Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director · President & CEO | February 19, 2026 | February 20, 2026 |
| FIRST DATA CORPFDC · Entity 15928 | See remarks | November 06, 2018 | November 08, 2018 |
| RADIAN GROUP INCRDN · Entity 3941 | Director | August 12, 2026 | August 13, 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.
DELUXE CORP
Report date February 19, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 458,524 |
Ending reported balance
After 2026-02-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-19 · Exercise / conversion · Acquired 51,325 · Balance 483,776 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Row 2 · 2026-02-19 · Tax withholding · Disposed 25,252 · Balance 458,524 F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-02-19 | Direct | 102,650 |
Reported balance
After 2026-02-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-19 · Exercise / conversion · Disposed 51,325 · Balance 102,650 F3: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units.
F3: Restricted stock units granted under the Company's Stock Incentive Plan that vest in equal one-third increments on the first three anniversaries of date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment.
FIRST DATA CORP
Report date November 06, 2018 · Filed November 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 368,571 |
Reported balance
After 2018-11-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-11-06 · Conversion · Acquired 35,000 · Balance 368,571 F1: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock. |
| Class A Common StockSEC Table I · non-derivative | Direct | 333,571 |
Reported balance
After 2018-11-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-11-06 · Sale · Disposed 35,000 · Balance 333,571 F2: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.59 to $18.76, inclusive. Upon request of the SEC staff, First Data Corporation (FDC), or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. |
| Class A Common StockSEC Table I · non-derivative | Direct | 356,790 |
Reported balance
After 2018-11-07 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-11-07 · Conversion · Acquired 23,219 · Balance 356,790 F1: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock. |
| Class A Common StockSEC Table I · non-derivative | Direct | 373,571 |
Reported balance
After 2018-11-07 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-11-07 · Exercise / conversion · Acquired 16,781 · Balance 373,571 |
| Class A Common StockSEC Table I · non-derivative | Direct | 333,571 |
Reported balance
After 2018-11-07 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2018-11-07 · Sale · Disposed 40,000 · Balance 333,571 F3: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.98 to $19.63, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. |
| Class A Common StockSEC Table I · non-derivative | Direct | 362,504 |
Reported balance
After 2018-11-08 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2018-11-08 · Exercise / conversion · Acquired 28,933 · Balance 362,504 |
| Class A Common StockSEC Table I · non-derivative | Direct | 372,086 |
Reported balance
After 2018-11-08 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2018-11-08 · Exercise / conversion · Acquired 9,582 · Balance 372,086 |
| Class A Common StockSEC Table I · non-derivative | Direct | 333,571 |
Reported balance
After 2018-11-08 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2018-11-08 · Sale · Disposed 38,515 · Balance 333,571 F4: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $19.105 to $19.52, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.65 · Expires 2024-02-10 | Direct | 0 |
Reported balance
After 2018-11-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-11-06 · Exercise / conversion · Disposed 21,750 · Balance 0 F5: These stock options are fully vested and exercisable. F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.23 · Expires 2025-01-14 | Direct | 23,219 |
Reported balance
After 2018-11-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-11-06 · Exercise / conversion · Disposed 13,250 · Balance 23,219 F5: These stock options are fully vested and exercisable. F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.23 · Expires 2025-01-14 | Direct | 0 |
Reported balance
After 2018-11-07 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2018-11-07 · Exercise / conversion · Disposed 23,219 · Balance 0 F5: These stock options are fully vested and exercisable. F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-10-14 | Direct | 88,674 |
Reported balance
After 2018-11-07 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2018-11-07 · Exercise / conversion · Disposed 16,781 · Balance 88,674 F5: These stock options are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-10-14 | Direct | 79,092 |
Reported balance
After 2018-11-08 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2018-11-08 · Exercise / conversion · Disposed 9,582 · Balance 79,092 F5: These stock options are fully vested and exercisable. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 190,555 |
Reported balance
After 2018-11-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2018-11-06 · Exercise / conversion · Acquired 21,750 · Balance 190,555 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 203,805 |
Reported balance
After 2018-11-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2018-11-06 · Exercise / conversion · Acquired 13,250 · Balance 203,805 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 168,805 |
Reported balance
After 2018-11-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2018-11-06 · Conversion · Disposed 35,000 · Balance 168,805 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 192,024 |
Reported balance
After 2018-11-07 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2018-11-07 · Exercise / conversion · Acquired 23,219 · Balance 192,024 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 168,805 |
Reported balance
After 2018-11-07 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2018-11-07 · Conversion · Disposed 23,219 · Balance 168,805 F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.52 · Expires 2026-02-24 | Direct | 14,467 |
Reported balance
After 2018-11-08 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2018-11-08 · Exercise / conversion · Disposed 28,933 · Balance 14,467 F5: These stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock.
