Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA CO(KO) · Entity 2806 | VP & Controller | February 14, 2007 | February 16, 2007 |
| Duff & Phelps Select MLP & Midstream Energy Fund Inc.DSE · Entity 137850 | Director | January 01, 2020 | January 07, 2020 |
| GLOBAL PAYMENTS INCGPN · Entity 3197 | Director | May 01, 2026 | May 04, 2026 |
| Virtus Artificial Intelligence & Technology Opportunities FundAIO · Entity 5033 | Director | December 11, 2023 | December 12, 2023 |
| Virtus Convertible & Income 2024 Target Term FundCBH · Entity 90218 | Director | May 23, 2023 | May 31, 2023 |
| Virtus Convertible & Income FundNCV · Entity 8885 | Director | August 18, 2026 | August 20, 2026 |
| Virtus Convertible & Income Fund IINCZ · Entity 5978 | Director | August 18, 2026 | August 20, 2026 |
| Virtus Diversified Income & Convertible FundACV · Entity 6061 | Director | August 18, 2026 | August 20, 2026 |
| Virtus Dividend, Interest & Premium Strategy FundNFJ · Entity 4708 | Director | August 20, 2026 | August 24, 2026 |
| Virtus Equity & Convertible Income FundNIE · Entity 5206 | Director | August 20, 2026 | August 24, 2026 |
| Virtus Global Multi-Sector Income FundVGI · Entity 6888 | Director | March 25, 2022 | March 28, 2022 |
| Virtus Stone Harbor Emerging Markets Income FundEDF · Entity 6438 | Director | August 20, 2026 | August 24, 2026 |
| Virtus Stone Harbor Emerging Markets Total Income FundEDI · Entity 107987 | Director | April 08, 2022 | April 18, 2022 |
| Virtus Total Return Fund Inc.ZTR · Entity 5817 | Director | March 25, 2022 | March 28, 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.
COCA COLA CO
Report date February 14, 2007 · Filed February 16, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 par valueSEC Table I · non-derivative | Direct | 14,922 |
Reported balance
After 2007-02-14 transaction · row 1
1 source rowRow 1 · 2007-02-14 · Grant · Acquired 1,879 · Balance 14,922 F1: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2003. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.84 · Expires 2017-02-14 | Direct | 64,483 |
Reported balance
After 2007-02-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2007-02-15 · Grant · Acquired 64,483 · Balance 64,483 F3: Option (with tax withholding right) granted on February 15, 2007 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date. |
| Common Stock, $.25 par valueSEC Table I · non-derivative | IndirectBy 401(k) plan | 9,014 |
Reported balance
Holding disclosure · report date 2007-02-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,014 F2: Shares credited to my account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of February 14, 2007. |
| Hypothetical sharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Supplemental Benefit Plan | 1,524 |
Reported balance
Holding disclosure · report date 2007-02-14 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,524 F4: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company. F5: There is no data applicable with respect to the hypothetical shares. F6: As of February 14, 2007. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2003.
F2: Shares credited to my account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of February 14, 2007.
F3: Option (with tax withholding right) granted on February 15, 2007 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date.
F4: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company.
F5: There is no data applicable with respect to the hypothetical shares.
F6: As of February 14, 2007.
Duff & Phelps Select MLP & Midstream Energy Fund Inc.
Report date January 01, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,385 |
Reported balance
Holding disclosure · report date 2020-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,385 |
GLOBAL PAYMENTS INC
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,193 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 3,179 · Balance 33,193 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.
Virtus Artificial Intelligence & Technology Opportunities Fund
Report date December 11, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,925 |
Reported balance
After 2023-12-11 transaction · row 1
1 source rowRow 1 · 2023-12-11 · Purchase · Acquired 2,925 · Balance 2,925 |
Virtus Convertible & Income 2024 Target Term Fund
Report date May 23, 2023 · Filed May 31, 2023
This filing explicitly reported no securities owned.
