Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mastercard IncMA · Entity 1763 | Director | June 16, 2026 | June 18, 2026 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | EVP & Chief Strategy Officer | December 21, 2023 | December 26, 2023 |
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.
Mastercard Inc
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,828 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Tax withholding · Disposed 1,641 · Balance 6,828 F1: Represents withholding of shares to pay tax liability incident to the settlement for a U.S. non-resident director of previously fully vested deferred stock units. F2: Reflects a subtraction of 720 shares to reflect the correction of a previous inadvertent typographical error. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote below | 12,803 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,803 F3: Reflects an addition of 720 shares to reflect the correction of a previous inadvertent typographical error. F4: The shares are directly held by a company solely-owned and controlled by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents withholding of shares to pay tax liability incident to the settlement for a U.S. non-resident director of previously fully vested deferred stock units.
F2: Reflects a subtraction of 720 shares to reflect the correction of a previous inadvertent typographical error.
F3: Reflects an addition of 720 shares to reflect the correction of a previous inadvertent typographical error.
F4: The shares are directly held by a company solely-owned and controlled by the reporting person.
VERIZON COMMUNICATIONS INC
Report date December 21, 2023 · Filed December 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (unitized)SEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 25,299.356 |
Reported balance
After 2023-12-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-21 · Grant · Acquired 101.451 · Balance 25,299.356 F1: Each share of phantom stock is the economic equivalent of a portion of one share of common stock and is settled in cash. The shares of phantom stock become payable upon events established by the reporting person in accordance with the deferred compensation plan. F2: Includes phantom stock acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of a portion of one share of common stock and is settled in cash. The shares of phantom stock become payable upon events established by the reporting person in accordance with the deferred compensation plan.
F2: Includes phantom stock acquired through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| March 06, 2018 Filed Mar 8, 2018 20:16 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantRestricted Stock Units - 2018-2021 Award Cycle · Derivative | 30,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-18-000070 · edgar.xml · derivative · entry 1 Qureshi Rima · CIK 0001519341 · EVP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,682 Underlying: Common Stock · 30,682 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive one share of common stock, plus accrued dividends, on the payment date following the date the RSU vests. Subject to the terms of the Restricted Stock Unit Agreement, the RSUs will vest in three equal annual installments beginning March 6, 2019. F1 · derivative.exercise_date: Each Restricted Stock Unit (RSU) represents the right to receive one share of common stock, plus accrued dividends, on the payment date following the date the RSU vests. Subject to the terms of the Restricted Stock Unit Agreement, the RSUs will vest in three equal annual installments beginning March 6, 2019. F1 · derivative.expiration_date: Each Restricted Stock Unit (RSU) represents the right to receive one share of common stock, plus accrued dividends, on the payment date following the date the RSU vests. Subject to the terms of the Restricted Stock Unit Agreement, the RSUs will vest in three equal annual installments beginning March 6, 2019. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 16:12 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantRestricted Stock Units - 2017 - 2020 Award Cycle · Derivative | 76,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-17-000238 · edgar.xml · derivative · entry 1 Qureshi Rima · CIK 0001519341 · EVP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,873 Underlying: Common Stock · 76,873 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive an amount payable in cash equal to the economic equivalent of one share of common stock, plus accrued dividends, on the applicable vesting date. Subject to the terms of the Restricted Stock Unit Agreement, the RSUs will vest in three equal annual installments beginning November 6, 2018. F1 · derivative.exercise_date: Each Restricted Stock Unit (RSU) represents the right to receive an amount payable in cash equal to the economic equivalent of one share of common stock, plus accrued dividends, on the applicable vesting date. Subject to the terms of the Restricted Stock Unit Agreement, the RSUs will vest in three equal annual installments beginning November 6, 2018. F1 · derivative.expiration_date: Each Restricted Stock Unit (RSU) represents the right to receive an amount payable in cash equal to the economic equivalent of one share of common stock, plus accrued dividends, on the applicable vesting date. Subject to the terms of the Restricted Stock Unit Agreement, the RSUs will vest in three equal annual installments beginning November 6, 2018. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 19:28 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-17-000110 · wf-form4_149876447448090.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,992 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 27, 2017, the date of grant, but will settle on the date of termination of the reporting person's service as a director. Read SEC document |
