Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN EXPRESS COAXP · Entity 2839 | Group Pres, Enterprise Growth | August 31, 2014 | September 02, 2014 |
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | December 16, 2025 | December 18, 2025 |
| FLEX LTD.FLEX · Entity 3085 | Director | August 16, 2017 | August 17, 2017 |
| Gen Digital Inc.SYMC · Entity 2098 | Director | May 14, 2019 | May 15, 2019 |
| Lazard, Inc.LAZ · Entity 4031 | Director | June 01, 2026 | June 03, 2026 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | Director | December 11, 2023 | December 14, 2023 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director · CEO | October 08, 2026 | October 09, 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.
AMERICAN EXPRESS CO
Report date August 31, 2014 · Filed September 02, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,318.634 |
Reported balance
After 2014-08-31 transaction · row 1
1 source rowRow 1 · 2014-08-31 · Tax withholding · Disposed 4,376 · Balance 45,318.634 F1: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a Restricted Stock Award. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a Restricted Stock Award.
CISCO SYSTEMS, INC.
Report date December 16, 2025 · Filed December 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,937.406 |
Reported balance
After 2025-12-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-16 · Grant · Acquired 3,481 · Balance 13,937.406 F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2: Includes 450.406 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
F2: Includes 450.406 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock.
FLEX LTD.
Report date August 16, 2017 · Filed August 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 166,775 |
Reported balance
After 2017-08-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-08-16 · Grant · Acquired 11,504 · Balance 166,775 F1: On August 16, 2017, the Reporting Person was awarded a total of 11,504 restricted share units (RSUs) pursuant to the terms of the annual equity award to non-employee directors under the Issuer's 2017 Equity Incentive Plan as more fully described in the section titled "Non-Management Directors' Compensation for Fiscal Year 2017" beginning on page 16 of the Issuer's Proxy Statement filed with the SEC on July 5, 2017. Each RSU represents a contingent right to receive one unrestricted, fully transferable share for each vested RSU which has not previously forfeited. The award shall vest in full on the date immediately prior to the date of Issuer's 2018 annual general meeting. F2: Includes 11,504 unvested restricted share units (RSUs) which vest in full on the date immediately prior to the date of Issuer's 2018 annual general meeting. Each unvested RSU represents a contingent right to receive one unrestricted, fully transferrable share for each vested RSU which has not been previously forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 16, 2017, the Reporting Person was awarded a total of 11,504 restricted share units (RSUs) pursuant to the terms of the annual equity award to non-employee directors under the Issuer's 2017 Equity Incentive Plan as more fully described in the section titled "Non-Management Directors' Compensation for Fiscal Year 2017" beginning on page 16 of the Issuer's Proxy Statement filed with the SEC on July 5, 2017. Each RSU represents a contingent right to receive one unrestricted, fully transferable share for each vested RSU which has not previously forfeited. The award shall vest in full on the date immediately prior to the date of Issuer's 2018 annual general meeting.
F2: Includes 11,504 unvested restricted share units (RSUs) which vest in full on the date immediately prior to the date of Issuer's 2018 annual general meeting. Each unvested RSU represents a contingent right to receive one unrestricted, fully transferrable share for each vested RSU which has not been previously forfeited.
Gen Digital Inc.
Report date May 14, 2019 · Filed May 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 170,989 |
Reported balance
After 2019-05-14 transaction · row 1
1 source rowRow 1 · 2019-05-14 · Grant · Acquired 14,124 · Balance 170,989 F1: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date.
Lazard, Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,037 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 4,358 · Balance 15,037 F1: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement.
F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc.
PayPal Holdings, Inc.
Report date December 11, 2023 · Filed December 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 597,883 |
Ending reported balance
After 2023-12-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-11 · Grant · Acquired 42,441 · Balance 618,957 F1: Represents shares earned in respect of performance-based restricted stock units based on the effectiveness of transitioning Mr. Schulman's duties to the Company's new CEO, as determined by the Compensation Committee. Row 2 · 2023-12-11 · Tax withholding · Disposed 21,074 · Balance 597,883 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying performance-based restricted stock units on 12/11/2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares earned in respect of performance-based restricted stock units based on the effectiveness of transitioning Mr. Schulman's duties to the Company's new CEO, as determined by the Compensation Committee.
