Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fidelity National Information Services, Inc.FIS · Entity 3247 | CEVP - Chief Risk Officer | November 07, 2022 | November 09, 2022 |
| Pinnacle Financial Partners, Inc.PNFP · Entity 19 | Director | September 10, 2026 | September 11, 2026 |
| SYNOVUS FINANCIAL CORPSNV · Entity 70670 | Director | January 01, 2026 | January 02, 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.
Fidelity National Information Services, Inc.
Report date November 07, 2022 · Filed November 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,732.0755 |
Ending reported balance
After 2022-11-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-07 · Grant · Acquired 13,747 · Balance 38,131.0755 F1: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount was based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount was based on the satisfaction of expense synergy targets, each of which was measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the final measurement period ending on September 30, 2022, resulted in a vesting at seventy-five percent of the fifty percent revenue synergy target grant amount. Row 2 · 2022-11-07 · Tax withholding · Disposed 5,399 · Balance 32,732.0755 F2: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on November 7, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount was based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount was based on the satisfaction of expense synergy targets, each of which was measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the final measurement period ending on September 30, 2022, resulted in a vesting at seventy-five percent of the fifty percent revenue synergy target grant amount.
F2: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on November 7, 2022.
Pinnacle Financial Partners, Inc.
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,959 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Purchase · Acquired 500 · Balance 4,959 |
SYNOVUS FINANCIAL CORP
Report date January 01, 2026 · Filed January 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Disposition to issuer · Disposed 5,670 · Balance 0 F1: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2: Includes 79 shares acquired through dividend accruals. |
Filing footnotes · ownership attribution and instrument terms
F1: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock").
F2: Includes 79 shares acquired through dividend accruals.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 20:09 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | PurchaseCommon Stock | 500 | $98.61 | $49,305.00 |
DisclosureSEC source: 0001571561-26-000005 · wk-form4_1789157359.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,959 Read SEC document |
| May 21, 2026 Filed May 22, 2026 20:13 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 1,490 | $97.33 | $145,021.70 |
DisclosureSEC source: 0001571561-26-000004 · wk-form4_1779480792.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,459 F1 · shares: These shares are subject to restricted stock units. The units vest on the earlier of the one-year anniversary of the grant date or the Company's next annual shareholders meeting. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 15:58 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | Disposition to issuerCommon Stock | 5,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001571561-26-000001 · wk-form4_1767387535.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F2 · shares: Includes 79 shares acquired through dividend accruals. F1 · price: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:38 UTC | Pinnacle Financial Partners, Inc. PNFP · Entity 19 | GrantCommon Stock | 2,969 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001571561-26-000003 · wk-form4_1767652734.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,969 F1 · kind: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F1 · shares: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F1 · price: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). F1 · acquired: On 11:59 p.m. ET on January 1, 2026 (the "Effective Time"), in accordance with the completion of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 24, 2025, by and among Synovus Financial Corp. ("Synovus"), a Georgia corporation, Pinnacle Financial Partners, Inc., a Tennessee corporation, and Pinnacle Financial Partners, Inc. (f/k/a Steel Newco Inc.), a Georgia corporation ("New Pinnacle"), and subject to the terms and upon the conditions set forth in the Merger Agreement, each share of common stock of Synovus, $1.00 par value per share ("Synovus Common Stock"), was converted into 0.5237 shares (the "Synovus Exchange Ratio") of common stock of New Pinnacle, $1.00 par value per share ("New Pinnacle Common Stock"). Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 16:30 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | OtherCommon Stock | 127 | $45.49 | $5,777.23 |
DisclosureSEC source: 0001571561-25-000004 · wk-form4_1762983054.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,591 F1 · kind: Purchased through Issuer's Director Stock Purchase Plan. Read SEC document |
| October 20, 2025 Filed Oct 21, 2025 16:14 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | PurchaseCommon Stock | 1,000 | $45.37 | $45,370.00 |
DisclosureSEC source: 0001571561-25-000003 · wk-form4_1761077677.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,464 Read SEC document |
| August 11, 2025 Filed Aug 12, 2025 16:13 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | OtherCommon Stock | 123 | $46.91 | $5,769.93 |
DisclosureSEC source: 0000018349-25-000106 · wk-form4_1755029598.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,464 F1 · kind: Purchased through Issuer's Director Stock Purchase Plan. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 13:19 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | PurchaseCommon Stock | 1,000 | $46.74 | $46,740.00 |
DisclosureSEC source: 0000018349-25-000100 · wk-form4_1754068738.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,341 Read SEC document |
| May 12, 2025 Filed May 14, 2025 16:14 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | OtherCommon Stock | 125 | $46.04 | $5,755.00 |
DisclosureSEC source: 0000018349-25-000085 · wk-form4_1747253654.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,341 F1 · kind: Purchased through Issuer's Director Stock Purchase Plan. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 16:17 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | GrantCommon Stock | 2,540 | $43.32 | $110,032.80 |
DisclosureSEC source: 0000018349-25-000067 · wk-form4_1745612225.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,216 F1 · shares: These shares are subject to restricted stock units. The units are fully vested and transferable upon the earlier to occur of (x) completion of three years of service and (y) date the holder reaches mandatory retirement age, all as specified in the form of Director Stock Unit Agreement. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 16:12 UTC | SYNOVUS FINANCIAL CORP SNV · Entity 70670 | GrantCommon Stock | 676 | $50.84 | $34,367.84 |
