Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCPFG · Entity 3209 | Director | September 25, 2026 | September 29, 2026 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | Chief Strat., Gr & Data Ofr | December 01, 2023 | December 05, 2023 |
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.
PRINCIPAL FINANCIAL GROUP INC
Report date September 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,112 |
Reported balance
After 2026-09-25 transaction · row 1
1 source rowRow 1 · 2026-09-25 · Grant · Acquired 161 · Balance 23,112 F1: Grant of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units.
PayPal Holdings, Inc.
Report date December 01, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,596 |
Ending reported balance
After 2023-12-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-01 · Exercise / conversion · Acquired 3,069 · Balance 82,120 Row 2 · 2023-12-01 · Tax withholding · Disposed 1,524 · Balance 80,596 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. |
| Restricted Stock Units -10SEC Table II · derivative / convertible security | Direct | 15,345 |
Reported balance
After 2023-12-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-01 · Exercise / conversion · Disposed 3,069 · Balance 15,345 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3: 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: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person.
F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock.
F3: 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: 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 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,625 | $262.26 | $688,432.50 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 10 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,138 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F10 · price: Represents the weighted average price of shares sold at prices that ranged from $261.84 to $262.81. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 5,400 | $261.09 | $1,409,886.00 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 9 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,763 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F9 · price: Represents the weighted average price of shares sold at prices that ranged from $260.69 to $261.63. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 7,300 | $260.21 | $1,899,533.00 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 8 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,163 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F8 · price: Represents the weighted average price of shares sold at prices that ranged from $259.68 to $260.66. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,900 | $259.26 | $751,854.00 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 7 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,463 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: Represents the weighted average price of shares sold at prices that ranged from $258.66 to $259.64. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,909 | $258.19 | $751,074.71 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 6 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,363 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Represents the weighted average price of shares sold at prices that ranged from $257.60 to $258.51. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,472 | $257.03 | $892,408.16 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 5 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,272 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $256.54 to $257.46. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,284 | $256.06 | $584,841.04 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 4 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,744 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $255.47 to $256.44. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 600 | $255.16 | $153,096.00 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 3 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,028 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $254.44 to $255.40. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,100 | $253.59 | $278,949.00 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,628 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $253.25 to $254.20. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:31 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 40,749 | $37.31 | $1,520,345.19 |
DisclosureSEC source: 0001633917-21-000054 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,728 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: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 02:12 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 3,795 | $298.37 | $1,132,314.15 |
DisclosureSEC source: 0001633917-21-000026 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth O 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,979 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 2/15/2021. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 02:12 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 8,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000026 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth O 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,774 F1 · shares: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2020 performance period, which were vested as shares of common stock on 2/15/2021. Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 19:46 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000223 · edgar.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,281 F1 · price: Grant of restricted stock units. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 00:45 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionPerformance Stock Units · Derivative | 1,602 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000181 · edgardoc.xml · derivative · entry 3 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,204 Underlying: Common Stock · 1,602 shares Expires 2022-12-16 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: Each performance stock unit represents a contingent right to receive one share of PayPal's common stock. One-half of the performance stock units were earned upon the completion of the acquisition of a 70% equity interest in Guofubao Information Technology Co., Ltd. (GoPay) on December 19, 2019. The other one-half of the performance stock units were earned upon, the completion of the acquisition of Honey Sciences Corporation on January 3, 2020. The performance stock units will vest ratably on the first, second and third anniversaries of the December 16, 2019 grant date. F1 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of PayPal's common stock. One-half of the performance stock units were earned upon the completion of the acquisition of a 70% equity interest in Guofubao Information Technology Co., Ltd. (GoPay) on December 19, 2019. The other one-half of the performance stock units were earned upon, the completion of the acquisition of Honey Sciences Corporation on January 3, 2020. The performance stock units will vest ratably on the first, second and third anniversaries of the December 16, 2019 grant date. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 00:45 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 818 | $230.20 | $188,303.60 |
DisclosureSEC source: 0001633917-20-000181 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,378 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 00:45 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000181 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,196 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: Each performance stock unit represents a contingent right to receive one share of PayPal's common stock. One-half of the performance stock units were earned upon the completion of the acquisition of a 70% equity interest in Guofubao Information Technology Co., Ltd. (GoPay) on December 19, 2019. The other one-half of the performance stock units were earned upon, the completion of the acquisition of Honey Sciences Corporation on January 3, 2020. The performance stock units will vest ratably on the first, second and third anniversaries of the December 16, 2019 grant date. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 23:37 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 47 | $194.52 | $9,142.44 |
DisclosureSEC source: 0001633917-20-000175 · edgardoc.xml · nonDerivative · entry 4 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat. & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,594 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 23:37 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,766 | $193.76 | $342,180.16 |
DisclosureSEC source: 0001633917-20-000175 · edgardoc.xml · nonDerivative · entry 3 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat. & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,641 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $193.21 to $194.19. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 23:37 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 872 | $192.81 | $168,130.32 |
DisclosureSEC source: 0001633917-20-000175 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat. & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,407 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $192.17 to $193.11. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 23:37 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 424 | $191.54 | $81,212.96 |
DisclosureSEC source: 0001633917-20-000175 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat. & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,279 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $191.10 to $192.10. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 20:16 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000182 · edgar.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200 F1 · price: Grant of restricted stock units. Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 21:48 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 300 | $196.31 | $58,893.00 |
DisclosureSEC source: 0001633917-20-000148 · edgardoc.xml · nonDerivative · entry 5 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth O 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,703 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Represents the weighted average price of shares sold at prices that ranged from $196.24 to $196.41. Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 21:48 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 2,029 | $195.57 | $396,811.53 |
