Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | Director · President | December 04, 2017 | December 06, 2017 |
| GLOBAL PAYMENTS INCGPN · Entity 3197 | Director | April 29, 2022 | May 03, 2022 |
| TUPPERWARE BRANDS CORPTUP · Entity 90566 | Director | March 26, 2021 | March 29, 2021 |
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.
AFLAC INC
Report date December 04, 2017 · Filed December 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 241,099 |
Reported balance
After 2017-12-04 transaction · row 1
1 source rowRow 1 · 2017-12-04 · Sale · Disposed 6,057 · Balance 241,099 |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 65 |
Reported balance
Holding disclosure · report date 2017-12-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65 |
| Common StockSEC Table I · non-derivative | IndirectPartnership | 6,200 |
Reported balance
Holding disclosure · report date 2017-12-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,200 |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 34,129 |
Reported balance
Holding disclosure · report date 2017-12-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 34,129 |
| Common StockSEC Table I · non-derivative | IndirectSpouse CF/Children | 59 |
Reported balance
Holding disclosure · report date 2017-12-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 59 |
| Common StockSEC Table I · non-derivative | IndirectTrust | 10,800 |
Reported balance
Holding disclosure · report date 2017-12-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 10,800 |
GLOBAL PAYMENTS INC
Report date April 29, 2022 · Filed May 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,462 |
Reported balance
After 2022-04-29 transaction · row 1
1 source rowRow 1 · 2022-04-29 · Grant · Acquired 1,606 · Balance 37,462 F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,430 |
Reported balance
Holding disclosure · report date 2022-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,430 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director.
TUPPERWARE BRANDS CORP
Report date March 26, 2021 · Filed March 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,636 |
Reported balance
After 2021-03-26 transaction · row 1
1 source rowRow 1 · 2021-03-26 · Grant · Acquired 500 · Balance 100,636 F1: Shares issued for a portion of annual retainer under the Issuer's 2019 Incentive Plan in a transaction exempt under Rule 16b-3(d). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued for a portion of annual retainer under the Issuer's 2019 Incentive Plan in a transaction exempt under Rule 16b-3(d).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TOTAL SYSTEM SERVICES INC
Report date September 17, 2019 · Filed September 18, 2019
Section 16 reporting ended · disclosed 2019-09-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 1
1 source rowRow 1 · 2019-09-17 · Disposition to issuer · Disposed 31,573 · Balance 0 F1: These shares were disposed of pursuant to the Merger Agreement in exchange for shares of Global Payments Inc. ("Global Payments") common stock, at a rate of .8101 shares of Global Payments common stock for each share of the Company. The closing price of Global Payments common stock on the New York Stock Exchange on the Effective Date was $163.74 per share. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.74 · Expires 2021-01-31 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-09-17 · Disposition to issuer · Disposed 469 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.02 · Expires 2021-05-03 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-09-17 · Disposition to issuer · Disposed 1,314 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.27 · Expires 2022-05-31 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-09-17 · Disposition to issuer · Disposed 7,293 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.50 · Expires 2023-04-30 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-09-17 · Disposition to issuer · Disposed 7,943 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.77 · Expires 2024-04-30 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-09-17 · Disposition to issuer · Disposed 7,051 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.98 · Expires 2025-05-10 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-09-17 · Disposition to issuer · Disposed 7,546 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.26 · Expires 2026-05-10 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-09-17 · Disposition to issuer · Disposed 6,520 · Balance 0 F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were disposed of pursuant to the Merger Agreement in exchange for shares of Global Payments Inc. ("Global Payments") common stock, at a rate of .8101 shares of Global Payments common stock for each share of the Company. The closing price of Global Payments common stock on the New York Stock Exchange on the Effective Date was $163.74 per share.
F2: These options, which were fully vested, were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent.
