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 |
|---|---|---|---|---|---|---|
| June 06, 2019 Filed Jun 10, 2019 23:17 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,627 | $111.67 | $293,344.22 |
DisclosureSEC source: 0001633917-19-000160 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,821 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 $111.39 to $111.92. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 23:17 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 12,373 | $110.96 | $1,372,957.57 |
DisclosureSEC source: 0001633917-19-000160 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,448 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 $110.37 to $111.36. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 23:17 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,683 | $111.66 | $299,590.76 |
DisclosureSEC source: 0001633917-19-000160 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508,821 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 $111.38 to $111.91. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 23:17 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 12,317 | $110.97 | $1,366,831.04 |
DisclosureSEC source: 0001633917-19-000160 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,504 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 $110.37 to $111.36. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 23:17 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 15,000 | $35.88 | $538,200.00 |
DisclosureSEC source: 0001633917-19-000160 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,821 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 14, 2019 Filed May 15, 2019 20:38 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 14,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030032 · doc4.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,989 F1 · shares: 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. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $35.88 | $0.00 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · derivative · entry 8 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,234 Underlying: Common Stock · 15,000 shares Expires 2022-04-01 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. F8 · derivative.exercise_date: The option grant is subject to a four-year vesting schedule, vesting 12.5% on 10/1/15 and 1/48th per month thereafter. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,000 | $110.29 | $330,874.20 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · nonDerivative · entry 7 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508,821 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 $110.235 to $110.36. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 10,300 | $109.79 | $1,130,793.74 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · nonDerivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,821 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 $109.23 to $110.205. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,700 | $108.44 | $184,347.49 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,121 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 $107.985 to $108.89. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,000 | $110.29 | $330,865.50 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,821 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 $110.23 to $110.36. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 10,300 | $109.79 | $1,130,791.68 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,821 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 $109.23 to $110.205. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,700 | $108.45 | $184,360.75 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,121 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 $107.96 to $108.90. Read SEC document |
| May 14, 2019 Filed May 16, 2019 22:42 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 15,000 | $35.88 | $538,200.00 |
DisclosureSEC source: 0001633917-19-000128 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,821 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 30, 2019 Filed May 2, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $35.88 | $0.00 |
DisclosureSEC source: 0001633917-19-000126 · edgardoc.xml · derivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,234 Underlying: Common Stock · 15,000 shares Expires 2022-04-01 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. F6 · derivative.exercise_date: The option grant is subject to a four-year vesting schedule, vesting 12.5% on 10/1/15 and 1/48th per month thereafter. Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,100 | $113.01 | $124,311.99 |
DisclosureSEC source: 0001633917-19-000126 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,821 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 $112.90 to $113.16. Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 13,900 | $112.33 | $1,561,370.32 |
DisclosureSEC source: 0001633917-19-000126 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,921 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 $111.86 to $112.815. Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,100 | $113.01 | $124,315.07 |
DisclosureSEC source: 0001633917-19-000126 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,821 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 $112.90 to $113.17. Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 13,900 | $112.33 | $1,561,338.35 |
DisclosureSEC source: 0001633917-19-000126 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,921 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 $111.87 to $112.81. Read SEC document |
| April 30, 2019 Filed May 2, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 15,000 | $35.88 | $538,200.00 |
DisclosureSEC source: 0001633917-19-000126 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,821 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, 2019 Filed Apr 3, 2019 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -5 · Derivative | 54,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000109 · 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 · 54,555 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, 2019 Filed Apr 3, 2019 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -3 · Derivative | 18,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000109 · edgardoc.xml · derivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,154 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, 2019 Filed Apr 3, 2019 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 36,028 | $105.55 | $3,802,755.40 |
DisclosureSEC source: 0001633917-19-000109 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,821 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 |
| April 01, 2019 Filed Apr 3, 2019 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 54,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000109 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,849 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, 2019 Filed Apr 3, 2019 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 18,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000109 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,294 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 08, 2019 Filed Mar 12, 2019 12:20 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-19-000083 · 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: 7,259 Underlying: Common Stock · 3,096 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 07, 2019 Filed Mar 11, 2019 22:19 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $35.88 | $0.00 |