DisclosureSEC source: 0000018349-25-000004 · wk-form4_1736197957.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 F1 · shares: These shares are subject to restricted stock units. The units are fully vested and transferable upon the earlier to occur of (x) completion of three years of service and (y) date the holder reaches mandatory retirement age, all as specified in the form of Director Stock Unit Agreement. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 21:23 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 5,399 | $61.85 | $333,928.15 |
DisclosureSEC source: 0001136893-22-000194 · wf-form4_166802896313175.xml · nonDerivative · entry 2 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,732.0755 F2 · shares: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on November 7, 2022. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 21:23 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 13,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000194 · wf-form4_166802896313175.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,131.0755 F1 · shares: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount was based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount was based on the satisfaction of expense synergy targets, each of which was measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the final measurement period ending on September 30, 2022, resulted in a vesting at seventy-five percent of the fifty percent revenue synergy target grant amount. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · derivative · entry 12 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241 Underlying: Common Stock · 620 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F3 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F3 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 444 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · derivative · entry 11 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444 Underlying: Common Stock · 444 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F3 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F3 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 44 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · derivative · entry 10 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45 Underlying: Common Stock · 44 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F3 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F3 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · derivative · entry 9 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 383 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F3 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F3 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 152 | $101.99 | $15,502.48 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 8 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,725.2125 F1 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 7 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,877.2125 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 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 109 | $101.99 | $11,116.91 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 6 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,257.2125 F1 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 5 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,366.2125 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 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 11 | $101.99 | $1,121.89 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 4 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,922.2125 F1 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 3 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,933.2125 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 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 94 | $101.99 | $9,587.06 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 2 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,889.2125 F1 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 21:21 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000078 · wf-form4_164876165118731.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,983.2125 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:38 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 15,010 | $95.23 Strike: $95.23 | $1,429,402.30 |
DisclosureSEC source: 0001136893-22-000050 · wf-form4_164626069028372.xml · derivative · entry 2 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,010 Underlying: Common Stock · 15,010 shares Expires 2029-02-28 F3 · derivative.exercise_date: The option vests in three equal annual installments on each anniversary date. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:38 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 2,625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000050 · wf-form4_164626069028372.xml · derivative · entry 1 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,625 Underlying: Common Stock · 2,625 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.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 |
| January 24, 2022 Filed Jan 26, 2022 23:52 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 2,899 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-22-000022 · wf-form4_164324111024662.xml · derivative · entry 1 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,899 Underlying: Common Stock · 2,899 shares Expires 2024-03-29 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · shares: Awarded in connection with the certification of goals met for performance share units granted on March 29, 2021 for the measurement period ended December 31, 2021. F3 · derivative.exercise_date: The restricted stock units cliff-vest and distribute on March 29, 2024. F3 · derivative.expiration_date: The restricted stock units cliff-vest and distribute on March 29, 2024. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 21:29 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 1,430 | $129.52 | $185,213.60 |