F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying performance-based restricted stock units on 12/11/2023.
VERIZON COMMUNICATIONS INC
Report date October 08, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (unitized)SEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 9,807.101 |
Reported balance
After 2026-10-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 201.115 · Balance 9,807.101 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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 9, 2026 17:26 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 201.115 | $13.23 | $2,660.75 |
DisclosureSEC source: 0001215315-26-000044 · wk-form4_1791566771.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,807.101 Underlying: Common Stock · 57 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| September 24, 2026 Filed Sep 28, 2026 15:41 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 197.029 | $13.51 | $2,661.86 |
DisclosureSEC source: 0001215315-26-000042 · wk-form4_1790610086.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,605.986 Underlying: Common Stock · 56 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| September 10, 2026 Filed Sep 11, 2026 18:56 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 186.642 | $14.26 | $2,661.51 |
DisclosureSEC source: 0001215315-26-000040 · wk-form4_1789153001.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,408.957 Underlying: Common Stock · 53 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| August 27, 2026 Filed Aug 31, 2026 16:03 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 188.671 | $14.11 | $2,662.15 |
DisclosureSEC source: 0001215315-26-000038 · wk-form4_1788192203.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,222.315 Underlying: Common Stock · 54 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 20:02 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 193.377 | $13.76 | $2,660.87 |
DisclosureSEC source: 0001215315-26-000036 · wk-form4_1786737746.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,033.644 Underlying: Common Stock · 55 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 16:37 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 202.199 | $13.16 | $2,660.94 |
DisclosureSEC source: 0001215315-26-000034 · wk-form4_1785775063.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 8,717.272 Underlying: Common Stock · 58 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 18:52 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 212.408 | $12.53 | $2,661.47 |
DisclosureSEC source: 0001215315-26-000032 · wk-form4_1784314366.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 8,515.073 Underlying: Common Stock · 61 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 15:10 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 221.905 | $11.99 | $2,660.64 |
DisclosureSEC source: 0001215315-26-000030 · wk-form4_1783350655.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 8,302.665 Underlying: Common Stock · 63 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 18:01 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 203.406 | $13.08 | $2,660.55 |
DisclosureSEC source: 0001215315-26-000028 · wk-form4_1781805676.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 8,080.76 Underlying: Common Stock · 58 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| June 04, 2026 Filed Jun 5, 2026 18:09 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 207.776 | $12.81 | $2,661.61 |
DisclosureSEC source: 0001215315-26-000026 · wk-form4_1780682941.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 7,877.354 Underlying: Common Stock · 59 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:38 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 4,358 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040417 · wk-form4_1780519082.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,037 Underlying: Common Stock · 4,358 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. Read SEC document |
| May 21, 2026 Filed May 26, 2026 15:46 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 193.239 | $13.77 | $2,660.90 |
DisclosureSEC source: 0001215315-26-000024 · wk-form4_1779810370.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 7,669.578 Underlying: Common Stock · 55 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| May 07, 2026 Filed May 11, 2026 16:15 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 198.052 | $13.44 | $2,661.82 |
DisclosureSEC source: 0001215315-26-000022 · wk-form4_1778516111.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 7,476.339 Underlying: Common Stock · 57 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| April 23, 2026 Filed Apr 24, 2026 18:24 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 197.535 | $13.47 | $2,660.80 |
DisclosureSEC source: 0001215315-26-000020 · wk-form4_1777055060.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 7,176.542 Underlying: Common Stock · 56 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| April 09, 2026 Filed Apr 10, 2026 19:16 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 195.245 | $13.63 | $2,661.19 |
DisclosureSEC source: 0001215315-26-000018 · wk-form4_1775848599.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 6,979.007 Underlying: Common Stock · 56 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 15:59 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 183.933 | $14.47 | $2,661.51 |
DisclosureSEC source: 0001215315-26-000016 · wk-form4_1774886392.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 6,783.762 Underlying: Common Stock · 52 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 19:16 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 184.325 | $14.44 | $2,661.65 |
DisclosureSEC source: 0001215315-26-000014 · wk-form4_1773429409.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 6,599.829 Underlying: Common Stock · 53 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 19:43 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 4,223.943 | $13.95 | $58,924.00 |
DisclosureSEC source: 0001215315-26-000010 · wk-form4_1772221419.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 6,415.504 Underlying: Common Stock · 1,205 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 20:23 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 188.658 | $14.11 | $2,661.96 |
DisclosureSEC source: 0001215315-26-000008 · wk-form4_1771359830.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 2,191.561 Underlying: Common Stock · 54 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 19:48 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 234.151 | $11.37 | $2,662.30 |
