Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fidelity National Information Services, Inc.FIS · Entity 3247 | See Remarks | February 28, 2026 | March 10, 2026 |
| Western Union COWU · Entity 4445 | Chief Legal Officer/Secretary | March 18, 2021 | March 22, 2021 |
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 February 28, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,142 |
Ending reported balance
After 2026-02-28 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-02-28 · Grant · Acquired 9,232 · Balance 46,543 F1: Shares vested on February 28, 2026 upon satisfaction of the time and performance vesting conditions for performance share units granted on February 28, 2023, which shares were earned based on achievement of performance goals for such PSUs for a single three-year performance measurement period ending on December 31, 2025. Row 2 · 2026-02-28 · Tax withholding · Disposed 2,318 · Balance 44,225 F2: These shares were withheld upon the vesting of performance stock units to pay tax withholding obligations. Row 3 · 2026-02-28 · Exercise / conversion · Acquired 8,285 · Balance 52,510 Row 4 · 2026-02-28 · Tax withholding · Disposed 2,018 · Balance 50,492 F3: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Row 5 · 2026-02-28 · Exercise / conversion · Acquired 15,667 · Balance 66,159 Row 6 · 2026-02-28 · Tax withholding · Disposed 5,855 · Balance 60,304 F3: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Row 7 · 2026-02-28 · Exercise / conversion · Acquired 9,627 · Balance 69,931 Row 8 · 2026-02-28 · Tax withholding · Disposed 3,789 · Balance 66,142 F3: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 39,246 |
Reported balance
After 2026-02-28 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-28 · Grant · Acquired 39,246 · Balance 39,246 F4: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F6: The restricted stock unit vests in three equal annual installments commencing on each anniversary date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-28 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-02-28 · Exercise / conversion · Disposed 8,285 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F5: These restricted stock units vested in full. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,667 |
Reported balance
After 2026-02-28 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-02-28 · Exercise / conversion · Disposed 15,667 · Balance 15,667 F4: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F6: The restricted stock unit vests in three equal annual installments commencing on each anniversary date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,254 |
Reported balance
After 2026-02-28 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-02-28 · Exercise / conversion · Disposed 9,627 · Balance 19,254 F4: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F6: The restricted stock unit vests in three equal annual installments commencing on each anniversary date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares vested on February 28, 2026 upon satisfaction of the time and performance vesting conditions for performance share units granted on February 28, 2023, which shares were earned based on achievement of performance goals for such PSUs for a single three-year performance measurement period ending on December 31, 2025.
F2: These shares were withheld upon the vesting of performance stock units to pay tax withholding obligations.
F3: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations.
F4: Each restricted stock unit represents a contingent right to receive one share of FIS common stock.
F5: These restricted stock units vested in full.
F6: The restricted stock unit vests in three equal annual installments commencing on each anniversary date.
Western Union CO
Report date March 18, 2021 · Filed March 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,562 |
Reported balance
After 2021-03-18 transaction · row 1
1 source rowRow 1 · 2021-03-18 · Sale · Disposed 7,164 · Balance 80,562 F1: The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 17, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on February 17, 2021.
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 |
|---|---|---|---|---|---|---|
| December 11, 2020 Filed Dec 14, 2020 22:45 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 4,857 | $21.70 | $105,396.90 |
DisclosureSEC source: 0001225208-20-014675 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,683 F1 · kind: The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on November 11, 2020 Read SEC document |
| December 06, 2020 Filed Dec 8, 2020 22:13 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 1,992 | $21.70 | $43,226.40 |
DisclosureSEC source: 0001225208-20-014382 · doc4.xml · nonDerivative · entry 2 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,540 Read SEC document |
| December 05, 2020 Filed Dec 8, 2020 22:13 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 1,974 | $21.70 | $42,835.80 |
DisclosureSEC source: 0001225208-20-014382 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,532 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:51 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 12,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003146 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,506 F1 · shares: Restricted stock unit award which vests in full, if the reporting person is employed by the Company at the time, on the third anniversary of the date of grant. Read SEC document |
| December 11, 2019 Filed Dec 11, 2019 22:07 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 2,440 | $26.83 | $65,465.20 |
DisclosureSEC source: 0001225208-19-015630 · doc4.xml · nonDerivative · entry 2 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,920 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2018. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 22:07 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 2,417 | $26.87 | $64,944.79 |
DisclosureSEC source: 0001225208-19-015630 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,360 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2018. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 22:44 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 1,992 | $26.86 | $53,505.12 |
DisclosureSEC source: 0001225208-19-015441 · doc4.xml · nonDerivative · entry 2 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,777 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:44 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 1,973 | $26.84 | $52,955.32 |
DisclosureSEC source: 0001225208-19-015441 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · Chief Legal Officer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,769 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 22:05 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 18,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003399 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,742 F1 · shares: Restricted stock unit award which vests in full, if the reporting person is employed by the Company at the time, on the third anniversary of the date of grant. Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 21:41 UTC | Western Union CO WU · Entity 4445 | SaleCommon Stock | 2,440 | $18.51 | $45,164.40 |
DisclosureSEC source: 0001225208-18-016521 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,244 F1 · kind: This transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on May 10, 2018. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 21:16 UTC | Western Union CO WU · Entity 4445 | Tax withholdingCommon Stock | 1,992 | $18.49 | $36,832.08 |
DisclosureSEC source: 0001225208-18-016330 · doc4.xml · nonDerivative · entry 2 Tsai Caroline · CIK 0001723976 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,684 Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 21:16 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 13,617 | $18.36 | $250,008.12 |
DisclosureSEC source: 0001225208-18-016330 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,676 F1 · shares: Restricted stock unit award which vests in 50% installments, if the reporting person is employed by the Company at the time, on December 5, 2019 and 2020. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:16 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 13,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004034 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,059 F1 · shares: Restricted stock unit award which vests in full, if the reporting person is employed by the Company at the time, on the third anniversary of the date of grant. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 22:19 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 20,619 | $19.40 | $400,008.60 |
DisclosureSEC source: 0001225208-17-018406 · doc4.xml · nonDerivative · entry 1 Tsai Caroline · CIK 0001723976 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,619 F1 · shares: Restricted Stock Unit award which vests in substantially equal installments on December 6, 2018, 2019, and 2020, if: (i) the Company achieves not less than $250,000,000 of combined operating income during the period beginning January 1, 2018 and ending July 31, 2018, as determined by the Compensation and Benefits Committee of the Company's Board of Directors based on the Company's 2018 quarterly financial statements, and (2) the reporting person is employed by the Company at that time (or as otherwise provided in the Company's Severance - Change In Control Policy (Executive Committee Level)). 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.