DisclosureSEC source: 0001136893-21-000183 · wf-form4_162854454555808.xml · nonDerivative · entry 2 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,149.6985 F2 · shares: Represents shares withheld to cover tax withholding obligations for the PSUs that vested on August 5, 2021. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 21:29 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 4,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000183 · wf-form4_162854454555808.xml · nonDerivative · entry 1 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,579.6985 F1 · shares: On August 8, 2019, the reporting person was granted performance stock units ("PSUs") pursuant to the Worldpay Integration Incentive Plan (the "Integration Plan"). Fifty percent of the target grant amount is based on the satisfaction of revenue synergy targets and fifty percent of the target grant amount is based on the satisfaction of expense synergy targets, each of which is measured over a three-year period. Under the terms of the Integration Plan, the FIS Compensation Committee determined that the actual revenue synergy amount as of the second measurement period ending on June 30, 2021 resulted in a vesting at fifty percent of the fifty percent revenue synergy target grant amount. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantStock Option (Right to Buy) · Derivative | 11,472 | $143.97 Strike: $143.97 | $1,651,623.84 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · derivative · entry 22 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,472 Underlying: Common Stock · 11,472 shares Expires 2028-03-29 F8 · derivative.exercise_date: The option vests in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,861 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · derivative · entry 21 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,861 Underlying: Common Stock · 1,861 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F7 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F7 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 444 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · derivative · entry 20 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 888 Underlying: Common Stock · 444 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F7 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F7 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 44 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · derivative · entry 19 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Underlying: Common Stock · 44 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F7 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F7 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · derivative · entry 18 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383 Underlying: Common Stock · 383 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F7 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F7 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 416 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · derivative · entry 17 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 416 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F7 · derivative.exercise_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. F7 · derivative.expiration_date: The restricted stock units vest and distribute in three equal annual installments on each anniversary date. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 109 | $143.97 | $15,692.73 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 16 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,767.1505 F4 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 15 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,876.1505 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 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 11 | $143.97 | $1,583.67 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 14 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,432.1505 F4 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 13 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,443.1505 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 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 276 | $143.97 | $39,735.72 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 12 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,399.1505 F2 · kind: Represents shares to satisfy withholding tax obligation for PSU vesting. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 1,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 11 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,675.1505 F5 · shares: On March 29, 2020, the reporting person was granted performance restricted stock units ("PSUs") that vest in three equal installments contingent on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2020, 20210 and 2022. The PSUs vest between 0% and 150% of the target grant amount in each year. The Compensation Committee of FIS determined the performance criteria for 2020 had been met, resulting in an award of 92.6% of the target grant amount. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 28 | $143.97 | $4,031.16 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 10 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,544.1505 F2 · kind: Represents shares to satisfy withholding tax obligation for PSU vesting. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 9 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,572.1505 F5 · shares: On March 29, 2020, the reporting person was granted performance restricted stock units ("PSUs") that vest in three equal installments contingent on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2020, 20210 and 2022. The PSUs vest between 0% and 150% of the target grant amount in each year. The Compensation Committee of FIS determined the performance criteria for 2020 had been met, resulting in an award of 92.6% of the target grant amount. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 94 | $143.97 | $13,533.18 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 8 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,460.1505 F4 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 7 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,554.1505 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 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 102 | $143.97 | $14,684.94 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 6 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,171.1505 F4 · kind: Represents shares to satisfy withholding tax obligation for Restricted Stock Unit vesting. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 416 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 5 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,273.1505 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 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Tax withholdingCommon Stock | 242 | $143.97 | $34,840.74 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 4 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,857.1505 F2 · kind: Represents shares to satisfy withholding tax obligation for PSU vesting. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-21-000074 · wf-form4_161722420740923.xml · nonDerivative · entry 3 Montana Gregory G · CIK 0001571561 · CEVP - Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,099.1505 F3 · shares: On March 29, 2019, the reporting person was granted performance restricted stock units ("PSUs") that vest in three equal installments contingent on FIS's satisfaction of certain performance criteria for each of the calendar years ending December 31, 2019, 2020 and 2021. The PSUs vest between 0% and 150% of the target grant amount in each year. The Compensation Committee of FIS determined the performance criteria for 2020 had been met, resulting in an award of 94% of the target grant amount. 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.