| June 18, 2017 Filed Jun 20, 2017 20:28 UTC | Mastercard Inc MA · Entity 1763 | Tax withholdingClass A Common Stock | 386 | $121.47 | $46,887.42 |
DisclosureSEC source: 0001141391-17-000080 · wf-form4_149799050535208.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,484 F1 · shares: Represents withholding of shares to pay tax liability incident to the settlement of deferred stock units for a U.S. non-resident director pursuant to the terms of a stockholder-approved non-employee director compensation plan. Read SEC document |
| June 28, 2016 Filed Jun 29, 2016 21:01 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-16-000180 · wf-form4_146723407953776.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,870 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 28, 2016, the date of grant, but will be settled on June 28, 2025. Read SEC document |
| June 05, 2016 Filed Jun 7, 2016 18:46 UTC | Mastercard Inc MA · Entity 1763 | Tax withholdingClass A Common Stock | 486 | $95.97 | $46,641.42 |
DisclosureSEC source: 0001141391-16-000157 · wf-form4_146532515572989.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,823 F1 · shares: Represents withholding of shares to pay tax liability incident to the settlement of deferred stock units for a U.S. non-resident director pursuant to the terms of a stockholder-approved non-employee director compensation plan. Read SEC document |
| June 09, 2015 Filed Jun 11, 2015 17:34 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-013711 · doc4.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,309 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 9, 2015, the date of the grant, but will be settled on June 9, 2019. Read SEC document |
| June 07, 2015 Filed Jun 9, 2015 20:09 UTC | Mastercard Inc MA · Entity 1763 | Tax withholdingClass A Common Stock | 584 | $92.27 | $53,882.76 |
DisclosureSEC source: 0001225208-15-013586 · doc4.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,300 F1 · shares: Represents withholding of shares to pay tax liability incident to the settlement of deferred stock units for a U.S. non-resident director pursuant to the terms of a stockholder-approved non-employee director compensation plan. Read SEC document |
| April 29, 2015 Filed May 1, 2015 15:08 UTC | Mastercard Inc MA · Entity 1763 | Tax withholdingClass A Common Stock | 101 | $91.71 | $9,262.21 |
DisclosureSEC source: 0001225208-15-010773 · doc4.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,884 F1 · shares: Represents withholding of shares to pay tax liability incident to the settlement of deferred stock units for a U.S. non-resident director pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. Read SEC document |
| June 03, 2014 Filed Jun 5, 2014 21:05 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-014572 · doc4.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,985 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award will be settled on June 3, 2018. Read SEC document |
| June 18, 2013 Filed Jun 20, 2013 20:30 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-014669 · doc4.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,002 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved director equity compensation plan. The award will be settled on June 18, 2017. Read SEC document |
| June 05, 2012 Filed Jun 8, 2012 01:13 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 319 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-014016 · doc4.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 745 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved director equity compensation plan. The award will be settled on June 5, 2016. Read SEC document |
| June 07, 2011 Filed Jun 9, 2011 20:40 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-035951 · rrd314870.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426 F1 · price: Represents deferred stock unit award pursuant to the terms of a shareholder-approved director equity compensation plan. The award will be settled on June 7, 2015. Read SEC document |
| April 29, 2011 Filed May 3, 2011 21:10 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-026761 · rrd309916.xml · nonDerivative · entry 1 Qureshi Rima · CIK 0001519341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61 F1 · price: Represents deferred stock unit award pursuant to the terms of a shareholder-approved director equity compensation plan. The calculation of the pro-rated deferred stock unit award is described in the Company's Form 8-K filed on May 3, 2011. The award will be settled on April 29, 2015. 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.