Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBAL PAYMENTS INCGPN · Entity 3197 | Director | May 01, 2026 | May 04, 2026 |
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | August 27, 2026 | August 28, 2026 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 07, 2026 | May 11, 2026 |
| TEXAS CAPITAL BANCSHARES INC/TXTCBI · Entity 4035 | Director | June 29, 2020 | July 01, 2020 |
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.
GLOBAL PAYMENTS INC
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,830 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 3,179 · Balance 5,830 F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents fully-vested shares of common stock, which were granted to the reporting person as compensation for service as a non-employee director.
ROCKWELL AUTOMATION, INC
Report date August 27, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,385 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Sale · Disposed 1,100 · Balance 6,385 F1: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $431.30 to $431.4573. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $431.30 to $431.4573. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price.
SOUTHWEST AIRLINES CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,769 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 4,108 · Balance 20,769 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,279 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,279 |
TEXAS CAPITAL BANCSHARES INC/TX
Report date June 29, 2020 · Filed July 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,524 |
Reported balance
After 2020-06-29 transaction · row 1
1 source rowRow 1 · 2020-06-29 · Grant · Acquired 2,242 · Balance 7,524 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TOTAL SYSTEM SERVICES INC
Report date September 17, 2019 · Filed September 18, 2019
Section 16 reporting ended · disclosed 2019-09-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-09-17 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-09-17 · Grant · Acquired 58,215 · Balance 80,699 F1: These shares are subject to Total System Services, Inc. (the "Company") performance share awards and have been deemed to be acquired by the reporting person on September 17, 2019 (the "Effective Date"), the effective date of the acquisition of the Company by Global Payments Inc. ("Global Payments") pursuant to an Agreement and Plan of Merger, dated as of May 27, 2019 (the "Merger Agreement"), as a result of the number of shares of Company common stock subject to such performance share awards becoming fixed in accordance with the terms of the Merger Agreement. No consideration was given or received in connection with this deemed acquisition. Row 2 · 2019-09-17 · Disposition to issuer · Disposed 58,215 · Balance 22,484 F2: These shares were subject to Company performance share awards which were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments restricted stock units with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new restricted stock unit award will be equal to the number of shares of Company common stock subject to the performance share award on the Effective Date, as reported in the first line of this report, multiplied by .8101, rounded to the nearest whole share, and further provided, that each such new award shall be scheduled to cliff vest, subject to the holder's continued service with Global Payments or its subsidiaries, on the last day of the originally scheduled Company performance period. Row 3 · 2019-09-17 · Disposition to issuer · Disposed 3,768 · Balance 18,716 F3: These shares were subject to Company restricted stock unit awards which were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments restricted stock units with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new restricted stock unit award will be equal to the original number of shares of Company common stock subject to the restricted stock unit award multiplied by .8101, rounded to the nearest whole share. Row 4 · 2019-09-17 · Disposition to issuer · Disposed 18,716 · Balance 0 F4: These shares were disposed of pursuant to the Merger Agreement in exchange for shares of Global Payments common stock, at a rate of .8101 shares of Global Payments common stock for each share of the Company. The closing price of Global Payments common stock on the New York Stock Exchange on the Effective Date was $163.74 per share. |
| Employee stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $54.47 · Expires 2027-02-16 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-09-17 · Disposition to issuer · Disposed 10,242 · Balance 0 F5: These options, which all provided for vesting in three annual installments beginning one year from the date of grant were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $87.08 · Expires 2028-02-15 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-09-17 · Disposition to issuer · Disposed 18,469 · Balance 0 F5: These options, which all provided for vesting in three annual installments beginning one year from the date of grant were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.93 · Expires 2029-02-12 | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-09-17 · Disposition to issuer · Disposed 16,347 · Balance 0 F5: These options, which all provided for vesting in three annual installments beginning one year from the date of grant were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are subject to Total System Services, Inc. (the "Company") performance share awards and have been deemed to be acquired by the reporting person on September 17, 2019 (the "Effective Date"), the effective date of the acquisition of the Company by Global Payments Inc. ("Global Payments") pursuant to an Agreement and Plan of Merger, dated as of May 27, 2019 (the "Merger Agreement"), as a result of the number of shares of Company common stock subject to such performance share awards becoming fixed in accordance with the terms of the Merger Agreement. No consideration was given or received in connection with this deemed acquisition.
