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 |
|---|---|---|---|---|---|---|
| August 24, 2020 Filed Aug 25, 2020 21:19 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 5,900 | $197.17 | $1,163,303.00 |
DisclosureSEC source: 0001633917-20-000150 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,903 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $196.69 to $197.69. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 22:40 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 200 | $198.74 | $39,748.00 |
DisclosureSEC source: 0001633917-20-000144 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,803 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $198.68 to $198.79. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 22:40 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,100 | $197.89 | $415,569.00 |
DisclosureSEC source: 0001633917-20-000144 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,003 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $197.53 to $198.42. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 22:40 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 17,300 | $197.02 | $3,408,446.00 |
DisclosureSEC source: 0001633917-20-000144 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,103 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $196.50 to $197.49. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 22:40 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 5,400 | $196.01 | $1,058,454.00 |
DisclosureSEC source: 0001633917-20-000144 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,403 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $195.48 to $196.46. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:35 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 200 | $157.82 | $31,564.00 |
DisclosureSEC source: 0001633917-20-000126 · edgardoc.xml · nonDerivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,803 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:35 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 6,588 | $157.25 | $1,035,980.13 |
DisclosureSEC source: 0001633917-20-000126 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,003 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Represents the weighted average price of shares sold at prices that ranged from $156.78 to $157.78. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:35 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,500 | $156.17 | $390,419.50 |
DisclosureSEC source: 0001633917-20-000126 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,591 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $155.775 to $156.74. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:35 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 12,212 | $155.12 | $1,894,338.87 |
DisclosureSEC source: 0001633917-20-000126 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531,091 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $154.76 to $155.74. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:35 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,800 | $154.33 | $432,117.56 |
DisclosureSEC source: 0001633917-20-000126 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,303 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $153.74 to $154.74. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:35 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 700 | $153.35 | $107,341.99 |
DisclosureSEC source: 0001633917-20-000126 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,103 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $152.71 to $153.66. Read SEC document |
| May 15, 2020 Filed May 18, 2020 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 5,878 | $145.24 | $853,741.29 |
DisclosureSEC source: 0001633917-20-000097 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,803 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $144.94 to $145.865. Read SEC document |
| May 15, 2020 Filed May 18, 2020 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 9,122 | $144.50 | $1,318,170.05 |
DisclosureSEC source: 0001633917-20-000097 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,681 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $143.93 to $144.93. Read SEC document |
| May 15, 2020 Filed May 18, 2020 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 7,800 | $143.36 | $1,118,238.42 |
DisclosureSEC source: 0001633917-20-000097 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 561,803 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $142.88 to $143.88. Read SEC document |
| May 15, 2020 Filed May 18, 2020 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,200 | $142.53 | $313,567.76 |
DisclosureSEC source: 0001633917-20-000097 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,603 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $141.87 to $142.87. Read SEC document |
| May 04, 2020 Filed May 7, 2020 00:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,800 | $123.80 | $470,421.38 |
DisclosureSEC source: 0001633917-20-000095 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,803 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $123.53 to $124.15. Read SEC document |
| May 04, 2020 Filed May 7, 2020 00:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 11,700 | $122.95 | $1,438,529.04 |
DisclosureSEC source: 0001633917-20-000095 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,603 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $122.51 to $123.51. Read SEC document |
| May 04, 2020 Filed May 7, 2020 00:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 7,500 | $122.16 | $916,207.50 |
DisclosureSEC source: 0001633917-20-000095 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587,303 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $121.49 to $122.49. Read SEC document |
| May 04, 2020 Filed May 7, 2020 00:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,000 | $120.83 | $241,662.00 |
DisclosureSEC source: 0001633917-20-000095 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,803 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $120.42 to $121.25. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 400 | $100.84 | $40,334.52 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 10 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,803 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F11 · price: Represents the weighted average price of shares sold at prices that ranged from $100.67 to $101.06. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,900 | $100.09 | $290,256.94 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 9 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,203 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F10 · price: Represents the weighted average price of shares sold at prices that ranged from $99.64 to $100.52. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,000 | $98.89 | $197,786.00 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 8 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,103 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F9 · price: Represents the weighted average price of shares sold at prices that ranged from $98.59 to $99.58. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 4,891 | $97.92 | $478,916.94 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 7 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,103 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F8 · price: Represents the weighted average price of shares sold at prices that ranged from $97.56 to $98.50. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 4,700 | $97.01 | $455,926.32 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,994 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: Represents the weighted average price of shares sold at prices that ranged from $96.54 to $97.48. