Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Director | May 12, 2026 | May 13, 2026 |
| FISERV INCFI · Entity 3167 | EVP, Head of GBS | December 27, 2023 | December 28, 2023 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | President, Global Markets | September 03, 2026 | September 08, 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.
3M CO
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,422.491 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,360.402 · Balance 6,422.491 |
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 1,740.41 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,740.41 F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors.
FISERV INC
Report date December 27, 2023 · Filed December 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,792 |
Reported balance
After 2023-12-27 transaction · row 1
1 source rowRow 1 · 2023-12-27 · Sale · Disposed 1,633 · Balance 47,792 F1: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 18, 2023, by the reporting person for estate and financial planning purposes. F2: This transaction was executed in multiple trades at prices ranging from $132.71 to $133.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 18, 2023, by the reporting person for estate and financial planning purposes.
F2: This transaction was executed in multiple trades at prices ranging from $132.71 to $133.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
PayPal Holdings, Inc.
Report date September 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,983 |
Ending reported balance
After 2026-09-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-03 · Sale · Disposed 1,100 · Balance 33,262 F1: Represents the weighted average price of shares sold at prices that ranged from $54.0900 to $55.0100. Row 2 · 2026-09-03 · Sale · Disposed 995 · Balance 32,267 F2: Represents the weighted average price of shares sold at prices that ranged from $55.5600 to $56.4900. Row 3 · 2026-09-03 · Sale · Disposed 1,284 · Balance 30,983 F3: Represents the weighted average price of shares sold at prices that ranged from $56.5800 to $56.8400. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average price of shares sold at prices that ranged from $54.0900 to $55.0100.
F2: Represents the weighted average price of shares sold at prices that ranged from $55.5600 to $56.4900.
F3: Represents the weighted average price of shares sold at prices that ranged from $56.5800 to $56.8400.
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 |
|---|---|---|---|---|---|---|
| May 15, 2025 Filed May 15, 2025 20:43 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 4,342 | $72.68 | $315,576.56 |
DisclosureSEC source: 0001633917-25-000067 · edgardoc.xml · nonDerivative · entry 2 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,645 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| May 15, 2025 Filed May 15, 2025 20:43 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 8,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000067 · edgardoc.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,987 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 13, 2025 Filed May 14, 2025 20:58 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,297.147 | $150.33 | $195,000.11 |
DisclosureSEC source: 0001127602-25-014335 · form4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,062.089 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 23:46 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -3 · Derivative | 82,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000033 · edgardoc.xml · derivative · entry 1 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,828 Underlying: Common Stock · 82,828 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F2 · derivative.exercise_date: The reporting person received a restricted stock unit grant on March 1, 2025, subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| February 15, 2025 Filed Feb 18, 2025 22:08 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 34,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000021 · edgardoc.xml · derivative · entry 5 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,024 Underlying: Common Stock · 34,014 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 15, 2025 Filed Feb 18, 2025 22:08 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 61,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000021 · edgardoc.xml · derivative · entry 4 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,222 Underlying: Common Stock · 61,223 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a two-year vesting schedule, vesting 1/2 on the first-year anniversary of the grant date of the restricted stock unit award, and the remaining 1/2 vesting on the second-year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 15, 2025 Filed Feb 18, 2025 22:08 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 46,754 | $77.97 | $3,645,409.38 |
DisclosureSEC source: 0001633917-25-000021 · edgardoc.xml · nonDerivative · entry 3 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,483 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| February 15, 2025 Filed Feb 18, 2025 22:08 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 34,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000021 · edgardoc.xml · nonDerivative · entry 2 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,237 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 |
| February 15, 2025 Filed Feb 18, 2025 22:08 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 61,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-25-000021 · edgardoc.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,223 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2024 Filed May 15, 2024 20:16 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,957.242 | $99.63 | $195,000.02 |
DisclosureSEC source: 0001127602-24-015443 · form4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,764.942 Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -2 · Derivative | 102,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-24-000032 · edgardoc.xml · derivative · entry 2 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,038 Underlying: Common Stock · 102,038 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F4 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 00:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -1 · Derivative | 122,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-24-000032 · edgardoc.xml · derivative · entry 1 Kereere Suzan · CIK 0001896086 · President, Global Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,445 Underlying: Common Stock · 122,445 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F2 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a two-year vesting schedule, vesting 1/2 on the first-year anniversary of the grant date of the restricted stock unit award, and the remaining 1/2 vesting on the second-year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 27, 2023 Filed Dec 28, 2023 23:50 UTC | FISERV INC FI · Entity 3167 | SaleCommon Stock | 1,633 | $132.88 | $216,993.04 |
DisclosureSEC source: 0001209191-23-059954 · doc4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · EVP, Head of GBS 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,792 F1 · shares: This sale was effected pursuant to a Rule 10b5-1 trading plan entered into on September 18, 2023, by the reporting person for estate and financial planning purposes. F2 · price: This transaction was executed in multiple trades at prices ranging from $132.71 to $133.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 20:13 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 3,148 | $122.95 | $387,046.60 |
DisclosureSEC source: 0001209191-23-040302 · doc4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · EVP, Head of GBS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,425 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| May 09, 2023 Filed May 10, 2023 15:14 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,807.7 | $102.34 | $185,000.02 |
DisclosureSEC source: 0001127602-23-015081 · form4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,807.7 Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 23:14 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 2,031 | $116.54 | $236,692.74 |
DisclosureSEC source: 0001209191-23-012871 · doc4.xml · nonDerivative · entry 2 Kereere Suzan · CIK 0001896086 · EVP, Head of GBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,573 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 23:14 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 22,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012871 · doc4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · EVP, Head of GBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,604 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| June 28, 2022 Filed Jun 29, 2022 20:54 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 3,179 | $90.62 | $288,080.98 |
DisclosureSEC source: 0001209191-22-039815 · doc4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · EVP, Head of GBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,057 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| May 10, 2022 Filed May 11, 2022 16:22 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 1,214.071 | $152.38 | $185,000.14 |
DisclosureSEC source: 0001127602-22-014089 · form4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 1,498.91 F1 · shares: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. F2 · balance_after: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:26 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 16,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013179 · doc4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · EVP, Head of GBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,236 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 15:38 UTC | 3M CO MMM · Entity 1275 | GrantCommon Stock | 281.859 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004400 · form4.xml · nonDerivative · entry 1 Kereere Suzan · CIK 0001896086 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 281.859 F1 · shares: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. 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.