Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Director | September 30, 2026 | October 02, 2026 |
| Parker-Hannifin CorpPH · Entity 2887 | Director | October 22, 2025 | October 24, 2025 |
| UNION PACIFIC CORPUNP · Entity 2854 | CHAIRMAN PRESIDENT & CEO | April 10, 2023 | April 11, 2023 |
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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Notional UnitsSEC Table II · derivative / convertible security | Direct | 4,089 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 858 · Balance 4,089 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 September 30, 2026, in respect of $38,750 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, 2026, the closing price of Fiserv's common stock was $45.18 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 September 30, 2026, in respect of $38,750 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, 2026, the closing price of Fiserv's common stock was $45.18 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.
Parker-Hannifin Corp
Report date October 22, 2025 · Filed October 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 6,711 |
Reported balance
After 2025-10-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-10-22 · Grant · Acquired 258 · Balance 6,711 F1: Award of Restricted Stock Units on October 22, 2025 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2: Includes 2 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Restricted Stock Units on October 22, 2025 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting.
F2: Includes 2 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan.
UNION PACIFIC CORP
Report date April 10, 2023 · Filed April 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 592,763.2 |
Reported balance
After 2023-04-10 transaction · row 1
1 source rowRow 1 · 2023-04-10 · Grant · Acquired 30.877 · Balance 592,763.2 F1: Purchase pursuant to the 2021 Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Deferral Account | 51,165.0884 |
Reported balance
Holding disclosure · report date 2023-04-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 51,165.0884 F2: Represents conversion of restricted stock units to fully vested stock units with a distribution ratio of 1:1 - Payable only in shares of common stock at termination of employment or a date certain. |
| Common StockSEC Table I · non-derivative | Indirectby GRAT I | 82,282 |
Reported balance
Holding disclosure · report date 2023-04-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 82,282 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 21,794 |
Reported balance
Holding disclosure · report date 2023-04-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 21,794 |
| Common StockSEC Table I · non-derivative | Indirectby Trust 2 | 48,776 |
Reported balance
Holding disclosure · report date 2023-04-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 48,776 |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase pursuant to the 2021 Employee Stock Purchase Plan.
F2: Represents conversion of restricted stock units to fully vested stock units with a distribution ratio of 1:1 - Payable only in shares of common stock at termination of employment or a date certain.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 02:37 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 858 | $45.18 | $38,764.44 |
DisclosureSEC source: 0000798354-26-000035 · wk-form4_1790894252.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,089 Underlying: Common Stock · 858 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, 2026, in respect of $38,750 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, 2026, the closing price of Fiserv's common stock was $45.18 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. 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, 2026, in respect of $38,750 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, 2026, the closing price of Fiserv's common stock was $45.18 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. 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, 2026, in respect of $38,750 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, 2026, the closing price of Fiserv's common stock was $45.18 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. 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, 2026, in respect of $38,750 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, 2026, the closing price of Fiserv's common stock was $45.18 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. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:15 UTC | FISERV INC FISV · Entity 3167 | PurchaseCommon Stock | 10,000 | $51.95 | $519,500.00 |
DisclosureSEC source: 0000798354-26-000033 · wk-form4_1786479310.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,207 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.70 to $52.08. 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 |
| June 30, 2026 Filed Jul 1, 2026 23:43 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 765 | $49.05 | $37,523.25 |
DisclosureSEC source: 0000798354-26-000025 · wk-form4_1782949412.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,231 Underlying: Common Stock · 765 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 June 30, 2026, in respect of $37,500 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 June 30, 2026, the closing price of Fiserv's common stock was $49.05 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. 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 June 30, 2026, in respect of $37,500 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 June 30, 2026, the closing price of Fiserv's common stock was $49.05 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. 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 June 30, 2026, in respect of $37,500 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 June 30, 2026, the closing price of Fiserv's common stock was $49.05 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. 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 June 30, 2026, in respect of $37,500 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 June 30, 2026, the closing price of Fiserv's common stock was $49.05 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. Read SEC document |
| May 21, 2026 Filed May 22, 2026 20:08 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 4,121 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-26-000020 · wk-form4_1779480488.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,207 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 |
