Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Director | May 19, 2021 | May 21, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FISERV INC
Report date May 19, 2021 · Filed May 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,030 |
Reported balance
After 2021-05-19 transaction · row 1
1 source rowRow 1 · 2021-05-19 · Grant · Acquired 1,699 · Balance 22,030 F1: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cardtronics plc
Report date October 31, 2018 · Filed November 02, 2018
Section 16 reporting ended · disclosed 2018-11-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,566 |
Reported balance
After 2018-10-31 transaction · row 1
1 source rowRow 1 · 2018-10-31 · Exercise / conversion · Acquired 6,051 · Balance 36,566 F1: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in 2018. On October 31, 2018, the Compensation Committee of the Board approved accelerated vesting of Restricted Stock Units previously granted to Mr. Lynch on March 30, 2018, which were originally scheduled to vest on March 8, 2019. F2: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-10-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-10-31 · Exercise / conversion · Disposed 6,051 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F1: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in 2018. On October 31, 2018, the Compensation Committee of the Board approved accelerated vesting of Restricted Stock Units previously granted to Mr. Lynch on March 30, 2018, which were originally scheduled to vest on March 8, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in 2018. On October 31, 2018, the Compensation Committee of the Board approved accelerated vesting of Restricted Stock Units previously granted to Mr. Lynch on March 30, 2018, which were originally scheduled to vest on March 8, 2019.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 19, 2021 Filed May 21, 2021 20:59 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 1,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034983 · doc4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,030 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:21 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionStock Option (right to buy) · Derivative | 6,788 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001209191-21-029874 · doc4.xml · derivative · entry 3 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,788 shares Expires 2022-07-09 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: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. F2 · derivative.exercise_date: This option vested in full on May 23, 2013. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:21 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 6,788 | $120.00 | $814,560.00 |
DisclosureSEC source: 0001209191-21-029874 · doc4.xml · nonDerivative · entry 2 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,331 F1 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:21 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 6,788 | $18.02 | $122,319.76 |
DisclosureSEC source: 0001209191-21-029874 · doc4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,119 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: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:09 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $18.02 | $0.00 |
DisclosureSEC source: 0001209191-21-020223 · doc4.xml · derivative · entry 3 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,788 Underlying: Common Stock · 2,000 shares Expires 2022-07-09 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: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. F2 · derivative.exercise_date: This option vested in full on May 23, 2013. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:09 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 2,000 | $123.12 | $246,240.00 |
DisclosureSEC source: 0001209191-21-020223 · doc4.xml · nonDerivative · entry 2 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,331 F1 · shares: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:09 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 2,000 | $18.02 | $36,040.00 |
DisclosureSEC source: 0001209191-21-020223 · doc4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,331 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: This option exercise and sale was effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person for estate and financial planning purposes. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:16 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 1,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-030066 · doc4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,331 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| May 22, 2019 Filed May 23, 2019 21:33 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 2,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032382 · doc4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,397 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 15:06 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionRestricted Stock Units · Derivative | 6,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-031810 · form4.xml · derivative · entry 2 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,051 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. F1 · derivative.exercise_date: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in 2018. On October 31, 2018, the Compensation Committee of the Board approved accelerated vesting of Restricted Stock Units previously granted to Mr. Lynch on March 30, 2018, which were originally scheduled to vest on March 8, 2019. F1 · derivative.expiration_date: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in 2018. On October 31, 2018, the Compensation Committee of the Board approved accelerated vesting of Restricted Stock Units previously granted to Mr. Lynch on March 30, 2018, which were originally scheduled to vest on March 8, 2019. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 15:06 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionCommon Stock | 6,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-031810 · form4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,566 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: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in 2018. On October 31, 2018, the Compensation Committee of the Board approved accelerated vesting of Restricted Stock Units previously granted to Mr. Lynch on March 30, 2018, which were originally scheduled to vest on March 8, 2019. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one share of common stock of the Issuer and are awarded under Issuer's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement. Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:16 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 2,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033072 · doc4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,254 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. F2 · balance_after: Adjusted to reflect the two-for-one split of Fiserv, Inc. common stock distributed at the close of business on March 19, 2018 to holders of record on March 5, 2018. Read SEC document |
