Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna GroupCI · Entity 550 | Director | April 26, 2022 | April 28, 2022 |
| GLOBAL PAYMENTS INCGPN · Entity 3197 | Director | April 30, 2018 | May 01, 2018 |
| VISA INC.V · Entity 495 | PRESIDENT | December 11, 2012 | December 13, 2012 |
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.
Cigna Group
Report date April 26, 2022 · Filed April 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 28,177 |
Reported balance
After 2022-04-26 transaction · row 1
1 source rowRow 1 · 2022-04-26 · Grant · Acquired 188 · Balance 28,177 |
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | IndirectBy Trust | 1,620 |
Reported balance
Holding disclosure · report date 2022-04-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,620 |
GLOBAL PAYMENTS INC
Report date April 30, 2018 · Filed May 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,156 |
Reported balance
After 2018-04-30 transaction · row 1
1 source rowRow 1 · 2018-04-30 · Grant · Acquired 1,372 · Balance 14,156 F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. |
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.
VISA INC.
Report date December 11, 2012 · Filed December 13, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,178 |
Ending reported balance
After 2012-12-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2012-12-11 · Exercise / conversion · Acquired 8,050 · Balance 71,853 Row 2 · 2012-12-11 · Exercise / conversion · Acquired 95,622 · Balance 167,475 Row 3 · 2012-12-11 · Sale · Disposed 59,625 · Balance 107,850 F1: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $148.84 - $150.23, 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. Row 4 · 2012-12-11 · Sale · Disposed 103,672 · Balance 4,178 F2: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $149.03 - $150.22, 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Alison Blackwell Partridge 2004 Irrevocable Trust | 0 |
Reported balance
After 2012-12-12 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2012-12-12 · Sale · Disposed 885 · Balance 0 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Partridge Revocable Trust | 0 |
Reported balance
After 2012-12-12 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2012-12-12 · Sale · Disposed 10,416 · Balance 0 F3: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $148.92 - $149.16, 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.00 · Expires 2018-03-18 | Direct | 0 |
Reported balance
After 2012-12-11 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2012-12-11 · Exercise / conversion · Disposed 8,050 · Balance 0 F4: This option was granted on March 18, 2008 and vested in three installments over a three-year period after the date of grant. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.47 · Expires 2018-11-05 | Direct | 0 |
Reported balance
After 2012-12-11 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2012-12-11 · Exercise / conversion · Disposed 95,622 · Balance 0 F5: This option was granted on November 5, 2008 and vested in three installments over a three-year period after the date of grant. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Amy Morgan Partridge 2004 Irrevocable Trust | 885 |
Reported balance
Holding disclosure · report date 2012-12-11 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 885 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The John Mcintosh Partridge, Jr. 2004 Irrevocable Trust | 885 |
Reported balance
Holding disclosure · report date 2012-12-11 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 885 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Katharine Ann Partridge 2004 Irrevocable Trust | 885 |
Reported balance
Holding disclosure · report date 2012-12-11 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 885 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $148.84 - $150.23, 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.
F2: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $149.03 - $150.22, 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: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $148.92 - $149.16, 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.
F4: This option was granted on March 18, 2008 and vested in three installments over a three-year period after the date of grant.
