Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cannae Holdings, Inc.CNNE · Entity 5258 | Director | November 12, 2025 | November 14, 2025 |
| Fidelity National Information Services, Inc.FIS · Entity 3247 | Director | June 15, 2026 | June 17, 2026 |
| System1, Inc.TREB · Entity 7602 | Director | June 16, 2020 | June 17, 2020 |
| UGI CORP /PA/UGI · Entity 3628 | Director | January 27, 2023 | January 31, 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.
Cannae Holdings, Inc.
Report date November 12, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,279 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 7,818 · Balance 34,279 F1: Grant of restricted stock vesting in three equal annual installments beginning November 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock vesting in three equal annual installments beginning November 12, 2026.
Fidelity National Information Services, Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,448 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 5,485 · Balance 31,448 F1: These restricted stock units vest in full effective on June 15, 2027. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 1,100 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,100 |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest in full effective on June 15, 2027.
System1, Inc.
Report date June 16, 2020 · Filed June 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary Shares, par value $0.0001SEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-06-16 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The reporting person owns 25,000 Class B ordinary shares, par value $0.0001 per share ("Class B Ordinary Shares"), which are convertible into Class A Ordinary Shares, par value $0.0001 per share, as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-238824). The Class B Ordinary Shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person owns 25,000 Class B ordinary shares, par value $0.0001 per share ("Class B Ordinary Shares"), which are convertible into Class A Ordinary Shares, par value $0.0001 per share, as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-238824). The Class B Ordinary Shares have no expiration date.
UGI CORP /PA/
Report date January 27, 2023 · Filed January 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UGI Common StockSEC Table I · non-derivative | IndirectBenefit Plan | 24,580 |
Reported balance
After 2023-01-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-01-27 · Grant · Acquired 2,600 · Balance 24,580 F1: Total gives effect to dividend equivalent accruals. F2: Effective January 27, 2023, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.81 · Expires 2033-01-26 | Direct | 5,670 |
Reported balance
After 2023-01-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-27 · Grant · Acquired 5,670 · Balance 5,670 F3: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant. |
| UGI Common StockSEC Table I · non-derivative | Direct | 4,400 |
Reported balance
Holding disclosure · report date 2023-01-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,400 |
Filing footnotes · ownership attribution and instrument terms
F1: Total gives effect to dividend equivalent accruals.
F2: Effective January 27, 2023, the reporting person was granted Stock Units under the UGI Corporation 2021 Incentive Award Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service.
F3: These options were granted under the UGI Corporation 2021 Incentive Award Plan and are fully vested on the effective date of the grant.
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 18, 2020 Filed Feb 20, 2020 22:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,245 | $66.18 Strike: $66.18 | $413,294.10 |
DisclosureSEC source: 0001136893-20-000037 · wf-form4_158223844638470.xml · derivative · entry 6 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,245 shares Expires 2022-11-05 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 18, 2020 Filed Feb 20, 2020 22:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,244 | $58.23 Strike: $58.23 | $247,128.12 |
DisclosureSEC source: 0001136893-20-000037 · wf-form4_158223844638470.xml · derivative · entry 5 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,244 shares Expires 2021-11-04 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 18, 2020 Filed Feb 20, 2020 22:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 6,245 | $154.90 | $967,350.50 |
DisclosureSEC source: 0001136893-20-000037 · wf-form4_158223844638470.xml · nonDerivative · entry 4 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,288 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 6,245 | $66.18 | $413,294.10 |
DisclosureSEC source: 0001136893-20-000037 · wf-form4_158223844638470.xml · nonDerivative · entry 3 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,533 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 18, 2020 Filed Feb 20, 2020 22:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 4,244 | $154.99 | $657,794.54 |
DisclosureSEC source: 0001136893-20-000037 · wf-form4_158223844638470.xml · nonDerivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,288 F1 · price: The transaction was executed in multiple trades at prices ranging from $154.98 to $155.02. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 4,244 | $58.23 | $247,128.12 |
DisclosureSEC source: 0001136893-20-000037 · wf-form4_158223844638470.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,532 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 |
| January 22, 2020 Filed Jan 24, 2020 21:47 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,060 | $0.00 Strike: $43.89 | $0.00 |
DisclosureSEC source: 0001209191-20-004865 · doc4.xml · derivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,060 Underlying: UGI Common Stock · 9,060 shares Expires 2030-01-21 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:47 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004865 · doc4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 14,891 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 22, 2020, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 21:55 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 782 | $136.95 | $107,096.46 |
DisclosureSEC source: 0001136893-19-000208 · wf-form4_157566933679180.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,288 F1 · price: The transaction was executed in multiple trades at prices ranging from $136.95 to $136.96. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or any security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 13:36 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 2,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-032933 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,411 F1 · shares: Grant of restricted stock vesting in three equal annual installments beginning November 14, 2020. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 20:11 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 300 | $122.55 | $36,765.33 |
DisclosureSEC source: 0001127602-19-021326 · form4.xml · nonDerivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,070 Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 20:11 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 940 | $122.55 | $115,197.00 |