| March 31, 2026 Filed Apr 2, 2026 20:08 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 673 | $55.80 | $37,553.40 |
DisclosureSEC source: 0000798354-26-000011 · wk-form4_1775160507.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,466 Underlying: Common Stock · 673 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, 2026, in respect of $37,500 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, 2026, the closing price of Fiserv's common stock was $55.80 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. 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, 2026, in respect of $37,500 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, 2026, the closing price of Fiserv's common stock was $55.80 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. 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, 2026, in respect of $37,500 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, 2026, the closing price of Fiserv's common stock was $55.80 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. 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, 2026, in respect of $37,500 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, 2026, the closing price of Fiserv's common stock was $55.80 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. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:27 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 559 | $67.17 | $37,548.03 |
DisclosureSEC source: 0000798354-26-000002 · wk-form4_1767655626.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,793 Underlying: Common Stock · 559 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, 2025, in respect of $37,500 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 31, 2025, the closing price of Fiserv's common stock was $67.17 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. 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, 2025, in respect of $37,500 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 31, 2025, the closing price of Fiserv's common stock was $67.17 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. 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, 2025, in respect of $37,500 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 31, 2025, the closing price of Fiserv's common stock was $67.17 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. 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, 2025, in respect of $37,500 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 31, 2025, the closing price of Fiserv's common stock was $67.17 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. Read SEC document |
| October 30, 2025 Filed Nov 3, 2025 21:12 UTC | FISERV INC FI · Entity 3167 | PurchaseCommon Stock | 10,000 | $65.18 | $651,800.00 |
DisclosureSEC source: 0000798354-25-000173 · wk-form4_1762204364.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,086 Read SEC document |
| October 22, 2025 Filed Oct 24, 2025 20:15 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0000076334-25-000058 · form4.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,711 F1 · shares: Award of Restricted Stock Units on October 22, 2025 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 2 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:39 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 291 | $128.93 | $37,518.63 |
DisclosureSEC source: 0000798354-25-000165 · wk-form4_1759437553.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,234 Underlying: Common Stock · 291 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, 2025, in respect of $37,500 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, 2025, the closing price of Fiserv's common stock was $128.93 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. 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, 2025, in respect of $37,500 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, 2025, the closing price of Fiserv's common stock was $128.93 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. 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, 2025, in respect of $37,500 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, 2025, the closing price of Fiserv's common stock was $128.93 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. 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, 2025, in respect of $37,500 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, 2025, the closing price of Fiserv's common stock was $128.93 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. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:21 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 204 | $172.41 | $35,171.64 |
DisclosureSEC source: 0000798354-25-000153 · wk-form4_1751487689.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 943 Underlying: Common Stock · 204 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 June 30, 2025, in respect of $35,137 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 June 30, 2025, the closing price of Fiserv's common stock was $172.41 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. 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 June 30, 2025, in respect of $35,137 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 June 30, 2025, the closing price of Fiserv's common stock was $172.41 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. 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 June 30, 2025, in respect of $35,137 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 June 30, 2025, the closing price of Fiserv's common stock was $172.41 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. 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 June 30, 2025, in respect of $35,137 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 June 30, 2025, the closing price of Fiserv's common stock was $172.41 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. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:11 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-25-000122 · wk-form4_1747426290.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,086 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 |
| March 31, 2025 Filed Apr 1, 2025 22:39 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 148 | $220.83 | $32,682.84 |
