Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NCR Voyix CorpNCR · Entity 293 | SVP, CHRO | February 23, 2021 | February 25, 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.
NCR Voyix Corp
Report date February 23, 2021 · Filed February 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,123 |
Reported balance
After 2021-02-23 transaction · row 1
1 source rowRow 1 · 2021-02-23 · Grant · Acquired 6,354 · Balance 67,123 F1: Partial settlement of an award under the long-term NCR Strategic Transformation Fitness Plan pursuant to the Second Amended and Restated NCR Management Incentive Plan in the form of Restricted Stock Units (RSUs) granted on February 23, 2021 that will vest in full on December 31, 2021, generally subject to the reporting person's continued employment with the issuer through the vesting date in accordance with the RSU award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Partial settlement of an award under the long-term NCR Strategic Transformation Fitness Plan pursuant to the Second Amended and Restated NCR Management Incentive Plan in the form of Restricted Stock Units (RSUs) granted on February 23, 2021 that will vest in full on December 31, 2021, generally subject to the reporting person's continued employment with the issuer through the vesting date in accordance with the RSU award 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 |
|---|---|---|---|---|---|---|
| February 23, 2021 Filed Feb 25, 2021 21:20 UTC | NCR Voyix Corp NCR · Entity 293 | GrantCommon Stock | 6,354 | $35.41 | $224,995.14 |
DisclosureSEC source: 0001209191-21-014309 · doc4.xml · nonDerivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,123 F1 · shares: Partial settlement of an award under the long-term NCR Strategic Transformation Fitness Plan pursuant to the Second Amended and Restated NCR Management Incentive Plan in the form of Restricted Stock Units (RSUs) granted on February 23, 2021 that will vest in full on December 31, 2021, generally subject to the reporting person's continued employment with the issuer through the vesting date in accordance with the RSU award agreement. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:14 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionRestricted Stock Units · Derivative | 22,907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009205 · doc4.xml · derivative · entry 3 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,907 Underlying: Common Stock · 22,907 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: Table I reports vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 8, 2019. Vesting of the remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. F1 · shares: Table I reports vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 8, 2019. Vesting of the remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. F1 · derivative.exercise_date: Table I reports vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 8, 2019. Vesting of the remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. F1 · derivative.expiration_date: Table I reports vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 8, 2019. Vesting of the remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:14 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 7,038 | $37.68 | $265,191.84 |
DisclosureSEC source: 0001209191-21-009205 · doc4.xml · nonDerivative · entry 2 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,769 F2 · shares: These shares were withheld to cover tax withholding obligations when 22,904 restricted stock units vested on February 8, 2021 as reported herein. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:14 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionCommon Stock | 22,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009205 · doc4.xml · nonDerivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,807 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: Table I reports vesting of the second one-third of previously reported 3-year ratable vesting performance-based restricted stock units (RSUs) granted on February 8, 2019. Vesting of the remaining one-third of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable vesting date in accordance with the RSU award agreement. Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 21:48 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 5,529 | $18.43 | $101,899.47 |
DisclosureSEC source: 0001209191-20-044790 · doc4.xml · nonDerivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,903 F1 · shares: These shares were withheld to cover tax withholdings obligations when 12,259 previously reported restricted stock units vested on August 1, 2020. F2 · balance_after: Includes 780.3984 shares acquired under the NCR Employee Stock Purchase Plan from October 2019 to June 2020. These shares were rounded to 780 for disclosure in this table. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:44 UTC | NCR Voyix Corp NCR · Entity 293 | GrantEmployee Stock Option (Right to Buy) · Derivative | 124,204 | $0.00 Strike: $38.26 | $0.00 |
DisclosureSEC source: 0001209191-20-009706 · doc4.xml · derivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,204 Underlying: Common Stock · 124,204 shares Expires 2027-02-12 F1 · derivative.exercise_price: This exercise price represents a premium of 115% of the closing price of the underlying common stock as reported on the New York Stock Exchange on the date of grant. F2 · derivative.exercise_date: The option vests ratably with one-third vesting on each of the first, second and third anniversaries of the date of grant (each an "Option Vesting Date"), subject to the reporting person's continued employment with the issuer on the applicable Option Vesting Date in accordance with the terms of the applicable award agreement. Read SEC document |
