Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONDUENT IncCNDT · Entity 1191 | EVP & CFO | April 01, 2021 | April 06, 2021 |
| NCR Voyix CorpVYX · Entity 293 | EVP & CFO | August 01, 2026 | August 04, 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.
CONDUENT Inc
Report date April 01, 2021 · Filed April 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 811,263 |
Ending reported balance
After 2021-04-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-04-01 · Grant · Acquired 70,447 · Balance 772,013 F1: Award of restricted stock units (RSU) granted on April 1, 2021 that vest in equal amounts on December 31, 2021, December 31, 2022 and December 31, 2023. Each RSU converts to one share of Conduent Incorporated common stock upon vesting. Row 2 · 2021-04-05 · Grant · Acquired 39,250 · Balance 811,263 F2: Award of performance restricted stock units (PRSUs) that can only be settled in Conduent Incorporated (Company) common stock (Common Stock). PRSUs have two vesting conditions - a share price condition and a service condition. The award vests in three equal tranches. Vested shares are paid out within 60 days following each vesting date. The vesting date for each of the three tranches is the first day upon which both the price condition and service condition for each tranche is satisfied. The first vesting tranche pricing condition is the Common Stock trading during a consecutive 20-trading day period (Average Closing Price) above the grant date price (Share Base Price) by 20% and the service condition is employment with the Company at December 31, 2021. The second vesting tranche pricing condition is the Average Closing Price exceeding the Share Base Price by 40% and the service condition is employment with the Company at December 31, 2022. The third vesting tranche Pricing Conditions is the Average Closing Price exceeding the Share Base Price by 60% and the service condition is employment with the Company at December 31, 2023. If both conditions are not met for any individual vesting tranche by December 31, 2023, the portion of the award related to such tranche is forfeited. Each PRSU converts to one share of Conduent Incorporated common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units (RSU) granted on April 1, 2021 that vest in equal amounts on December 31, 2021, December 31, 2022 and December 31, 2023. Each RSU converts to one share of Conduent Incorporated common stock upon vesting.
F2: Award of performance restricted stock units (PRSUs) that can only be settled in Conduent Incorporated (Company) common stock (Common Stock). PRSUs have two vesting conditions - a share price condition and a service condition. The award vests in three equal tranches. Vested shares are paid out within 60 days following each vesting date. The vesting date for each of the three tranches is the first day upon which both the price condition and service condition for each tranche is satisfied. The first vesting tranche pricing condition is the Common Stock trading during a consecutive 20-trading day period (Average Closing Price) above the grant date price (Share Base Price) by 20% and the service condition is employment with the Company at December 31, 2021. The second vesting tranche pricing condition is the Average Closing Price exceeding the Share Base Price by 40% and the service condition is employment with the Company at December 31, 2022. The third vesting tranche Pricing Conditions is the Average Closing Price exceeding the Share Base Price by 60% and the service condition is employment with the Company at December 31, 2023. If both conditions are not met for any individual vesting tranche by December 31, 2023, the portion of the award related to such tranche is forfeited. Each PRSU converts to one share of Conduent Incorporated common stock upon vesting.
NCR Voyix Corp
Report date August 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 135,282 |
Reported balance
After 2026-08-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-01 · Tax withholding · Disposed 58,011 · Balance 135,282 F1: These shares were withheld to cover tax withholding obligations when 130,830 previously reported restricted stock units vested on August 1, 2026. F2: Includes 2,742 shares of common stock acquired pursuant to the Issuer's employee stock purchase plan since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld to cover tax withholding obligations when 130,830 previously reported restricted stock units vested on August 1, 2026.
F2: Includes 2,742 shares of common stock acquired pursuant to the Issuer's employee stock purchase plan since the reporting person's last report.
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 |
|---|---|---|---|---|---|---|
| March 06, 2017 Filed Mar 8, 2017 22:48 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantPerformance Shares · Derivative | 5,142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010902 · form4.xml · derivative · entry 2 Webb-Walsh Brian J. · CIK 0001688789 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,160 Underlying: Common Stock · 5,142 shares Expires 2000-01-01 F1 · derivative.exercise_price: Not Applicable. F2 · shares: These performance shares were earned based on the achievement of specific performance criteria that are not tied to the market price of Issuer securities. Performance shares, to the extent earned, are scheduled to vest three years from their respective grant dates. F1 · price: Not Applicable. F1 · derivative.exercise_date: Not Applicable. F1 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 22:48 UTC | CONDUENT Inc CNDT · Entity 1191 | GrantPerformance Shares · Derivative | 8,018 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010902 · form4.xml · derivative · entry 1 Webb-Walsh Brian J. · CIK 0001688789 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,018 Underlying: Common Stock · 8,018 shares Expires 2000-01-01 F1 · derivative.exercise_price: Not Applicable. F2 · shares: These performance shares were earned based on the achievement of specific performance criteria that are not tied to the market price of Issuer securities. Performance shares, to the extent earned, are scheduled to vest three years from their respective grant dates. F1 · price: Not Applicable. F1 · derivative.exercise_date: Not Applicable. F1 · derivative.expiration_date: Not Applicable. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:35 UTC | CONDUENT Inc CNDT · Entity 1191 | Tax withholdingCommon Stock | 1,817 | $13.72 | $24,929.24 |
DisclosureSEC source: 0001127602-17-001204 · form4.xml · nonDerivative · entry 2 Webb-Walsh Brian J. · CIK 0001688789 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,884 F2 · shares: Shares withheld to pay for taxes on Performance Shares that have vested. Read SEC document |
| January 03, 2017 Filed Jan 6, 2017 01:35 UTC | CONDUENT Inc CNDT · Entity 1191 | Exercise / conversionCommon Stock | 4,701 | $13.72 | $64,497.72 |
DisclosureSEC source: 0001127602-17-001204 · form4.xml · nonDerivative · entry 1 Webb-Walsh Brian J. · CIK 0001688789 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,701 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 · shares: Performance Shares vested and converted to shares of Conduent Incorporated ("Conduent") common stock, par value $0.01 per share ("Conduent Common Stock"). In connection with the legal and structural separation ("Spin-Off") of Conduent from Xerox Corporation ("Xerox"), each Xerox Performance Share award was converted into a Performance Share award in respect of shares of Conduent Common Stock pursuant to the terms of the employee matters agreement between Xerox and Conduent. The number of shares of Conduent Common Stock subject to the award was determined based on (i) the number of shares subject to the Xerox RSU award immediately prior to the Spin-Off and (ii) the ratio of (A) the pre-Spin-Off closing price on December 30, 2016 of Xerox common stock, par value $1.00 per share and (B) the volume weighted average price of Conduent Common Stock trading on the New York Stock Exchange on January 3, 2017 (the "Conduent Conversion Ratio"). 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.