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 |
|---|---|---|---|---|---|---|
| May 09, 2018 Filed May 11, 2018 16:00 UTC | TUPPERWARE BRANDS CORP TUP · Entity 90566 | GrantCommon Stock | 3,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-017177 · form4.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,873 Read SEC document |
| April 27, 2018 Filed May 1, 2018 13:39 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000721683-18-000068 · edgar.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,152 Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 13:08 UTC | TUPPERWARE BRANDS CORP TUP · Entity 90566 | PurchaseCommon Stock | 5,000 | $41.91 | $209,550.00 |
DisclosureSEC source: 0001127602-18-014613 · form4.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,833 Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 21:12 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 6,057 | $87.73 | $531,357.59 |
DisclosureSEC source: 0000004977-17-000201 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,099 Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 47,950 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0000004977-17-000175 · edgardoc.xml · derivative · entry 11 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,950 shares Expires 2023-02-12 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 |
| September 21, 2017 Filed Sep 22, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 47,950 | $0.00 Strike: $48.56 | $0.00 |
DisclosureSEC source: 0000004977-17-000175 · edgardoc.xml · derivative · entry 10 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,950 shares Expires 2022-02-14 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 |
| September 21, 2017 Filed Sep 22, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 25,000 | $83.83 | $2,095,750.00 |
DisclosureSEC source: 0000004977-17-000175 · edgardoc.xml · nonDerivative · entry 4 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,156 Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 74,440 | $83.63 | $6,225,417.20 |
DisclosureSEC source: 0000004977-17-000175 · edgardoc.xml · nonDerivative · entry 3 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,156 Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 47,950 | $49.50 | $2,373,525.00 |
DisclosureSEC source: 0000004977-17-000175 · edgardoc.xml · nonDerivative · entry 2 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,596 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 |
| September 21, 2017 Filed Sep 22, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 47,950 | $48.56 | $2,328,452.00 |
DisclosureSEC source: 0000004977-17-000175 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,646 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 |
| August 04, 2017 Filed Aug 7, 2017 14:22 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 3,500 | $81.06 | $283,710.35 |
DisclosureSEC source: 0000004977-17-000158 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 8,300 Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 18:12 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 80,750 | $0.00 Strike: $57.90 | $0.00 |
DisclosureSEC source: 0000004977-17-000137 · edgardoc.xml · derivative · entry 8 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,750 shares Expires 2021-02-08 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 |
| June 19, 2017 Filed Jun 20, 2017 18:12 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 69,200 | $79.26 | $5,484,792.00 |
DisclosureSEC source: 0000004977-17-000137 · edgardoc.xml · nonDerivative · entry 2 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,196 Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 18:12 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 80,750 | $57.90 | $4,675,425.00 |
DisclosureSEC source: 0000004977-17-000137 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,396 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 |
| June 15, 2017 Filed Jun 15, 2017 20:32 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 2,500 | $77.72 | $194,290.50 |
DisclosureSEC source: 0000004977-17-000131 · edgardoc.xml · nonDerivative · entry 2 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 11,800 Read SEC document |
| May 24, 2017 Filed May 26, 2017 09:14 UTC | TUPPERWARE BRANDS CORP TUP · Entity 90566 | GrantCommon Stock | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019473 · form4.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,833 Read SEC document |
| May 10, 2017 Filed May 11, 2017 11:54 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantCommon Stock | 2,326 | $0.00 | $0.00 |
DisclosureSEC source: 0000721683-17-000079 · edgar.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,527 Read SEC document |
| February 27, 2017 Filed Jun 15, 2017 20:32 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000131 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,646 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:03 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 19,821 | $71.04 | $1,408,083.84 |
DisclosureSEC source: 0000004977-17-000053 · edgardoc.xml · nonDerivative · entry 2 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,646 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 21:03 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 45,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000053 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,467 Read SEC document |
| December 27, 2016 Filed Jan 27, 2017 20:33 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000013 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,833 Read SEC document |
| December 16, 2016 Filed Dec 19, 2016 21:42 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 3,500 | $69.46 | $243,110.00 |
DisclosureSEC source: 0000004977-16-000379 · edgardoc.xml · nonDerivative · entry 2 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Indirect · Partnership Disclosed balance after: 5,200 Read SEC document |
| December 09, 2016 Filed Dec 19, 2016 21:42 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-16-000379 · edgardoc.xml · nonDerivative · entry 1 CLONINGER KRISS III · CIK 0001075285 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,833 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.