| February 08, 2020 Filed Feb 12, 2020 01:58 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionRestricted Stock Units · Derivative | 45,811 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008554 · doc4.xml · derivative · entry 3 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,811 Underlying: Common Stock · 45,811 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: Performance-based restricted stock units (RSUs) as to which the performance-related conditions to vesting have been satisfied. These RSUs vest ratably, with one-third vesting on each of the first, second and third anniversaries of the February 8, 2019 grant date (each an "RSU Vesting Date"). The first one-third of such RSUs, shown in Table I, vested on February 8, 2020. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Dates in accordance with the RSU award agreement. F1 · shares: Performance-based restricted stock units (RSUs) as to which the performance-related conditions to vesting have been satisfied. These RSUs vest ratably, with one-third vesting on each of the first, second and third anniversaries of the February 8, 2019 grant date (each an "RSU Vesting Date"). The first one-third of such RSUs, shown in Table I, vested on February 8, 2020. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Dates in accordance with the RSU award agreement. F1 · derivative.exercise_date: Performance-based restricted stock units (RSUs) as to which the performance-related conditions to vesting have been satisfied. These RSUs vest ratably, with one-third vesting on each of the first, second and third anniversaries of the February 8, 2019 grant date (each an "RSU Vesting Date"). The first one-third of such RSUs, shown in Table I, vested on February 8, 2020. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Dates in accordance with the RSU award agreement. F1 · derivative.expiration_date: Performance-based restricted stock units (RSUs) as to which the performance-related conditions to vesting have been satisfied. These RSUs vest ratably, with one-third vesting on each of the first, second and third anniversaries of the February 8, 2019 grant date (each an "RSU Vesting Date"). The first one-third of such RSUs, shown in Table I, vested on February 8, 2020. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Dates in accordance with the RSU award agreement. Read SEC document |
| February 08, 2020 Filed Feb 12, 2020 01:58 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 7,019 | $33.20 | $233,030.80 |
DisclosureSEC source: 0001209191-20-008554 · doc4.xml · nonDerivative · entry 2 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,652 F2 · shares: These shares were withheld to cover tax withholding obligations when 22,904 restricted stock units vested on February 8, 2020 as reported herein. Read SEC document |
| February 08, 2020 Filed Feb 12, 2020 01:58 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionCommon Stock | 22,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008554 · doc4.xml · nonDerivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,671 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: Performance-based restricted stock units (RSUs) as to which the performance-related conditions to vesting have been satisfied. These RSUs vest ratably, with one-third vesting on each of the first, second and third anniversaries of the February 8, 2019 grant date (each an "RSU Vesting Date"). The first one-third of such RSUs, shown in Table I, vested on February 8, 2020. Vesting of the remaining two-thirds of such RSUs, shown in Table II, is subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Dates in accordance with the RSU award agreement. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:31 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 3,923 | $32.98 | $129,380.54 |
DisclosureSEC source: 0001209191-19-044556 · doc4.xml · nonDerivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,767 F1 · shares: These shares were withheld to cover tax withholding obligations when 12,259 previously reported restricted stock units vested on August 1, 2019. F2 · balance_after: Includes 912.2779 shares acquired under the NCR Employee Stock Purchase Plan from January through June 2019. These shares were rounded to 912 for disclosure in this table. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 22:08 UTC | NCR Voyix Corp NCR · Entity 293 | GrantEmployee Stock Option (Right to Buy) · Derivative | 65,136 | $0.00 Strike: $26.42 | $0.00 |
DisclosureSEC source: 0001209191-19-009383 · doc4.xml · derivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,136 Underlying: Common Stock · 65,136 shares Expires 2026-02-08 F1 · derivative.exercise_date: This is an option granted on February 8, 2019 that will vest ratably with one-quarter vesting on each of the first, second, third and fourth anniversaries of the grant date (each an "Option Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable Option Vesting Date in accordance with the terms of the applicable award agreement. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:22 UTC | NCR Voyix Corp NCR · Entity 293 | GrantEmployee Stock Option (Right to Buy) · Derivative | 59,595 | $0.00 Strike: $27.19 | $0.00 |
DisclosureSEC source: 0001209191-18-045220 · doc4.xml · derivative · entry 2 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,595 Underlying: Common Stock · 59,595 shares Expires 2025-07-31 F2 · derivative.exercise_date: This is an annual equity award of an option granted on August 1, 2018 that will vest ratably with one-quarter vesting on each of the first, second, third and fourth anniversaries of the grant date (each an "Option Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable Option Vesting Date in accordance with the terms of the applicable award agreement. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:22 UTC | NCR Voyix Corp NCR · Entity 293 | GrantCommon Stock | 36,778 | $27.19 | $999,993.82 |
DisclosureSEC source: 0001209191-18-045220 · doc4.xml · nonDerivative · entry 1 Bronder Debra A. · CIK 0001407951 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,778 F1 · shares: This is an annual equity award of time-based restricted stock units granted on August 1, 2018 that will vest ratably with one-third of such units vesting on each of the first, second and third anniversaries of the grant date (each a "Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable Vesting Date in accordance with the terms and conditions of the applicable award agreement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.