Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fidelity National Information Services, Inc.FIS · Entity 3247 | Corporate EVP - CFO | November 07, 2022 | November 09, 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.
Fidelity National Information Services, Inc.
Report date November 07, 2022 · Filed November 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 151,934.489 |
Ending reported balance
After 2022-11-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-07 · Grant · Acquired 32,998 · Balance 164,919.489 F1: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount was based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount was based on the satisfaction of expense synergy targets, each of which was measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the final measurement period ending on September 30, 2022, resulted in a vesting at seventy-five percent of the fifty percent revenue synergy target grant amount. Row 2 · 2022-11-07 · Tax withholding · Disposed 12,985 · Balance 151,934.489 F2: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on November 7, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount was based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount was based on the satisfaction of expense synergy targets, each of which was measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the final measurement period ending on September 30, 2022, resulted in a vesting at seventy-five percent of the fifty percent revenue synergy target grant amount.
F2: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on November 7, 2022.
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 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 71,839 | $0.00 Strike: $48.75 | $0.00 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · derivative · entry 8 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,194 Underlying: Common Stock · 71,839 shares Expires 2020-10-31 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 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,356 | $0.00 Strike: $34.33 | $0.00 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · derivative · entry 7 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,356 shares Expires 2019-11-08 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 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 5,200 | $101.20 | $526,224.40 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · nonDerivative · entry 6 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,259.2543 F5 · price: The transaction was executed in multiple trades at prices ranging from $101.03 to $101.40. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 66,639 | $100.55 | $6,700,684.73 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · nonDerivative · entry 5 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,459.2543 F4 · price: The transaction was executed in multiple trades at prices ranging from $100.02 to $101.01. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 71,839 | $48.75 | $3,502,151.25 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · nonDerivative · entry 4 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,454.2543 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: Transaction pursuant to SEC Rule 10b5-1 Plan previously reported on Form 8-K. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 800 | $101.26 | $81,004.80 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · nonDerivative · entry 3 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,098.2543 F3 · price: The transaction was executed in multiple trades at prices ranging from $101.14 to $101.40. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 14,556 | $100.55 | $1,463,649.47 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · nonDerivative · entry 2 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,898.2543 F2 · price: The transaction was executed in multiple trades at prices ranging from $100.13 to $101.09. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 15,356 | $34.33 | $527,171.48 |
DisclosureSEC source: 0001127602-18-011545 · form4.xml · nonDerivative · entry 1 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,615.2543 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: Transaction pursuant to SEC Rule 10b5-1 Plan previously reported on Form 8-K. Read SEC document |
| March 07, 2018 Filed Mar 8, 2018 22:10 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GiftCommon Stock | 1,014.522 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010747 · form4.xml · nonDerivative · entry 1 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,259.2543 F1 · shares: A charitable contribution. Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 2,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008741 · form4.xml · nonDerivative · entry 2 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,230.9768 F1 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 2,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008741 · form4.xml · nonDerivative · entry 1 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,337.9768 F1 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 32,871 | $66.18 Strike: $66.18 | $2,175,402.78 |
DisclosureSEC source: 0001127602-18-008741 · form4.xml · derivative · entry 4 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,742 Underlying: Common Stock · 32,871 shares Expires 2022-11-05 F3 · derivative.exercise_date: On November 5, 2015, the reporting person was granted an option to purchase 98,613 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2018, the Compensation Committee of FIS determined that the performance criteria for 2017 had been met, resulting in vesting of the option as to 32,871 shares. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 66,999 | $58.23 Strike: $58.23 | $3,901,351.77 |
DisclosureSEC source: 0001127602-18-008741 · form4.xml · derivative · entry 3 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,997 Underlying: Common Stock · 66,999 shares Expires 2021-11-04 F2 · derivative.exercise_date: On November 4, 2014, the reporting person was granted an option to purchase 200,997 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2015, 2016, and 2017. Based on FIS's Annual Report on Form 10-K filed on February 23, 2018, the Compensation Committee of FIS determined that the performance criteria for 2017 had been met, resulting in vesting of the option as to 66,999 shares. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 26,667 | $0.00 Strike: $25.66 | $0.00 |
DisclosureSEC source: 0001127602-17-017759 · form4.xml · derivative · entry 4 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,667 shares Expires 2018-11-07 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 10, 2017 Filed May 11, 2017 20:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 44,000 | $83.17 | $3,659,392.00 |
DisclosureSEC source: 0001127602-17-017759 · form4.xml · nonDerivative · entry 3 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,842.3144 F1 · kind: Transaction pursuant to SEC Rule 10b5-1 Plan previously reported on Form 8-K. F3 · price: The transaction was executed in multiple trades at prices ranging from $82.68 to $83.44. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 26,667 | $82.77 | $2,207,334.26 |
DisclosureSEC source: 0001127602-17-017759 · form4.xml · nonDerivative · entry 2 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,842.3144 F2 · price: The transaction was executed in multiple trades at prices ranging from $82.72 to $82.86. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 26,667 | $25.66 | $684,275.22 |
DisclosureSEC source: 0001127602-17-017759 · form4.xml · nonDerivative · entry 1 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,509.3144 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: Transaction pursuant to SEC Rule 10b5-1 Plan previously reported on Form 8-K. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 20:45 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 48,966 | $0.00 Strike: $62.92 | $0.00 |
DisclosureSEC source: 0001127602-17-013420 · form4.xml · derivative · entry 3 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,966 Underlying: Common Stock · 48,966 shares Expires 2023-03-29 F3 · shares: On March 29, 2016, the reporting person was granted an option to purchase 146,899 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 48,966 shares. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 20:45 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 3,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013420 · form4.xml · nonDerivative · entry 2 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,632.0692 F2 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 20:45 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 21,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013420 · form4.xml · nonDerivative · entry 1 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,633.0692 F1 · shares: On March 29, 2017, the reporting person was granted performance-based restricted stock, which contains annual performance criteria and vests in three equal annual installments commencing on the first anniversary of the date of grant provided that the performance criteria is met each year. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 22:33 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 66,999 | $0.00 Strike: $58.23 | $0.00 |
DisclosureSEC source: 0001127602-17-008677 · form4.xml · derivative · entry 4 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,998 Underlying: Common Stock · 66,999 shares Expires 2021-11-04 F3 · derivative.exercise_date: On November 4, 2014, the reporting person was granted an option to purchase 200,997 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2015, 2016, and 2017. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 66,999 shares. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 22:33 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 32,871 | $0.00 Strike: $66.18 | $0.00 |
DisclosureSEC source: 0001127602-17-008677 · form4.xml · derivative · entry 3 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,871 Underlying: Common Stock · 32,871 shares Expires 2022-11-05 F2 · derivative.exercise_date: On November 5, 2015, the reporting person was granted an option to purchase 98,613 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 32,871 shares. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:33 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 2,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008677 · form4.xml · nonDerivative · entry 2 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,673.4782 F1 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:33 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 2,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008677 · form4.xml · nonDerivative · entry 1 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,679.4782 F1 · shares: Represents shares to satisfy withholding tax obligation for Restricted Stock vesting. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:11 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 3,586 | $73.92 | $265,077.12 |
DisclosureSEC source: 0001127602-16-066045 · form4.xml · nonDerivative · entry 1 Woodall James W. · CIK 0001439444 · Corporate EVP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,005.5506 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.