| March 30, 2018 Filed Apr 4, 2018 15:52 UTC | Cardtronics plc CATM · Entity 138760 | GrantRestricted Stock Units · Derivative | 6,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-013994 · form4.xml · derivative · entry 2 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,051 Underlying: Common Stock · 6,051 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F2 · derivative.exercise_date: Restricted Stock Units awarded to Mr. Lynch in connection with his anticipated service as a director for the Company in 2018. The forfeiture restrictions on the units shall lapse on March 8, 2019, and each restricted stock unit will convert into one share of Cardtronics common stock at that time. In the event that Mr. Lynch's service as a director ends prior to such date, the units will be forfeited back to the Company. F2 · derivative.expiration_date: Restricted Stock Units awarded to Mr. Lynch in connection with his anticipated service as a director for the Company in 2018. The forfeiture restrictions on the units shall lapse on March 8, 2019, and each restricted stock unit will convert into one share of Cardtronics common stock at that time. In the event that Mr. Lynch's service as a director ends prior to such date, the units will be forfeited back to the Company. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 17:33 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionRestricted Stock Units · Derivative | 3,030 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-011232 · form4.xml · derivative · entry 3 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,030 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F1 · price: Each Restricted Stock Unit represents a contingent right to receive one common share of issuer and are award under issue's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement F3 · derivative.exercise_date: Restricted Stock Units awarded to Mr. Lynch in connection with his anticipated service as a director for the Company in 2016. The forfeiture restrictions on the units shall lapse on March 10, 2017, and each restricted stock unit will convert into one share of Cardtronics common stock at that time. In the event that Mr. Lynch's service as a director ends prior to such date, the units will be forfeited back to the Company. F3 · derivative.expiration_date: Restricted Stock Units awarded to Mr. Lynch in connection with his anticipated service as a director for the Company in 2016. The forfeiture restrictions on the units shall lapse on March 10, 2017, and each restricted stock unit will convert into one share of Cardtronics common stock at that time. In the event that Mr. Lynch's service as a director ends prior to such date, the units will be forfeited back to the Company. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 17:33 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionCommon Stock | 3,030 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-011232 · form4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,515 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 · price: Each Restricted Stock Unit represents a contingent right to receive one common share of issuer and are award under issue's current Stock Incentive Plan and subject to the terms of a Restricted Stock Unit Agreement Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 11:10 UTC | Cardtronics plc CATM · Entity 138760 | PurchaseCommon Stock | 5,000 | $17.00 | $85,000.00 |
DisclosureSEC source: 0001127602-17-031686 · form4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,485 Read SEC document |
| May 24, 2017 Filed May 25, 2017 18:24 UTC | FISERV INC FISV · Entity 3167 | GrantStock Option (right to buy) · Derivative | 2,144 | $0.00 Strike: $122.76 | $0.00 |
DisclosureSEC source: 0001209191-17-035269 · doc4.xml · derivative · entry 2 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144 Underlying: Common Stock · 2,144 shares Expires 2027-05-24 F2 · derivative.exercise_date: These options vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| May 24, 2017 Filed May 25, 2017 18:24 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035269 · doc4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,791 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:25 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionRestricted Stock Units · Derivative | 3,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-011600 · form4.xml · derivative · entry 3 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,030 Underlying: Common Stock · 3,647 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_price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F3 · derivative.exercise_date: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in the last 12 months. F3 · derivative.expiration_date: Restricted Stock Units awarded to Mr. Lynch in connection with his service as a director for the Company in the last 12 months. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:25 UTC | Cardtronics plc CATM · Entity 138760 | Exercise / conversionCommon Stock | 3,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-011600 · form4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,485 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 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. Read SEC document |
| March 08, 2017 Filed Mar 14, 2017 16:25 UTC | Cardtronics plc CATM · Entity 138760 | GrantRestricted Stock Units · Derivative | 3,030 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-011600 · form4.xml · derivative · entry 2 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,677 Underlying: Common Stock · 3,030 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Cardtronics common stock. F2 · derivative.exercise_date: Restricted Stock Units awarded to Mr. Lynch in connection with his anticipated service as a director for the Company in the next 12 months. The forfeiture restrictions on the units shall lapse on March 8, 2018, and each restricted stock unit will convert into one share of Cardtronics common stock at that time. In the event that Mr. Lynch's service as a director ends prior to such date, the units will be forfeited back to the Company. F2 · derivative.expiration_date: Restricted Stock Units awarded to Mr. Lynch in connection with his anticipated service as a director for the Company in the next 12 months. The forfeiture restrictions on the units shall lapse on March 8, 2018, and each restricted stock unit will convert into one share of Cardtronics common stock at that time. In the event that Mr. Lynch's service as a director ends prior to such date, the units will be forfeited back to the Company. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:10 UTC | Cardtronics plc CATM · Entity 138760 | SaleCommon Stock | 6,521 | $44.65 | $291,162.65 |
DisclosureSEC source: 0001127602-17-007984 · form4.xml · nonDerivative · entry 1 Lynch Dennis · CIK 0001425470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,838 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.