DisclosureSEC source: 0000798354-25-000093 · wk-form4_1743547144.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739 Underlying: Common Stock · 148 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 2025, in respect of $32,500 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, 2025, the closing price of Fiserv's common stock was $220.83 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. 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 2025, in respect of $32,500 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, 2025, the closing price of Fiserv's common stock was $220.83 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. 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 2025, in respect of $32,500 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, 2025, the closing price of Fiserv's common stock was $220.83 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. 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 2025, in respect of $32,500 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, 2025, the closing price of Fiserv's common stock was $220.83 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. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 23:38 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 159 | $205.42 | $32,661.78 |
DisclosureSEC source: 0000798354-25-000010 · wk-form4_1735861091.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 591 Underlying: Common Stock · 159 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, 2024, in respect of $32,500 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 31, 2024, the closing price of Fiserv's common stock was $205.42 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. 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, 2024, in respect of $32,500 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 31, 2024, the closing price of Fiserv's common stock was $205.42 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. 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, 2024, in respect of $32,500 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 31, 2024, the closing price of Fiserv's common stock was $205.42 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. 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, 2024, in respect of $32,500 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 31, 2024, the closing price of Fiserv's common stock was $205.42 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. Read SEC document |
| October 23, 2024 Filed Oct 25, 2024 20:37 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-017954 · form4.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,451 F1 · shares: Award of Restricted Stock Units on October 23, 2024 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 5 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. Read SEC document |
| October 23, 2024 Filed Apr 25, 2025 20:04 UTC Amendment | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-007996 · form4a.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,451 F1 · shares: Award of Restricted Stock Units on October 23, 2024 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 5 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation 2023 Omnibus Stock Incentive Plan. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:07 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 181 | $179.65 | $32,516.65 |
DisclosureSEC source: 0000798354-24-000181 · wk-form4_1727899662.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432 Underlying: Common Stock · 181 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, 2024, in respect of $32,500 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, 2024, the closing price of Fiserv's common stock was $179.65 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. 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, 2024, in respect of $32,500 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, 2024, the closing price of Fiserv's common stock was $179.65 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. 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, 2024, in respect of $32,500 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, 2024, the closing price of Fiserv's common stock was $179.65 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. 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, 2024, in respect of $32,500 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, 2024, the closing price of Fiserv's common stock was $179.65 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. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:08 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 219 | $149.04 | $32,639.76 |
DisclosureSEC source: 0000798354-24-000144 · wk-form4_1719950886.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 219 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 June 30, 2024, in respect of $32,500 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 June 28, 2024, the closing price of Fiserv's common stock was $149.04 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. 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 June 30, 2024, in respect of $32,500 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 June 28, 2024, the closing price of Fiserv's common stock was $149.04 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. 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 June 30, 2024, in respect of $32,500 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 June 28, 2024, the closing price of Fiserv's common stock was $149.04 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. 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 June 30, 2024, in respect of $32,500 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 June 28, 2024, the closing price of Fiserv's common stock was $149.04 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:28 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 1,484 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000122 · wk-form4_1715977696.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,874 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 |
| March 31, 2024 Filed Apr 2, 2024 20:28 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 32 | $159.82 | $5,114.24 |
