Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/FCNCA · Entity 3195 | Director | June 04, 2026 | June 08, 2026 |
| WEX Inc.WEX · Entity 2285 | Director | May 14, 2026 | May 18, 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.
FIRST CITIZENS BANCSHARES INC /DE/
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 1,142 |
Reported balance
After 2026-06-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-04 · Sale · Disposed 183 · Balance 1,142 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.32 to $2,033.51, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) through (5). |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 538 |
Reported balance
After 2026-06-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-06-04 · Sale · Disposed 604 · Balance 538 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.49, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 82 |
Reported balance
After 2026-06-04 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-06-04 · Sale · Disposed 456 · Balance 82 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,050.36 to $2,051.24, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany August 2024 GRAT | 45 |
Reported balance
After 2026-06-04 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-06-04 · Sale · Disposed 37 · Balance 45 |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 4,623 |
Reported balance
After 2026-06-04 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-06-04 · Sale · Disposed 93 · Balance 4,623 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.38 to $2,033.70, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 3,487 |
Reported balance
After 2026-06-04 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-06-04 · Sale · Disposed 1,136 · Balance 3,487 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.52, inclusive. |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 3,477 |
Reported balance
After 2026-06-04 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-06-04 · Sale · Disposed 10 · Balance 3,477 |
| Class A CommonSEC Table I · non-derivative | IndirectAlemany September 2025 GRAT | 3,476 |
Reported balance
After 2026-06-04 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2026-06-04 · Sale · Disposed 1 · Balance 3,476 |
| Class A CommonSEC Table I · non-derivative | Direct | 1,985 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 1,985 |
| Class A CommonSEC Table I · non-derivative | IndirectFamily GST Exempt Trust | 4,559 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 4,559 |
| Class A CommonSEC Table I · non-derivative | IndirectFamily Non-GST Exempt Trust | 4,660 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 4,660 |
| Class C Preferred StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 30,000 |
| Depositary SharesSEC Table I · non-derivative | Direct | 300 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 300 F6: Each Depositary Share represents a 1/100th interest in a share of the Issuer's 7% Non-Cumulative Perpetual Preferred Stock, Series D. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.32 to $2,033.51, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) through (5).
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.49, inclusive.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,050.36 to $2,051.24, inclusive.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,033.38 to $2,033.70, inclusive.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2,048.19 to $2,048.52, inclusive.
F6: Each Depositary Share represents a 1/100th interest in a share of the Issuer's 7% Non-Cumulative Perpetual Preferred Stock, Series D.
WEX Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,352 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 2,352 · Balance 2,352 F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") will vest in total on May 14, 2027.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIT GROUP INC
Report date January 03, 2022 · Filed January 05, 2022
Section 16 reporting ended · disclosed 2022-01-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,475.559 |
Reported balance
After 2022-01-03 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-01-03 · Grant · Acquired 49,475.559 · Balance 49,475.559 F1: For Ms. Alemany, pursuant to the Merger Agreement, the unvested performance-based restricted stock units in respect of shares of CIT Common Stock (the "CIT PBRSUs") were converted into 3,068 restricted stock units in respect of shares of BancShares Class A Common Stock, equal to the number of shares subject to the CIT PBRSUs determined based on target level performance as of immediately prior to the effective time multiplied by the Exchange Ratio, with the result rounded up to the nearest whole share. F2: Each CIT PBRSU had the economic equivalent of one share of CIT Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-03 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-01-03 · Disposition to issuer · Disposed 49,475.559 · Balance 0 F1: For Ms. Alemany, pursuant to the Merger Agreement, the unvested performance-based restricted stock units in respect of shares of CIT Common Stock (the "CIT PBRSUs") were converted into 3,068 restricted stock units in respect of shares of BancShares Class A Common Stock, equal to the number of shares subject to the CIT PBRSUs determined based on target level performance as of immediately prior to the effective time multiplied by the Exchange Ratio, with the result rounded up to the nearest whole share. F2: Each CIT PBRSU had the economic equivalent of one share of CIT Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 274,351.917 |
Reported balance