Virtus Convertible & Income Fund
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 723 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Purchase · Acquired 356 · Balance 723 |
Virtus Convertible & Income Fund II
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 804 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Purchase · Acquired 382 · Balance 804 |
Virtus Diversified Income & Convertible Fund
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 458 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Purchase · Acquired 221 · Balance 458 |
Virtus Dividend, Interest & Premium Strategy Fund
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 777 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 350 · Balance 777 |
Virtus Equity & Convertible Income Fund
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 471 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 245 · Balance 471 |
Virtus Global Multi-Sector Income Fund
Report date March 25, 2022 · Filed March 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,753 |
Reported balance
After 2022-03-25 transaction · row 1
1 source rowRow 1 · 2022-03-25 · Purchase · Acquired 1,763 · Balance 2,753 |
Virtus Stone Harbor Emerging Markets Income Fund
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,474 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 1,367 · Balance 2,474 |
Virtus Stone Harbor Emerging Markets Total Income Fund
Report date April 08, 2022 · Filed April 18, 2022
This filing explicitly reported no securities owned.
Virtus Total Return Fund Inc.
Report date March 25, 2022 · Filed March 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,920 |
Reported balance
After 2022-03-25 transaction · row 1
1 source rowRow 1 · 2022-03-25 · Purchase · Acquired 1,780 · Balance 2,920 |
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 12,942 · 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 $31.77 · Expires 2024-04-30 | 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 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 15:02 UTC | Virtus Dividend, Interest & Premium Strategy Fund NFJ · Entity 4708 | PurchaseCommon Stock | 350 | $15.67 | $5,484.50 |
DisclosureSEC source: 0001101225-26-000012 · wk-form4_1787583767.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 777 Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 15:01 UTC | Virtus Stone Harbor Emerging Markets Income Fund EDF · Entity 6438 | PurchaseCommon Stock | 1,367 | $5.20 | $7,102.93 |
DisclosureSEC source: 0001101225-26-000010 · wk-form4_1787583658.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,474 Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 14:58 UTC | Virtus Equity & Convertible Income Fund NIE · Entity 5206 | PurchaseCommon Stock | 245 | $26.37 | $6,460.48 |
DisclosureSEC source: 0001101225-26-000008 · wk-form4_1787583505.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471 Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 20:48 UTC | Virtus Diversified Income & Convertible Fund ACV · Entity 6061 | PurchaseCommon Stock | 221 | $26.95 | $5,955.95 |
DisclosureSEC source: 0001101225-26-000006 · wk-form4_1787258881.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458 Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 20:47 UTC | Virtus Convertible & Income Fund NCV · Entity 8885 | PurchaseCommon Stock | 356 | $16.83 | $5,991.55 |
DisclosureSEC source: 0001101225-26-000005 · wk-form4_1787258873.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 723 Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 20:43 UTC | Virtus Convertible & Income Fund II NCZ · Entity 5978 | PurchaseCommon Stock | 382 | $15.70 | $5,997.40 |
DisclosureSEC source: 0001101225-26-000002 · wk-form4_1787258589.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 804 Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:46 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 3,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001123360-26-000061 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,193 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:02 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,281 | $0.00 Strike: $65.75 | $0.00 |
DisclosureSEC source: 0001123360-25-000086 · form4.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,281 shares Expires 2026-05-10 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: These options became fully exercisable as of 9/17/2019. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:02 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | SaleCommon Stock | 4,464 | $77.81 | $347,343.84 |
DisclosureSEC source: 0001123360-25-000086 · form4.xml · nonDerivative · entry 2 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,014 Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:02 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Exercise / conversionCommon Stock | 5,281 | $65.75 | $347,225.75 |
DisclosureSEC source: 0001123360-25-000086 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,478 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 15, 2025 Filed Sep 16, 2025 20:43 UTC | Virtus Stone Harbor Emerging Markets Income Fund EDF · Entity 6438 | PurchaseCommon Stock | 1,107 | $4.98 | $5,512.86 |
DisclosureSEC source: 0001101225-25-000008 · wk-form4_1758055428.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,107 Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 16:46 UTC | Virtus Diversified Income & Convertible Fund ACV · Entity 6061 | PurchaseCommon Stock | 237 | $21.89 | $5,186.75 |
