Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST DATA CORPFDC · Entity 15928 | See remarks | October 12, 2018 | October 16, 2018 |
| Western Union COWU · Entity 4445 | Chief Financial Officer | March 02, 2026 | March 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIRST DATA CORP
Report date October 12, 2018 · Filed October 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 143,863 |
Reported balance
After 2018-10-12 transaction · row 1
1 source rowRow 1 · 2018-10-12 · Tax withholding · Disposed 4,997 · Balance 143,863 F1: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 20,949 |
Reported balance
After 2018-10-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-10-12 · Tax withholding · Disposed 659 · Balance 20,949 F2: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F1: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock.
F2: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events.
Western Union CO
Report date March 02, 2026 · Filed March 11, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 493,427.361 |
Last balance in matching sequence
After 2026-03-02 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-02 · Grant · Acquired 153,635 · Balance 401,246.361 F1: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Row 2 · 2026-03-02 · Grant · Acquired 92,181 · Balance 493,427.361 F2: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.56 · Expires 2036-03-02 | Direct | 451,924 |
Reported balance
After 2026-03-02 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-03-02 · Grant · Acquired 451,924 · Balance 451,924 F3: This option vests in four substantially equal installments on March 2, 2027, 2028, 2029, and 2030, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement.
F2: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement.
F3: This option vests in four substantially equal installments on March 2, 2027, 2028, 2029, and 2030, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement.
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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 5, 2026 02:31 UTC | Western Union CO WU · Entity 4445 | GrantEmployee Stock Option (Right to Buy) · Derivative | 361,539 | $0.00 Strike: $9.56 | $0.00 |
DisclosureSEC source: 0001225208-26-003213 · doc4.xml · derivative · entry 3 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 361,539 Underlying: Common Stock · 361,539 shares Expires 2036-03-02 F3 · derivative.exercise_date: This option vests in four substantially equal installments on March 2, 2027, 2028, 2029, and 2030, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 02:31 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 73,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003213 · doc4.xml · nonDerivative · entry 2 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 444,264.361 F2 · shares: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 02:31 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 122,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003213 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,519.361 F1 · shares: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 11, 2026 22:24 UTC Amendment | Western Union CO WU · Entity 4445 | GrantEmployee Stock Option (Right to Buy) · Derivative | 451,924 | $0.00 Strike: $9.56 | $0.00 |
DisclosureSEC source: 0001225208-26-003542 · doc4a.xml · derivative · entry 3 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,924 Underlying: Common Stock · 451,924 shares Expires 2036-03-02 F3 · derivative.exercise_date: This option vests in four substantially equal installments on March 2, 2027, 2028, 2029, and 2030, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 11, 2026 22:24 UTC Amendment | Western Union CO WU · Entity 4445 | GrantCommon Stock | 92,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003542 · doc4a.xml · nonDerivative · entry 2 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,427.361 F2 · shares: Represents a restricted stock unit award which vests in three substantially equal installments on March 2, 2027, 2028, and 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| March 02, 2026 Filed Mar 11, 2026 22:24 UTC Amendment | Western Union CO WU · Entity 4445 | GrantCommon Stock | 153,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003542 · doc4a.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,246.361 F1 · shares: Represents a grant of performance-based restricted stock unit awards which vests in full on March 2, 2029, subject to the reporting person's continued employment with the Company and any applicable termination provisions contained in the award agreement. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:56 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 8,118 | $9.53 | $77,364.54 |
DisclosureSEC source: 0001225208-26-002797 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,611.361 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations of the reporting person that arose in connection with the vesting and settlement of 18,555 restricted stock units, representing the second vesting installment of the restricted stock unit award granted by the Company to the reporting person on February 26, 2024. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:42 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 10,630 | $9.36 | $99,496.80 |
DisclosureSEC source: 0001225208-26-002715 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,729.361 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations of the reporting person that arose in connection with the vesting and settlement of 24,295 restricted stock units, representing the first vesting installment of the restricted stock unit award granted by the Company to the reporting person on February 24, 2025. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 00:28 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 40,084 | $9.27 | $371,578.68 |
DisclosureSEC source: 0001225208-26-002588 · doc4.xml · nonDerivative · entry 3 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,359.361 F3 · shares: Represents shares withheld by the company to satisfy tax withholding obligations of the reporting person that arose in connection with the vesting and settlement of 90,157 performance based restricted stock units granted by the company to the reporting person on February 22, 2023 and reported herein. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 00:28 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 9,325 | $9.27 | $86,442.75 |
DisclosureSEC source: 0001225208-26-002588 · doc4.xml · nonDerivative · entry 2 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,443.361 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations of the reporting person that arose in connection with the vesting and settlement of 21,314 restricted stock units, representing the final vesting installment of the restricted stock unit award granted by the Company to the reporting person on February 22, 2023. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 00:28 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 90,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002588 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,768.361 F1 · shares: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on February 22, 2023, based on the performance factor applied in accordance with the terms of the award and certification of performance results by the Board. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 20:28 UTC | Western Union CO WU · Entity 4445 | PurchaseCommon Stock | 17,500 | $8.36 | $146,300.00 |