After 2022-01-03 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2022-01-03 · Disposition to issuer · Disposed 37,965.72 · Balance 274,351.917 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. F4: Each CIT RSU had the economic equivalent of one share of CIT Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-03 transaction · row 9
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 9 · 2022-01-03 · Disposition to issuer · Disposed 274,351.917 · Balance 0 F5: For Ms. Alemany, pursuant to the Merger Agreement, a transaction exempt under Rule 16b-3, the unvested restricted stock units in respect of shares of CIT Common Stock (the "CIT RSUs") (not subject to deferral) automatically vested upon the effective time and were converted into 17,012 shares of BancShares Class A Common Stock multiplied by the Exchange Ratio less fractional shares paid in cash. |
| Common StockSEC Table I · non-derivative | IndirectSchwab March 2020 GRAT #1 (CIT) u/a/d 3/31/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-01-03 · Disposition to issuer · Disposed 122,000 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab June 2020 GRAT #1 (CIT) u/a/d 6/18/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-01-03 · Disposition to issuer · Disposed 31,050 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab July 2020 GRAT #1 u/a/d 7/29/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2022-01-03 · Disposition to issuer · Disposed 12,655 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab September 2020 GRAT #2 (CIT) u/a/d 9/25/2020 | 0 |
Reported balance
After 2022-01-03 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2022-01-03 · Disposition to issuer · Disposed 50,700 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Common StockSEC Table I · non-derivative | IndirectSchwab March 2021 GRAT | 0 |
Reported balance
After 2022-01-03 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2022-01-03 · Disposition to issuer · Disposed 49,000 · Balance 0 F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34. |
| Series B PreferredSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-01-03 transaction · row 10
1 source rowRow 10 · 2022-01-03 · Disposition to issuer · Disposed 30,000 · Balance 0 F6: For Ms. Alemany, pursuant to the Merger Agreement, each issued and outstanding share of 5.625% Non-Cumulative Perpetual Preferred Stock, Series B, par value $0.01 per share, of CIT ("CIT Series B Preferred Stock") was converted into a newly created series of preferred stock of BancShares ("BancShares Series C Preferred Stock"). |
Filing footnotes · ownership attribution and instrument terms
F1: For Ms. Alemany, pursuant to the Merger Agreement, the unvested performance-based restricted stock units in respect of shares of CIT Common Stock (the "CIT PBRSUs") were converted into 3,068 restricted stock units in respect of shares of BancShares Class A Common Stock, equal to the number of shares subject to the CIT PBRSUs determined based on target level performance as of immediately prior to the effective time multiplied by the Exchange Ratio, with the result rounded up to the nearest whole share.
F2: Each CIT PBRSU had the economic equivalent of one share of CIT Common Stock.
F3: Pursuant to the Agreement and Plan of Merger, dated October 15, 2020, by and among CIT Group Inc. ("CIT"), First Citizens BancShares, Inc. ("BancShares"), First-Citizens Bank & Trust Company, and FC Merger Subsidiary IX, Inc. (as amended from time to time, the "Merger Agreement"), a transaction exempt under Rule 16b-3, each issued and outstanding share of common stock, par value $0.01 per share, of CIT ("CIT Common Stock") was converted into 0.06200 (the "Exchange Ratio") shares of Class A common stock, par value $1.00 per share, of BancShares (the "BancShares Class A Common Stock"). On December 31, 2021 (the business day prior to the merger), the closing price of one share of CIT Common Stock was $51.34.
F4: Each CIT RSU had the economic equivalent of one share of CIT Common Stock.
F5: For Ms. Alemany, pursuant to the Merger Agreement, a transaction exempt under Rule 16b-3, the unvested restricted stock units in respect of shares of CIT Common Stock (the "CIT RSUs") (not subject to deferral) automatically vested upon the effective time and were converted into 17,012 shares of BancShares Class A Common Stock multiplied by the Exchange Ratio less fractional shares paid in cash.
F6: For Ms. Alemany, pursuant to the Merger Agreement, each issued and outstanding share of 5.625% Non-Cumulative Perpetual Preferred Stock, Series B, par value $0.01 per share, of CIT ("CIT Series B Preferred Stock") was converted into a newly created series of preferred stock of BancShares ("BancShares Series C Preferred Stock").
Dun & Bradstreet Holdings, Inc.
Report date August 26, 2025 · Filed August 26, 2025
Section 16 reporting ended · disclosed 2025-08-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-08-26 transaction · row 1
1 source rowRow 1 · 2025-08-26 · Disposition to issuer · Disposed 64,359 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings. F3: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares. |
| Common StockSEC Table I · non-derivative | IndirectAlemany March 2024 GRAT No 3 | 0 |
Reported balance
After 2025-08-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-08-26 · Disposition to issuer · Disposed 5,790 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings. F3: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger (as amended from time to time, the "Merger Agreement") dated as of March 23, 2025 by and among the Issuer, Denali Intermediate Holdings, Inc., ("Parent"), and Denali Buyer, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F2: Amount adjusted to reflect a transfer from the reporting person's grantor retained annuity trust to the reporting person's direct holdings.