F2: These shares were subject to Company performance share awards which were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments restricted stock units with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new restricted stock unit award will be equal to the number of shares of Company common stock subject to the performance share award on the Effective Date, as reported in the first line of this report, multiplied by .8101, rounded to the nearest whole share, and further provided, that each such new award shall be scheduled to cliff vest, subject to the holder's continued service with Global Payments or its subsidiaries, on the last day of the originally scheduled Company performance period.
F3: These shares were subject to Company restricted stock unit awards which were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments restricted stock units with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new restricted stock unit award will be equal to the original number of shares of Company common stock subject to the restricted stock unit award multiplied by .8101, rounded to the nearest whole share.
F4: These shares were disposed of pursuant to the Merger Agreement in exchange for shares of Global Payments common stock, at a rate of .8101 shares of Global Payments common stock for each share of the Company. The closing price of Global Payments common stock on the New York Stock Exchange on the Effective Date was $163.74 per share.
F5: These options, which all provided for vesting in three annual installments beginning one year from the date of grant were assumed by Global Payments pursuant to the Merger Agreement, on the Effective date, and replaced with Global Payments options with the same vesting and other terms, provided that the number of shares of Global Payments common stock subject to each new option will be equal to the original number of shares of Company common stock subject to the option multiplied by .8101, rounded down to the nearest whole share, and the exercise price per share of each new option will be equal to the original exercise price divided by .8101, rounded up to the nearest cent.
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 |
|---|---|---|---|---|---|---|
| August 06, 2018 Filed Aug 7, 2018 16:19 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 5,091 | $93.40 | $475,473.95 |
DisclosureSEC source: 0000721683-18-000098 · edgar.xml · nonDerivative · entry 2 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,652 Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:19 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionCommon Stock | 5,091 | $44.48 | $226,447.68 |
DisclosureSEC source: 0000721683-18-000098 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,743 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 |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,210 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · derivative · entry 8 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,059 Underlying: Common Stock · 6,210 shares Expires 2026-02-25 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 |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,122 | $0.00 Strike: $46.31 | $0.00 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · derivative · entry 7 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,122 shares Expires 2025-02-26 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. F4 · derivative.exercise_date: These employee stock options were part of an award that vested in three equal annual installments on February 27, 2016, February 27, 2017 and February 27, 2018. Read SEC document |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 6,210 | $85.36 | $530,060.76 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · nonDerivative · entry 6 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,652 F3 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.35 to $85.36, inclusive. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.35 to $85.36, inclusive. Read SEC document |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionCommon Stock | 6,210 | $44.48 | $276,220.80 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · nonDerivative · entry 5 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,862 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 |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 4,561 | $85.35 | $389,267.67 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · nonDerivative · entry 4 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,652 F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.34 to $85.36, inclusive. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.34 to $85.36, inclusive. Read SEC document |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionCommo Stock | 4,561 | $46.31 | $211,219.91 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · nonDerivative · entry 3 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,213 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 |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 4,561 | $85.36 | $389,340.64 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · nonDerivative · entry 2 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,652 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.36 to $85.38, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 ranges set forth in footnotes 1, 2 and 3 to this Form 4. F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.36 to $85.38, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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 ranges set forth in footnotes 1, 2 and 3 to this Form 4. Read SEC document |
| May 04, 2018 Filed May 7, 2018 10:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionCommon Stock | 4,561 | $46.31 | $211,219.91 |
DisclosureSEC source: 0000721683-18-000089 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,213 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 |
| April 17, 2018 Filed Apr 18, 2018 21:37 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-18-000068 · wf-form4_152408743678798.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,175 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 08:40 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantEmployee Stock Options (right to buy) · Derivative | 27,565 | $0.00 Strike: $87.08 | $0.00 |
DisclosureSEC source: 0000721683-18-000049 · edgar.xml · derivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,565 Underlying: Common Stock · 27,565 shares Expires 2028-02-15 F1 · derivative.exercise_date: These options vest in three equal annual installments on February 16, 2019, February 16, 2020 and February 16, 2021. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 10:17 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 1,301 | $84.75 | $110,253.25 |
DisclosureSEC source: 0000721683-18-000043 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,652 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 01:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000513 · form.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,045 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 11:33 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 300 | $83.37 | $25,011.00 |
