Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Director | May 19, 2026 | May 21, 2026 |
| AXIS CAPITAL HOLDINGS LTDAXS · Entity 3686 | Director | January 15, 2026 | January 20, 2026 |
| Primerica, Inc.PRI · Entity 3587 | Director | September 14, 2026 | September 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ZION · Entity 3544 | Director | May 01, 2026 | May 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.
ALKAMI TECHNOLOGY, INC.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,113 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 11,357 · Balance 92,113 F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock.
AXIS CAPITAL HOLDINGS LTD
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 21,354 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,594 · Balance 21,354 F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34. |
Filing footnotes · ownership attribution and instrument terms
F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34.
Primerica, Inc.
Report date September 14, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,969.8663 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 55.857 · Balance 19,969.8663 F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,061 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,055 · Balance 25,061 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FIRST DATA CORP
Report date July 29, 2019 · Filed July 29, 2019
Section 16 reporting ended · disclosed 2019-07-29. 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 2019-07-29 transaction · row 1
1 source rowRow 1 · 2019-07-29 · Disposition to issuer · Disposed 32,496 · Balance 0 F1: Includes 3,760 restricted stock units subject to time-based vesting which were accelerated in full and settled in Fiserv, Inc. (Fiserv) common stock based on the exchange ratio (defined in footnote (2)) in accordance with the Agreement and Plan of Merger dated January 16, 2019 (the Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub). F2: Pursuant to the Merger Agreement among Issuer, Fiserv, and Merger Sub, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.30 · Expires 2026-09-21 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-07-29 · Disposition to issuer · Disposed 158,182 · Balance 0 F4: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 52,728 options subject to time-based vesting that were not fully vested were accelerated. F3: The options were originally scheduled to vest 20% on September 21, 2017, 40% on September 21, 2018, and 40% on September 21, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,760 restricted stock units subject to time-based vesting which were accelerated in full and settled in Fiserv, Inc. (Fiserv) common stock based on the exchange ratio (defined in footnote (2)) in accordance with the Agreement and Plan of Merger dated January 16, 2019 (the Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub).
F2: Pursuant to the Merger Agreement among Issuer, Fiserv, and Merger Sub, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio).
F3: The options were originally scheduled to vest 20% on September 21, 2017, 40% on September 21, 2018, and 40% on September 21, 2019.
F4: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 52,728 options subject to time-based vesting that were not fully vested were accelerated.
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 |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 14, 2026 20:47 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 55.857 | $292.44 | $16,334.82 |
DisclosureSEC source: 0001475922-26-000084 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,969.8663 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 12, 2026 Filed Jun 15, 2026 21:20 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 58.305 | $278.96 | $16,264.76 |
DisclosureSEC source: 0001475922-26-000067 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,914.0093 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 21, 2026 Filed May 21, 2026 20:22 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 640 | $281.06 | $179,878.40 |
DisclosureSEC source: 0001475922-26-000053 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,855.7043 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 21, 2026; November 21, 2026; February 21, 2027; and May 19, 2027. Read SEC document |
| May 19, 2026 Filed May 21, 2026 22:54 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 11,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001506757-26-000002 · wk-form4_1779404092.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,113 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:52 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,055 | $63.26 | $129,999.30 |
DisclosureSEC source: 0000109380-26-000070 · wk-form4_1777927924.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,061 Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:31 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 64.992 | $249.06 | $16,186.91 |
DisclosureSEC source: 0001475922-26-000033 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,215.7043 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:30 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 1,594 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214816-26-000033 · wk-form4_1768948211.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,354 F1 · price: Common shares issued as director's fees using January 15, 2026 closing price of $100.34. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 21:36 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 54.139 | $258.08 | $13,972.19 |
DisclosureSEC source: 0001475922-25-000044 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,150.7123 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 20:26 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 50.759 | $274.23 | $13,919.64 |
DisclosureSEC source: 0001475922-25-000022 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,096.5733 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 18:06 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 53.087 | $261.16 | $13,864.20 |
DisclosureSEC source: 0001127602-25-017449 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,045.8143 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 14, 2025 Filed May 14, 2025 20:25 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 552 | $271.30 | $149,757.60 |
DisclosureSEC source: 0001127602-25-014290 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,992.7273 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 14, 2025; November 14, 2025; February 14, 2026; and May 14, 2026. Read SEC document |
| May 14, 2025 Filed May 16, 2025 21:17 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 7,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-25-000109 · wk-form4_1747430239.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,756 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. Read SEC document |
| May 02, 2025 Filed May 6, 2025 20:40 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,789 | $46.61 | $129,995.29 |
DisclosureSEC source: 0000109380-25-000074 · wk-form4_1746564001.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,006 Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:28 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 49.918 | $276.70 | $13,812.31 |
DisclosureSEC source: 0001127602-25-009685 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,440.7273 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 16, 2025 Filed Jan 21, 2025 22:31 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 1,665 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214816-25-000006 · wk-form4_1737498689.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,760 F1 · price: Common shares issued as director's fees using January 16, 2025 closing price of $90.04. Read SEC document |
| December 12, 2024 Filed Dec 12, 2024 21:12 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 42.128 | $282.83 | $11,915.06 |
DisclosureSEC source: 0001127602-24-029260 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,390.8093 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 20:43 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 47.554 | $249.66 | $11,872.33 |
DisclosureSEC source: 0001127602-24-023916 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,348.6813 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 21:18 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 44.638 | $220.89 | $9,860.09 |
DisclosureSEC source: 0001127602-24-018592 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,301.1273 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 15, 2024 Filed May 17, 2024 22:04 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 6,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-24-000116 · wk-form4_1715983472.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,531 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| May 08, 2024 Filed May 8, 2024 20:34 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 684 | $219.21 | $149,939.64 |