DisclosureSEC source: 0001633917-20-000148 · edgardoc.xml · nonDerivative · entry 4 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth O 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,003 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $195.23 to $196.17. Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 21:48 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 6,221 | $194.67 | $1,211,042.07 |
DisclosureSEC source: 0001633917-20-000148 · edgardoc.xml · nonDerivative · entry 3 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth O 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,032 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $194.12 to $195.12. Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 21:48 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 4,237 | $193.68 | $820,622.16 |
DisclosureSEC source: 0001633917-20-000148 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth O 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,253 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $193.09 to $194.05. Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 21:48 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,391 | $192.52 | $652,835.32 |
DisclosureSEC source: 0001633917-20-000148 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strategy & Growth O 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,490 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $192.05 to $193.02. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 22:15 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000143 · primary_doc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,102 F1 · price: Grant of restricted stock units. Read SEC document |
| May 19, 2020 Filed May 20, 2020 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,743 | $149.44 | $260,466.08 |
DisclosureSEC source: 0001633917-20-000099 · edgardoc.xml · nonDerivative · entry 5 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,881 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Represents the weighted average price of shares sold at prices that ranged from $149.37 to $149.60. Read SEC document |
| May 19, 2020 Filed May 20, 2020 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 27,426 | $148.75 | $4,079,603.79 |
DisclosureSEC source: 0001633917-20-000099 · edgardoc.xml · nonDerivative · entry 4 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,624 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $148.35 to $149.35. Read SEC document |
| May 19, 2020 Filed May 20, 2020 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 18,870 | $147.98 | $2,792,339.20 |
DisclosureSEC source: 0001633917-20-000099 · edgardoc.xml · nonDerivative · entry 3 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,050 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $147.34 to $148.34. Read SEC document |
| May 19, 2020 Filed May 20, 2020 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 7,834 | $146.85 | $1,150,384.51 |
DisclosureSEC source: 0001633917-20-000099 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,920 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $146.32 to $147.31. Read SEC document |
| May 19, 2020 Filed May 20, 2020 21:57 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 8,748 | $145.79 | $1,275,378.79 |
DisclosureSEC source: 0001633917-20-000099 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,754 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $145.31 to $146.31. Read SEC document |
| May 19, 2020 Filed May 21, 2020 19:01 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 4,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000128 · edgar.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,007 F1 · price: Grant of restricted stock units. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 19:16 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-20-000096 · edgar.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553 F1 · price: Grant of restricted stock units. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -8 · Derivative | 29,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · derivative · entry 10 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,893 Underlying: Common Stock · 29,893 shares Expires not disclosed F4 · 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 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -7 · Derivative | 10,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · derivative · entry 9 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,483 Underlying: Common Stock · 10,743 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: 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 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -6 · Derivative | 8,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · derivative · entry 8 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,383 Underlying: Common Stock · 8,383 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: 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 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -4 · Derivative | 12,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · derivative · entry 7 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,129 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: 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 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third 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. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 15,953 | $107.99 | $1,722,764.47 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · nonDerivative · entry 6 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,502 F3 · 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 |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 10,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · nonDerivative · entry 5 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,455 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 |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 8,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · nonDerivative · entry 4 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,712 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 |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 12,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · nonDerivative · entry 3 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,329 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 |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 37,143 | $107.99 | $4,011,072.57 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,200 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 3/1/2020. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 23:28 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 72,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000062 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,343 F1 · shares: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2017-2019 performance period, which were vested as shares of common stock on 3/1/2020. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 23:52 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 24,052 | $124.02 | $2,982,996.39 |
DisclosureSEC source: 0001633917-20-000050 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,565 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $123.51 to $124.43. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 23:52 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 5,196 | $123.02 | $639,233.22 |
DisclosureSEC source: 0001633917-20-000050 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,617 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $122.47 to $123.46. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 2,645 | $122.99 | $325,308.55 |
DisclosureSEC source: 0001633917-20-000040 · edgardoc.xml · nonDerivative · entry 2 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,813 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 2/15/2020. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 7,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000040 · edgardoc.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP, Chief Strat & Growth Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,458 F1 · shares: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2019 performance period, which were vested as shares of common stock on 2/15/2020. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 22:23 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantPerformance Stock Units · Derivative | 2,403 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001633917-20-000018 · edgardoc.xml · derivative · entry 1 Auerbach Jonathan · CIK 0001643693 · EVP Chief Strategy Grow & Data 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,806 Underlying: Common Stock · 2,403 shares Expires 2022-12-16 F1 · shares: Each performance stock unit represents a contingent right to receive one share of PayPal's common stock. One-half of the performance stock units were earned upon the completion of the acquisition of a 70% equity interest in Guofubao Information Technology Co., Ltd. (GoPay) on December 19, 2019. The other one-half of the performance stock units were earned upon, the completion of the acquisition of Honey Sciences Corporation on January 3, 2020. The performance stock units will vest ratably on the first, second and third anniversaries of the December 16, 2019 grant date. F1 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of PayPal's common stock. One-half of the performance stock units were earned upon the completion of the acquisition of a 70% equity interest in Guofubao Information Technology Co., Ltd. (GoPay) on December 19, 2019. The other one-half of the performance stock units were earned upon, the completion of the acquisition of Honey Sciences Corporation on January 3, 2020. The performance stock units will vest ratably on the first, second and third anniversaries of the December 16, 2019 grant date. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 20:51 UTC | PRINCIPAL FINANCIAL GROUP INC PFG · Entity 3209 | GrantCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001126328-19-000258 · edgar.xml · nonDerivative · entry 1 Auerbach Jonathan · CIK 0001643693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519 F1 · price: Grant of restricted stock units. 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.