DisclosureSEC source: 0000883237-25-000096 · wk-form4_1750265168.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237 Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 16:46 UTC | Virtus Convertible & Income Fund II NCZ · Entity 5978 | PurchaseCommon Stock | 422 | $12.31 | $5,193.55 |
DisclosureSEC source: 0000883237-25-000095 · wk-form4_1750265157.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 422 F1 · shares: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $12.305 - $12.312 per share. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 16:45 UTC | Virtus Equity & Convertible Income Fund NIE · Entity 5206 | PurchaseCommon Stock | 226 | $22.97 | $5,191.22 |
DisclosureSEC source: 0000883237-25-000094 · wk-form4_1750265147.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226 Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 16:45 UTC | Virtus Dividend, Interest & Premium Strategy Fund NFJ · Entity 4708 | PurchaseCommon Stock | 427 | $12.15 | $5,185.92 |
DisclosureSEC source: 0000883237-25-000092 · wk-form4_1750265126.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427 Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 16:45 UTC | Virtus Convertible & Income Fund NCV · Entity 8885 | PurchaseCommon Stock | 367 | $13.59 | $4,987.20 |
DisclosureSEC source: 0000883237-25-000093 · wk-form4_1750265137.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367 Read SEC document |
| April 25, 2025 Filed Apr 29, 2025 20:53 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 3,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012744 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,197 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 20:58 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,113 | $0.00 Strike: $50.59 | $0.00 |
DisclosureSEC source: 0001127602-25-009369 · form4.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,113 shares Expires 2025-05-10 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 12, 2025 Filed Mar 13, 2025 20:58 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Tax withholdingCommon Stock | 3,318 | $93.23 | $309,337.14 |
DisclosureSEC source: 0001127602-25-009369 · form4.xml · nonDerivative · entry 2 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,024 Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 20:58 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Exercise / conversionCommon Stock | 6,113 | $50.59 | $309,256.67 |
DisclosureSEC source: 0001127602-25-009369 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,342 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 |
| April 26, 2024 Filed Apr 30, 2024 20:51 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013648 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,229 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 19:48 UTC | Virtus Artificial Intelligence & Technology Opportunities Fund AIO · Entity 5033 | PurchaseCommon Stock | 2,925 | $17.10 | $50,022.18 |
DisclosureSEC source: 0000883237-23-000152 · wk-form4_1702410480.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,925 Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 23:15 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,712 | $0.00 Strike: $39.22 | $0.00 |
DisclosureSEC source: 0001127602-23-022046 · form4.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,712 shares Expires 2024-04-30 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. F2 · derivative.exercise_date: These options became fully exercisable as of 9/17/2019. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 23:15 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Exercise / conversionCommon Stock | 5,712 | $39.22 | $224,024.64 |
DisclosureSEC source: 0001127602-23-022046 · form4.xml · nonDerivative · entry 2 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,240 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 02, 2023 Filed Aug 4, 2023 23:15 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Disposition to issuerCommon Stock | 1,857 | $120.91 | $224,529.87 |
DisclosureSEC source: 0001127602-23-022046 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,383 F1 · price: Represents the weighted average price. The range of prices for such transactions is $120.91 - $120.99. Open market sale transactions were made on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:06 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014110 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,528 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| April 29, 2022 Filed May 3, 2022 21:11 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,606 | $136.98 | $219,989.88 |
DisclosureSEC source: 0001127602-22-013068 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,576 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 14:05 UTC | Virtus Total Return Fund Inc. ZTR · Entity 5817 | PurchaseCommon Stock | 1,780 | $9.56 | $17,016.80 |
DisclosureSEC source: 0000883237-22-000105 · wf-form4_164847631231347.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,920 Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 14:07 UTC | Virtus Global Multi-Sector Income Fund VGI · Entity 6888 | PurchaseCommon Stock | 1,763 | $9.62 | $16,958.65 |
DisclosureSEC source: 0000883237-22-000107 · wf-form4_164847640838721.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,753 Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 10:41 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | PurchaseCommon Stock | 1,150 | $173.48 | $199,502.00 |
DisclosureSEC source: 0001127602-21-023496 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,970 Read SEC document |