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,500 | $95.97 | $239,915.00 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,694 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Represents the weighted average price of shares sold at prices that ranged from $95.50 to $96.44. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,209 | $94.93 | $304,627.48 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,194 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $94.48 to $95.46. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,800 | $93.50 | $168,300.00 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,403 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $93.09 to $94.00. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,500 | $92.73 | $139,098.60 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,203 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $92.09 to $93.07. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:56 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,100 | $91.51 | $100,659.57 |
DisclosureSEC source: 0001633917-20-000077 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,703 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $91.085 to $92.08. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 13:06 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-20-000048 · edgar.xml · derivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 10,625 Underlying: Common Stock · 3,053 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 |
| March 01, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -9 · Derivative | 37,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · derivative · entry 10 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,723 Underlying: Common Stock · 37,724 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. F4 · 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -6 · Derivative | 60,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · derivative · entry 9 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,646 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. F4 · 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -10 · Derivative | 37,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · derivative · entry 8 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,192 Underlying: Common Stock · 37,598 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. F4 · 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units - 11 · Derivative | 89,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · derivative · entry 7 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,678 Underlying: Common Stock · 89,678 shares Expires not disclosed F4 · 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 67,373 | $107.99 | $7,275,610.27 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · nonDerivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,803 F3 · 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 |
| March 01, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 37,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,176 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, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 37,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651,578 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, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 60,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,854 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, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 180,302 | $107.99 | $19,470,812.98 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,208 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 3/1/2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 363,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000068 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,510 F1 · shares: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2017-2019 performance period, which were vested as shares of common stock on 3/1/2020. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:45 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 9,907 | $122.99 | $1,218,461.93 |
DisclosureSEC source: 0001633917-20-000046 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,628 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 2/15/2020. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:45 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 22,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000046 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,535 F1 · shares: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2019 performance period, which were vested as shares of common stock on 2/15/2020. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 01:33 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 600 | $119.56 | $71,737.80 |
DisclosureSEC source: 0001633917-20-000030 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,074 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $119.48 to $119.65. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 01:33 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 24,400 | $118.99 | $2,903,453.60 |
DisclosureSEC source: 0001633917-20-000030 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,674 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $118.48 to $119.47. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:03 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,719 | $0.00 Strike: $41.64 | $0.00 |
DisclosureSEC source: 0001633917-19-000222 · edgardoc.xml · derivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,719 shares Expires 2022-07-17 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. F4 · derivative.exercise_date: The option grant is subject to a four-year vesting schedule, vesting 12.5% on 01/17/16 and 1/48th per month thereafter. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:03 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 100 | $105.43 | $10,542.50 |
DisclosureSEC source: 0001633917-19-000222 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,074 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:03 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 14,900 | $104.72 | $1,560,328.00 |
DisclosureSEC source: 0001633917-19-000222 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,174 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $104.365 to $105.19. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:03 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 10,719 | $104.73 | $1,122,600.87 |
DisclosureSEC source: 0001633917-19-000222 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,074 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $104.365 to $105.355. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:03 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 10,719 | $41.64 | $446,339.16 |
DisclosureSEC source: 0001633917-19-000222 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,793 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 |
| November 18, 2019 Filed Nov 20, 2019 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $41.64 | $0.00 |
DisclosureSEC source: 0001633917-19-000216 · edgardoc.xml · derivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,719 Underlying: Common Stock · 15,000 shares Expires 2022-07-17 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. F5 · derivative.exercise_date: The option grant is subject to a four-year vesting schedule, vesting 12.5% on 01/17/16 and 1/48th per month thereafter. 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.