F2: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.59 to $18.76, inclusive. Upon request of the SEC staff, First Data Corporation (FDC), or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price.
F3: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.98 to $19.63, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price.
F4: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $19.105 to $19.52, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price.
F5: These stock options are fully vested and exercisable.
F6: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events.
RADIAN GROUP INC
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units - Time-based AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,427 |
Reported balance
After 2026-08-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-12 · Grant · Acquired 3,427 · Balance 3,427 F1: Each RSU represents a contingent right to receive one share of common stock. F2: Award represents a prorated annual equity award to a non-employee director. F4: Not Applicable. F3: Time-based RSUs vest on May 25, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one share of common stock.
F2: Award represents a prorated annual equity award to a non-employee director.
F3: Time-based RSUs vest on May 25, 2027.
F4: Not Applicable.
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 |
|---|---|---|---|---|---|---|
| February 19, 2021 Filed Feb 22, 2021 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,794 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000059 · wf-form4_161402925879316.xml · nonDerivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,449 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. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,265 | $39.44 | $89,331.60 |
DisclosureSEC source: 0000027996-21-000059 · wf-form4_161402925879316.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,655 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 21:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000059 · wf-form4_161402925879316.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,920 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. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:21 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,108 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-21-000016 · wf-form4_161221446519813.xml · derivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,108 Underlying: Common Stock · 5,108 shares Expires 2023-01-28 F1 · derivative.exercise_date: Restricted Stock Units awarded under the Company's Long-Term Incentive Plan resulting from an advance election by the holder to receive a portion of the holder's 2020 annual incentive compensation in restricted stock units in lieu of cash. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Read SEC document |
| November 26, 2020 Filed Nov 30, 2020 18:13 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 32,707 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000120 · wf-form4_160675999540398.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,706 Underlying: Common Stock · 32,707 shares Expires 2021-11-26 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. F1 · derivative.exercise_price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. F3 · derivative.exercise_date: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan and vest pursuant to the following schedule: 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant. Subject to certain exceptions, vesting is contingent upon the holder remaining in the employ of the Company through such dates. Read SEC document |
| November 26, 2020 Filed Nov 30, 2020 18:13 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 16,092 | $28.29 | $455,242.68 |
DisclosureSEC source: 0000027996-20-000120 · wf-form4_160675999540398.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,318 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| November 26, 2020 Filed Nov 30, 2020 18:13 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 32,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000120 · wf-form4_160675999540398.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,410 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. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:09 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 4,475 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000042 · wf-form4_158584375706398.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,951 Underlying: Common Stock · 4,475 shares Expires 2022-04-01 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. F1 · derivative.exercise_date: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:09 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 2,202 | $25.21 | $55,512.42 |
DisclosureSEC source: 0000027996-20-000042 · wf-form4_158584375706398.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,703 F2 · kind: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 16:09 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 4,475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-20-000042 · wf-form4_158584375706398.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,905 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. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:26 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 200,382 | $0.00 Strike: $39.11 | $0.00 |
DisclosureSEC source: 0001104659-20-023780 · a4.xml · derivative · entry 2 McCarthy Barry C · CIK 0001654739 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,382 Underlying: Common Stock · 200,382 shares Expires 2030-02-19 F2 · derivative.exercise_date: Options will vest in four equal installments on the four succeeding anniversary dates of the date of grant, provided the holder remains an employee of the Company. Date entered reflects date on which first installment vests. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:26 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 32,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023780 · a4.xml · derivative · entry 1 McCarthy Barry C · CIK 0001654739 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,984 Underlying: Common Stock · 32,984 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 13,807 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 19,177 units will vest in four equal amounts on each of the first four anniversaries of the date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. F1 · derivative.exercise_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 13,807 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 19,177 units will vest in four equal amounts on each of the first four anniversaries of the date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. F1 · derivative.expiration_date: Restricted stock units granted under the Company's Long-Term Incentive Plan, subject to the following schedule: 13,807 units will vest in three equal amounts on each of the first three anniversaries of the date of grant, and 19,177 units will vest in four equal amounts on each of the first four anniversaries of the date of grant. Upon vesting, each unit is converted into a share of common stock. Subject to certain exceptions, vesting is contingent upon continued employment. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 21:29 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 15,936 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-20-000006 · edgar.xml · derivative · entry 4 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,936 Underlying: Common Stock · 15,936 shares Expires 2022-01-21 F3 · derivative.exercise_price: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. F3 · derivative.exercise_date: Restricted Stock Units were awarded on 1/21/2020 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the second anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Award results from an advance election by executive to receive a portion of their 2019 annual incentive compensation in restricted stock units in lieu of cash. Read SEC document |
