Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrowdStrike Holdings, Inc.CRWD · Entity 1172 | Director | September 18, 2026 | September 22, 2026 |
| FISERV INCFISV · Entity 3167 | Director | March 31, 2022 | April 04, 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.
CrowdStrike Holdings, Inc.
Report date September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 130,422 |
Reported balance
After 2026-09-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-18 · Grant · Acquired 58 · Balance 130,422 F1: The shares represent fully vested RSUs issued in lieu of quarterly cash retainer(s) payable under the issuer's Outsider Director Compensation Policy. The RSUs immediately converted into shares of the issuer's Class A Common Stock. F2: Includes shares to be issued in connection with the vesting of one or more RSUs. |
| Class A common stockSEC Table I · non-derivative | IndirectBy charitable remainder trust UAD 3/15/22 | 49,328 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 49,328 F3: The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in such shares. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Hohnco, LLC | 19,264 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 19,264 F3: The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in such shares. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Ryderco, LLC | 29,668 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 29,668 F3: The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in such shares. |
| Class A common stockSEC Table I · non-derivative | IndirectBy charitable remainder trust UAD 6/22/26 | 35,000 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 35,000 F3: The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent fully vested RSUs issued in lieu of quarterly cash retainer(s) payable under the issuer's Outsider Director Compensation Policy. The RSUs immediately converted into shares of the issuer's Class A Common Stock.
F2: Includes shares to be issued in connection with the vesting of one or more RSUs.
F3: The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest in such shares.
FISERV INC
Report date March 31, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Notional UnitsSEC Table II · derivative / convertible security | Direct | 39,966 |
Reported balance
After 2022-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-31 · Grant · Acquired 415 · Balance 39,966 F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2022 in respect of $42,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2022, the closing price of Fiserv's common stock was $101.40 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2022 in respect of $42,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2022, the closing price of Fiserv's common stock was $101.40 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.
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 24, 2017 Filed May 25, 2017 18:12 UTC | FISERV INC FISV · Entity 3167 | GrantStock Option (right to buy) · Derivative | 2,144 | $0.00 Strike: $122.76 | $0.00 |
DisclosureSEC source: 0001209191-17-035263 · doc4.xml · derivative · entry 2 OLEARY DENIS · CIK 0001253512 · 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 18:12 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035263 · doc4.xml · nonDerivative · entry 1 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,309 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 31, 2017 Filed Apr 4, 2017 23:14 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 235 | $115.31 | $27,097.85 |
DisclosureSEC source: 0001209191-17-025329 · doc4.xml · derivative · entry 1 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,737 Underlying: Common Stock · 235 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2017 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2017, the closing price of Fiserv's common stock was $115.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2017 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2017, the closing price of Fiserv's common stock was $115.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2017 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2017, the closing price of Fiserv's common stock was $115.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2017 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2017, the closing price of Fiserv's common stock was $115.31 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionStock Option (right to buy) · Derivative | 6,124 | $0.00 Strike: $25.50 | $0.00 |
DisclosureSEC source: 0001209191-17-011620 · doc4.xml · derivative · entry 6 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,124 shares Expires 2018-05-21 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. F3 · derivative.exercise_date: This option vested in full on May 20, 2009. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionStock Option (right to buy) · Derivative | 2,530 | $0.00 Strike: $24.70 | $0.00 |
DisclosureSEC source: 0001209191-17-011620 · doc4.xml · derivative · entry 5 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,530 shares Expires 2018-01-21 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: This option vested in full on May 21, 2008. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 6,124 | $110.06 | $674,007.44 |
DisclosureSEC source: 0001209191-17-011620 · doc4.xml · nonDerivative · entry 4 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,608 F1 · price: This transaction was executed in multiple trades at prices ranging from $110.02 to $110.09. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 6,124 | $25.50 | $156,162.00 |
DisclosureSEC source: 0001209191-17-011620 · doc4.xml · nonDerivative · entry 3 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,732 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 |
| February 14, 2017 Filed Feb 16, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | SaleCommon Stock | 2,530 | $110.10 | $278,553.00 |
DisclosureSEC source: 0001209191-17-011620 · doc4.xml · nonDerivative · entry 2 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,608 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:40 UTC | FISERV INC FISV · Entity 3167 | Exercise / conversionCommon Stock | 2,530 | $24.70 | $62,491.00 |
DisclosureSEC source: 0001209191-17-011620 · doc4.xml · nonDerivative · entry 1 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,138 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 |
| December 31, 2016 Filed Jan 4, 2017 22:36 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 255 | $106.28 | $27,101.40 |
DisclosureSEC source: 0001209191-17-001260 · doc4.xml · derivative · entry 1 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,502 Underlying: Common Stock · 255 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 30, 2016, the closing price of Fiserv's common stock was $106.28 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 30, 2016, the closing price of Fiserv's common stock was $106.28 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 30, 2016, the closing price of Fiserv's common stock was $106.28 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 30, 2016, the closing price of Fiserv's common stock was $106.28 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 22:05 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 272 | $99.47 | $27,055.84 |
DisclosureSEC source: 0001209191-16-143743 · doc4.xml · derivative · entry 1 OLEARY DENIS · CIK 0001253512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,247 Underlying: Common Stock · 272 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2016, the closing price of Fiserv's common stock was $99.47 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2016, the closing price of Fiserv's common stock was $99.47 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2016, the closing price of Fiserv's common stock was $99.47 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2016 in respect of $27,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2016, the closing price of Fiserv's common stock was $99.47 per share. Upon termination of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. 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.