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 |
|---|---|---|---|---|---|---|
| May 01, 2020 Filed May 4, 2020 20:25 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,961 | $30.90 | $91,494.90 |
DisclosureSEC source: 0000109380-20-000168 · wf-form4_158862393032936.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,184 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 20:34 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 50.164 | $98.72 | $4,952.19 |
DisclosureSEC source: 0001127602-20-011085 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,965.672 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, 2020 Filed Jan 17, 2020 22:00 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 1,655 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-004068 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,410 F1 · price: Common Shares issued as director's fees using January 15, 2020 closing price of $60.41. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 21:33 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 30.761 | $136.50 | $4,198.88 |
DisclosureSEC source: 0001127602-19-035067 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,915.508 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 |
| December 09, 2019 Filed Dec 9, 2019 21:54 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,325 | $135.23 | $179,176.84 |
DisclosureSEC source: 0001127602-19-034592 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,884.747 Read SEC document |
| September 13, 2019 Filed Sep 13, 2019 20:30 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 34.182 | $122.50 | $4,187.30 |
DisclosureSEC source: 0001127602-19-028353 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,209.747 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 |
| July 29, 2019 Filed Jul 29, 2019 17:23 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerStock Options (right to buy) · Derivative | 158,182 | Not disclosed Strike: $13.30 | Not disclosed |
DisclosureSEC source: 0001209191-19-043556 · doc4.xml · derivative · entry 2 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 158,182 shares Expires 2026-09-21 F4 · price: 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 · derivative.exercise_date: The options were originally scheduled to vest 20% on September 21, 2017, 40% on September 21, 2018, and 40% on September 21, 2019. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 17:23 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerClass A Common Stock | 32,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-043556 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: 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). F1 · price: 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 · price: 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). Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:23 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 34.221 | $122.02 | $4,175.65 |
DisclosureSEC source: 0001127602-19-021822 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,175.565 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 31, 2019 Filed May 31, 2019 20:57 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,124 | $43.07 | $91,480.68 |
DisclosureSEC source: 0000109380-19-000161 · wf-form4_155933624410741.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,223 Read SEC document |
| May 16, 2019 Filed May 17, 2019 20:20 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,069 | $121.51 | $129,894.19 |
DisclosureSEC source: 0001127602-19-018995 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,141.344 F1 · shares: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest at 25% on each of August 16, 2019; November 16, 2019; February 16, 2020; and May 13, 2020. Read SEC document |
| May 09, 2019 Filed May 13, 2019 16:17 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 5,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029322 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,496 F1 · kind: Represents an immediately vested annual stock award grant. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 20:22 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 33.795 | $123.22 | $4,164.22 |
DisclosureSEC source: 0001127602-19-011819 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,072.344 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, 2019 Filed Jan 17, 2019 22:37 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 1,848 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-004334 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,755 F1 · price: Common Shares issued as director's fees using January 15, 2019 closing price of $54.10. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 21:20 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 29.441 | $103.75 | $3,054.50 |
DisclosureSEC source: 0001127602-18-036566 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,038.549 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, 2018 Filed Sep 18, 2018 20:37 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 24.339 | $125.25 | $3,048.46 |
DisclosureSEC source: 0001127602-18-027904 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,009.108 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, 2018 Filed Sep 14, 2018 20:05 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 1,846 | $124.51 | $229,848.04 |
DisclosureSEC source: 0001127602-18-027618 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,984.769 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.675 to $125. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:55 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 907 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-041715 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907 F1 · price: Common Shares issued as director's fees using July 2, 2018 closing price of $55.11. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 20:54 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 30.078 | $101.10 | $3,040.89 |
DisclosureSEC source: 0001127602-18-021211 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,830.769 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 01, 2018 Filed Jun 5, 2018 21:12 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 1,644 | $55.66 | $91,505.04 |
DisclosureSEC source: 0000109380-18-000190 · wf-form4_152823312274182.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,099 Read SEC document |