F5: This option was granted on November 5, 2008 and vested in three installments over a three-year period after the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cigna Holding Co
Report date December 20, 2018 · Filed December 26, 2018
Section 16 reporting ended · disclosed 2018-12-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-12-20 transaction · row 1
1 source rowRow 1 · 2018-12-20 · Disposition to issuer · Disposed 32,580 · Balance 0 F1: Reflects disposition in connection with the consummation of the mergers (collectively, the "Merger") contemplated by the Agreement and Plan of Merger, dated as of March 8, 2018, as amended by Amendment No. 1, dated as of June 27, 2018, by and among Cigna Corporation (now known as Cigna Holding Company) ("Cigna"), Express Scripts Holding Company ("Express Scripts"), Halfmoon Parent, Inc. (now known as Cigna Corporation), a direct wholly owned subsidiary of Cigna prior to the Merger ("New Cigna"), Halfmoon I, Inc., a direct wholly owned subsidiary of New Cigna prior to the Merger, and Halfmoon II, Inc., a direct wholly owned subsidiary of New Cigna prior to the Merger (the "Merger Agreement"), pursuant to which, at the effective time of the Merger (the "Effective Time"), (continued in following footnote) F2: (continued from previous footnote) (1) Halfmoon I, Inc. merged with and into Cigna, with Cigna surviving as a wholly owned subsidiary of New Cigna, and (2) Halfmoon II, Inc. merged with and into Express Scripts, with Express Scripts surviving as a wholly owned subsidiary of New Cigna. As a result of the transactions contemplated by the Merger Agreement, New Cigna became a publicly traded corporation, and former Cigna stockholders and former Express Scripts stockholders now own common stock of New Cigna. In the Merger, each share of Cigna common stock, par value $0.25 per share ("Cigna Common Stock"), was exchanged for one share of common stock, par value $0.01 per share, of New Cigna ("New Cigna Common Stock"). The closing price per share of Cigna Common Stock on December 19, 2018 (the last trading day prior to the date of the Effective Time) was $193.30. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2018-12-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-12-20 · Disposition to issuer · Disposed 1,620 · Balance 0 F1: Reflects disposition in connection with the consummation of the mergers (collectively, the "Merger") contemplated by the Agreement and Plan of Merger, dated as of March 8, 2018, as amended by Amendment No. 1, dated as of June 27, 2018, by and among Cigna Corporation (now known as Cigna Holding Company) ("Cigna"), Express Scripts Holding Company ("Express Scripts"), Halfmoon Parent, Inc. (now known as Cigna Corporation), a direct wholly owned subsidiary of Cigna prior to the Merger ("New Cigna"), Halfmoon I, Inc., a direct wholly owned subsidiary of New Cigna prior to the Merger, and Halfmoon II, Inc., a direct wholly owned subsidiary of New Cigna prior to the Merger (the "Merger Agreement"), pursuant to which, at the effective time of the Merger (the "Effective Time"), (continued in following footnote) F2: (continued from previous footnote) (1) Halfmoon I, Inc. merged with and into Cigna, with Cigna surviving as a wholly owned subsidiary of New Cigna, and (2) Halfmoon II, Inc. merged with and into Express Scripts, with Express Scripts surviving as a wholly owned subsidiary of New Cigna. As a result of the transactions contemplated by the Merger Agreement, New Cigna became a publicly traded corporation, and former Cigna stockholders and former Express Scripts stockholders now own common stock of New Cigna. In the Merger, each share of Cigna common stock, par value $0.25 per share ("Cigna Common Stock"), was exchanged for one share of common stock, par value $0.01 per share, of New Cigna ("New Cigna Common Stock"). The closing price per share of Cigna Common Stock on December 19, 2018 (the last trading day prior to the date of the Effective Time) was $193.30. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the consummation of the mergers (collectively, the "Merger") contemplated by the Agreement and Plan of Merger, dated as of March 8, 2018, as amended by Amendment No. 1, dated as of June 27, 2018, by and among Cigna Corporation (now known as Cigna Holding Company) ("Cigna"), Express Scripts Holding Company ("Express Scripts"), Halfmoon Parent, Inc. (now known as Cigna Corporation), a direct wholly owned subsidiary of Cigna prior to the Merger ("New Cigna"), Halfmoon I, Inc., a direct wholly owned subsidiary of New Cigna prior to the Merger, and Halfmoon II, Inc., a direct wholly owned subsidiary of New Cigna prior to the Merger (the "Merger Agreement"), pursuant to which, at the effective time of the Merger (the "Effective Time"), (continued in following footnote)
F2: (continued from previous footnote) (1) Halfmoon I, Inc. merged with and into Cigna, with Cigna surviving as a wholly owned subsidiary of New Cigna, and (2) Halfmoon II, Inc. merged with and into Express Scripts, with Express Scripts surviving as a wholly owned subsidiary of New Cigna. As a result of the transactions contemplated by the Merger Agreement, New Cigna became a publicly traded corporation, and former Cigna stockholders and former Express Scripts stockholders now own common stock of New Cigna. In the Merger, each share of Cigna common stock, par value $0.25 per share ("Cigna Common Stock"), was exchanged for one share of common stock, par value $0.01 per share, of New Cigna ("New Cigna Common Stock"). The closing price per share of Cigna Common Stock on December 19, 2018 (the last trading day prior to the date of the Effective Time) was $193.30.