DisclosureSEC source: 0001127602-24-014623 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,256.4893 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 8, 2024; November 8, 2024; February 8, 2025; and May 8, 2025. Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 23:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,874 | $41.76 | $120,018.24 |
DisclosureSEC source: 0000109380-24-000099 · wk-form4_1714431616.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,217 Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 20:46 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 39.9163 | $246.27 | $9,830.19 |
DisclosureSEC source: 0001127602-24-009804 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,572.4893 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 16, 2024 Filed Jan 17, 2024 22:57 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 5,343 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-001557 · wk-form4_1705532237.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,095 F1 · price: Common shares issued as director's fees using January 16, 2024 closing price of $54.27. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 21:30 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 39.96 | $212.55 | $8,493.50 |
DisclosureSEC source: 0001127602-23-029581 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,532.573 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 11, 2023 Filed Sep 12, 2023 20:50 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 41.983 | $201.66 | $8,466.29 |
DisclosureSEC source: 0001127602-23-024007 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,492.613 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 12, 2023 Filed Jun 12, 2023 20:24 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 43.817 | $192.57 | $8,437.84 |
DisclosureSEC source: 0001127602-23-018554 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,450.63 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 17, 2023 Filed May 18, 2023 20:27 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 720 | $180.46 | $129,931.20 |
DisclosureSEC source: 0001127602-23-016148 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,406.813 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 17, 2023; November 17, 2023; February 17, 2024; and May 8, 2024. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:42 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 13,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-23-000116 · wf-form4_168452889606120.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,678 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| May 05, 2023 Filed May 9, 2023 21:26 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 4,419 | $23.76 | $104,995.44 |
DisclosureSEC source: 0000109380-23-000137 · wk-form4_1683667569.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,343 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 20:48 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 51.797 | $162.25 | $8,404.06 |
DisclosureSEC source: 0001127602-23-010325 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,686.813 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:41 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 2,661 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-001267 · wf-form4_167416447619240.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,752 F1 · price: Common shares issued as director's fees using January 17, 2023 closing price of $56.35. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:48 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 50.287 | $140.86 | $7,083.43 |
DisclosureSEC source: 0001127602-22-027570 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,635.016 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 20:31 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 55.262 | $127.63 | $7,053.09 |
DisclosureSEC source: 0001127602-22-022463 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,584.729 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 14, 2022 Filed Jun 14, 2022 20:35 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 61.422 | $114.28 | $7,019.31 |
DisclosureSEC source: 0001127602-22-017450 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,529.467 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 18, 2022 Filed May 20, 2022 22:05 UTC | ALKAMI TECHNOLOGY, INC. ALKT · Entity 1625 | GrantCommon Stock | 14,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001529274-22-000109 · wf-form4_165308433605565.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,979 F1 · shares: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| May 11, 2022 Filed May 11, 2022 21:07 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,090 | $119.26 | $129,993.40 |
DisclosureSEC source: 0001127602-22-014176 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,468.045 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 11, 2022; November 11, 2022; February 11, 2023; and May 11, 2023. Read SEC document |
| April 29, 2022 Filed Apr 29, 2022 21:56 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,858 | $56.51 | $104,995.58 |
DisclosureSEC source: 0000109380-22-000143 · wf-form4_165126932605488.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,924 Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 20:13 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 55.292 | $126.40 | $6,988.91 |
DisclosureSEC source: 0001127602-22-009317 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,378.045 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 00:55 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 1,754 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-003597 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,091 F1 · price: Common Shares issued as director's fees using January 14, 2022 closing price of $57.00. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 22:47 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 39.599 | $150.35 | $5,953.71 |
DisclosureSEC source: 0001127602-21-031014 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,322.753 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 20:32 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 39.629 | $149.32 | $5,917.40 |
DisclosureSEC source: 0001127602-21-025337 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,283.154 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 14, 2021 Filed Jun 14, 2021 21:15 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 36.437 | $161.93 | $5,900.24 |
DisclosureSEC source: 0001127602-21-019813 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,243.525 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 12, 2021 Filed May 12, 2021 20:57 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 825 | $157.46 | $129,904.50 |
DisclosureSEC source: 0001127602-21-016429 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,207.088 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 12, 2021; November 12, 2021; February 12, 2022; and May 10, 2022. Read SEC document |
| April 30, 2021 Filed May 3, 2021 21:14 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,882 | $55.80 | $105,015.60 |
DisclosureSEC source: 0000109380-21-000182 · wf-form4_162007647384088.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,066 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 20:49 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 38.398 | $153.19 | $5,882.19 |
DisclosureSEC source: 0001127602-21-010829 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,382.088 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 23:07 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 3,927 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-004459 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,337 F1 · price: Common Shares issued as director's fees using January 15, 2021 closing price of $50.92. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:27 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 37.243 | $134.42 | $5,006.20 |
DisclosureSEC source: 0001127602-20-031556 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,343.69 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 14, 2020 Filed Sep 14, 2020 21:21 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 41.315 | $120.77 | $4,989.61 |
DisclosureSEC source: 0001127602-20-025070 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,306.447 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 15, 2020 Filed Jun 16, 2020 21:01 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 43.46 | $114.41 | $4,972.26 |
DisclosureSEC source: 0001127602-20-019761 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,265.132 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 13, 2020 Filed May 13, 2020 21:20 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,256 | $103.47 | $129,958.32 |
DisclosureSEC source: 0001127602-20-016449 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,221.672 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 13, 2020, November 13, 2020; February 13, 2021; and May 12, 2021. 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.