Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Western Union COWU · Entity 4445 | President, Middle East & Asia | February 22, 2023 | February 24, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Western Union CO
Report date February 22, 2023 · Filed February 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 373,954.5408 |
Ending reported balance
After 2023-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-22 · Grant · Acquired 31,227 · Balance 367,146.5408 F1: Restricted stock unit award which vests in three substantially equal installments, if the reporting person is employed by the Company at the time, on February 22, 2024, 2025, and 2026. Row 2 · 2023-02-22 · Grant · Acquired 6,808 · Balance 373,954.5408 F2: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 19, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award which vests in three substantially equal installments, if the reporting person is employed by the Company at the time, on February 22, 2024, 2025, and 2026.
F2: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 19, 2020.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 22, 2023 Filed Feb 24, 2023 21:14 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 6,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002793 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · President, Middle East & Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,954.5408 F2 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 19, 2020. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:14 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 31,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002793 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · President, Middle East & Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,146.5408 F1 · shares: Restricted stock unit award which vests in three substantially equal installments, if the reporting person is employed by the Company at the time, on February 22, 2024, 2025, and 2026. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:28 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 8,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003421 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,919.5408 F2 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 20 2019. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:28 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 30,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003421 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,678.5408 F1 · shares: Restricted stock unit award which vests in three substantially equal installments, if the reporting person is employed by the Company at the time, on February 23, 2023, 2024, and 2025. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:23 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 33,401 | $0.00 Strike: $17.86 | $0.00 |
DisclosureSEC source: 0001225208-22-003098 · doc4.xml · derivative · entry 3 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,401 shares Expires 2022-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option vested in four substantially equal installments on February 23, 2013, 2014, 2015 and 2016. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:23 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 33,401 | $19.65 | $656,179.35 |
DisclosureSEC source: 0001225208-22-003098 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,686.5408 F1 · kind: The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on September 8, 2021. F2 · price: The reporting person has reported the weighted average sale price for the transaction reported on this line. The range of prices for the reported transaction is $19.55 and $19.77. The reporting person will provide, upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:23 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 33,401 | $17.86 | $596,541.86 |
DisclosureSEC source: 0001225208-22-003098 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,087.5408 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 |
| February 23, 2021 Filed Feb 23, 2021 21:40 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 28,157 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003493 · doc4.xml · derivative · entry 4 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,157 shares Expires 2021-02-24 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: This option vested in in four substantially equal installments on February 24, 2012, 2013, 2014, and 2015. Read SEC document |
| February 23, 2021 Filed Feb 23, 2021 21:40 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 28,157 | $23.45 | $660,318.25 |
DisclosureSEC source: 0001225208-21-003493 · doc4.xml · nonDerivative · entry 3 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,686.5408 F2 · kind: The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on March 4, 2020. F3 · price: The reporting person has reported the weighted average sale price for the transaction reported on this line. The range of prices for the reported transaction is $23.2500 and $23.7500. The reporting person will provide, upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 23, 2021 Filed Feb 23, 2021 21:40 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 28,157 | $21.00 | $591,297.00 |
DisclosureSEC source: 0001225208-21-003493 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,843.5408 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 |
| February 21, 2021 Filed Feb 23, 2021 21:40 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 23,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003493 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,686.5408 F1 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 21, 2018. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 23:48 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 19,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003377 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,172.5408 F1 · shares: Restricted stock unit award which vests in full, if the reporting person is employed by the Company at the time, on the third anniversary of the date of grant. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:51 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 44,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003496 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,023.5408 F1 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 21, 2017. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:51 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 12,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003145 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · President, Global Network 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,334.5408 F1 · shares: Restricted stock unit award which vests in full, if the reporting person is employed by the Company at the time, on the third anniversary of the date of grant. