Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CDK Global, Inc.CDK · Entity 125554 | VP, Corporate Controller & CAO | December 14, 2020 | December 16, 2020 |
| TransUnionTRU · Entity 2287 | SVP, Chief Accounting Officer | August 28, 2026 | September 01, 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.
CDK Global, Inc.
Report date December 14, 2020 · Filed December 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,422 |
Ending reported balance
After 2020-12-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-12-14 · Tax withholding · Disposed 213 · Balance 7,688 Row 2 · 2020-12-15 · Sale · Disposed 266 · Balance 7,422 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 8, 2020.
TransUnion
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,327 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-28 · Tax withholding · Disposed 446 · Balance 5,397 F1: Reflects shares of Common Stock withheld by the Company in payment of tax liability incident to the vesting of restricted stock units granted on February 28, 2023, February 28, 2024 and February 28, 2025. Row 2 · 2026-08-31 · Sale · Disposed 1,070 · Balance 4,327 F2: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Common Stock withheld by the Company in payment of tax liability incident to the vesting of restricted stock units granted on February 28, 2023, February 28, 2024 and February 28, 2025.
F2: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.
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 |
|---|---|---|---|---|---|---|
| December 14, 2018 Filed Dec 18, 2018 19:32 UTC | CDK Global, Inc. CDK · Entity 125554 | Tax withholdingCommon Stock | 212 | $47.70 | $10,112.40 |
DisclosureSEC source: 0000950142-18-002420 · es1801320_4-williams.xml · nonDerivative · entry 1 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,199 Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 19:31 UTC | CDK Global, Inc. CDK · Entity 125554 | Tax withholdingCommon Stock | 832 | $60.86 | $50,635.52 |
DisclosureSEC source: 0000950142-18-001867 · es1801049_4-williams.xml · nonDerivative · entry 2 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,411 Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 19:31 UTC | CDK Global, Inc. CDK · Entity 125554 | GrantCommon Stock | 1,231 | $60.89 | $74,955.59 |
DisclosureSEC source: 0000950142-18-001867 · es1801049_4-williams.xml · nonDerivative · entry 1 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,243 F1 · security: The reported transaction reflects the grant of Restricted Stock Units under the Issuer's 2014 Omnibus Award Plan and represents a like number of shares of the Issuer's common stock. These Restricted Stock Units vest in three equal installments on September 6, 2019, 2020 and 2021. Upon vesting these Restricted Stock Units will settle in shares of the Issuer's common stock. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 18:16 UTC | CDK Global, Inc. CDK · Entity 125554 | SaleCommon Stock | 4,114 | $61.65 | $253,607.53 |
DisclosureSEC source: 0000950142-18-001814 · es1801021_4-williams.xml · nonDerivative · entry 1 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $61.64 to $61.66, inclusive. The reporting person undertakes to provide to CDK Global, Inc., a security holder thereof, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1). Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 18:19 UTC | CDK Global, Inc. CDK · Entity 125554 | Tax withholdingCommon Stock | 3,274 | $61.16 | $200,237.84 |
DisclosureSEC source: 0000950142-18-001812 · es1801020_4-williams.xml · nonDerivative · entry 1 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,126 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 19:03 UTC | CDK Global, Inc. CDK · Entity 125554 | GrantCommon Stock | 7,388 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-001731 · es1800974_4-williams.xml · nonDerivative · entry 1 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,400 Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 18:16 UTC | CDK Global, Inc. CDK · Entity 125554 | GrantCommon Stock | 1,436 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-17-002229 · es1701240_4-williams.xml · nonDerivative · entry 1 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 F1 · kind: The reported transaction reflects the grant of Restricted Stock under the Issuer's 2014 Omnibus Award Plan. The Restricted Stock vests in three equal installments on December 14, 2018, 2019 and 2020. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 18:31 UTC | CDK Global, Inc. CDK · Entity 125554 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,277 | $0.00 Strike: $30.13 | $0.00 |
DisclosureSEC source: 0000950142-17-001960 · es1701111_4-williams.xml · derivative · entry 3 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,278 Underlying: Common Stock · 1,277 shares Expires 2024-09-30 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: Grant has a graded vesting schedule. Date Exercisable will vary for each vesting tranche. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 18:31 UTC | CDK Global, Inc. CDK · Entity 125554 | SaleCommon Stock | 1,984 | $62.58 | $124,156.74 |
DisclosureSEC source: 0000950142-17-001960 · es1701111_4-williams.xml · nonDerivative · entry 2 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,576 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple open market transactions at prices ranging from $62.453 to $62.670, inclusive. The report person undertakes to provide to CDK Global, Inc., a security holder thereof, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1). Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 18:31 UTC | CDK Global, Inc. CDK · Entity 125554 | Exercise / conversionCommon Stock | 1,277 | $30.13 | $38,476.01 |
DisclosureSEC source: 0000950142-17-001960 · es1701111_4-williams.xml · nonDerivative · entry 1 Williams Jennifer A. · CIK 0001719912 · VP, Corporate Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,560 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.