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 |
|---|---|---|---|---|---|---|
| February 15, 2018 Filed Feb 20, 2018 23:05 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 31,718 | $78.30 | $2,483,360.81 |
DisclosureSEC source: 0001633917-18-000049 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,189 F2 · shares: Tax withholding footnote: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of 67,889 shares of common stock underlying PBRSUs on 2/15/18 (see footnote 1). Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:05 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 67,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-18-000049 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,907 F1 · shares: AIP share footnote: The reporting person earned 67,889 shares in respect of performance-based restricted stock unit units (PBRSUs) based on the company's achievement of certain performance targets for the 2017 performance period, which were vested as shares of common stock on 2/15/18. Read SEC document |
| October 15, 2017 Filed Oct 18, 2017 00:53 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 33,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000165 · edgardoc.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,701 Underlying: Common Stock · 33,701 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F4 · derivative.exercise_date: The reporting person received restricted stock units subject to a four-year vesting schedule, vesting 25% on 10/15/15 and 25% each thereafter. 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. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| October 15, 2017 Filed Oct 18, 2017 00:53 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 17,575 | $68.66 | $1,206,699.50 |
DisclosureSEC source: 0001633917-17-000165 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,018 F1 · shares: Represents shares reacquired to satisfy tax withholding obligations in connection with the vesting of 33,701 shares of restricted stock units granted to the Reporting Person on 10/15/14. F2 · balance_after: Includes 199,069 shares previously reported as indirectly beneficially owned through a Grantor Retained Annuity Trust ("GRAT"). The transfer of shares was exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| October 15, 2017 Filed Oct 18, 2017 00:53 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 33,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000165 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,593 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 |
| August 16, 2017 Filed Aug 17, 2017 22:37 UTC | FLEX LTD. FLEX · Entity 3085 | GrantOrdinary Shares | 11,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049482 · doc4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,775 F1 · shares: 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 · balance_after: 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. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 22:33 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -4 · Derivative | 3,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000129 · edgardoc.xml · derivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,621 Underlying: Common Stock · 3,811 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F4 · derivative.exercise_date: The reporting person received restricted stock units subject to a four-year vesting schedule, vesting 25% on 07/17/16 and 25% each year thereafter. 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. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 22:33 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 1,988 | $57.58 | $114,469.04 |
DisclosureSEC source: 0001633917-17-000129 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,823 F1 · shares: Represents shares reacquired to satisfy tax withholding obligations in connection with the vesting of 3,811 shares of restricted stock granted to the Reporting Person on 07/17/15. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 22:33 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 3,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000129 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,811 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 |
| May 15, 2017 Filed May 16, 2017 20:38 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 8,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032697 · doc4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,593 Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 23:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -5 · Derivative | 54,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000066 · edgardoc.xml · derivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,110 Underlying: Common Stock · 54,557 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. F5 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. 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 |
| April 01, 2017 Filed Apr 4, 2017 23:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -3 · Derivative | 18,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000066 · edgardoc.xml · derivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,308 Underlying: Common Stock · 18,155 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 restricted stock units subject to a four-year vesting schedule, vesting 25% on 4/1/16 and 25% each year thereafter. 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 |
| April 01, 2017 Filed Apr 4, 2017 23:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 37,920 | $43.02 | $1,631,318.40 |