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 05, 2012 Filed Nov 8, 2012 00:40 UTC | VISA INC. V · Entity 495 | Exercise / conversionRestricted Stock Units · Derivative | 3,103 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-030119 · form4.xml · derivative · entry 8 PARTRIDGE JOHN · CIK 0001319897 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,207 Underlying: Common Stock · 3,103 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. 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. F2 · derivative.exercise_date: This restricted stock unit was granted on November 5, 2011. Read SEC document |
| November 05, 2012 Filed Nov 8, 2012 00:40 UTC | VISA INC. V · Entity 495 | Tax withholdingClass A Common Stock | 5,355 | $141.50 | $757,732.50 |
DisclosureSEC source: 0001127602-12-030119 · form4.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,408 Read SEC document |
| November 05, 2012 Filed Nov 8, 2012 00:40 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 3,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-030119 · form4.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,763 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 |
| July 16, 2012 Filed Jul 17, 2012 20:41 UTC | VISA INC. V · Entity 495 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 115,000 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001127602-12-022418 · form4.xml · derivative · entry 8 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,050 Underlying: Common Stock · 115,000 shares Expires 2018-03-18 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. F3 · derivative.exercise_date: This option was granted on March 18, 2008 and vested in three installments over a three-year period after the date of grant. Read SEC document |
| July 16, 2012 Filed Jul 17, 2012 20:41 UTC | VISA INC. V · Entity 495 | SaleClass A Common Stock | 115,000 | $127.71 | $14,686,650.00 |
DisclosureSEC source: 0001127602-12-022418 · form4.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,660 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. F2 · price: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $125.97 - $130.85, 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 |
| July 16, 2012 Filed Jul 17, 2012 20:41 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 115,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-022418 · form4.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,660 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. Read SEC document |
| May 15, 2012 Filed May 17, 2012 21:12 UTC | VISA INC. V · Entity 495 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 115,000 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001127602-12-017255 · form4.xml · derivative · entry 8 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,050 Underlying: Common Stock · 115,000 shares Expires 2018-03-18 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. F3 · derivative.exercise_date: This option was granted on March 18, 2008 and vested in three installments over a three-year period after the date of grant. Read SEC document |
| May 15, 2012 Filed May 17, 2012 21:12 UTC | VISA INC. V · Entity 495 | SaleClass A Common Stock | 115,000 | $117.08 | $13,464,200.00 |
DisclosureSEC source: 0001127602-12-017255 · form4.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,660 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. F2 · price: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $116.45 - $117.84, 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 |
| May 15, 2012 Filed May 17, 2012 21:12 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 115,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-017255 · form4.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,660 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. Read SEC document |
| March 30, 2012 Filed Apr 2, 2012 23:46 UTC | VISA INC. V · Entity 495 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 115,000 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001127602-12-012530 · form4.xml · derivative · entry 8 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,050 Underlying: Common Stock · 115,000 shares Expires 2018-03-18 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. F4 · derivative.exercise_date: This option was granted on March 18, 2008 and vested in three installments over a three-year period after the date of grant. Read SEC document |
| March 30, 2012 Filed Apr 2, 2012 23:46 UTC | VISA INC. V · Entity 495 | SaleClass A Common Stock | 115,000 | $118.20 | $13,593,000.00 |
DisclosureSEC source: 0001127602-12-012530 · form4.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,660 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. F2 · price: The price reported in column 4 is a weighted average price. These shares were disposed of in multiple transactions at prices ranging from $117.61 - $118.68, 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 |
| March 30, 2012 Filed Apr 2, 2012 23:46 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 115,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-012530 · form4.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,660 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: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2012. Read SEC document |