DisclosureSEC source: 0001215315-26-000006 · wk-form4_1769802491.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 1,979.721 Underlying: Common Stock · 67 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 19:26 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 236.81 | $11.24 | $2,661.74 |
DisclosureSEC source: 0001215315-26-000004 · wk-form4_1768591613.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 1,745.57 Underlying: Common Stock · 68 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 18:36 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 228.902 | $11.63 | $2,662.13 |
DisclosureSEC source: 0001215315-26-000002 · wk-form4_1767379011.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 1,508.76 Underlying: Common Stock · 65 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 20:05 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 230.047 | $11.54 | $2,654.74 |
DisclosureSEC source: 0001215315-25-000019 · wk-form4_1766174754.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 1,279.858 Underlying: Common Stock · 66 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 23:05 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 3,481 | $0.00 | $0.00 |
DisclosureSEC source: 0000858877-25-000217 · wk-form4_1766099132.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,937.406 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2 · balance_after: Includes 450.406 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 20:20 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 225.337 | $11.78 | $2,654.47 |
DisclosureSEC source: 0001215315-25-000017 · wk-form4_1764966016.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 1,049.811 Underlying: Common Stock · 64 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 20:58 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 228.077 | $11.64 | $2,654.82 |
DisclosureSEC source: 0001215315-25-000015 · wk-form4_1763758714.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 824.474 Underlying: Common Stock · 65 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:19 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 233.427 | $11.37 | $2,654.06 |
DisclosureSEC source: 0001215315-25-000013 · wk-form4_1762550360.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 596.397 Underlying: Common Stock · 67 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| October 23, 2025 Filed Oct 24, 2025 19:25 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock (unitized) · Derivative | 362.97 | $10.97 | $3,981.78 |
DisclosureSEC source: 0001215315-25-000011 · wk-form4_1761333915.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 362.97 Underlying: Common Stock · 104 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| October 17, 2025 Filed Oct 21, 2025 16:40 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPerformance Stock Units - 2025 Supplemental Award · Derivative | 222,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001215315-25-000009 · wk-form4_1761064811.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,222 Underlying: Common Stock · 222,222 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Stock Unit (PSU) represents the right to receive one share of common stock, plus accrued dividends, on the payment date with respect to the date that the PSU vests. The PSUs are earned at a range of 0-300% of the target number of PSUs granted based on the achievement of average share price goals specified in the PSU Agreement over a performance period commencing on October 17, 2025 and ending December 31, 2028. Subject to the terms of the PSU Agreement, the earned PSUs will vest on December 31, 2027 or such later date during the performance period on which the applicable share price performance goal is achieved. F3 · derivative.exercise_date: Each Performance Stock Unit (PSU) represents the right to receive one share of common stock, plus accrued dividends, on the payment date with respect to the date that the PSU vests. The PSUs are earned at a range of 0-300% of the target number of PSUs granted based on the achievement of average share price goals specified in the PSU Agreement over a performance period commencing on October 17, 2025 and ending December 31, 2028. Subject to the terms of the PSU Agreement, the earned PSUs will vest on December 31, 2027 or such later date during the performance period on which the applicable share price performance goal is achieved. F3 · derivative.expiration_date: Each Performance Stock Unit (PSU) represents the right to receive one share of common stock, plus accrued dividends, on the payment date with respect to the date that the PSU vests. The PSUs are earned at a range of 0-300% of the target number of PSUs granted based on the achievement of average share price goals specified in the PSU Agreement over a performance period commencing on October 17, 2025 and ending December 31, 2028. Subject to the terms of the PSU Agreement, the earned PSUs will vest on December 31, 2027 or such later date during the performance period on which the applicable share price performance goal is achieved. Read SEC document |
| October 17, 2025 Filed Oct 21, 2025 16:40 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantRestricted Stock Units - Make Whole Award · Derivative | 225,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001215315-25-000009 · wk-form4_1761064811.xml · derivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,868 Underlying: Common Stock · 225,868 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to receive one share of common stock, plus accrued dividends, on the payment date with respect to the date that the RSU vests. Subject to the terms of the RSU Agreement, the RSUs will vest on December 31, 2026. F2 · derivative.exercise_date: Each RSU represents the right to receive one share of common stock, plus accrued dividends, on the payment date with respect to the date that the RSU vests. Subject to the terms of the RSU Agreement, the RSUs will vest on December 31, 2026. F2 · derivative.expiration_date: Each RSU represents the right to receive one share of common stock, plus accrued dividends, on the payment date with respect to the date that the RSU vests. Subject to the terms of the RSU Agreement, the RSUs will vest on December 31, 2026. Read SEC document |