F3: Pursuant to the Merger Agreement, among other things, (i) each outstanding share of the common stock of the Issuer was cancelled and converted into the right to receive $9.15 in cash per share without interest and subject to deduction for any applicable withholding taxes (the "Merger Consideration") and (ii) each outstanding restricted stock award subject to time-based or performance-based vesting conditions, whether vested or unvested, held by a member of the board of directors of the Issuer (other than the Chief Executive Officer), was converted into the right to receive the Merger Consideration plus all accumulated but unpaid dividend equivalent rights with respect to such shares.
Fidelity National Information Services, Inc.
Report date June 05, 2024 · Filed June 07, 2024
Section 16 reporting ended · disclosed 2024-06-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,993 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Exercise / conversion · Acquired 2,139 · Balance 5,993 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-06-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-05 · Exercise / conversion · Disposed 2,139 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock.
F2: These restricted stock units vested in full on May 25, 2023. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. On June 5, 2024, the reporting person ended their service as a director and the restricted stock units distributed in full.
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 |
|---|---|---|---|---|---|---|
| June 08, 2020 Filed Jun 10, 2020 20:44 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 5,253 | $141.44 | $742,973.81 |
DisclosureSEC source: 0001136893-20-000158 · wf-form4_159182186719181.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,301 F1 · price: The transaction was executed in multiple trades at prices ranging from $141.41 to $141.44. 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 |
| June 08, 2020 Filed Jun 10, 2020 20:44 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 12,730 | $58.23 | $741,267.90 |
DisclosureSEC source: 0001136893-20-000158 · wf-form4_159182186719181.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,554 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 |
| June 08, 2020 Filed Jun 10, 2020 20:44 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 4,231 | $141.19 | $597,353.74 |
DisclosureSEC source: 0001136893-20-000158 · wf-form4_159182186719181.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,824 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 20:44 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 7,463 | $80.03 | $597,263.89 |
DisclosureSEC source: 0001136893-20-000158 · wf-form4_159182186719181.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,055 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 28, 2020 Filed Jun 1, 2020 21:50 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000146 · wf-form4_159104821020660.xml · derivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,554 Underlying: Common Stock · 1,554 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 · derivative.expiration_date: The restricted stock units vest and distribute in full on May 28, 2021. Read SEC document |
| May 22, 2020 Filed May 27, 2020 20:30 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 592 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000126 · wf-form4_159061138376780.xml · derivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,185 Underlying: Common Stock · 592 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F2 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| May 22, 2020 Filed May 27, 2020 20:30 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 592 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000126 · wf-form4_159061138376780.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592 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 |
| April 22, 2020 Filed Apr 24, 2020 20:45 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GiftCommon Stock | 8,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000094 · wf-form4_158776113271452.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2020 GRAT Disclosed balance after: 8,401 F1 · shares: Establishment of Grantor Retained Annuity Trust (GRAT) for estate planning purposes Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:45 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GiftCommon Stock | 8,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000094 · wf-form4_158776113271452.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 17, 2020 Filed Apr 20, 2020 20:12 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | OtherCommon Stock | 3,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000090 · wf-form4_158741351075890.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,401 Read SEC document |
| April 17, 2020 Filed Apr 20, 2020 20:12 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | OtherCommon Stock | 3,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000090 · wf-form4_158741351075890.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2019 GRAT Disclosed balance after: 0 Read SEC document |
| April 15, 2020 Filed Feb 11, 2021 08:16 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 28,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005088 · form5.xml · nonDerivative · entry 14 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Alemany GRAT 2018 u/a/d March 27, 2018 Disclosed balance after: 0 F7 · kind: Shares of CIT common stock were transferred from the Alemany GRAT 2018 to Ellen R. Alemany's personal account. F7 · price: Shares of CIT common stock were transferred from the Alemany GRAT 2018 to Ellen R. Alemany's personal account. Read SEC document |