| May 16, 2018 Filed May 18, 2018 22:43 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionRestricted Stock Unit · Derivative | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018200 · form4.xml · derivative · entry 3 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,247 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. F3 · derivative.exercise_price: Restricted stock units granted in 2017 convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: RSUs vest 25% per quarter. F4 · derivative.expiration_date: RSUs vest 25% per quarter. Read SEC document |
| May 16, 2018 Filed May 18, 2018 22:43 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018200 · form4.xml · nonDerivative · entry 2 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,800.691 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 |
| May 16, 2018 Filed May 18, 2018 22:43 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,054 | $94.80 | $99,919.20 |
DisclosureSEC source: 0001127602-18-018200 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,553.691 F1 · price: Each RSU is granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · price: RSUs vest 25% on each of August 16, 2018; November 16, 2018; February 16, 2019; and May 16, 2019. Read SEC document |
| May 10, 2018 Filed May 14, 2018 17:07 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 7,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029909 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,535 F1 · kind: Represents an immediately vested annual stock award grant. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 17:30 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 30.168 | $100.55 | $3,033.39 |
DisclosureSEC source: 0001127602-18-011963 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,499.691 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 |
| December 15, 2017 Filed Dec 18, 2017 21:25 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 23.826 | $101.65 | $2,421.91 |
DisclosureSEC source: 0001127602-17-034935 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,469.523 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, 2017 Filed Sep 18, 2017 20:20 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 32.143 | $75.15 | $2,415.55 |
DisclosureSEC source: 0001127602-17-027626 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,445.697 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, 2017 Filed Jun 19, 2017 19:19 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 30.358 | $75.40 | $2,288.99 |
DisclosureSEC source: 0001127602-17-021710 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,413.554 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 02, 2017 Filed Jun 5, 2017 21:45 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 2,282 | $40.10 | $91,508.20 |
DisclosureSEC source: 0000109380-17-000182 · wf-form4_149669910421396.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,282 Read SEC document |
| May 17, 2017 Filed May 19, 2017 17:44 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 1,247 | $80.15 | $99,947.05 |
DisclosureSEC source: 0001127602-17-018769 · form4.xml · derivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247 Underlying: Common Stock · 1,247 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU is granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · derivative.exercise_date: RSUs vest at 25% on each of August 17, 2017; November 17, 2017; February 17, 2018; and May 16, 2018. F2 · derivative.expiration_date: RSUs vest at 25% on each of August 17, 2017; November 17, 2017; February 17, 2018; and May 16, 2018. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 20:00 UTC | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ZION · Entity 3544 | GrantCommon Stock | 173 | $40.93 | $7,080.89 |
DisclosureSEC source: 0000109380-17-000093 · wf-form4_149332319563459.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173 Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 16:46 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 9,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028443 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,921 F1 · kind: Represents an immediately vested annual stock award grant. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 15:14 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 27.383 | $83.40 | $2,283.74 |
DisclosureSEC source: 0001127602-17-012299 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,383.196 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 |
| December 16, 2016 Filed Dec 16, 2016 21:22 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 30.829 | $70.00 | $2,158.03 |
DisclosureSEC source: 0001127602-16-070274 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,355.813 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 |
| September 21, 2016 Filed Sep 23, 2016 17:09 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantStock Options (right to buy) · Derivative | 158,182 | $0.00 Strike: $13.30 | $0.00 |
DisclosureSEC source: 0001209191-16-142659 · doc4.xml · derivative · entry 2 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,182 Underlying: Class A Common Stock · 158,182 shares Expires 2026-09-21 F2 · kind: Represents a grant of stock options which, subject to the reporting person's continued service through each applicable vesting date, will vest in equal annual installments on each of the first three anniversaries of September 21, 2016. F2 · derivative.exercise_date: Represents a grant of stock options which, subject to the reporting person's continued service through each applicable vesting date, will vest in equal annual installments on each of the first three anniversaries of September 21, 2016. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 17:09 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 9,398 | $13.30 | $124,993.40 |
DisclosureSEC source: 0001209191-16-142659 · doc4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,398 F1 · kind: Represents a grant of restricted stock which, subject to the reporting person's continued service through each applicable vesting date, will vest 20% on September 21, 2017, 40% on September 21, 2018, and 40% on September 21, 2019. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 18:06 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 38.242 | $56.25 | $2,151.11 |
DisclosureSEC source: 0001127602-16-062901 · form4.xml · nonDerivative · entry 1 Yastine Barbara A. · CIK 0001506757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,324.984 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.