Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORPAY, INC.CPAY · Entity 3172 | Director | February 24, 2026 | February 27, 2026 |
| GLOBAL PAYMENTS INCGPN · Entity 3197 | Director · CEO | February 24, 2023 | February 27, 2023 |
| Guidewire Software, Inc.GWRE · Entity 3313 | Director | December 15, 2025 | December 17, 2025 |
| NCR Voyix CorpVYX · Entity 293 | Director | June 03, 2026 | June 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.
CORPAY, INC.
Report date February 24, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,360 |
Reported balance
After 2026-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 886 · Balance 13,360 F1: Restricted stock award for 2026 director service that vests 2/24/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award for 2026 director service that vests 2/24/2027.
GLOBAL PAYMENTS INC
Report date February 24, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 311,286 |
Ending reported balance
After 2023-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-24 · Grant · Acquired 27,113 · Balance 326,046 F1: Represents shares of fully-vested stock issued as a result of the vesting of performance-based restricted stock units which were originally granted on February 24, 2020 and were earned based on the company's achievement of an adjusted earnings per share growth target over a three-year performance period. Row 2 · 2023-02-24 · Tax withholding · Disposed 14,760 · Balance 311,286 F2: Represents the disposition of shares to the company to cover taxes on the vesting of awards. |
| Common StockSEC Table I · non-derivative | IndirectBy the Jeffrey S. Sloan Family Trust | 16,780 |
Reported balance
Holding disclosure · report date 2023-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,780 F3: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is a trustee of the trust. The reporting person disclaims beneficial ownership of these securities and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose, except to the extent of his pecuniary interest. |
| Common StockSEC Table I · non-derivative | IndirectBy the Sloan Descendants' Trust | 138,270 |
Reported balance
Holding disclosure · report date 2023-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 138,270 F4: These shares are held in a trust for the benefit of the reporting person's lineal descendants. The reporting person's spouse is a trustee of the trust. The reporting person disclaims beneficial ownership of these securities and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose, except to the extent of his pecuniary interest. |
| Common StockSEC Table I · non-derivative | IndirectThe 2020 Mid-Year Jeffrey S Sloan Grantor Retained Annuity Trust | 15,430 |
Reported balance
Holding disclosure · report date 2023-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 15,430 |
| Common StockSEC Table I · non-derivative | IndirectThe 2021 Jeffrey S. Sloan Grantor Retained Annuity Trust | 153,210 |
Reported balance
Holding disclosure · report date 2023-02-24 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 153,210 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of fully-vested stock issued as a result of the vesting of performance-based restricted stock units which were originally granted on February 24, 2020 and were earned based on the company's achievement of an adjusted earnings per share growth target over a three-year performance period.
F2: Represents the disposition of shares to the company to cover taxes on the vesting of awards.
F3: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is a trustee of the trust. The reporting person disclaims beneficial ownership of these securities and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose, except to the extent of his pecuniary interest.
F4: These shares are held in a trust for the benefit of the reporting person's lineal descendants. The reporting person's spouse is a trustee of the trust. The reporting person disclaims beneficial ownership of these securities and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose, except to the extent of his pecuniary interest.
Guidewire Software, Inc.
Report date December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,371 |
Reported balance
After 2025-12-15 transaction · row 1
1 source rowRow 1 · 2025-12-15 · Grant · Acquired 1,196 · Balance 2,371 F1: These restricted stock units were granted on December 15, 2025, and are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units were granted on December 15, 2025, and are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders.
NCR Voyix Corp
Report date June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,541 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 26,573 · Balance 44,541 F1: Reflects a grant of restricted stock units ("RSUs") pursuant to the Issuer's non-employee director compensation program. The RSUs will vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") pursuant to the Issuer's non-employee director compensation program. The RSUs will vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director.
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 12, 2017 Filed Jun 14, 2017 20:31 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | SaleCommon Stock | 17,510 | $87.93 | $1,539,654.30 |
DisclosureSEC source: 0001127602-17-021421 · form4.xml · nonDerivative · entry 2 SLOAN JEFFREY STEVEN · CIK 0001495604 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,062 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.33 to $88.32, inclusive. The reporting person undertakes to provide to the issuer, any security holder of issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the ranges set forth above. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 20:31 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Exercise / conversionCommon Stock | 50,000 | $20.72 | $1,036,000.00 |
DisclosureSEC source: 0001127602-17-021421 · form4.xml · nonDerivative · entry 1 SLOAN JEFFREY STEVEN · CIK 0001495604 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,572 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 09, 2017 Filed May 11, 2017 21:26 UTC | CORPAY, INC. FLT · Entity 3172 | PurchaseCommon Stock | 2,000 | $134.43 | $268,853.00 |
DisclosureSEC source: 0001209191-17-031585 · doc4.xml · nonDerivative · entry 1 SLOAN JEFFREY STEVEN · CIK 0001495604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,991 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:51 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 63,345 | $0.00 Strike: $79.45 | $0.00 |
DisclosureSEC source: 0001127602-17-010282 · form4.xml · derivative · entry 3 SLOAN JEFFREY STEVEN · CIK 0001495604 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,345 Underlying: Common Stock · 63,345 shares Expires 2027-03-01 F4 · derivative.exercise_date: Represents unvested options to purchase shares of common stock, which were granted to the reporting person as compensation. The stock options will vest in equal installments in each of the first three anniversaries of the grant date. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:51 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 18,880 | $79.45 | $1,500,016.00 |
DisclosureSEC source: 0001127602-17-010282 · form4.xml · nonDerivative · entry 1 SLOAN JEFFREY STEVEN · CIK 0001495604 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,572 F1 · kind: Represents restricted shares of common stock, which were granted to the reporting person as compensation. The restricted shares will vest in equal installments on each of the first three anniversaries of the grant date. F2 · balance_after: Balance includes transfer of 25,977 shares from indirect ownership to direct ownership. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 23:18 UTC | CORPAY, INC. FLT · Entity 3172 | GrantCommon Stock | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006013 · doc4.xml · nonDerivative · entry 1 SLOAN JEFFREY STEVEN · CIK 0001495604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,991 F1 · security: Restricted stock award for 2017 director service vests 1/1/2018 Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 11:20 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Tax withholdingCommon Stock | 7,333 | $76.76 | $562,881.08 |
DisclosureSEC source: 0001127602-16-063590 · form4.xml · nonDerivative · entry 1 SLOAN JEFFREY STEVEN · CIK 0001495604 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,715 F1 · kind: Represents the disposition of shares to the company to cover taxes on the vesting of awards. 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.