Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUIFAX INCEFX · Entity 3235 | Director | May 05, 2022 | May 09, 2022 |
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | June 25, 2026 | June 29, 2026 |
| Mastercard IncMA · Entity 1763 | Director · Chief Executive Officer | March 03, 2010 | March 05, 2010 |
| Western Union COWU · Entity 4445 | Director | February 21, 2019 | February 25, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EQUIFAX INC
Report date May 05, 2022 · Filed May 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,295 |
Reported balance
After 2022-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-05 · Grant · Acquired 865 · Balance 7,295 F1: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/5/2023. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/5/2023.
F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date.
HEALTHEQUITY, INC.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,849 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 89,849 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
Mastercard Inc
Report date March 03, 2010 · Filed March 05, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 40,100 |
Ending reported balance
After 2010-03-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2010-03-03 · Sale · Disposed 5,699 · Balance 59,700 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F2: Represents the weighted average sales price for price increments ranging from $231.15 to $231.98. Row 2 · 2010-03-03 · Sale · Disposed 4,628 · Balance 55,072 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F3: Represents the weighted average sales price for price increments ranging from $232.00 to $232.97. Row 3 · 2010-03-03 · Sale · Disposed 12,298 · Balance 42,774 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F4: Represents the weighted average sales price for price increments ranging from $233.11 to $233.99. Row 4 · 2010-03-03 · Sale · Disposed 2,674 · Balance 40,100 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F5: Represents the weighted average sales price for price increments ranging from $234.00 to $234.46. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009.
F2: Represents the weighted average sales price for price increments ranging from $231.15 to $231.98.
F3: Represents the weighted average sales price for price increments ranging from $232.00 to $232.97.
F4: Represents the weighted average sales price for price increments ranging from $233.11 to $233.99.
F5: Represents the weighted average sales price for price increments ranging from $234.00 to $234.46.
Western Union CO
Report date February 21, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,529 |
Reported balance
After 2019-02-21 transaction · row 1
1 source rowRow 1 · 2019-02-21 · Grant · Acquired 7,942 · Balance 51,529 |
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 |
|---|---|---|---|---|---|---|
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 500 | $164.32 | $82,160.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 9 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,412 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 300 | $164.26 | $49,278.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 8 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,912 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 200 | $164.25 | $32,850.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 7 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,212 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 300 | $164.24 | $49,272.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 6 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,412 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 300 | $164.23 | $49,269.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 5 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,712 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 400 | $164.22 | $65,688.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 4 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,012 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 100 | $164.20 | $16,420.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 3 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,412 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 700 | $164.19 | $114,933.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,512 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| October 12, 2007 Filed Oct 15, 2007 20:57 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 200 | $164.18 | $32,836.00 |
DisclosureSEC source: 0001181431-07-062187 · rrd175108.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,212 F1 · shares: The sale reported in this Form 4 was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on August 15, 2007. The pre-planned trading plan was adopted by the reporting person on August 13, 2007. Read SEC document |
| August 07, 2007 Filed Aug 9, 2007 20:01 UTC | Mastercard Inc MA · Entity 1763 | GiftClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-051259 · rrd167325.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,962 Read SEC document |
| March 01, 2007 Filed Mar 2, 2007 22:48 UTC | Mastercard Inc MA · Entity 1763 | GrantEmployee Stock Option (right to buy) · Derivative | 63,020 | $0.00 Strike: $106.29 | $0.00 |
DisclosureSEC source: 0001181431-07-016485 · rrd149697.xml · derivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,320 Underlying: Class A Common Stock · 63,020 shares Expires 2017-03-01 F1 · derivative.exercise_date: The employee stock options vest in 4 equal annual installments beginning 03/01/2008. Read SEC document |
| December 31, 2006 Filed Jan 4, 2007 19:55 UTC | Mastercard Inc MA · Entity 1763 | Tax withholdingClass A Common Stock | 12,479 | $98.98 | $1,235,171.42 |
DisclosureSEC source: 0001181431-07-001379 · rrd140805.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,962 F1 · shares: Represents withholding of shares to pay tax liability incident to the vesting of restricted stock units pursuant to the terms of a shareholder-approved stock plan. F2 · balance_after: The total number of securities beneficially owned by Mr. Selander following this reported transaction has been increased by a total of 100 shares in order to correct a mathematical error in Column 5 of Table I (Amount of Securities Beneficially Owned Following Reported Transactions (s)) in Mr. Selander's previously filed Form 4, dated as of May 31, 2006. Read SEC document |
| May 31, 2006 Filed May 31, 2006 21:23 UTC | Mastercard Inc MA · Entity 1763 | PurchaseClass A Common Stock | 120,000 | $39.00 | $4,680,000.00 |
DisclosureSEC source: 0001181431-06-033962 · rrd120100.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,341 Read SEC document |
| May 25, 2006 Filed May 30, 2006 15:59 UTC | Mastercard Inc MA · Entity 1763 | GrantEmployee Stock Option (right to buy) · Derivative | 192,300 | $0.00 Strike: $39.00 | $0.00 |
DisclosureSEC source: 0001181431-06-033544 · rrd119726.xml · derivative · entry 3 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,300 Underlying: Class A Common Stock · 192,300 shares Expires 2016-05-25 F2 · derivative.exercise_date: The employee stock options vest in 4 equal annual installments beginning 05/25/2007 Read SEC document |
| May 25, 2006 Filed May 30, 2006 15:59 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 287,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-033544 · rrd119726.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,441 F1 · price: Award of restricted stock units Read SEC document |
| May 25, 2006 Filed May 30, 2006 15:59 UTC | Mastercard Inc MA · Entity 1763 | PurchaseClass A Common Stock | 100 | $40.30 | $4,030.00 |
DisclosureSEC source: 0001181431-06-033544 · rrd119726.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 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.