DisclosureSEC source: 0001127602-19-021326 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,370 Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:33 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,777 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019633 · form4.xml · derivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,777 Underlying: Common Stock · 1,777 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to one share of FIS common stock. F2 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments commencing on the first anniversary date of the grant. F2 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments commencing on the first anniversary date of the grant. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 3,446 | $62.92 Strike: $62.92 | $216,822.32 |
DisclosureSEC source: 0001127602-19-014286 · form4.xml · derivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,337 Underlying: Common Stock · 3,446 shares Expires 2023-03-29 F1 · shares: On March 29, 2016, the reporting person was granted an option to purchase 10,337 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017 and 2018. Based on FIS's Annual Report on Form 10-K, the Compensation Committee of FIS determined that the performance criteria for 2018 had been met, resulting in vesting of the option as to 3,446 shares. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:22 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 2,082 | $66.18 Strike: $66.18 | $137,786.76 |
DisclosureSEC source: 0001127602-19-008117 · form4.xml · derivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,245 Underlying: Common Stock · 2,082 shares Expires 2022-11-05 F1 · shares: On November 5, 2015, the reporting person was granted an option to purchase 6,245 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, 2018. Based on FIS's Annual Report on Form 10-K filed on February 21, 2019, the Compensation Committee of FIS determined that the performance criteria for 2018 had been met, resulting in vesting of the option as to 2,082 shares. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:01 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 5,400 | $0.00 Strike: $56.25 | $0.00 |
DisclosureSEC source: 0001209191-19-006492 · doc4.xml · derivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: UGI Common Stock · 5,400 shares Expires 2029-01-29 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 22:01 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006492 · doc4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 12,214 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 30, 2019, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 14:07 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GiftCommon Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035274 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,653 F1 · shares: A charitable contribution. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 19:40 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 4,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-033685 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,129 F1 · shares: Granted of restricted stock vesting in three equal annual installments beginning on November 15, 2019. Read SEC document |
| September 20, 2018 Filed Sep 21, 2018 20:00 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 1,839 | $108.92 | $200,303.88 |
DisclosureSEC source: 0001127602-18-028211 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,978 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 20:03 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 1,500 | $107.23 | $160,848.30 |
DisclosureSEC source: 0001127602-18-021675 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,817 Read SEC document |
| May 11, 2018 Filed May 15, 2018 13:36 UTC | Cannae Holdings, Inc. CNNE · Entity 5258 | GrantCommon Stock | 3,611 | $20.77 | $75,000.47 |
DisclosureSEC source: 0001127602-18-017458 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,611 F1 · shares: Grant of restricted stock vesting in three equal annual installments beginning May 11, 2019. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:24 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 3,446 | $62.92 Strike: $62.92 | $216,822.32 |
DisclosureSEC source: 0001127602-18-013295 · form4.xml · derivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,891 Underlying: Common Stock · 3,446 shares Expires 2023-03-29 F1 · derivative.exercise_date: On March 29, 2016, the reporting person was granted an option to purchase 10,337 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017 and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2018, the Compensation Committee of FIS determined that the performance criteria for 2017 had been met, resulting in vesting of the option as to 3,446 shares. Read SEC document |
| March 29, 2018 Filed Jun 14, 2018 21:39 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020977 · form4.xml · derivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,973 Underlying: Common Stock · 1,973 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · kind: This Form 4 reflects an annual grant dated March 29, 2018 which was inadvertently not previously reported. F3 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F3 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:50 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 2,082 | $66.18 Strike: $66.18 | $137,786.76 |
DisclosureSEC source: 0001127602-18-008727 · form4.xml · derivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,163 Underlying: Common Stock · 2,082 shares Expires 2022-11-05 F2 · derivative.exercise_date: On November 5, 2015, the reporting person was granted an option to purchase 6,245 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2018, the Compensation Committee of FIS determined that the performance criteria for 2017 had been met, resulting in vesting of the option as to 2,082 shares. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:50 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 4,244 | $58.23 Strike: $58.23 | $247,128.12 |
DisclosureSEC source: 0001127602-18-008727 · form4.xml · derivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,244 Underlying: Common Stock · 4,244 shares Expires 2021-11-04 F1 · derivative.exercise_date: On November 4, 2014, the reporting person was granted an option to purchase 12,730 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2015, 2016, and 2017. Based on FIS's Annual Report on Form 10-K filed on February 23, 2018, the Compensation Committee of FIS determined that the performance criteria for 2017 had been met, resulting in vesting of the option as to 4,244 shares. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:51 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $47.55 | $0.00 |
DisclosureSEC source: 0001209191-18-005921 · doc4.xml · derivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 shares Expires 2028-01-24 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 22:51 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005921 · doc4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 10,177 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 25, 2018, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 15:43 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,486 | $0.00 Strike: $58.23 | $0.00 |