| November 26, 2019 Filed Nov 26, 2019 22:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Units · Derivative | 16,353 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000114 · edgar.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,413 Underlying: Common Stock · 16,353 shares Expires 2021-11-26 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_price: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan. The units will vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant and be converted into common stock if, subject to certain exceptions, the holder remains in the employ of the Company through such dates. F3 · derivative.exercise_date: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan. The units will vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant and be converted into common stock if, subject to certain exceptions, the holder remains in the employ of the Company through such dates. Read SEC document |
| November 26, 2019 Filed Nov 26, 2019 22:28 UTC | DELUXE CORP DLX · Entity 1310 | Tax withholdingCommon Stock | 4,923 | $52.47 | $258,309.81 |
DisclosureSEC source: 0000027996-19-000114 · edgar.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,430 F2 · shares: Transaction reflects withholding of shares to satisfy tax liabilities associated with vesting of restricted stock units. Read SEC document |
| November 26, 2019 Filed Nov 26, 2019 22:28 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 16,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000027996-19-000114 · edgar.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,353 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. F1 · price: Vesting and conversion into shares on a one-for-one basis of restricted stock units awarded on 11/26/18 under the Company's Long Term Incentive Plan. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:28 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 128,205 | $0.00 Strike: $44.69 | $0.00 |
DisclosureSEC source: 0000027996-19-000047 · edgar.xml · derivative · entry 4 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,205 Underlying: Common Stock · 128,205 shares Expires 2029-04-01 F4 · derivative.exercise_date: Options vest in three equal installments on the three succeeding anniversary dates of the date of grant, provided the holder remains an employee of the Company. Date entered reflects date on which first installment vests(ed). Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:28 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 13,426 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-19-000047 · edgar.xml · derivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,426 Underlying: Common Stock · 13,426 shares Expires 2022-04-01 F2 · derivative.exercise_price: Restricted Stock Units were granted on 4/1/19 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the third anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. F2 · derivative.exercise_date: Restricted Stock Units were granted on 4/1/19 under the Company's Long Term Incentive Plan. The units will vest and be converted into common stock on the third anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such date. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | GrantCommon Stock Option · Derivative | 235,018 | $0.00 Strike: $48.92 | $0.00 |
DisclosureSEC source: 0000027996-18-000109 · edgar.xml · derivative · entry 2 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,018 Underlying: Common Stock · 235,018 shares Expires 2025-11-26 F2 · derivative.exercise_date: Options vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant if, subject to certain exceptions, the holder remains in the employ of the Company through such dates. Date entered reflects date on which first installment vests(ed). Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 21:12 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Units · Derivative | 81,766 | $48.92 Strike: $0.00 | $3,999,992.72 |
DisclosureSEC source: 0000027996-18-000109 · edgar.xml · derivative · entry 1 McCarthy Barry C · CIK 0001654739 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,766 Underlying: Common Stock · 81,766 shares Expires 2021-11-26 F1 · derivative.exercise_price: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan. The units will vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant and be converted into common stock if, subject to certain exceptions, the holder remains in the employ of the Company through such dates. F1 · derivative.exercise_date: Restricted Stock Units were granted on 11/26/2018 under the Company's Long Term Incentive Plan. The units will vest 20% on the first anniversary, 40% on the second anniversary, and 40% on the third anniversary of the date of grant and be converted into common stock if, subject to certain exceptions, the holder remains in the employ of the Company through such dates. Read SEC document |
| November 08, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Option (right to buy) · Derivative | 28,933 | $0.00 Strike: $12.52 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 19 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,467 Underlying: Class A Common Stock · 28,933 shares Expires 2026-02-24 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. F5 · derivative.exercise_date: These stock options are fully vested and exercisable. Read SEC document |
| November 08, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 9,582 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 18 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,092 Underlying: Class A Common Stock · 9,582 shares Expires 2025-10-14 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. F5 · derivative.exercise_date: These stock options are fully vested and exercisable. Read SEC document |
| November 08, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 38,515 | $19.22 | $740,073.43 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 8 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,571 F4 · price: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $19.105 to $19.52, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| November 08, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass A Common Stock | 9,582 | $16.00 | $153,312.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 7 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,086 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 08, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass A Common Stock | 28,933 | $12.52 | $362,241.16 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 6 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,504 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 07, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 16,781 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 17 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,674 Underlying: Class A Common Stock · 16,781 shares Expires 2025-10-14 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. F5 · derivative.exercise_date: These stock options are fully vested and exercisable. