Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VISA INC.V · Entity 495 | CHIEF FINANCIAL OFFICER | November 22, 2014 | January 09, 2015 |
| Voya Financial, Inc.VOYA · Entity 3571 | Director | May 25, 2023 | May 30, 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.
VISA INC.
Report date November 22, 2014 · Filed January 09, 2015 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Share AwardSEC Table II · derivative / convertible security | Direct | 26,446 |
Reported balance
After 2014-11-22 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2014-11-22 · Grant · Acquired 26,446 · Balance 26,446 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: Represents performance share awards earned pursuant to the November 5, 2011 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: Represents performance share awards earned pursuant to the November 5, 2011 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.
Voya Financial, Inc.
Report date May 25, 2023 · Filed May 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 24,766 |
Reported balance
After 2023-05-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-05-25 · Exercise / conversion · Acquired 20,766 · Balance 24,766 F1: These shares are held by The Pollitt Family Trust. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-05-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-25 · Exercise / conversion · Disposed 20,766 · Balance 0 F2: The stock units will vest based on their respective award agreements. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held by The Pollitt Family Trust.
F2: The stock units will vest based on their respective award agreements.
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 25, 2008 Filed Mar 25, 2008 20:57 UTC | VISA INC. V · Entity 495 | PurchaseClass A Common Stock | 6,000 | $44.00 | $264,000.00 |
DisclosureSEC source: 0001181431-08-021132 · rrd200844.xml · nonDerivative · entry 1 POLLITT BYRON H JR · CIK 0001228856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · shares: Represents shares purchased pursuant to Visa Inc.'s Directed Share Program upon the closing of its initial public offering. Read SEC document |
| March 18, 2008 Filed Mar 20, 2008 15:19 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Option (right to buy) · Derivative | 212,484 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001181431-08-020248 · rrd200376.xml · derivative · entry 1 POLLITT BYRON H JR · CIK 0001228856 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,484 Underlying: Common Stock · 212,484 shares Expires not disclosed F1 · derivative.exercise_date: The option vests 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 specified in the award agreement. F2 · derivative.expiration_date: The option will expire 10 years from the date of the grant. 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.