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 |
|---|---|---|---|---|---|---|
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 151,203 | $25.78 | $3,898,073.82 |
DisclosureSEC source: 0001209191-18-051416 · 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 $25.68 to $25.89, 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 |
| September 14, 2018 Filed Sep 18, 2018 16:02 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass A Common Stock | 151,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051416 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,774 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 |
| August 15, 2018 Filed Aug 17, 2018 16:57 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 6,269 | $23.77 | $149,014.13 |
DisclosureSEC source: 0001209191-18-047422 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,571 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 17:19 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 8,615 | $16.04 | $138,184.60 |
DisclosureSEC source: 0001209191-18-014028 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,840 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 16:18 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 1,556 | $15.82 | $24,615.92 |
DisclosureSEC source: 0001209191-18-012395 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,455 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:02 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 37,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011758 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,011 F1 · kind: Represents a grant of restricted shares of Class A common stock which, subject to the reporting person's continued employment through each applicable vesting date, will vest 20% on February 15, 2019, 40% on February 15, 2020, and 40% on February 15, 2021. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 7,881 | $16.71 | $131,691.51 |
DisclosureSEC source: 0001209191-18-001084 · doc4.xml · derivative · entry 2 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,805 Underlying: Class A Common Stock · 7,881 shares Expires not disclosed F2 · 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. F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. F2 · 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. F2 · 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 |
| December 31, 2017 Filed Jan 3, 2018 17:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 12,899 | $16.71 | $215,542.29 |
DisclosureSEC source: 0001209191-18-001084 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,133 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 16:10 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass B Common Stock · Derivative | 81,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050881 · doc4.xml · derivative · entry 7 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,686 Underlying: Class A Common Stock · 81,858 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 |
| August 29, 2017 Filed Aug 31, 2017 16:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 28,472 | $9.49 | $270,199.28 |
DisclosureSEC source: 0001209191-17-050881 · doc4.xml · derivative · entry 6 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,544 Underlying: Class A Common Stock · 28,472 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 |
| August 29, 2017 Filed Aug 31, 2017 16:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionClass B Common Stock · Derivative | 53,386 | $9.49 | $506,633.14 |
DisclosureSEC source: 0001209191-17-050881 · doc4.xml · derivative · entry 5 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,072 Underlying: Class A Common Stock · 53,386 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 |
| August 29, 2017 Filed Aug 31, 2017 16:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 28,472 | $0.00 Strike: $9.49 | $0.00 |
DisclosureSEC source: 0001209191-17-050881 · 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 · 28,472 shares Expires 2018-03-11 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 |
| August 29, 2017 Filed Aug 31, 2017 16:10 UTC | FIRST DATA CORP FDC · Entity 15928 | Exercise / conversionStock Options (right to buy) · Derivative | 53,386 | $0.00 Strike: $9.49 | $0.00 |
DisclosureSEC source: 0001209191-17-050881 · 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 · 53,386 shares Expires 2018-01-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| August 29, 2017 Filed Aug 31, 2017 16:10 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 81,858 | $18.17 | $1,487,408.97 |
DisclosureSEC source: 0001209191-17-050881 · doc4.xml · nonDerivative · entry 2 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,032 F2 · price: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $18.13 to $18.23, 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 |
| August 29, 2017 Filed Aug 31, 2017 16:10 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass A Common Stock | 81,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050881 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,890 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 |
| July 20, 2017 Filed Jul 24, 2017 18:07 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046109 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,032 F1 · kind: Represents a grant of restricted shares of Class A common stock which, subject to the reporting person's continued employment through each applicable vesting date, will vest 20% on August 15, 2018, 40% on August 15, 2019, and 40% on August 15, 2020. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:25 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 6,728 | $16.27 | $109,464.56 |
DisclosureSEC source: 0001209191-17-015373 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,032 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 17:59 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 24,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007788 · doc4.xml · nonDerivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,760 F1 · kind: Represents a grant of restricted shares of Class A common stock which, subject to the reporting person's continued employment through each applicable vesting date, will vest 20% on February 20, 2018, 40% on February 20, 2019, and 40% on February 20, 2020. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 16:56 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 19,141 | $14.19 | $271,610.79 |
DisclosureSEC source: 0001209191-17-001103 · doc4.xml · derivative · entry 1 McCarthy Barry C · CIK 0001654739 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,686 Underlying: Class A Common Stock · 19,141 shares Expires not disclosed F1 · derivative.exercise_price: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (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 FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F2 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. F1 · derivative.exercise_date: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (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 FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.exercise_date: Includes 21,882 shares of restricted Class B common stock. F1 · derivative.expiration_date: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (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 FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.expiration_date: Includes 21,882 shares of restricted Class B common stock. 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.