| October 17, 2025 Filed Oct 21, 2025 16:40 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantRestricted Stock Units - 2025 CEO Award · Derivative | 475,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001215315-25-000009 · wk-form4_1761064811.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,512 Underlying: Common Stock · 475,512 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 with respect to the date that the RSU vests. Subject to the terms of the RSU Agreement, the RSUs will vest on December 31, 2027. 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 with respect to the date that the RSU vests. Subject to the terms of the RSU Agreement, the RSUs will vest on December 31, 2027. 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 with respect to the date that the RSU vests. Subject to the terms of the RSU Agreement, the RSUs will vest on December 31, 2027. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 21:50 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 4,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029425 · wk-form4_1749073796.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,679 Underlying: Common Stock · 4,753 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 18:58 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 4,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005974 · form4.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 38,759 Underlying: Common Stock · 4,748 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| December 09, 2024 Filed Dec 12, 2024 00:12 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 4,156 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-135550 · ownership.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,191 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. F2 · balance_after: Includes 185 dividend equivalents accrued on vested deferred restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:09 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 1,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027862 · wk-form4_1718226560.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,926 Underlying: Common Stock · 1,482 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:07 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 4,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026902 · wk-form4_1717621609.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,444 Underlying: Common Stock · 4,444 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 17:01 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 5,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005395 · form4.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 31,838 Underlying: Common Stock · 5,224 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| December 11, 2023 Filed Dec 14, 2023 01:51 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 21,074 | $59.04 | $1,244,208.96 |
DisclosureSEC source: 0001633917-23-000173 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 597,883 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying performance-based restricted stock units on 12/11/2023. Read SEC document |
| December 11, 2023 Filed Dec 14, 2023 01:51 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 42,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-23-000173 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 618,957 F1 · shares: Represents shares earned in respect of performance-based restricted stock units based on the effectiveness of transitioning Mr. Schulman's duties to the Company's new CEO, as determined by the Compensation Committee. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:36 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057934 · doc4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,850 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. Read SEC document |
| October 10, 2023 Filed Oct 12, 2023 21:17 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-052711 · doc4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 21:33 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 21,074 | $57.34 | $1,208,383.16 |
DisclosureSEC source: 0001633917-23-000139 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576,516 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying performance-based restricted stock units on 9/27/2023. Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 21:33 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 42,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-23-000139 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 597,590 F1 · shares: Represents shares earned in respect of performance-based restricted stock units based on the start date of the Company's new CEO. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 01:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Unit - 13 · Derivative | 7,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-23-000125 · edgardoc.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,196 Underlying: Common Stock · 7,367 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 01:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 3,658 | $63.57 | $232,539.06 |
DisclosureSEC source: 0001633917-23-000125 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555,149 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 01:15 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 7,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-23-000125 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 558,807 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 |
| June 01, 2023 Filed Jun 2, 2023 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Unit - 13 · Derivative | 7,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-23-000108 · edgardoc.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,563 Underlying: Common Stock · 7,367 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 3,658 | $63.05 | $230,636.90 |
DisclosureSEC source: 0001633917-23-000108 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,440 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 7,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-23-000108 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555,098 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 01, 2023 Filed Apr 3, 2023 20:10 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 62,748 | $75.94 | $4,765,083.12 |
DisclosureSEC source: 0001633917-23-000058 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547,731 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 4/1/2023. 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.