DisclosureSEC source: 0000798354-24-000092 · wk-form4_1712089693.xml · derivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32 Underlying: Common Stock · 32 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, 2024, in respect of $5,000 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 28, 2024, the closing price of Fiserv's common stock was $159.82 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. 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, 2024, in respect of $5,000 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 28, 2024, the closing price of Fiserv's common stock was $159.82 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. 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, 2024, in respect of $5,000 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 28, 2024, the closing price of Fiserv's common stock was $159.82 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. 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, 2024, in respect of $5,000 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 28, 2024, the closing price of Fiserv's common stock was $159.82 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. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:14 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000034 · wk-form4_1708463651.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390 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 25, 2023 Filed Oct 27, 2023 20:09 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-019764 · form4.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,147 F1 · shares: Award of Restricted Stock Units on October 25, 2023 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 10 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| April 10, 2023 Filed Apr 11, 2023 21:18 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 30.877 | $198.37 | $6,125.07 |
DisclosureSEC source: 0000100885-23-000080 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 592,763.2 F1 · kind: Purchase pursuant to the 2021 Employee Stock Purchase Plan. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 23:02 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 37.934 | $196.06 | $7,437.34 |
DisclosureSEC source: 0000100885-23-000048 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,732.323 F1 · kind: Purchase pursuant to the 2021 Employee Stock Purchase Plan. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 17:43 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 36.1922 | $205.50 | $7,437.50 |
DisclosureSEC source: 0000100885-23-000032 · edgardoc.xml · nonDerivative · entry 4 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,694.389 F2 · kind: Purchase pursuant to the 2021 Employee Stock Purchase Plan. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 17:43 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 99,366 | $0.00 Strike: $202.81 | $0.00 |
DisclosureSEC source: 0000100885-23-000032 · edgardoc.xml · derivative · entry 9 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,366 Underlying: Common Stock · 99,366 shares Expires 2033-02-09 F4 · security: This option becomes exercisable in three equal installments starting one year from the grant date. F4 · derivative.exercise_date: This option becomes exercisable in three equal installments starting one year from the grant date. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 17:43 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 71,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-23-000032 · edgardoc.xml · nonDerivative · entry 3 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,658.1968 F1 · security: Performance retention unit award with a distribution ratio of 1:1. This award is payable only in shares of common stock with a three year vesting period from the grant date. The amount of shares in column 4 is the maximum number of shares that the reporting person is eligible to receive. The actual number of shares paid out at vesting, if any, depends on applicable performance criteria being met. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 17:43 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 10,237 | $202.81 | $2,076,165.97 |
DisclosureSEC source: 0000100885-23-000032 · edgardoc.xml · nonDerivative · entry 2 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,654.1968 Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 17:43 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Disposition to issuerCommon Stock | 43,330 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-23-000032 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531,891.1968 Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 00:26 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-22-000259 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,221.1968 F1 · kind: The reporting person made a gift of shares to a donor-advised charitable fund. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 20:03 UTC | Parker-Hannifin Corp PH · Entity 2887 | GrantRestricted Stock Units | 653 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-021205 · form4.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,684 F1 · shares: Award of Restricted Stock Units on October 26, 2022 will vest on the later of (a) one year from the grant date; or (b) on the date of our next Annual Shareholders Meeting. F2 · balance_after: Includes 9 shares acquired as a dividend reinvestment feature under the Parker-Hannifin Corporation Amended and Restated 2016 Omnibus Stock Incentive Plan. Read SEC document |
| April 10, 2022 Filed Apr 12, 2022 20:47 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 27.4816 | $241.98 | $6,650.00 |
DisclosureSEC source: 0000100885-22-000128 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580,221.1968 F1 · kind: Purchase pursuant to the 2021 Employee Stock Purchase Plan. Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 15:40 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $161.57 | $0.00 |
DisclosureSEC source: 0000100885-22-000096 · edgardoc.xml · derivative · entry 8 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,415 Underlying: Common Stock · 60,000 shares Expires 2029-02-07 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 · security: This option became exercisable in three equal installments starting one year from the grant date. F2 · kind: This option became exercisable in three equal installments starting one year from the grant date. Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 15:40 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 10,896 | $275.34 | $3,000,104.64 |
DisclosureSEC source: 0000100885-22-000096 · edgardoc.xml · nonDerivative · entry 3 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580,193.7152 Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 15:40 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 35,209 | $275.34 | $9,694,446.06 |