| November 30, 2011 Filed Dec 2, 2011 22:21 UTC | VISA INC. V · Entity 495 | Exercise / conversionPerformance Share Award · Derivative | 12,081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-031104 · form4.xml · derivative · entry 7 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,080 Underlying: Common Stock · 12,081 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_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The earned performance share award vests in two equal installments on November 30, 2011 and 2012, respectively. F1 · derivative.expiration_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The earned performance share award vests in two equal installments on November 30, 2011 and 2012, respectively. Read SEC document |
| November 30, 2011 Filed Dec 2, 2011 22:21 UTC | VISA INC. V · Entity 495 | Tax withholdingClass A Common Stock | 5,640 | $96.97 | $546,910.80 |
DisclosureSEC source: 0001127602-11-031104 · form4.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,076 Read SEC document |
| November 30, 2011 Filed Dec 2, 2011 22:21 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 12,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-031104 · form4.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,716 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 28, 2011 Filed Nov 30, 2011 21:29 UTC | VISA INC. V · Entity 495 | SaleClass A Common Stock | 16,413 | $93.35 | $1,532,153.55 |
DisclosureSEC source: 0001127602-11-030764 · form4.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By The Partridge Revocable Trust Disclosed balance after: 0 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 $93.33 - $93.39, 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 |
| November 23, 2011 Filed Nov 28, 2011 22:52 UTC | VISA INC. V · Entity 495 | GrantPerformance Share Award · Derivative | 24,161 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-030563 · form4.xml · derivative · entry 7 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,161 Underlying: Common Stock · 24,161 shares Expires not disclosed F1 · derivative.exercise_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The earned performance share award vests in two equal installments on November 30, 2011 and 2012, respectively. F1 · derivative.expiration_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The earned performance share award vests in two equal installments on November 30, 2011 and 2012, respectively. Read SEC document |
| November 05, 2011 Filed Nov 9, 2011 02:38 UTC | VISA INC. V · Entity 495 | GrantRestricted Stock Units · Derivative | 9,310 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-029051 · form4.xml · derivative · entry 10 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,310 Underlying: Common Stock · 9,310 shares Expires 2021-11-05 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. Read SEC document |
| November 05, 2011 Filed Nov 9, 2011 02:38 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Option (Right to Buy) · Derivative | 29,208 | $0.00 Strike: $92.64 | $0.00 |
DisclosureSEC source: 0001127602-11-029051 · form4.xml · derivative · entry 9 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,208 Underlying: Common Stock · 29,208 shares Expires 2021-11-05 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. Read SEC document |
| November 05, 2011 Filed Nov 9, 2011 02:38 UTC | VISA INC. V · Entity 495 | Exercise / conversionPerformance Share Award · Derivative | 19,922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-029051 · form4.xml · derivative · entry 8 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,922 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_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned which were November 5, 2010 and 2011, respectively. F1 · derivative.expiration_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned which were November 5, 2010 and 2011, respectively. Read SEC document |
| November 05, 2011 Filed Nov 9, 2011 02:38 UTC | VISA INC. V · Entity 495 | Tax withholdingClass A Common Stock | 16,306 | $92.64 | $1,510,587.84 |
DisclosureSEC source: 0001127602-11-029051 · form4.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,635 Read SEC document |
| November 05, 2011 Filed Nov 9, 2011 02:38 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 19,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-029051 · form4.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,941 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 05, 2010 Filed Nov 10, 2010 01:04 UTC | VISA INC. V · Entity 495 | GrantPerformance Share Awards · Derivative | 25,063 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-054547 · rrd290404.xml · derivative · entry 11 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,063 Underlying: Common Stock · 25,063 shares Expires not disclosed F1 · derivative.exercise_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned, subject to earlier vesting in full in limited circumstances specified in the award agreement. F1 · derivative.expiration_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| November 05, 2010 Filed Nov 10, 2010 01:04 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Options · Derivative | 40,933 | $79.80 Strike: $79.80 | $3,266,453.40 |
DisclosureSEC source: 0001181431-10-054547 · rrd290404.xml · derivative · entry 10 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,933 Underlying: Common Stock · 40,933 shares Expires 2020-11-05 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. Read SEC document |
| November 05, 2010 Filed Nov 10, 2010 01:04 UTC | VISA INC. V · Entity 495 | Exercise / conversionPerformance Shares Award · Derivative | 19,922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-054547 · rrd290404.xml · derivative · entry 9 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,922 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_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned, subject to earlier vesting in full in limited circumstances specified in the award agreement. F1 · derivative.expiration_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| November 05, 2010 Filed Nov 10, 2010 01:04 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 12,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-054547 · rrd290404.xml · nonDerivative · entry 3 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,059 F2 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock 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. Read SEC document |