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass B Common Stock · Derivative | 23,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 16 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,805 Underlying: Class A Common Stock · 23,219 shares Expires not disclosed 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. F6 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 23,219 | $14.23 | $330,406.37 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 15 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,024 Underlying: Class A Common Stock · 23,219 shares Expires not disclosed 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. F6 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 23,219 | $0.00 Strike: $14.23 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 14 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 23,219 shares Expires 2025-01-14 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. F5 · derivative.exercise_date: These stock options are fully vested and exercisable. F6 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 40,000 | $19.43 | $777,332.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 5 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,571 F3 · price: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.98 to $19.63, inclusive. Upon request of the SEC staff, FDC, or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass A Common Stock | 16,781 | $16.00 | $268,496.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 4 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,571 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 07, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass A Common Stock | 23,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 3 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,790 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. F1 · security: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass B Common Stock · Derivative | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 13 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,805 Underlying: Class A Common Stock · 35,000 shares Expires not disclosed 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. F6 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 13,250 | $14.23 | $188,547.50 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 12 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,805 Underlying: Class A Common Stock · 13,250 shares Expires not disclosed 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. F6 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 21,750 | $12.65 | $275,137.50 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 11 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,555 Underlying: Class A Common Stock · 21,750 shares Expires not disclosed 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. F6 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F6 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 13,250 | $0.00 Strike: $14.23 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 10 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,219 Underlying: Class B Common Stock · 13,250 shares Expires 2025-01-14 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. F5 · derivative.exercise_date: These stock options are fully vested and exercisable. F6 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 21,750 | $0.00 Strike: $12.65 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · derivative · entry 9 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 21,750 shares Expires 2024-02-10 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. F5 · derivative.exercise_date: These stock options are fully vested and exercisable. F6 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 35,000 | $18.69 | $654,097.50 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,571 F2 · price: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.59 to $18.76, inclusive. Upon request of the SEC staff, First Data Corporation (FDC), or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057778 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,571 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. F1 · security: Each share of Class A common stock was issued upon the conversion of one share of Class B common stock. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass B Common Stock · Derivative | 151,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 13 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,805 Underlying: Class A Common Stock · 151,203 shares Expires not disclosed 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_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 40,675 | $11.07 | $450,272.25 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 12 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,008 Underlying: Class A Common Stock · 40,675 shares Expires not disclosed 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_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 29,527 | $9.49 | $280,211.23 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 11 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,333 Underlying: Class A Common Stock · 29,527 shares Expires not disclosed 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_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 27,615 | $9.49 | $262,066.35 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 10 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,806 Underlying: Class A Common Stock · 27,615 shares Expires not disclosed 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_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 26,693 | $9.49 | $253,316.57 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 9 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,191 Underlying: Class A Common Stock · 26,693 shares Expires not disclosed 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_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 26,693 | $9.49 | $253,316.57 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 8 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,498 Underlying: Class A Common Stock · 26,693 shares Expires not disclosed 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_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 40,675 | $0.00 Strike: $11.07 | $0.00 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 7 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 40,675 shares Expires 2023-07-20 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: These stock options are fully vested and exercisable. F4 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 29,527 | $0.00 Strike: $9.49 | $0.00 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 6 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 29,527 shares Expires 2022-03-08 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 · derivative.exercise_date: These stock options are fully vested and exercisable. F4 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 27,615 | $0.00 Strike: $9.49 | $0.00 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 5 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 27,615 shares Expires 2021-03-18 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: These stock options are fully vested and exercisable. F4 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 26,693 | $0.00 Strike: $9.49 | $0.00 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 4 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 26,693 shares Expires 2020-05-12 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: These stock options are fully vested and exercisable. F4 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 26,693 | $0.00 Strike: $9.49 | $0.00 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · derivative · entry 3 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 26,693 shares Expires 2019-09-23 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: These stock options are fully vested and exercisable. F4 · derivative.underlying: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. 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.