DisclosureSEC source: 0001225208-25-007375 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,611.361 Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 20:30 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 12,585 | $8.03 | $101,057.55 |
DisclosureSEC source: 0001225208-25-007129 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,111.361 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:31 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 8,118 | $10.74 | $87,187.32 |
DisclosureSEC source: 0001225208-25-002623 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,696.361 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 23:52 UTC | Western Union CO WU · Entity 4445 | GrantEmployee Stock Option (Right to Buy) · Derivative | 445,690 | $0.00 Strike: $10.64 | $0.00 |
DisclosureSEC source: 0001225208-25-002487 · doc4.xml · derivative · entry 2 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,690 Underlying: Common Stock · 445,690 shares Expires 2035-02-24 F2 · derivative.exercise_date: This option vests in four substantially equal annual installments beginning on February 24, 2026. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 23:52 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 72,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002487 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,814.361 F1 · shares: Restricted stock unit award which vests in three substantially equal installments on February 24, 2026, 2027, and 2028. Read SEC document |
| February 22, 2025 Filed Feb 26, 2025 01:09 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 9,715 | $10.66 | $103,561.90 |
DisclosureSEC source: 0001225208-25-002417 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,928.361 Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 20:51 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 8,909 | $11.35 | $101,117.15 |
DisclosureSEC source: 0001225208-24-007902 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,643.361 Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:31 UTC | Western Union CO WU · Entity 4445 | GrantEmployee Stock Option (Right to Buy) · Derivative | 320,946 | $0.00 Strike: $12.80 | $0.00 |
DisclosureSEC source: 0001225208-24-003221 · doc4.xml · derivative · entry 2 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,946 Underlying: Common Stock · 320,946 shares Expires 2034-02-26 F2 · derivative.exercise_date: This option vests in four substantially equal annual installments beginning on February 26, 2025. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:31 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 55,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-003221 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,552.361 F1 · shares: Restricted stock unit award which vests in three substantially equal installments, if the reporting person is employed by the Company at the time, on February 26, 2025, 2026, and 2027. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:11 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 6,529 | $12.95 | $84,550.55 |
DisclosureSEC source: 0001225208-24-002942 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,887.361 Read SEC document |
| August 05, 2023 Filed Aug 7, 2023 20:48 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 5,855 | $11.94 | $69,908.70 |
DisclosureSEC source: 0001225208-23-008053 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,416.361 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:14 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 63,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002795 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,271.361 F1 · shares: Restricted stock unit award which vests in three substantially equal installments, if the reporting person is employed by the Company at the time, on February 22, 2024, 2025, and 2026. Read SEC document |
| October 12, 2018 Filed Oct 16, 2018 16:23 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 659 | $23.16 | $15,262.44 |
DisclosureSEC source: 0001209191-18-055118 · doc4.xml · derivative · entry 2 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,949 Underlying: Class A Common Stock · 659 shares Expires not disclosed F2 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. F2 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F2 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. Read SEC document |
| October 12, 2018 Filed Oct 16, 2018 16:23 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 4,997 | $23.16 | $115,730.52 |
DisclosureSEC source: 0001209191-18-055118 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,863 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 17:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 3,829 | $16.04 | $61,417.16 |
DisclosureSEC source: 0001209191-18-014012 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,860 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 16:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 1,616 | $15.82 | $25,565.12 |
DisclosureSEC source: 0001209191-18-012363 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,689 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 20:54 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 21,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011744 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,305 F1 · kind: Represents a grant of restricted shares of Class A common stock which, subject to the reporting person's continued employment through each applicable vesting date, will vest 20% on February 15, 2019, 40% on February 15, 2020, and 40% on February 15, 2021. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 17:06 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 59,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001052 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,660 F1 · kind: Represents a grant of restricted shares of Class A common stock which, subject to the reporting person's continued employment through each applicable vesting date, will vest 20% on February 15, 2019, 40% on February 15, 2020, and 40% on February 15, 2021. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:06 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 2,215 | $16.71 | $37,012.65 |
DisclosureSEC source: 0001209191-18-001052 · doc4.xml · derivative · entry 2 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,608 Underlying: Class A Common Stock · 2,215 shares Expires not disclosed F2 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. F2 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.exercise_date: Includes 2,170 shares of restricted Class B common stock. F2 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F4 · derivative.expiration_date: Includes 2,170 shares of restricted Class B common stock. Read SEC document |
