Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Director | March 31, 2022 | April 04, 2022 |
| KKR & Co. Inc.KKR · Entity 338 | Director · Co-Chief Executive Officer | February 27, 2026 | March 03, 2026 |
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 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 | 1,867 |
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 291 · Balance 1,867 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 $29,500 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, 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 $29,500 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, 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.
KKR & Co. Inc.
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,406,748 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Purchase · Acquired 50,000 · Balance 14,406,748 F1: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $87.78 to $87.90, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2: Reflects certain transfers made between grantor retained annuity trusts and the reporting person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 3,147,000 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,147,000 F2: Reflects certain transfers made between grantor retained annuity trusts and the reporting person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 1,135,870 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,135,870 |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 129,301 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 129,301 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,497,723 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,497,723 F3: These securities are held by a limited partnership, whose general partner is a limited liability company over which the Reporting Person has investment discretion. |
| Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 2,782 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,782 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $87.78 to $87.90, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price.
F2: Reflects certain transfers made between grantor retained annuity trusts and the reporting person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended.
F3: These securities are held by a limited partnership, whose general partner is a limited liability company over which the Reporting Person has investment discretion.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMPHENOL CORP /DE/
Report date September 30, 2004 · Filed October 04, 2004
Section 16 reporting ended · disclosed 2004-10-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,467 |
Reported balance
After 2004-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2004-09-30 · Grant · Acquired 328.95 · Balance 5,467 F1: Phantom Stock Units convert to Class A common stock on a one-for-one basis. F2: Under the Amphenol Corporation Directors' Compensation Plan, the Reporting Person is entitled to receive shares of Class A common stock on a one-for-one basis upon the later of the first day of the year following the Reporting Person's retirement or separation from the board of directors or six months after such event. F3: Reflects the 2-for-1 stock split of the Class A Common Stock completed on March 29, 2004. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Stock Units convert to Class A common stock on a one-for-one basis.
F2: Under the Amphenol Corporation Directors' Compensation Plan, the Reporting Person is entitled to receive shares of Class A common stock on a one-for-one basis upon the later of the first day of the year following the Reporting Person's retirement or separation from the board of directors or six months after such event.
F3: Reflects the 2-for-1 stock split of the Class A Common Stock completed on March 29, 2004.
FIRST DATA CORP
Report date July 29, 2019 · Filed July 29, 2019
Section 16 reporting ended · disclosed 2019-07-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 1
1 source rowRow 1 · 2019-07-29 · Disposition to issuer · Disposed 75,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated January 16, 2019 among First Data Corporation (Issuer), Fiserv, Inc.(Fiserv), and 300 Holdings, Inc. (Merger Sub), upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2019-07-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-07-29 · Disposition to issuer · Disposed 25,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated January 16, 2019 among First Data Corporation (Issuer), Fiserv, Inc.(Fiserv), and 300 Holdings, Inc. (Merger Sub), upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock. F2: Held by a trust for the benefit of Mr. Nuttall's family. Mr. Nuttall disclaims beneficial ownership over these shares. |
| Units in Director Deferred Compensation PlanSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-07-29 · Disposition to issuer · Disposed 34,799.67 · Balance 0 F3: Each unit represents the economic equivalent of one share of Class A common stock of the Issuer. The units became payable in cash upon the reporting person's termination of service as a director of the Issuer. F4: Pursuant to the terms of the Issuer's 2008 Non-Employee Director Deferred Compensation Plan, each unit will be paid out in cash equal to the closing price of one share of the Issuer's Class A common stock on the day before the effective time of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated January 16, 2019 among First Data Corporation (Issuer), Fiserv, Inc.(Fiserv), and 300 Holdings, Inc. (Merger Sub), upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock.
F2: Held by a trust for the benefit of Mr. Nuttall's family. Mr. Nuttall disclaims beneficial ownership over these shares.
F3: Each unit represents the economic equivalent of one share of Class A common stock of the Issuer. The units became payable in cash upon the reporting person's termination of service as a director of the Issuer.
F4: Pursuant to the terms of the Issuer's 2008 Non-Employee Director Deferred Compensation Plan, each unit will be paid out in cash equal to the closing price of one share of the Issuer's Class A common stock on the day before the effective time of the Merger.
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 |
|---|---|---|---|---|---|---|
| March 31, 2001 Filed Oct 3, 2003 00:02 UTC | AMPHENOL CORP /DE/ APH · Entity 2846 | GrantPhantom Stock Units · Derivative | 238.09 | $31.50 | $7,499.84 |
DisclosureSEC source: 0001104659-03-022138 · a4.xml · derivative · entry 1 NUTTALL SCOTT C · CIK 0001207606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238.09 Underlying: Class A Common Stock · 238.09 shares Expires not disclosed F1 · derivative.exercise_price: Phantom Stock Units convert to Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: Under the Amphenol Corporation Directors' Compensation Plan, the Reporting Person is entitled to receive shares of Class A common stock on a one-for-one basis upon the later of the first day of the year following the Reporting Person's retirement or seperation from the board of directors or six months after such event. F2 · derivative.expiration_date: Under the Amphenol Corporation Directors' Compensation Plan, the Reporting Person is entitled to receive shares of Class A common stock on a one-for-one basis upon the later of the first day of the year following the Reporting Person's retirement or seperation from the board of directors or six months after such event. 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.