Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VISA INC.V · Entity 495 | GBL CORP CONTROLLER, CAO | February 01, 2022 | February 02, 2022 |
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.
VISA INC.
Report date February 01, 2022 · Filed February 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-01 transaction · row 1
1 source rowRow 1 · 2022-02-01 · Sale · Disposed 1,737 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| November 27, 2017 Filed Nov 28, 2017 19:19 UTC | VISA INC. V · Entity 495 | SaleClass A Common Stock | 2,146 | $112.09 | $240,541.71 |
DisclosureSEC source: 0001127602-17-033398 · form4.xml · nonDerivative · entry 1 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687 Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 19:01 UTC | VISA INC. V · Entity 495 | GrantRestricted Stock Units · Derivative | 4,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-033084 · form4.xml · derivative · entry 7 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,098 Underlying: Class A Common Stock · 4,098 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2017. F4 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2017. F4 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2017. F4 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2017. Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 19:01 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,388 | $0.00 Strike: $109.82 | $0.00 |
DisclosureSEC source: 0001127602-17-033084 · form4.xml · derivative · entry 6 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,388 Underlying: Class A Common Stock · 8,388 shares Expires 2027-11-19 F3 · derivative.exercise_date: Options vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The option was granted on November 19, 2017. Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 19:01 UTC | VISA INC. V · Entity 495 | Exercise / conversionRestricted Stock Units · Derivative | 1,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-033084 · form4.xml · derivative · entry 5 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,712 Underlying: Class A Common Stock · 1,856 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 Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 19:01 UTC | VISA INC. V · Entity 495 | Exercise / conversionRestricted Stock Units · Derivative | 1,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-033084 · form4.xml · derivative · entry 4 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248 Underlying: Class A Common Stock · 1,248 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 19:01 UTC | VISA INC. V · Entity 495 | Tax withholdingClass A Common Stock | 2,202 | $109.82 | $241,823.64 |
DisclosureSEC source: 0001127602-17-033084 · form4.xml · nonDerivative · entry 3 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 19:01 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 1,856 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-033084 · form4.xml · nonDerivative · entry 2 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,035 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 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. Read SEC document |
| November 19, 2017 Filed Nov 21, 2017 19:01 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 1,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-033084 · form4.xml · nonDerivative · entry 1 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,179 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 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:35 UTC | VISA INC. V · Entity 495 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,680 | $0.00 Strike: $23.16 | $0.00 |
DisclosureSEC source: 0001127602-17-004615 · form4.xml · derivative · entry 6 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,680 shares Expires 2021-11-05 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_date: Options vested in three equal installments on first three anniversaries of the date of the grant (which was in this case ten years prior to the listed expiration date). Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:35 UTC | VISA INC. V · Entity 495 | SaleClass A Common Stock | 6,680 | $86.00 | $574,480.00 |
DisclosureSEC source: 0001127602-17-004615 · form4.xml · nonDerivative · entry 4 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:35 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 6,680 | $23.16 | $154,708.80 |
DisclosureSEC source: 0001127602-17-004615 · form4.xml · nonDerivative · entry 3 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,611 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 06, 2017 Filed Feb 8, 2017 16:35 UTC | VISA INC. V · Entity 495 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,956 | $0.00 Strike: $23.16 | $0.00 |
DisclosureSEC source: 0001127602-17-004615 · form4.xml · derivative · entry 5 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,680 Underlying: Class A Common Stock · 1,956 shares Expires 2021-11-05 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_date: Options vested in three equal installments on first three anniversaries of the date of the grant (which was in this case ten years prior to the listed expiration date). Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 16:35 UTC | VISA INC. V · Entity 495 | SaleClass A Common Stock | 4,459 | $85.87 | $382,909.94 |
DisclosureSEC source: 0001127602-17-004615 · form4.xml · nonDerivative · entry 2 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931 F1 · price: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $85.771 - $86.00, inclusive. The reporting person undertakes to provide to Visa Inc., any security holder of Visa Inc., or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares disposed of at each separate price within the ranges set forth in this Form 4. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 16:35 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 1,956 | $23.16 | $45,300.96 |
DisclosureSEC source: 0001127602-17-004615 · form4.xml · nonDerivative · entry 1 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,390 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 19, 2016 Filed Nov 22, 2016 20:38 UTC | VISA INC. V · Entity 495 | GrantRestricted Stock Units · Derivative | 5,568 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-068238 · form4.xml · derivative · entry 5 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,568 Underlying: Class A Common Stock · 5,568 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. F3 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2016. Read SEC document |
| November 19, 2016 Filed Nov 22, 2016 20:38 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,795 | $0.00 Strike: $80.82 | $0.00 |
DisclosureSEC source: 0001127602-16-068238 · form4.xml · derivative · entry 4 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,795 Underlying: Class A Common Stock · 10,795 shares Expires 2026-11-19 F2 · derivative.exercise_date: Options vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The option was granted on November 19, 2016. Read SEC document |
| November 19, 2016 Filed Nov 22, 2016 20:38 UTC | VISA INC. V · Entity 495 | Exercise / conversionRestricted Stock Units · Derivative | 1,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-068238 · form4.xml · derivative · entry 3 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,496 Underlying: Class A Common Stock · 1,247 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. Read SEC document |
| November 19, 2016 Filed Nov 22, 2016 20:38 UTC | VISA INC. V · Entity 495 | Tax withholdingClass A Common Stock | 1,508 | $80.82 | $121,876.56 |
DisclosureSEC source: 0001127602-16-068238 · form4.xml · nonDerivative · entry 2 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,434 Read SEC document |
| November 19, 2016 Filed Nov 22, 2016 20:38 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 1,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-068238 · form4.xml · nonDerivative · entry 1 HOFFMEISTER JAMES H · CIK 0001673246 · SVP, GBL CORP CONTRL & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,942 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 · price: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. The restricted stock units vest in three equal installments on each of the first three anniversaries of the date of the grant, subject to earlier vesting in full in limited circumstances as specified in the award agreement. The award was granted on November 19, 2015. 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.