DisclosureSEC source: 0001127602-17-031821 · form4.xml · derivative · entry 3 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,486 shares Expires 2021-11-04 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 |
| November 08, 2017 Filed Nov 13, 2017 15:43 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 8,486 | $58.23 | $494,139.78 |
DisclosureSEC source: 0001127602-17-031821 · form4.xml · nonDerivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,803 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 |
| November 08, 2017 Filed Nov 13, 2017 15:43 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 8,486 | $91.87 | $779,642.76 |
DisclosureSEC source: 0001127602-17-031821 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,317 Read SEC document |
| August 04, 2017 Filed Aug 7, 2017 20:07 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 2,181 | $90.32 | $196,986.18 |
DisclosureSEC source: 0001127602-17-025123 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,317 Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:02 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 1,000 | $85.39 | $85,394.70 |
DisclosureSEC source: 0001127602-17-019661 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,498 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 20:42 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 7,463 | $0.00 Strike: $80.03 | $0.00 |
DisclosureSEC source: 0001127602-17-013415 · form4.xml · derivative · entry 3 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,463 Underlying: Common Stock · 7,463 shares Expires 2024-03-29 F3 · derivative.exercise_date: The option vests in three equal installments commencing on the first anniversary date of the grant. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 20:42 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 3,445 | $0.00 Strike: $62.92 | $0.00 |
DisclosureSEC source: 0001127602-17-013415 · form4.xml · derivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,445 Underlying: Common Stock · 3,445 shares Expires 2023-03-29 F2 · shares: On March 29, 2016, the reporting person was granted an option to purchase 10,337 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 3,445 shares. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 20:42 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 1,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013415 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,498 F1 · shares: On March 29, 2017, the reporting person was granted time-based restricted stock, which vests in three equal annual installments commencing on the first anniversary of the date of grant. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 22:31 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 4,243 | $0.00 Strike: $58.23 | $0.00 |
DisclosureSEC source: 0001127602-17-008674 · form4.xml · derivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,486 Underlying: Common Stock · 4,243 shares Expires 2021-11-04 F2 · derivative.exercise_date: On November 4, 2014, the reporting person was granted an option to purchase 12,730 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2015, 2016, and 2017. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 4,243 shares. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 22:31 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 2,081 | $0.00 Strike: $66.18 | $0.00 |
DisclosureSEC source: 0001127602-17-008674 · form4.xml · derivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 shares Expires 2022-11-05 F1 · derivative.exercise_date: On November 5, 2015, the reporting person was granted an option to purchase 6,245 shares of common stock. The option vests in three equal installments based on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2016, 2017, and 2018. Based on FIS's Annual Report on Form 10-K filed on February 23, 2017, the Compensation Committee of FIS determined that the performance criteria for 2016 had been met, resulting in vesting of the option as to 2,081 shares. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 13:26 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 550 | $81.57 | $44,863.34 |
DisclosureSEC source: 0001127602-17-007130 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,311 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:56 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $46.31 | $0.00 |
DisclosureSEC source: 0001209191-17-005741 · doc4.xml · derivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: UGI Common Stock · 9,000 shares Expires 2027-01-23 F3 · shares: These options were granted under the UGI Corporation 2013 Omnibus Incentive Compensation Plan and are fully vested on the effective date of the grant. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:56 UTC | UGI CORP /PA/ UGI · Entity 3628 | GrantUGI Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005741 · doc4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Benefit Plan Disclosed balance after: 7,030 F1 · balance_after: Total gives effect to dividend equivalent accruals. F2 · ownership.nature: Effective January 24, 2017, the reporting person was granted Stock Units under the UGI Corporation 2013 Omnibus Incentive Compensation Plan. Each stock unit represents the right of the recipient to receive a share of Common Stock upon retirement or termination of service. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 12:40 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,490 | $0.00 Strike: $39.70 | $0.00 |
DisclosureSEC source: 0001127602-16-066744 · form4.xml · derivative · entry 6 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,490 shares Expires 2020-04-01 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 |
| November 10, 2016 Filed Nov 14, 2016 12:40 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionStock Option (Right to Buy) · Derivative | 12,087 | $0.00 Strike: $48.75 | $0.00 |
DisclosureSEC source: 0001127602-16-066744 · form4.xml · derivative · entry 5 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,087 shares Expires 2020-10-31 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 |
| November 10, 2016 Filed Nov 14, 2016 12:40 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 2,831 | $77.01 | $218,007.67 |
DisclosureSEC source: 0001127602-16-066744 · form4.xml · nonDerivative · entry 4 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,861 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 12:40 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 5,490 | $39.70 | $217,953.00 |
DisclosureSEC source: 0001127602-16-066744 · form4.xml · nonDerivative · entry 3 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,692 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 |
| November 10, 2016 Filed Nov 14, 2016 12:40 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 7,656 | $76.98 | $589,384.91 |
DisclosureSEC source: 0001127602-16-066744 · form4.xml · nonDerivative · entry 2 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,202 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 12:40 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 12,087 | $48.75 | $589,241.25 |
DisclosureSEC source: 0001127602-16-066744 · form4.xml · nonDerivative · entry 1 Stallings James B JR · CIK 0001573715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,858 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.