2019 · Filed December 09, 2019
Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 15,799 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective November 1, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Each BB&T restricted stock award is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 2,362.889 · Balance 0 F3: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,060 shares of BB&T common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective November 1, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.
F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Each BB&T restricted stock award is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger.
F3: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,060 shares of BB&T common stock.
TRUIST FINANCIAL CORP
Report date October 26, 2021 · Filed October 27, 2021
Section 16 reporting ended · disclosed 2021-10-27. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
WEST CORP
Report date October 10, 2017 · Filed October 12, 2017
Section 16 reporting ended · disclosed 2017-10-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-10 transaction · row 1
1 source rowRow 1 · 2017-10-10 · Disposition to issuer · Disposed 28,384 · Balance 0 F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement").
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 02, 2023 Filed Oct 4, 2023 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051904 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,513 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 19, 2023 Filed Sep 21, 2023 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050276 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,403 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041613 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,400 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041613 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,334 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 22:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040225 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,216 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 21:00 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 22,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037957 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,131 F1 · kind: Reflects a grant of restricted stock units that will vest on the one-year anniversary of the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 5,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000114 · wf-form4_168263279812767.xml · derivative · entry 3 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,671 shares Expires 2023-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000114 · wf-form4_168263279812767.xml · derivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,402 Underlying: Common Stock · 10,402 shares Expires 2024-04-25 F2 · derivative.exercise_date: Restricted stock units vest on the date of our 2024 annual shareholder meeting, which is expected to be April 25, 2024. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 22:01 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 5,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-23-000114 · wf-form4_168263279812767.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,846 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023272 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,213 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023272 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,149 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020814 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,035 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001802 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,033 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001802 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,972 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061447 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052384 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052384 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 20, 2022 Filed Sep 21, 2022 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050904 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040757 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,699 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040757 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,638 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039922 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,538 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| June 08, 2022 Filed Jun 15, 2022 21:00 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 13,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037024 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,190 F1 · kind: Reflects a grant of restricted stock units that will vest on the one-year anniversary of the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 17:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000149 · wf-form4_165116595127439.xml · derivative · entry 3 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,391 shares Expires 2022-04-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 17:12 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000149 · wf-form4_165116595127439.xml · derivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,671 Underlying: Common Stock · 5,671 shares Expires 2023-04-26 F2 · derivative.exercise_price: Restricted stock units vest on the date of our 2023 annual shareholder meeting, which is expected to be April 26, 2023. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 17:12 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-22-000149 · wf-form4_165116595127439.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003855 · form4-04052022_020439.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003855 · form4-04052022_020439.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,476 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 22, 2022 Filed Mar 25, 2022 01:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021041 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,376 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 22:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 2,146 | $464.97 | $997,817.25 |
DisclosureSEC source: 0001209191-22-012784 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 F1 · price: This transaction was executed in multiple trades ranging from $464.29 to $465.12 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001720 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001720 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 17:55 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 3,784 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000183 · wf-form4_162939571353760.xml · derivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,784 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. F1 · derivative.expiration_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 17:55 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 3,784 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000183 · wf-form4_162939571353760.