Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PAYCHEX INCPAYX · Entity 249 | Director | October 15, 2025 | October 17, 2025 |
| TOTAL SYSTEM SERVICES INCTSS · Entity 154949 | Director · President and COO | February 17, 2017 | February 21, 2017 |
| TransUnionTRU · Entity 2287 | Director | May 12, 2026 | May 13, 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.
PAYCHEX INC
Report date October 15, 2025 · Filed October 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,770 |
Reported balance
After 2025-10-15 transaction · row 1
1 source rowRow 1 · 2025-10-15 · Grant · Acquired 725 · Balance 11,770 F1: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.52 · Expires 2035-10-14 | Direct | 3,061 |
Reported balance
After 2025-10-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-15 · Grant · Acquired 3,061 · Balance 3,061 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $70.37 · Expires 2028-07-11 | Direct | 10,801 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,801 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $85.33 · Expires 2029-07-10 | Direct | 7,929 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,929 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 5,793 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 5,793 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 5,075 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,075 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 3,027 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,027 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 3,382 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,382 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 3,351 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,351 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 670 |
Reported balance
Holding disclosure · report date 2025-10-15 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 670 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan.
TOTAL SYSTEM SERVICES INC
Report date February 17, 2017 · Filed February 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $54.47 · Expires 2027-02-16 | Direct | 63,001 |
Reported balance
After 2017-02-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-02-17 · Grant · Acquired 63,001 · Balance 63,001 F1: These options vest in three equal annual installments on February 17, 2018, February 17, 2019 and February 17, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: These options vest in three equal annual installments on February 17, 2018, February 17, 2019 and February 17, 2020.
TransUnion
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,743 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 3,034 · Balance 42,743 F1: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock that vests on the first anniversary of the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 13, 2026 21:45 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 3,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001072785-26-000002 · wk-form4_1778708747.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,743 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,061 | $127.52 Strike: $127.52 | $390,338.72 |
DisclosureSEC source: 0001193125-25-242466 · ownership.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,061 Underlying: Common Stock · 3,061 shares Expires 2035-10-14 Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-242466 · ownership.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,770 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 670 | $140.68 Strike: $140.68 | $94,255.60 |
DisclosureSEC source: 0000950170-25-096585 · ownership.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670 Underlying: Common Stock · 670 shares Expires 2035-07-14 Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-096585 · ownership.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,045 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:30 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-024305 · wk-form4_1746822653.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,709 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,351 | $121.63 Strike: $121.63 | $407,582.13 |
DisclosureSEC source: 0000950170-24-084232 · ownership.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,351 Underlying: Common Stock · 3,351 shares Expires 2034-07-14 Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 761 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-084232 · ownership.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,881 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 02, 2024 Filed May 6, 2024 22:14 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-020788 · wk-form4_1715033636.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,246 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:47 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,382 | $120.86 Strike: $120.86 | $408,748.52 |
DisclosureSEC source: 0001209191-23-042385 · doc4.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,382 Underlying: Common Stock · 3,382 shares Expires 2033-07-14 Read SEC document |
| July 15, 2023 Filed Jul 17, 2023 19:47 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042385 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,120 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 04, 2023 Filed May 8, 2023 21:40 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-016533 · wf-form4_168358204124269.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,703 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 18:56 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 3,027 | $115.00 Strike: $115.00 | $348,105.00 |
