Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NCR Voyix CorpVYX · Entity 293 | EVP, General Counsel & Secrtry | September 01, 2026 | September 02, 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.
NCR Voyix Corp
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,054 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 4,152 · Balance 47,054 F1: These shares were withheld to cover tax withholding obligations when 9,362 previously reported restricted stock units vested on September 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld to cover tax withholding obligations when 9,362 previously reported restricted stock units vested on September 1, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVO Payments, Inc.
Report date March 24, 2023 · Filed March 28, 2023
Section 16 reporting ended · disclosed 2023-03-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 1
1 source rowRow 1 · 2023-03-24 · Disposition to issuer · Disposed 28,158 · Balance 0 F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $1,199,622.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $35,190.00 for 1,035 units (which would have vested on the fourth anniversary of 2/28/2020), $91,834.00 for 2,701 units, $582,216.00 for 17,124 units, and $490,382.00 for 14,423 units. Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-24 · Disposition to issuer · Disposed 1,035 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $1,199,622.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $35,190.00 for 1,035 units (which would have vested on the fourth anniversary of 2/28/2020), $91,834.00 for 2,701 units, $582,216.00 for 17,124 units, and $490,382.00 for 14,423 units. Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-24 · Disposition to issuer · Disposed 2,701 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $1,199,622.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $35,190.00 for 1,035 units (which would have vested on the fourth anniversary of 2/28/2020), $91,834.00 for 2,701 units, $582,216.00 for 17,124 units, and $490,382.00 for 14,423 units. Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. F4: The RSU grant provided for ratable vesting of 2,701 units on the third and fourth anniversary of 2/24/2025, 17,124 units on the third and fourth anniversary of 7/30/2021, and 14,423 units on the second and third anniversary of 2/24/2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-03-24 · Disposition to issuer · Disposed 17,124 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $1,199,622.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $35,190.00 for 1,035 units (which would have vested on the fourth anniversary of 2/28/2020), $91,834.00 for 2,701 units, $582,216.00 for 17,124 units, and $490,382.00 for 14,423 units. Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. F4: The RSU grant provided for ratable vesting of 2,701 units on the third and fourth anniversary of 2/24/2025, 17,124 units on the third and fourth anniversary of 7/30/2021, and 14,423 units on the second and third anniversary of 2/24/2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-03-24 · Disposition to issuer · Disposed 14,423 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $1,199,622.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $35,190.00 for 1,035 units (which would have vested on the fourth anniversary of 2/28/2020), $91,834.00 for 2,701 units, $582,216.00 for 17,124 units, and $490,382.00 for 14,423 units. Vested shares were also canceled and provided consideration pursuant to the Merger Agreement. F4: The RSU grant provided for ratable vesting of 2,701 units on the third and fourth anniversary of 2/24/2025, 17,124 units on the third and fourth anniversary of 7/30/2021, and 14,423 units on the second and third anniversary of 2/24/2022. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-03-24 · Disposition to issuer · Disposed 13,485 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F2: As of the Transaction Date and pursuant to the Merger Agreement, PSUs were canceled in exchange for a total cash payment of $826,268.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $458,490.00 for 13,485 units and $367,778.00 for 10,817 units. F5: The PSU grant provided for vesting of 13,485 units on 2/24/2025, subject to satisfying additional performance conditions. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-03-24 · Disposition to issuer · Disposed 10,817 · Balance 0 F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis. F2: As of the Transaction Date and pursuant to the Merger Agreement, PSUs were canceled in exchange for a total cash payment of $826,268.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $458,490.00 for 13,485 units and $367,778.00 for 10,817 units. F6: The PSU grant provided for vesting of 10,817 units on 3/31/2025, subject to satisfying additional performance conditions. |
| Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.28 · Expires 2030-02-28 | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-03-24 · Disposition to issuer · Disposed 3,226 · Balance 0 F8: As of the Transaction Date and pursuant to the Merger Agreement, option rights were canceled in exchange for a total cash payment of $88,986.76, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $28,130.72 for 3,226 units and $60,856.04 for 7,126 units. F7: The options grant provided for vesting of 3,226 units on the fourth anniversary of 2/28/2020 and 7,126 units on the fourth anniversary of 2/26/2021. |
| Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.46 · Expires 2031-02-26 | Direct | 0 |
Reported balance
After 2023-03-24 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-03-24 · Disposition to issuer · Disposed 7,126 · Balance 0 F8: As of the Transaction Date and pursuant to the Merger Agreement, option rights were canceled in exchange for a total cash payment of $88,986.76, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $28,130.72 for 3,226 units and $60,856.04 for 7,126 units. F7: The options grant provided for vesting of 3,226 units on the fourth anniversary of 2/28/2020 and 7,126 units on the fourth anniversary of 2/26/2021. |
Filing footnotes · ownership attribution and instrument terms
F1: As of the Transaction Date and pursuant to a merger agreement between the Issuer and Global Payments Inc. (the "Merger Agreement"), RSUs were canceled in exchange for a total cash payment of $1,199,622.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $35,190.00 for 1,035 units (which would have vested on the fourth anniversary of 2/28/2020), $91,834.00 for 2,701 units, $582,216.00 for 17,124 units, and $490,382.00 for 14,423 units. Vested shares were also canceled and provided consideration pursuant to the Merger Agreement.
F2: As of the Transaction Date and pursuant to the Merger Agreement, PSUs were canceled in exchange for a total cash payment of $826,268.00, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $458,490.00 for 13,485 units and $367,778.00 for 10,817 units.
F3: Upon vesting, restricted stock units and performance stock units convert to shares of Issuer common stock on a one-for-one basis.
F4: The RSU grant provided for ratable vesting of 2,701 units on the third and fourth anniversary of 2/24/2025, 17,124 units on the third and fourth anniversary of 7/30/2021, and 14,423 units on the second and third anniversary of 2/24/2022.
F5: The PSU grant provided for vesting of 13,485 units on 2/24/2025, subject to satisfying additional performance conditions.
F6: The PSU grant provided for vesting of 10,817 units on 3/31/2025, subject to satisfying additional performance conditions.
F7: The options grant provided for vesting of 3,226 units on the fourth anniversary of 2/28/2020 and 7,126 units on the fourth anniversary of 2/26/2021.
F8: As of the Transaction Date and pursuant to the Merger Agreement, option rights were canceled in exchange for a total cash payment of $88,986.76, representing the number of shares multiplied by the applicable consideration amount required in the Merger Agreement. The cash payment includes $28,130.72 for 3,226 units and $60,856.04 for 7,126 units.
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 |
|---|---|---|---|---|---|---|
| July 30, 2021 Filed Aug 3, 2021 21:08 UTC | EVO Payments, Inc. EVOP · Entity 115052 | GrantRestricted Stock Units · Derivative | 34,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-007903 · edgar.xml · derivative · entry 1 Sterrett Kelli · CIK 0001876169 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,247 Underlying: Class A Common Stock · 34,247 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A Common Stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will vest ratably on July 30, 2022, 2023, 2024 and 2025. F1 · price: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A Common Stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will vest ratably on July 30, 2022, 2023, 2024 and 2025. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A Common Stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will vest ratably on July 30, 2022, 2023, 2024 and 2025. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents the right to acquire one share of Class A Common Stock, par value $0.0001 per share, of EVO Payments, Inc. The RSUs will vest ratably on July 30, 2022, 2023, 2024 and 2025. 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.