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,784 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 20:00 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 7,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052737 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,857 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Repay Holdings Corporation (the "Issuer") following the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 18:48 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000141 · wf-form4_161972211215868.xml · derivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,391 Underlying: Common Stock · 3,391 shares Expires 2022-04-27 F1 · derivative.exercise_price: Restricted stock units vest on the date of our 2022 annual shareholder meeting, which is expected to be April 27, 2022. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:16 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003812 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,585 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2021. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 18:47 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 3,784 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000105 · wf-form4_159794924662993.xml · derivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,784 Underlying: Common Stock · 3,784 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units vest one year from date of grant. F1 · derivative.exercise_date: Restricted stock units vest one year from date of grant. F1 · derivative.expiration_date: Restricted stock units vest one year from date of grant. Read SEC document |
| August 06, 2020 Filed Aug 11, 2020 01:00 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 6,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046042 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,186 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Repay Holdings Corporation (the "Issuer") following the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 21:26 UTC | Repay Holdings Corp RPAY · Entity 5910 | PurchaseClass A Common Stock | 65,800 | $15.16 | $997,528.00 |
DisclosureSEC source: 0001209191-20-020500 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,245 F1 · price: The purchase price indicated is a weighted average purchase price. The corresponding shares were bought in multiple transactions at prices ranging from $14.03 to $15.50 inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares bought at each price within the range set forth. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:11 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003703 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,031 F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 18:34 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerPhantom Stock · Derivative | 2,362.889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000236 · edgar.xml · derivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,362.889 shares Expires not disclosed F3 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,060 shares of BB&T common stock. F3 · derivative.exercise_date: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F3 · derivative.expiration_date: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 18:34 UTC | SUNTRUST BANKS INC STI · Entity 106623 | Disposition to issuerCommon Stock | 15,799 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000750556-19-000236 · edgar.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective November 1, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Each BB&T restricted stock award is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:59 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantPhantom Stock Unit · Derivative | 3,060 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028865 · doc4.xml · derivative · entry 3 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,060 Underlying: Common Stock · 3,060 shares Expires not disclosed F3 · derivative.exercise_price: Represents phantom stock units issued under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 2,362.889 shares of SunTrust common stock. F3 · derivative.exercise_date: Represents phantom stock units issued under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F3 · derivative.expiration_date: Represents phantom stock units issued under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. Read SEC document |
| December 06, 2019 Filed Dec 11, 2019 00:59 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 20,459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-028865 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,108 F1 · price: Acquired in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement") pursuant to which SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist"). F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist restricted stock award is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger Agreement. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 23:25 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 12,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-018816 · ownership.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,445 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 17:17 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantCommon Stock | 2,204 | $63.54 | $140,042.16 |
DisclosureSEC source: 0000750556-19-000124 · edgar.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,799 F1 · ownership.direct: Includes 2,204 restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan, which vest upon the earlier of one year or the next annual meeting of shareholders. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 13:16 UTC | DUN & BRADSTREET CORP/NW DNB · Entity 160376 | Disposition to issuerNon-Qualified Stock Option - right to buy · Derivative | 1,788 | $0.00 Strike: $63.44 | $0.00 |
DisclosureSEC source: 0001209191-19-009201 · doc4.xml · derivative · entry 3 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,788 shares Expires 2022-05-09 F3 · derivative.exercise_price: Cancelled pursuant to the merger agreement in exchange for a cash payment for each share equal to the difference between the merger consideration price of $145.00 per share and the exercise price of the option. F3 · shares: Cancelled pursuant to the merger agreement in exchange for a cash payment for each share equal to the difference between the merger consideration price of $145.00 per share and the exercise price of the option. F3 · derivative.underlying_shares: Cancelled pursuant to the merger agreement in exchange for a cash payment for each share equal to the difference between the merger consideration price of $145.00 per share and the exercise price of the option. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 13:16 UTC | DUN & BRADSTREET CORP/NW DNB · Entity 160376 | Disposition to issuerCommon Stock | 2,683 | $145.00 | $389,035.00 |
DisclosureSEC source: 0001209191-19-009201 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · HELD IN TRUST Disclosed balance after: 0 F1 · shares: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share. F2 · shares: Held in the Paul R. Garcia Revocable Trust. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 13:16 UTC | DUN & BRADSTREET CORP/NW DNB · Entity 160376 | Disposition to issuerCommon Stock | 5,928.1183 | $145.00 | $859,577.15 |
DisclosureSEC source: 0001209191-19-009201 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 17:26 UTC | DUN & BRADSTREET CORP/NW DNB · Entity 160376 | GrantCommon Stock | 21.5917 | $142.91 | $3,085.67 |
DisclosureSEC source: 0001209191-18-050530 · doc4.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,928.1183 F1 · shares: Acquired pursuant to a dividend reinvestment feature of the issuer's stock incentive plan in connection with restricted stock units held by the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.