DisclosureSEC source: 0001209191-22-042537 · doc4.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,027 Underlying: Common Stock · 3,027 shares Expires 2032-07-14 Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 18:56 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042537 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,355 F1 · shares: Award of restricted stock units, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 11, 2022 Filed May 13, 2022 20:54 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014361 · wf-form4_165247517673950.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,714 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 19:48 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 5,075 | $112.67 Strike: $112.67 | $571,800.25 |
DisclosureSEC source: 0001209191-21-047131 · doc4.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,075 Underlying: Common Stock · 5,075 shares Expires 2031-07-14 Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 19:48 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047131 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,616 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 11, 2021 Filed May 13, 2021 22:53 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 1,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-010213 · wf-form4_162094638419486.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,620 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 5,793 | $73.53 Strike: $73.53 | $425,959.29 |
DisclosureSEC source: 0001209191-20-042767 · doc4.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,793 Underlying: Common Stock · 5,793 shares Expires 2030-07-14 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:00 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042767 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,819 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 12, 2020 Filed May 13, 2020 22:09 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-007727 · wf-form4_158940772587576.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,999 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| October 11, 2019 Filed Oct 15, 2019 20:30 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 11,489 | $0.00 Strike: $47.43 | $0.00 |
DisclosureSEC source: 0001209191-19-053153 · doc4.xml · derivative · entry 6 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,489 shares Expires 2020-03-23 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 |
| October 11, 2019 Filed Oct 15, 2019 20:30 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 10,850 | $0.00 Strike: $41.70 | $0.00 |
DisclosureSEC source: 0001209191-19-053153 · doc4.xml · derivative · entry 5 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,850 shares Expires 2020-03-23 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 |
| October 11, 2019 Filed Oct 15, 2019 20:30 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 11,489 | $85.06 | $977,254.34 |
DisclosureSEC source: 0001209191-19-053153 · doc4.xml · nonDerivative · entry 4 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,737 Read SEC document |
| October 11, 2019 Filed Oct 15, 2019 20:30 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 11,489 | $47.43 | $544,923.27 |
DisclosureSEC source: 0001209191-19-053153 · doc4.xml · nonDerivative · entry 3 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,226 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 |
| October 11, 2019 Filed Oct 15, 2019 20:30 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 10,850 | $85.06 | $922,901.00 |
DisclosureSEC source: 0001209191-19-053153 · doc4.xml · nonDerivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,737 Read SEC document |
| October 11, 2019 Filed Oct 15, 2019 20:30 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 10,850 | $41.70 | $452,445.00 |
DisclosureSEC source: 0001209191-19-053153 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,587 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 |
| July 19, 2019 Filed Jul 22, 2019 13:49 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 12,156 | $0.00 Strike: $38.89 | $0.00 |
DisclosureSEC source: 0001209191-19-042851 · doc4.xml · derivative · entry 3 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,156 shares Expires 2020-03-23 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 |
| July 19, 2019 Filed Jul 22, 2019 13:49 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 12,156 | $85.52 | $1,039,581.12 |
DisclosureSEC source: 0001209191-19-042851 · doc4.xml · nonDerivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,737 Read SEC document |
| July 19, 2019 Filed Jul 22, 2019 13:49 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 12,156 | $38.89 | $472,746.84 |
DisclosureSEC source: 0001209191-19-042851 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,893 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 |
| July 11, 2019 Filed Jul 12, 2019 19:49 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 7,929 | $85.33 Strike: $85.33 | $676,581.57 |
DisclosureSEC source: 0001209191-19-041897 · doc4.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,929 Underlying: Common Stock · 7,929 shares Expires 2029-07-10 Read SEC document |
| July 11, 2019 Filed Jul 12, 2019 19:49 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041897 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,737 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 14, 2019 Filed May 14, 2019 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 15,052 | $0.00 Strike: $31.50 | $0.00 |
DisclosureSEC source: 0001209191-19-029599 · doc4.xml · derivative · entry 3 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,052 shares Expires 2020-03-23 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 14, 2019 Filed May 14, 2019 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 15,052 | $84.39 | $1,270,238.28 |
DisclosureSEC source: 0001209191-19-029599 · doc4.xml · nonDerivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,762 Read SEC document |
| May 14, 2019 Filed May 14, 2019 20:09 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 15,052 | $31.50 | $474,138.00 |