DisclosureSEC source: 0001633917-19-000092 · edgardoc.xml · derivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,234 Underlying: Common Stock · 15,000 shares Expires 2022-04-01 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. F6 · derivative.exercise_date: The option grant is subject to a four-year vesting schedule, vesting 12.5% on 10/1/15 and 1/48th per month thereafter. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:19 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,300 | $96.53 | $318,549.33 |
DisclosureSEC source: 0001633917-19-000092 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,140 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 $96.37 to $96.71. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:19 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 11,700 | $95.96 | $1,122,743.70 |
DisclosureSEC source: 0001633917-19-000092 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,440 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 $95.36 to $96.35. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:19 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,606 | $96.52 | $348,046.79 |
DisclosureSEC source: 0001633917-19-000092 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,140 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 $96.36 to $96.70. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:19 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 11,394 | $95.95 | $1,093,278.23 |
DisclosureSEC source: 0001633917-19-000092 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,746 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 $95.36 to $96.35. Read SEC document |
| March 07, 2019 Filed Mar 11, 2019 22:19 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 15,000 | $35.88 | $538,200.00 |
DisclosureSEC source: 0001633917-19-000092 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,140 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, 2019 Filed Mar 6, 2019 02:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -9 · Derivative | 37,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000076 · edgardoc.xml · derivative · entry 7 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,447 Underlying: Common Stock · 37,726 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 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. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -6 · Derivative | 60,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000076 · edgardoc.xml · derivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,646 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. 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 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. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -10 · Derivative | 112,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000076 · edgardoc.xml · derivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,790 Underlying: Common Stock · 112,790 shares Expires not disclosed 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 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. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2019 Filed Mar 6, 2019 02:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 225,605 | $98.80 | $22,289,774.00 |
DisclosureSEC source: 0001633917-19-000076 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,140 F2 · 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, 2019 Filed Mar 6, 2019 02:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 37,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000076 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,745 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, 2019 Filed Mar 6, 2019 02:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 60,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000076 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705,019 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, 2019 Filed Mar 6, 2019 02:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 356,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000076 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,373 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 2016-2018 performance period, which were vested as shares of common stock on 3/1/2019. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 00:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 11,865 | $94.91 | $1,126,107.15 |
DisclosureSEC source: 0001633917-19-000063 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,435 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 2/15/2019. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 00:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 24,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-19-000063 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,300 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 2018 performance period, which were vested as shares of common stock on 2/15/2019. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $35.88 | $0.00 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · derivative · entry 8 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,234 Underlying: Common Stock · 15,000 shares Expires 2022-04-01 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. F8 · derivative.exercise_date: The option grant is subject to a four-year vesting schedule, vesting 12.5% on 10/1/15 and 1/48th per month thereafter. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 4,600 | $91.96 | $423,021.06 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · nonDerivative · entry 7 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,826 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 $91.89 to $92.08. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 7,884 | $91.58 | $722,031.70 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · nonDerivative · entry 6 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,426 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 $90.89 to $91.885. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,516 | $90.38 | $227,393.06 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · nonDerivative · entry 5 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,310 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 $89.89 to $90.83. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 4,500 | $91.96 | $413,814.15 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · nonDerivative · entry 4 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,826 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 $91.89 to $92.08. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 7,900 | $91.58 | $723,510.44 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · nonDerivative · entry 3 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,326 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 $90.89 to $91.88. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,600 | $90.38 | $234,987.74 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · nonDerivative · entry 2 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,226 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 $89.89 to $90.85. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 22:29 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 15,000 | $35.88 | $538,200.00 |
DisclosureSEC source: 0001633917-19-000041 · edgardoc.xml · nonDerivative · entry 1 SCHULMAN DANIEL H · CIK 0001215315 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,826 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 |
| December 27, 2018 Filed Dec 31, 2018 22:14 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,764 | $0.00 Strike: $31.56 | $0.00 |
DisclosureSEC source: 0001633917-18-000236 · 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 · 11,764 shares Expires 2021-10-15 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. F9 · derivative.exercise_date: The option grant is subject to a four-year vesting schedule, vesting 25% on 9/30/15 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.