| April 30, 2021 Filed May 1, 2021 00:39 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 932 | $214.63 | $200,035.16 |
DisclosureSEC source: 0001127602-21-014829 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,820 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| April 30, 2020 Filed May 1, 2020 21:22 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 1,205 | $166.02 | $200,054.10 |
DisclosureSEC source: 0001127602-20-015064 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,888 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| October 24, 2019 Filed Oct 25, 2019 20:49 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 199 | $161.24 | $32,086.76 |
DisclosureSEC source: 0001127602-19-031102 · form4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,683 F1 · kind: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 10:07 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Disposition to issuerDirector Stock Option (right to buy) · Derivative | 6,520 | Not disclosed Strike: $53.26 | Not disclosed |
DisclosureSEC source: 0000914062-19-000088 · edgar.xml · derivative · entry 4 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,520 shares Expires 2026-05-10 F2 · price: 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. F2 · derivative.exercise_date: 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. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 10:07 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Disposition to issuerDirector Stock Option (right to buy) · Derivative | 7,546 | Not disclosed Strike: $40.98 | Not disclosed |
DisclosureSEC source: 0000914062-19-000088 · edgar.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,546 shares Expires 2025-05-10 F2 · price: 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. F2 · derivative.exercise_date: 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. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 10:07 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Disposition to issuerDirector Stock Option (right to buy) · Derivative | 7,051 | Not disclosed Strike: $31.77 | Not disclosed |
DisclosureSEC source: 0000914062-19-000088 · edgar.xml · derivative · entry 2 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,051 shares Expires 2024-04-30 F2 · price: 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. F2 · derivative.exercise_date: 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. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 10:07 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Disposition to issuerCommon Stock | 12,942 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000914062-19-000088 · edgar.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| September 17, 2019 Filed Sep 20, 2019 00:13 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 5,281 | $0.00 Strike: $65.75 | $0.00 |
DisclosureSEC source: 0000899243-19-023970 · doc4.xml · derivative · entry 4 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,281 Underlying: Common Stock · 5,281 shares Expires 2026-05-10 F2 · derivative.exercise_price: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · kind: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · shares: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · price: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F3 · derivative.exercise_date: These options were fully vested and exercisable at the Effective Time. Read SEC document |
| September 17, 2019 Filed Sep 20, 2019 00:13 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 6,113 | $0.00 Strike: $50.59 | $0.00 |
DisclosureSEC source: 0000899243-19-023970 · doc4.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,113 Underlying: Common Stock · 6,113 shares Expires 2025-05-10 F2 · derivative.exercise_price: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · kind: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · shares: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · price: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F3 · derivative.exercise_date: These options were fully vested and exercisable at the Effective Time. Read SEC document |
| September 17, 2019 Filed Sep 20, 2019 00:13 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 5,712 | $0.00 Strike: $39.22 | $0.00 |
DisclosureSEC source: 0000899243-19-023970 · doc4.xml · derivative · entry 2 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,712 Underlying: Common Stock · 5,712 shares Expires 2024-04-30 F2 · derivative.exercise_price: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · kind: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · shares: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F2 · price: In accordance with the terms of the Merger Agreement, each stock option to purchase shares of TSYS Common Stock (a "TSYS Stock Option") that was outstanding and unexercised immediately prior to the Effective Time was automatically converted into an option to purchase (i) that number of shares of Global Payments Common Stock (rounded down to the nearest whole share) equal to the product of (A) the number of shares of TSYS Common Stock subject to such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio, (ii) at an exercise price per share of Global Payments Common Stock (rounded up to the nearest whole cent) equal to the quotient of (A) the exercise price per share of TSYS Common Stock of such TSYS Stock Option immediately prior to the Effective Time and (B) the Exchange Ratio. F3 · derivative.exercise_date: These options were fully vested and exercisable at the Effective Time. Read SEC document |