| October 12, 2017 Filed Oct 16, 2017 16:26 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 724 | $17.54 | $12,698.96 |
DisclosureSEC source: 0001209191-17-057011 · doc4.xml · derivative · entry 2 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,823 Underlying: Class A Common Stock · 724 shares Expires not disclosed F2 · derivative.exercise_price: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. F2 · derivative.exercise_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.exercise_date: Includes 7,900 shares of restricted Class B common stock. F2 · derivative.expiration_date: Shares of Class B common stock are convertible into shares of Class A common stock on a one-for-one basis at any time at the option of the holder with the prior written consent of the issuer, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.expiration_date: Includes 7,900 shares of restricted Class B common stock. Read SEC document |
| October 12, 2017 Filed Oct 16, 2017 16:26 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 3,996 | $17.54 | $70,089.84 |
DisclosureSEC source: 0001209191-17-057011 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,816 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| May 10, 2017 Filed May 11, 2017 16:24 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 8,195 | $16.42 | $134,561.90 |
DisclosureSEC source: 0001209191-17-031533 · doc4.xml · nonDerivative · entry 2 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,812 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:20 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 2,104 | $16.27 | $34,232.08 |
DisclosureSEC source: 0001209191-17-015356 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,007 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 16:32 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 4,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011472 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,111 F1 · kind: Represents a grant of restricted shares of Class A common stock which, subject to the reporting person's continued employment through each applicable vesting date, will vest 20% on February 20, 2018, 40% on February 20, 2019, and 40% on February 20, 2020. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:01 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 21,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007793 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,301 F1 · kind: Represents a grant of restricted shares of Class A common stock which, subject to the reporting person's continued employment through each applicable vesting date, will vest 20% on February 20, 2018, 40% on February 20, 2019, and 40% on February 20, 2020. F2 · balance_after: This Form 4 corrects the Form 4 filed on February 26, 2016, which inadvertently left off one share. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 16:49 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 6,562 | $14.19 | $93,114.78 |
DisclosureSEC source: 0001209191-17-001067 · doc4.xml · derivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,547 Underlying: Class A Common Stock · 6,562 shares Expires not disclosed F1 · derivative.exercise_price: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (Class A Common Stock) on a one-for-one basis at any time at the option of the holder with the prior written consent of FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F2 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. F1 · derivative.exercise_date: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (Class A Common Stock) on a one-for-one basis at any time at the option of the holder with the prior written consent of FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.exercise_date: Includes 10,069 shares of restricted Class B common stock. F1 · derivative.expiration_date: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (Class A Common Stock) on a one-for-one basis at any time at the option of the holder with the prior written consent of FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.expiration_date: Includes 10,069 shares of restricted Class B common stock. Read SEC document |
| October 12, 2016 Filed Oct 14, 2016 16:33 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 362 | $13.25 | $4,796.50 |
DisclosureSEC source: 0001209191-16-145935 · doc4.xml · derivative · entry 2 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,109 Underlying: Class A Common Stock · 362 shares Expires not disclosed F2 · derivative.exercise_price: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (Class A Common Stock) on a one-for-one basis at any time at the option of the holder with the prior written consent of FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. F2 · derivative.exercise_date: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (Class A Common Stock) on a one-for-one basis at any time at the option of the holder with the prior written consent of FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.exercise_date: Includes 28,453 shares of restricted Class B common stock, including 12,654 of which will vest on January 1, 2017, 11,460 of which will vest in two equal installments on January 1, 2017 and January 1, 2018, and 4,339 of which will vest in two equal installments on October 12, 2017 and October 12, 2018, subject to continued employment through the applicable vesting dates. F2 · derivative.expiration_date: Shares of Class B common stock (Class B Common Stock) of First Data Corporation (FDC) are convertible into shares of Class A common stock of FDC (Class A Common Stock) on a one-for-one basis at any time at the option of the holder with the prior written consent of FDC, automatically upon transfer, with certain exceptions, and upon certain other events. F3 · derivative.expiration_date: Includes 28,453 shares of restricted Class B common stock, including 12,654 of which will vest on January 1, 2017, 11,460 of which will vest in two equal installments on January 1, 2017 and January 1, 2018, and 4,339 of which will vest in two equal installments on October 12, 2017 and October 12, 2018, subject to continued employment through the applicable vesting dates. Read SEC document |
| October 12, 2016 Filed Oct 14, 2016 16:33 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 1,998 | $13.25 | $26,473.50 |
DisclosureSEC source: 0001209191-16-145935 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,492 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| October 20, 2015 Filed May 11, 2017 16:24 UTC | FIRST DATA CORP FDC · Entity 15928 | PurchaseClass A Common Stock | 1,000 | $16.00 | $16,000.00 |
DisclosureSEC source: 0001209191-17-031533 · doc4.xml · nonDerivative · entry 1 Cagwin Matthew · CIK 0001654665 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,007 F1 · kind: Reflects shares of Class A common stock purchased under the Company's Directed Share Program in connection with the Company's initial public offering. 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.