| November 05, 2010 Filed Nov 10, 2010 01:04 UTC | VISA INC. V · Entity 495 | Tax withholdingClass A Common Stock | 11,280 | $79.80 | $900,144.00 |
DisclosureSEC source: 0001181431-10-054547 · rrd290404.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,528 Read SEC document |
| November 05, 2010 Filed Nov 10, 2010 01:04 UTC | VISA INC. V · Entity 495 | Exercise / conversionClass A Common Stock | 19,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-054547 · rrd290404.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,808 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 · shares: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| December 14, 2009 Filed Dec 16, 2009 01:07 UTC | VISA INC. V · Entity 495 | OtherClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-056882 · rrd259464.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,886 F1 · shares: 3,500 shares, which were previously held directly, were transferred in equal amounts of 885 shares to four irrevocable trusts. Read SEC document |
| November 05, 2009 Filed Nov 10, 2009 02:19 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Options · Derivative | 67,820 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0001181431-09-050750 · rrd256478.xml · derivative · entry 5 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,820 Underlying: Common Stock · 67,820 shares Expires 2019-11-05 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. Read SEC document |
| November 05, 2009 Filed Nov 10, 2009 02:19 UTC | VISA INC. V · Entity 495 | GrantPerformance Shares Award · Derivative | 39,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-050750 · rrd256478.xml · derivative · entry 4 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,844 Underlying: Common Stock · 39,844 shares Expires not disclosed F2 · derivative.exercise_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned, subject to earlier vesting in full in limited circumstances specified in the award agreement. F2 · derivative.expiration_date: Represents performance share awards granted and earned pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The performance shares award earned vests in two equal installments on each of the first two anniversaries of the date earned, subject to earlier vesting in full in limited circumstances specified in the award agreement. Read SEC document |
| November 05, 2009 Filed Nov 10, 2009 02:19 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 12,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-050750 · rrd256478.xml · nonDerivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,386 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock 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. Read SEC document |
| November 05, 2009 Filed Nov 10, 2009 02:19 UTC | VISA INC. V · Entity 495 | Tax withholdingClass A Common Stock | 3,100 | $79.59 | $246,729.00 |
DisclosureSEC source: 0001181431-09-050750 · rrd256478.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,822 Read SEC document |
| August 14, 2009 Filed Aug 17, 2009 20:03 UTC | VISA INC. V · Entity 495 | OtherClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-039904 · rrd249249.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,922 F1 · shares: 16,413 shares which were previously held directly were transferred to the Partridge Revocable Trust on August 14, 2009. Read SEC document |
| November 05, 2008 Filed Nov 7, 2008 19:22 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Options · Derivative | 95,622 | $0.00 Strike: $56.47 | $0.00 |
DisclosureSEC source: 0001181431-08-060314 · rrd222607.xml · derivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,622 Underlying: Common Stock · 95,622 shares Expires 2018-11-05 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. Read SEC document |
| November 05, 2008 Filed Nov 7, 2008 19:22 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 19,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-060314 · rrd222607.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,335 F1 · shares: Represents restricted stock granted pursuant to the Visa Inc. 2007 Equity Incentive Compensation Plan. The restricted stock vests in the 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. Read SEC document |
| March 18, 2008 Filed Mar 20, 2008 15:18 UTC | VISA INC. V · Entity 495 | GrantEmployee Stock Option (right to buy) · Derivative | 353,050 | $0.00 Strike: $44.00 | $0.00 |
DisclosureSEC source: 0001181431-08-020246 · rrd200378.xml · derivative · entry 2 PARTRIDGE JOHN · CIK 0001319897 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,050 Underlying: Common Stock · 353,050 shares Expires not disclosed F2 · 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. F3 · derivative.expiration_date: The option will expire 10 years from the date of the grant. Read SEC document |
| March 18, 2008 Filed Mar 20, 2008 15:18 UTC | VISA INC. V · Entity 495 | GrantClass A Common Stock | 16,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-020246 · rrd200378.xml · nonDerivative · entry 1 PARTRIDGE JOHN · CIK 0001319897 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,413 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.