| September 17, 2019 Filed Sep 20, 2019 00:13 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 10,484 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-023970 · doc4.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,484 F1 · kind: Reflects the issuance of shares of Global Payments common stock, without par value ("Global Payments Common Stock"), contemplated by the Agreement and Plan of Merger, dated as of May 27, 2019 (the "Merger Agreement"), by and between Total System Services, Inc. ("TSYS") and Global Payments Inc. ("Global Payments"), pursuant to which, at the effective time of the Merger (the "Effective Time"), TSYS merged with and into Global Payments, with Global Payments as the surviving entity. In accordance with the terms of the Merger Agreement, each share of TSYS common stock, par value $0.10 per share ("TSYS Common Stock"), was converted into 0.8101 shares (the "Exchange Ratio") of Global Payments Common Stock. F1 · price: Reflects the issuance of shares of Global Payments common stock, without par value ("Global Payments Common Stock"), contemplated by the Agreement and Plan of Merger, dated as of May 27, 2019 (the "Merger Agreement"), by and between Total System Services, Inc. ("TSYS") and Global Payments Inc. ("Global Payments"), pursuant to which, at the effective time of the Merger (the "Effective Time"), TSYS merged with and into Global Payments, with Global Payments as the surviving entity. In accordance with the terms of the Merger Agreement, each share of TSYS common stock, par value $0.10 per share ("TSYS Common Stock"), was converted into 0.8101 shares (the "Exchange Ratio") of Global Payments Common Stock. Read SEC document |
| May 03, 2019 Filed May 7, 2019 16:30 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantCommon Stock | 1,421 | $0.00 | $0.00 |
DisclosureSEC source: 0000914062-19-000069 · edgar.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,942 Read SEC document |
| April 27, 2018 Filed May 1, 2018 13:52 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantCommon Stock | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000721683-18-000079 · edgar.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,521 Read SEC document |
| May 10, 2017 Filed May 11, 2017 12:01 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantCommon Stock | 2,326 | $0.00 | $0.00 |
DisclosureSEC source: 0000721683-17-000089 · edgar.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,896 Read SEC document |
| February 15, 2007 Filed Feb 16, 2007 21:45 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 64,483 | $0.00 Strike: $47.84 | $0.00 |
DisclosureSEC source: 0000021344-07-000025 · mcd44.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,483 Underlying: Common Stock, $.25 par value · 64,483 shares Expires 2017-02-14 F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 15, 2007 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 14, 2007 Filed Feb 16, 2007 21:45 UTC | COCA COLA CO (KO) · Entity 2806 | GrantCommon Stock, $.25 par value | 1,879 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-07-000025 · mcd44.xml · nonDerivative · entry 1 MCDANIEL CONNIE D · CIK 0001101225 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,922 F1 · shares: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2003. Read SEC document |
| December 14, 2005 Filed Dec 16, 2005 21:24 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $41.19 | $0.00 |
DisclosureSEC source: 0000021344-05-000177 · mcd42.xml · derivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · VP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock, $.25 par value · 40,000 shares Expires 2015-12-13 F2 · derivative.exercise_date: Option (with tax withholding right) granted on December 14, 2005 under The Coca-Cola Company 2002 Stock Option Plan. One-fourth of grant becomes exercisable on each of the first, second, thrid and fourth anniversaries of the grant date. Read SEC document |
| September 20, 2005 Filed Sep 22, 2005 19:53 UTC | COCA COLA CO (KO) · Entity 2806 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,600 | $0.00 Strike: $35.63 | $0.00 |
DisclosureSEC source: 0000021344-05-000124 · mcd41.xml · derivative · entry 5 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 par value · 6,600 shares Expires 2005-10-17 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. F4 · derivative.exercise_date: Grant (with tax withholding right) was awarded on October 18, 1995. One-third of grant became exercisable one year after date of grant, with the remainder becoming exercisable in equal monthly installments over the next 24 months. Read SEC document |
| September 20, 2005 Filed Sep 22, 2005 19:53 UTC | COCA COLA CO (KO) · Entity 2806 | Tax withholdingCommon Stock, $.25 par value | 1,844 | $43.08 | $79,439.52 |
DisclosureSEC source: 0000021344-05-000124 · mcd41.xml · nonDerivative · entry 3 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,043 F2 · kind: Shares delivered to pay the option exercise price with respect to 2,230 options. Read SEC document |
| September 20, 2005 Filed Sep 22, 2005 19:53 UTC | COCA COLA CO (KO) · Entity 2806 | Tax withholdingCommon Stock, $.25 par value | 3,859 | $43.08 | $166,245.72 |
DisclosureSEC source: 0000021344-05-000124 · mcd41.xml · nonDerivative · entry 2 MCDANIEL CONNIE D · CIK 0001101225 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,887 F1 · kind: Includes 3,613 shares delivered to pay the option exercise price and 246 shares withheld by Issuer for payment of taxes on the option exercise with respect to 4,370 options. 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.