| April 15, 2020 Filed Feb 11, 2021 08:16 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 28,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005088 · form5.xml · nonDerivative · entry 13 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,998.532 F7 · kind: Shares of CIT common stock were transferred from the Alemany GRAT 2018 to Ellen R. Alemany's personal account. F7 · price: Shares of CIT common stock were transferred from the Alemany GRAT 2018 to Ellen R. Alemany's personal account. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 16:11 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | OtherCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000079 · wf-form4_158653505269929.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,111 Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 16:11 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | OtherCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000079 · wf-form4_158653505269929.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2019 GRAT Disclosed balance after: 3,290 Read SEC document |
| March 31, 2020 Filed Feb 11, 2021 08:16 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 141,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005088 · form5.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,998.532 F1 · kind: Shares of CIT common stock were transferred from Ellen R. Alemany to the Schwab March 2020 GRAT #1 (CIT). F1 · price: Shares of CIT common stock were transferred from Ellen R. Alemany to the Schwab March 2020 GRAT #1 (CIT). Read SEC document |
| March 31, 2020 Filed Feb 11, 2021 08:16 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 141,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005088 · form5.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Schwab March 2020 GRAT #1 (CIT) u/a/d 3/31/2020 Disclosed balance after: 141,000 F1 · kind: Shares of CIT common stock were transferred from Ellen R. Alemany to the Schwab March 2020 GRAT #1 (CIT). F1 · price: Shares of CIT common stock were transferred from Ellen R. Alemany to the Schwab March 2020 GRAT #1 (CIT). Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 20:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000062 · wf-form4_158568800911661.xml · derivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658 Underlying: Common Stock · 658 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F2 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 20:53 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000062 · wf-form4_158568800911661.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,611 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 25, 2020 Filed Feb 11, 2021 08:16 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 66,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005088 · form5.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Alemany March 2019 GRAT #1 Disclosed balance after: 0 F2 · kind: Shares of CIT common stock were transferred from the Alemany March 2019 GRAT #1 to Ellen R. Alemany's personal account. F2 · price: Shares of CIT common stock were transferred from the Alemany March 2019 GRAT #1 to Ellen R. Alemany's personal account. Read SEC document |
| March 25, 2020 Filed Feb 11, 2021 08:16 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 66,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005088 · form5.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,998.532 F2 · kind: Shares of CIT common stock were transferred from the Alemany March 2019 GRAT #1 to Ellen R. Alemany's personal account. F2 · price: Shares of CIT common stock were transferred from the Alemany March 2019 GRAT #1 to Ellen R. Alemany's personal account. Read SEC document |
| March 20, 2020 Filed Mar 20, 2020 12:55 UTC | CIT GROUP INC CIT · Entity 131580 | PurchaseCommon Stock | 35,000 | $14.69 | $514,150.00 |
DisclosureSEC source: 0001127602-20-011593 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,099.532 Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 17:00 UTC | CIT GROUP INC CIT · Entity 131580 | Tax withholdingCommon Stock | 8,831 | $22.84 | $201,700.04 |
DisclosureSEC source: 0001127602-20-010825 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,099.532 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 08:35 UTC | CIT GROUP INC CIT · Entity 131580 | Tax withholdingCommon Stock | 15,189 | $39.71 | $603,155.19 |
DisclosureSEC source: 0001127602-20-008737 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,930.532 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. F2 · price: The restricted stock units vested on a Sunday, therefore, the closing price of CIT common stock on the immediately preceding Friday was used for the settlement. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 16:33 UTC | CIT GROUP INC CIT · Entity 131580 | GrantCommon Stock | 52,148.519 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-007241 · form4.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,119.532 F4 · kind: Performance Based Restricted Stock Units ("PBRSU") are scheduled to settle 100% in stock and will vest one-third per year on March 1, 2021, 2022, and 2023, subject to a performance based vesting hurdle (minimum Common Equity Tier 1 for well-capitalized Banks as established by the Federal Reserve Board). F5 · price: Each performance based restricted stock unit ("PBRSU") has the economic equivalent of one share of CIT common stock. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 16:33 UTC | CIT GROUP INC CIT · Entity 131580 | Tax withholdingCommon Stock | 17,552 | $47.94 | $841,442.88 |