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 23:33 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 17,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003453 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,320.5408 F2 · shares: Restricted stock unit award which vests in full, if the reporting person is employed by the Company at the time, on the third anniversary of the date of grant. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 23:33 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 21,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003453 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,663.5408 F1 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 18, 2016. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:16 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 15,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004035 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,460.5408 F1 · shares: Restricted stock unit award which vests in full, if the reporting person is employed by the Company at the time, on the third anniversary of the date of grant. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 21:42 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 5,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003593 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,780.5408 F2 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 19, 2015. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 21:42 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 23,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003593 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,449.5408 F1 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on March 16, 2015. Read SEC document |
| January 08, 2018 Filed Jan 10, 2018 21:53 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30,380 | $0.00 Strike: $15.99 | $0.00 |
DisclosureSEC source: 0001225208-18-000903 · doc4.xml · derivative · entry 5 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,127 Underlying: Common Stock · 30,380 shares Expires 2024-02-20 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. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2017. F3 · derivative.exercise_date: This option vested in 25% installments on February 20, 2015, 2016 and 2017, and the remainder vests in a 25% installment on February 20, 2018. Read SEC document |
| January 08, 2018 Filed Jan 10, 2018 21:53 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,891 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000903 · doc4.xml · derivative · entry 4 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,891 shares Expires 2023-02-20 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. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2017. F2 · derivative.exercise_date: This option vested in four substantially equal annual installments beginning on February 20, 2014. Read SEC document |
| January 08, 2018 Filed Jan 10, 2018 21:53 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 50,813 | $21.50 | $1,092,479.50 |
DisclosureSEC source: 0001225208-18-000903 · doc4.xml · nonDerivative · entry 3 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,439.5408 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2017. Read SEC document |
| January 08, 2018 Filed Jan 10, 2018 21:53 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 12,891 | $14.00 | $180,474.00 |
DisclosureSEC source: 0001225208-18-000903 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,252.5408 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. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2017. Read SEC document |
| January 08, 2018 Filed Jan 10, 2018 21:53 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 30,380 | $15.99 | $485,776.20 |
DisclosureSEC source: 0001225208-18-000903 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,361.5408 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. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2017. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:45 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,891 | $14.00 Strike: $14.00 | $180,474.00 |
DisclosureSEC source: 0001225208-17-017001 · doc4.xml · derivative · entry 4 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,891 Underlying: Common Stock · 12,891 shares Expires 2023-02-20 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. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the reporting person on March 7, 2017. F2 · derivative.exercise_date: This option vested in four equal installments beginning on February 20, 2014. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:45 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 12,891 | $20.50 | $264,265.50 |
DisclosureSEC source: 0001225208-17-017001 · doc4.xml · nonDerivative · entry 3 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,981.5408 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the reporting person on March 7, 2017. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:45 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 4,627 | $20.50 | $94,853.50 |
DisclosureSEC source: 0001225208-17-017001 · doc4.xml · nonDerivative · entry 2 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,872.5408 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the reporting person on March 7, 2017. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 21:45 UTC | Western Union CO WU · Entity 4445 | Exercise / conversionCommon Stock | 12,891 | $14.00 | $180,474.00 |
DisclosureSEC source: 0001225208-17-017001 · doc4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · EVP & Pres., Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,499.5408 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. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan adopted by the reporting person on March 7, 2017. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:30 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 10,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001206774-17-000579 · farah3207061-form4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · EVP, Pres. - Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,608.5408 F1 · shares: Restricted stock unit award which vests in full on February 21, 2020, if: (1) the Company achieves not less than $1.5 billion of combined operating income during the period beginning January 1, 2017 and ending December 31, 2019, as determined by the Compensation and Benefits Committee of the Company's Board of Directors based on the Company's 2017, 2018 and 2019 financial statements; and (2) the reporting person is employed by the Company on such vesting date (or as otherwise provided in the Company's Severance-Change In Control Policy (Executive Committee Level)). Read SEC document |
| February 20, 2017 Filed Feb 22, 2017 23:09 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 37,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001206774-17-000528 · farah3207061-form4.xml · nonDerivative · entry 1 Farah Jean Claude · CIK 0001596133 · EVP, President-Global Payments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,007.5408 F1 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 20, 2014. 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.