DisclosureSEC source: 0001633917-17-000066 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,069 F1 · shares: Represents shares reacquired to satisfy tax withholding obligations in connection with the vesting of (a) 18,155 shares of restricted stock granted to the Reporting Person on 4/1/15 and (b) 54,557 shares of restricted stock granted to the Reporting Person on 4/1/16. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 23:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 54,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000066 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,989 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, 2017 Filed Apr 4, 2017 23:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 18,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000066 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,432 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 |
| March 01, 2017 Filed Mar 4, 2017 02:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -8 · Derivative | 26,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000048 · edgardoc.xml · derivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,419 Underlying: Common Stock · 26,419 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person earned 152,289 shares in respect of PBRSUs for the 2015-2016 performance period, which were granted to the reporting person as restricted stock units on 3/1/17. 100% of the shares subject to such restricted stock units will vest on the first anniversary of the date of grant. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 02:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -7 · Derivative | 125,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000048 · edgardoc.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,870 Underlying: Common Stock · 125,870 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person earned 152,289 shares in respect of PBRSUs for the 2015-2016 performance period, which were granted to the reporting person as restricted stock units on 3/1/17. 100% of the shares subject to such restricted stock units will vest on the first anniversary of the date of grant. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 02:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -6 · Derivative | 181,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000048 · edgardoc.xml · derivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,941 Underlying: Common Stock · 181,941 shares Expires not disclosed 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 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. 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 |
| March 01, 2017 Filed Mar 4, 2017 02:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 21,512 | $42.43 | $912,754.16 |
DisclosureSEC source: 0001633917-17-000048 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,277 F1 · shares: Represents shares reacquired to satisfy tax withholding obligations in connection with the vesting of 41,250 shares subject to restricted stock units granted to the reporting person in respect of performance-based restricted stock units (PBRSUs) for the 2014-2015 performance period. Read SEC document |
| October 15, 2016 Filed Oct 18, 2016 22:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 33,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-16-000236 · edgardoc.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,402 Underlying: Common Stock · 33,701 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 restricted stock units subject to a four-year vesting schedule, vesting 25% on 10/15/15 and 25% each thereafter. 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 |
| October 15, 2016 Filed Oct 18, 2016 22:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 17,575 | $39.24 | $689,643.00 |
DisclosureSEC source: 0001633917-16-000236 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,789 F1 · shares: Represents shares reacquired to satisfy tax withholding obligations in connection with the vesting of 33,701 shares of restricted stock units granted to the Reporting Person on 10/15/14. Read SEC document |
| October 15, 2016 Filed Oct 18, 2016 22:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 33,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-16-000236 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,364 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 |
| August 31, 2014 Filed Sep 2, 2014 20:54 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,376 | $89.55 | $391,870.80 |
DisclosureSEC source: 0001127602-14-026918 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,318.634 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a Restricted Stock Award. Read SEC document |
| February 06, 2014 Filed Feb 7, 2014 21:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 94,055 | $0.00 Strike: $39.87 | $0.00 |
DisclosureSEC source: 0001127602-14-005139 · form4.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,352 Underlying: Common Stock · 94,055 shares Expires 2020-08-31 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. F3 · derivative.exercise_date: One-third of the options exercised became exercisable on 8/31/2011, one-third on 8/31/2012, and one-third on 8/31/2013. Read SEC document |
| February 06, 2014 Filed Feb 7, 2014 21:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 77,466 | $85.20 | $6,599,723.62 |
DisclosureSEC source: 0001127602-14-005139 · form4.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,685.612 F1 · kind: The reported disposition represents the sale of shares to cover the cost of exercise and withholding tax obligations arising from the stock option exercise reported above and the sale of 25% of the net shares acquired from this exercise; the reporting person will retain 75% of the net shares in accordance with the Company's retention guidelines for executive officers. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.05 to $85.39. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| February 06, 2014 Filed Feb 7, 2014 21:25 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Exercise / conversionCommon Stock | 94,055 | $39.87 | $3,749,972.85 |
DisclosureSEC source: 0001127602-14-005139 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,151.612 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 |