DisclosureSEC source: 0001127602-20-007241 · form4.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,971.013 F3 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of performance share units. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 16:33 UTC | CIT GROUP INC CIT · Entity 131580 | GrantCommon Stock | 42,235.496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-007241 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,523.013 F1 · kind: Shares acquired upon final certification of performance share units awarded for the 2017-2019 performance period. F2 · price: Each performance share unit ("PSU") had the economic equivalent of one share of CIT common stock. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 08:40 UTC | CIT GROUP INC CIT · Entity 131580 | PurchaseSeries B Preferred | 30,000 | $25.00 | $750,000.00 |
DisclosureSEC source: 0001127602-19-032794 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| August 27, 2019 Filed Feb 12, 2020 14:44 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 59,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005050 · form5.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · August 2019 GRAT #1 Disclosed balance after: 59,200 F2 · kind: Shares of CIT common stock were transferred from Ellen R. Alemany's personal account to the August 2018 GRAT #1. F2 · price: Shares of CIT common stock were transferred from Ellen R. Alemany's personal account to the August 2018 GRAT #1. Read SEC document |
| August 27, 2019 Filed Feb 12, 2020 14:44 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 59,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005050 · form5.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,287.517 F2 · kind: Shares of CIT common stock were transferred from Ellen R. Alemany's personal account to the August 2018 GRAT #1. F2 · price: Shares of CIT common stock were transferred from Ellen R. Alemany's personal account to the August 2018 GRAT #1. Read SEC document |
| August 15, 2019 Filed Feb 12, 2020 14:44 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 22,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005050 · form5.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Alemany GRAT 2018 #3 u/a/d July 27, 2018 Disclosed balance after: 15,255 F1 · kind: Shares of CIT common stock were transferred from the Alemany 2018 GRAT #3 to Ellen R. Alemany's personal account. F1 · price: Shares of CIT common stock were transferred from the Alemany 2018 GRAT #3 to Ellen R. Alemany's personal account. Read SEC document |
| August 15, 2019 Filed Feb 12, 2020 14:44 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 22,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005050 · form5.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,287.517 F1 · kind: Shares of CIT common stock were transferred from the Alemany 2018 GRAT #3 to Ellen R. Alemany's personal account. F1 · price: Shares of CIT common stock were transferred from the Alemany 2018 GRAT #3 to Ellen R. Alemany's personal account. Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 07:43 UTC | CIT GROUP INC CIT · Entity 131580 | PurchaseCommon Stock | 11,500 | $43.55 | $500,816.95 |
DisclosureSEC source: 0001127602-19-026582 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,087.517 Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:20 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,777 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019605 · form4.xml · derivative · entry 1 Alemany Ellen R · CIK 0001537972 · 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 21:12 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: 0001127602-19-014231 · form4.xml · derivative · entry 1 Alemany Ellen R · CIK 0001537972 · 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 |
| March 25, 2019 Filed Mar 26, 2019 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GiftCommon Stock | 5,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013209 · form4.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · 2019 GRAT Disclosed balance after: 5,790 F1 · shares: Establishment of Grantor Retained Annuity Trust (GRAT) for estate planning purposes. Read SEC document |
| March 25, 2019 Filed Mar 26, 2019 20:14 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GiftCommon Stock | 5,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013209 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 17:48 UTC | CIT GROUP INC CIT · Entity 131580 | Tax withholdingCommon Stock | 8,831 | $50.13 | $442,698.03 |
DisclosureSEC source: 0001127602-19-011929 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,287.517 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 17:16 UTC | CIT GROUP INC CIT · Entity 131580 | Tax withholdingCommon Stock | 18,486 | $51.25 | $947,407.50 |
DisclosureSEC source: 0001127602-19-009599 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,118.517 F1 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of restricted stock units. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:08 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: 0001127602-19-008080 · form4.xml · derivative · entry 1 Alemany Ellen R · CIK 0001537972 · 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, and 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 |
| February 21, 2019 Filed Feb 25, 2019 16:19 UTC | CIT GROUP INC CIT · Entity 131580 | GrantCommon Stock | 48,990.79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-008034 · form4.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,604.517 F4 · kind: Performance Based Restricted Stock Units ("PBRSU") are scheduled to settle 100% in stock and will vest one-third per year on March 1, 2020, 2021, and 2022, subject to a performance based vesting hurdle (minimum Common Equity Tier 1 for well-capitalized Banks as established by the Federal Reserve Board). F5 · price: Each restricted stock unit ("RSU") has the economic equivalent of one share of CIT common stock. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 16:19 UTC | CIT GROUP INC CIT · Entity 131580 | Tax withholdingCommon Stock | 29,651 | $51.03 | $1,513,090.53 |