DisclosureSEC source: 0000721683-18-000036 · edgar.xml · nonDerivative · entry 2 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,953 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 11:33 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 1,974 | $83.35 | $164,538.23 |
DisclosureSEC source: 0000721683-18-000036 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,253 Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 13:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 9,596 | $88.42 | $848,468.72 |
DisclosureSEC source: 0000721683-18-000031 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,227 Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 14:15 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantCommon Stock | 21,093 | $0.00 | $0.00 |
DisclosureSEC source: 0000721683-18-000019 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,823 Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,967 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · derivative · entry 8 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,269 Underlying: Common Stock · 10,967 shares Expires 2026-02-25 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. F4 · derivative.exercise_date: The stock option grant provided for vesting of the options in three annual equal installments on February 26, 2017, February 26, 2018 and February 26, 2019. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,518 | $0.00 Strike: $46.31 | $0.00 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · derivative · entry 7 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,122 Underlying: Common Stock · 18,518 shares Expires 2025-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option grant provided for vesting of the options in three annual equal installments on February 27, 2016, February 27, 2017 and February 27, 2018. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 8,692 | $74.03 | $643,425.30 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · nonDerivative · entry 6 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,730 F1 · kind: This sale of shares was made in order to pay the exercise price and the withholding taxes in connection with the exercise of employee stock options. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.018 to $74.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionCommon Stock | 10,967 | $44.48 | $487,812.16 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · nonDerivative · entry 5 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,422 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 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 7,459 | $74.00 | $551,973.46 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · nonDerivative · entry 4 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,455 F1 · kind: This sale of shares was made in order to pay the exercise price and the withholding taxes in connection with the exercise of employee stock options. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionCommon Stock | 9,259 | $46.31 | $428,784.29 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · nonDerivative · entry 3 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,914 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 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 7,457 | $73.99 | $551,728.52 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · nonDerivative · entry 2 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,655 F1 · kind: This sale of shares was made in order to pay the exercise price and the withholding taxes in connection with the exercise of employee stock options. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 10:00 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Exercise / conversionCommon Stock | 9,259 | $46.31 | $428,784.29 |
DisclosureSEC source: 0000721683-17-000139 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,112 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 |
| October 02, 2017 Filed Oct 3, 2017 15:07 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 512 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002839 · form.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| September 19, 2017 Filed Sep 21, 2017 10:21 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Tax withholdingCommon Stock | 3,366 | $66.37 | $223,401.42 |
DisclosureSEC source: 0000721683-17-000120 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,853 F1 · shares: The company withheld these shares to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock previously awarded to the reporting person. No shares were sold by the reporting person or by the company. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 16:28 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002278 · form.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 F1 · kind: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 15:09 UTC | TEXAS CAPITAL BANCSHARES INC/TX TCBI · Entity 4035 | GrantCommon Stock | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001077428-17-000027 · wf-form4_149270095026908.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,564 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 07:31 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantEmployee Stock Option (right to buy) · Derivative | 31,034 | $0.00 Strike: $54.47 | $0.00 |
DisclosureSEC source: 0000721683-17-000050 · edgar.xml · derivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,034 Underlying: Common Stock · 31,034 shares Expires 2027-02-16 F1 · derivative.exercise_date: These options vest in three equal annual installments on February 17, 2018, February 17, 2019 and February 17, 2020. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 10:12 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Tax withholdingCommon Stock | 3,366 | $47.06 | $158,403.96 |
DisclosureSEC source: 0000721683-16-000291 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,219 F1 · shares: The company withheld these shares to satisfy the reporting person's tax withholding obligation in connection with the vesting of restricted stock previously awarded to the reporting person. No shares were sold by the reporting person or by the company. Read SEC document |
| September 22, 2015 Filed Sep 21, 2016 10:02 UTC Amendment | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | Tax withholdingCommon Stock | 2,451 | $46.31 | $113,505.81 |
DisclosureSEC source: 0000721683-16-000289 · edgar.xml · nonDerivative · entry 1 Watson Patricia A · CIK 0001570660 · Director · Senior EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,585 F1 · shares: The company withheld these shares to satisfy the reporting person's tax withholding obligation in connection with the 9/18/2015 award to the reporting person of vested shares of common stock. No shares were sold by the reporting person or by the company. This withholding of shares was inadvertently omitted from the reporting person's Form 4 filed September 22, 2015. 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.