DisclosureSEC source: 0001209191-19-029599 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,814 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 08, 2019 Filed May 9, 2019 20:10 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-006431 · wf-form4_155743260911447.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,734 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| April 11, 2019 Filed Apr 11, 2019 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 11,468 | $0.00 Strike: $31.63 | $0.00 |
DisclosureSEC source: 0001209191-19-024345 · doc4.xml · derivative · entry 6 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,468 shares Expires 2020-03-23 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 11, 2019 Filed Apr 11, 2019 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 7,686 | $0.00 Strike: $26.02 | $0.00 |
DisclosureSEC source: 0001209191-19-024345 · doc4.xml · derivative · entry 5 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,686 shares Expires 2020-03-23 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 11, 2019 Filed Apr 11, 2019 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 11,468 | $81.19 | $931,086.92 |
DisclosureSEC source: 0001209191-19-024345 · doc4.xml · nonDerivative · entry 4 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,762 Read SEC document |
| April 11, 2019 Filed Apr 11, 2019 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 11,468 | $31.63 | $362,732.84 |
DisclosureSEC source: 0001209191-19-024345 · doc4.xml · nonDerivative · entry 3 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,230 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 11, 2019 Filed Apr 11, 2019 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 7,686 | $81.19 | $624,026.34 |
DisclosureSEC source: 0001209191-19-024345 · doc4.xml · nonDerivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,762 Read SEC document |
| April 11, 2019 Filed Apr 11, 2019 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionCommon Stock | 7,686 | $26.02 | $199,989.72 |
DisclosureSEC source: 0001209191-19-024345 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,448 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 |
| July 12, 2018 Filed Jul 13, 2018 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | GrantStock Option · Derivative | 10,801 | $70.37 Strike: $70.37 | $760,066.37 |
DisclosureSEC source: 0001209191-18-042521 · doc4.xml · derivative · entry 2 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,801 Underlying: Common Stock · 10,801 shares Expires 2028-07-11 Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 19:55 UTC | PAYCHEX INC PAYX · Entity 249 | GrantCommon Stock | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042521 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,762 F1 · shares: Award of restricted stock, subject to vesting, pursuant to the Amended and Restated 2002 Stock Incentive Plan. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:51 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-006584 · wf-form4_152598542124031.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,163 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. F2 · balance_after: Reflects the correction of a previously reported grant of restricted stock that was inadvertently overstated by one share. Read SEC document |
| May 03, 2017 Filed May 3, 2017 22:26 UTC | TransUnion TRU · Entity 2287 | GrantCommon Stock | 3,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-011702 · doc4.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,977 F1 · kind: Represents a grant of restricted stock that vests on the first anniversary of the date of grant. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 07:22 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantEmployee Stock Option (right to buy) · Derivative | 63,001 | $0.00 Strike: $54.47 | $0.00 |
DisclosureSEC source: 0000721683-17-000046 · edgar.xml · derivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,001 Underlying: Common Stock · 63,001 shares Expires 2027-02-16 F1 · derivative.exercise_date: These options vest in three equal annual installments on February 17, 2018, February 17, 2019 and February 17, 2020. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 09:13 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | SaleCommon Stock | 3,967 | $50.92 | $202,015.51 |
DisclosureSEC source: 0000721683-17-000034 · edgar.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,656 F1 · kind: These shares were sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of performance shares. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.59 to $51.17, 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 range. F1 · shares: These shares were sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of performance shares. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.59 to $51.17, 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 range. F1 · price: These shares were sold to satisfy the reporting person's tax withholding obligation in connection with the vesting of performance shares. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.59 to $51.17, 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 range. F2 · balance_after: Includes shares acquired through exempt purchases in the issuer's employee stock purchase plan since the reporting person's last Form 4 report. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 14:16 UTC | TOTAL SYSTEM SERVICES INC TSS · Entity 154949 | GrantCommon Stock | 11,547 | $0.00 | $0.00 |
DisclosureSEC source: 0000721683-17-000015 · edgar.xml · nonDerivative · entry 1 JOSEPH PAMELA A · CIK 0001072785 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,623 F1 · balance_after: Includes shares acquired through exempt purchases in the issuer's employee stock purchase plan since the reporting person's last Form 4 report. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:02 UTC | PAYCHEX INC PAYX · Entity 249 | Exercise / conversionStock Option · Derivative | 6,250 | $0.00 Strike: $24.21 | $0.00 |
DisclosureSEC source: 0001209191-17-003345 · doc4.xml · derivative · entry 9 JOSEPH PAMELA A · CIK 0001072785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 shares Expires 2019-07-08 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.