DisclosureSEC source: 0001127602-19-008034 · form4.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,613.727 F3 · kind: Shares withheld to satisfy tax withholding obligations arising from settlement of performance share units. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 16:19 UTC | CIT GROUP INC CIT · Entity 131580 | GrantCommon Stock | 66,559.041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-008034 · form4.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,264.727 F1 · kind: Shares acquired upon final certification of performance share units awarded for the 2016-2018 performance period. F2 · price: Each performance share unit ("PSU") had the economic equivalent of one share of CIT common stock. Read SEC document |
| July 27, 2018 Filed Feb 5, 2019 16:31 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 37,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004088 · form5.xml · nonDerivative · entry 6 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,705.686 F3 · kind: Shares of CIT common stock were transferred from Ellen R. Alemany to the Alemany July 2018 GRAT #3. F3 · price: Shares of CIT common stock were transferred from Ellen R. Alemany to the Alemany July 2018 GRAT #3. Read SEC document |
| July 27, 2018 Filed Feb 5, 2019 16:31 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 37,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004088 · form5.xml · nonDerivative · entry 5 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Alemany GRAT 2018 #3 u/a/d July 27, 2018 Disclosed balance after: 37,655 F3 · kind: Shares of CIT common stock were transferred from Ellen R. Alemany to the Alemany July 2018 GRAT #3. F3 · price: Shares of CIT common stock were transferred from Ellen R. Alemany to the Alemany July 2018 GRAT #3. Read SEC document |
| July 26, 2018 Filed Feb 5, 2019 16:31 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 14,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004088 · form5.xml · nonDerivative · entry 4 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Alemany 2016 GRAT #7 Disclosed balance after: 0 F2 · kind: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #7 to Ellen R. Alemany's personal account. F2 · price: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #7 to Ellen R. Alemany's personal account. Read SEC document |
| July 26, 2018 Filed Feb 5, 2019 16:31 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 14,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004088 · form5.xml · nonDerivative · entry 3 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,705.686 F2 · kind: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #7 to Ellen R. Alemany's personal account. F2 · price: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #7 to Ellen R. Alemany's personal account. Read SEC document |
| July 26, 2018 Filed Feb 5, 2019 16:31 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 23,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004088 · form5.xml · nonDerivative · entry 2 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Alemany 2016 GRAT u/a/d May 11, 2016 Disclosed balance after: 0 F1 · kind: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #6 to Ellen R. Alemany's personal account. F1 · price: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #6 to Ellen R. Alemany's personal account. Read SEC document |
| July 26, 2018 Filed Feb 5, 2019 16:31 UTC | CIT GROUP INC CIT · Entity 131580 | OtherCommon Stock | 23,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004088 · form5.xml · nonDerivative · entry 1 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,705.686 F1 · kind: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #6 to Ellen R. Alemany's personal account. F1 · price: Shares of CIT common stock were transferred from the Alemany 2016 GRAT #6 to Ellen R. Alemany's personal account. Read SEC document |
| May 12, 2018 Filed May 15, 2018 07:46 UTC | CIT GROUP INC CIT · Entity 131580 | Exercise / conversionRestricted Stock Units · Derivative | 756.429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-017453 · form4.xml · derivative · entry 8 Alemany Ellen R · CIK 0001537972 · Director · Chair & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 756.429 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 · security: RSUs are scheduled to vest in three equal installments on the first, second and third anniversaries of the date of grant and are payable 50% in shares of CIT common stock and 50% in cash. The cash payment shall be based on the closing price of CIT common stock on the vesting date. F3 · derivative.exercise_price: RSUs are scheduled to vest in three equal installments on the first, second and third anniversaries of the date of grant and are payable 50% in shares of CIT common stock and 50% in cash. The cash payment shall be based on the closing price of CIT common stock on the vesting date. F3 · kind: RSUs are scheduled to vest in three equal installments on the first, second and third anniversaries of the date of grant and are payable 50% in shares of CIT common stock and 50% in cash. The cash payment shall be based on the closing price of CIT common stock on the vesting date. F4 · kind: Filer elected to receive 100% stock upon settlement. F5 · price: Each restricted stock unit ("RSU") had the economic equivalent of one share of CIT common stock. F3 · derivative.exercise_date: RSUs are scheduled to vest in three equal installments on the first, second and third anniversaries of the date of grant and are payable 50% in shares of CIT common stock and 50% in cash. The cash payment shall be based on the closing price of CIT common stock on the vesting date. F3 · derivative.expiration_date: RSUs are scheduled to vest in three equal installments on the first, second and third anniversaries of the date of grant and are payable 50% in shares of CIT common stock and 50% in cash. The cash payment shall be based on the closing price of CIT common stock on the vesting date. 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.