Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VISA INC.V · Entity 495 | EVP, THE STRATEGY GROUP | November 30, 2019 | December 03, 2019 |
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 November 30, 2019 · Filed December 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 240,854 |
Ending reported balance
After 2019-12-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-11-30 · Exercise / conversion · Acquired 25,366 · Balance 254,060 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. Row 2 · 2019-12-02 · Sale · Disposed 13,206 · Balance 240,854 F2: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $181.6800 - $181.9600, 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. |
| Performance Share AwardSEC Table II · derivative / convertible security | Direct | 25,366 |
Reported balance
After 2019-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-11-30 · Grant · Acquired 25,366 · Balance 25,366 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. F3: Represents performance shares earned pursuant to the November 19, 2016 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period. |
| Performance Share AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-11-30 · Exercise / conversion · Disposed 25,366 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value. F3: Represents performance shares earned pursuant to the November 19, 2016 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Visa Inc. common stock or a cash equivalent of its value.
F2: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $181.6800 - $181.9600, 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.
F3: Represents performance shares earned pursuant to the November 19, 2016 award under the Visa Inc. 2007 Equity Incentive Compensation Plan. The number of performance shares earned was determined on the basis of the applicable 3-year performance period.
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 |
|---|---|---|---|---|---|---|
| March 18, 2008 Filed Mar 20, 2008 11:20 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 8,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-020253 · rrd200374.xml · nonDerivative · entry 1 Sheedy William M. · CIK 0001427499 · Global Head of Corp Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,063 F1 · security: Represents restricted stock awarded in connection with the initial public offering of Visa Inc. The restricted stock vests on the first anniversary of the offering, subject to earlier vesting in full in limited circumstances specified in the award agreement. 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.