| January 27, 2014 Filed Jan 29, 2014 22:09 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 23,462 | $85.72 | $2,011,162.64 |
DisclosureSEC source: 0001127602-14-003333 · form4.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,096.612 F2 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of Restricted Stock Units. Read SEC document |
| January 27, 2014 Filed Jan 29, 2014 22:09 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 42,030 | $85.72 | $3,602,811.60 |
DisclosureSEC source: 0001127602-14-003333 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,558.612 F1 · kind: Shares acquired pursuant to the vesting of Restricted Stock Units (i.e., "performance units") previously granted to the reporting person. Read SEC document |
| August 31, 2013 Filed Sep 4, 2013 14:41 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 4,376 | $71.91 | $314,678.16 |
DisclosureSEC source: 0001127602-13-026519 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,509.979 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of a Restricted Stock Award. F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| January 23, 2013 Filed Jan 25, 2013 21:16 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 36,390 | $59.07 | $2,149,506.35 |
DisclosureSEC source: 0001127602-13-002705 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,857 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.00 to $59.17. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| August 31, 2012 Filed Sep 5, 2012 21:18 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 31,055 | $58.30 | $1,810,506.50 |
DisclosureSEC source: 0001127602-12-025809 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,181 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of performance shares. Read SEC document |
| February 29, 2012 Filed Mar 2, 2012 21:34 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | SaleCommon Stock | 33,009 | $53.18 | $1,755,511.05 |
DisclosureSEC source: 0001127602-12-009296 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,236 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.14 to $53.25. The reporting person undertakes to provide to American Express Company, any security holder of American Express Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| January 24, 2012 Filed Jan 26, 2012 22:27 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 37,486 | $0.00 Strike: $49.23 | $0.00 |
DisclosureSEC source: 0001127602-12-002637 · form4.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,486 Underlying: Common Stock · 37,486 shares Expires 2022-01-23 F1 · derivative.exercise_date: These shares become exercisable in four cumulative annual installments of 25% each beginning on date shown as "Date Exercisable." Read SEC document |
| August 31, 2011 Filed Sep 2, 2011 20:02 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | Tax withholdingCommon Stock | 31,243 | $49.71 | $1,553,089.53 |
DisclosureSEC source: 0001127602-11-024730 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,245 F1 · kind: The reported disposition represents the surrender of shares to satisfy tax obligations arising from the vesting of performance shares. Read SEC document |
| January 27, 2011 Filed Jan 29, 2011 00:29 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 41,206 | $0.00 Strike: $44.54 | $0.00 |
DisclosureSEC source: 0001127602-11-002761 · form4.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,206 Underlying: Common Stock · 41,206 shares Expires 2021-01-27 F1 · derivative.exercise_date: These options become exercisable in four equal annual installments beginning on date shown as "Date Exercisable." Read SEC document |
| August 31, 2010 Filed Sep 2, 2010 20:11 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantEmployee Stock Option (Right to Buy) · Derivative | 125,407 | $39.87 Strike: $39.87 | $4,999,977.09 |
DisclosureSEC source: 0001127602-10-022388 · form4.xml · derivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,407 Underlying: Common Stock · 125,407 shares Expires 2020-08-31 F2 · derivative.exercise_date: These options become exercisable in four equal annual installments beginning on date shown as "Date Exercisable." Read SEC document |
| August 31, 2010 Filed Sep 2, 2010 20:11 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 31,351 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-10-022388 · form4.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,488 F1 · kind: The reported acquisition represents the grant of a Restricted Stock Award under the Company's Long Term Incentive Plan. Vesting is subject to award requirements including the Company's achievement of certain financial performance requirements. F1 · price: The reported acquisition represents the grant of a Restricted Stock Award under the Company's Long Term Incentive Plan. Vesting is subject to award requirements including the Company's achievement of certain financial performance requirements. Read SEC document |
| August 31, 2010 Filed Sep 2, 2010 20:11 UTC | AMERICAN EXPRESS CO AXP · Entity 2839 | GrantCommon Stock | 119,137 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-10-022388 · form4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Group Pres, Enterprise Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,137 F1 · kind: The reported acquisition represents the grant of a Restricted Stock Award under the Company's Long Term Incentive Plan. Vesting is subject to award requirements including the Company's achievement of certain financial performance requirements. F1 · price: The reported acquisition represents the grant of a Restricted Stock Award under the Company's Long Term Incentive Plan. Vesting is subject to award requirements including the Company's achievement of certain financial performance requirements. 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.