DisclosureSEC source: 0000100885-22-000096 · edgardoc.xml · nonDerivative · entry 2 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,089.7152 Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 15:40 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionCommon Stock | 60,000 | $161.57 | $9,694,200.00 |
DisclosureSEC source: 0000100885-22-000096 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,298.7152 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 10, 2022 Filed Mar 11, 2022 21:49 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 27.6333 | $259.65 | $7,174.99 |
DisclosureSEC source: 0000100885-22-000091 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,298.7152 F1 · kind: Purchase pursuant to the 2021 Employee Stock Purchase Plan. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 22:02 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 29.634 | $242.12 | $7,174.98 |
DisclosureSEC source: 0000100885-22-000074 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,271.0819 F1 · kind: Purchase pursuant to the 2021 Employee Stock Purchase Plan. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 22:10 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 3,433 | $242.95 | $834,047.35 |
DisclosureSEC source: 0000100885-22-000059 · edgardoc.xml · nonDerivative · entry 3 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 566,241.4479 Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 22:10 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 7,957 | $241.15 | $1,918,830.55 |
DisclosureSEC source: 0000100885-22-000059 · edgardoc.xml · nonDerivative · entry 2 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,674.4479 Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 22:10 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Disposition to issuerCommon Stock | 54,312 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-22-000059 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,631.4479 Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 20:12 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 92,457 | $0.00 Strike: $244.35 | $0.00 |
DisclosureSEC source: 0000100885-22-000042 · edgardoc.xml · derivative · entry 10 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,457 Underlying: Common Stock · 92,457 shares Expires 2032-02-03 F4 · security: This option becomes exercisable in three equal installments starting one year from the grant date. F4 · derivative.exercise_date: This option becomes exercisable in three equal installments starting one year from the grant date. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 20:12 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $124.86 | $0.00 |
DisclosureSEC source: 0000100885-22-000042 · edgardoc.xml · derivative · entry 9 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2028-02-08 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 · security: This option became exercisable in three equal installments starting one year from the grant date. F3 · derivative.exercise_date: This option became exercisable in three equal installments starting one year from the grant date. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 20:12 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 22,109 | $251.26 | $5,555,107.34 |
DisclosureSEC source: 0000100885-22-000042 · edgardoc.xml · nonDerivative · entry 4 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631,943.4479 Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 20:12 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 49,694 | $251.26 | $12,486,114.44 |
DisclosureSEC source: 0000100885-22-000042 · edgardoc.xml · nonDerivative · entry 3 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,052.4479 Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 20:12 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionCommon Stock | 100,000 | $124.86 | $12,486,000.00 |
DisclosureSEC source: 0000100885-22-000042 · edgardoc.xml · nonDerivative · entry 2 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,746.4479 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 03, 2022 Filed Feb 4, 2022 20:12 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 58,932 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-22-000042 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,746.4479 F1 · security: Performance retention unit award with a distribution ratio of 1:1. This award is payable only in shares of common stock with a three year vesting period from the grant date. The amount of shares in column 4 is the maximum number of shares that the reporting person is eligible to receive. The actual number of shares paid out at vesting, if any, depends on applicable performance criteria being met. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 18:15 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-21-000393 · edgardoc.xml · nonDerivative · entry 1 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,814.4479 F1 · kind: The reporting person made a gift of shares to a donor-advised charitable fund. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 16:20 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 79,739 | $0.00 Strike: $124.86 | $0.00 |
DisclosureSEC source: 0000100885-21-000379 · edgardoc.xml · derivative · entry 8 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 79,739 shares Expires 2028-02-08 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 · security: This option became exercisable in three equal installments starting one year from the grant date. F2 · derivative.exercise_date: This option became exercisable in three equal installments starting one year from the grant date. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 16:20 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Exercise / conversionCommon Stock | 79,739 | $124.86 | $9,956,211.54 |
DisclosureSEC source: 0000100885-21-000379 · edgardoc.xml · nonDerivative · entry 3 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,814.4479 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 |
| November 17, 2021 Filed Nov 19, 2021 16:20 UTC | UNION PACIFIC CORP UNP · Entity 2854 | Tax withholdingCommon Stock | 16,924 | $241.48 | $4,086,807.52 |
DisclosureSEC source: 0000100885-21-000379 · edgardoc.xml · nonDerivative · entry 2 FRITZ LANCE M · CIK 0001499784 · CHAIRMAN PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,075.4479 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.