Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | EVP, Senior Group President | March 09, 2021 | March 10, 2021 |
| Western Union COWU · Entity 4445 | Director · CEO & President | March 02, 2026 | March 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FISERV INC
Report date March 09, 2021 · Filed March 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,980 |
Reported balance
After 2021-03-09 transaction · row 1
1 source rowRow 1 · 2021-03-09 · Sale · Disposed 10,000 · Balance 77,980 F1: This transaction was executed in multiple trades at prices ranging from $123.30 to 123.40. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $123.30 to 123.40. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Western Union CO
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,861,709 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 596,235 · Balance 1,662,964 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 198,745 · Balance 1,861,709 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 | 1,461,539 |
Reported balance
After 2026-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Grant · Acquired 1,461,539 · Balance 1,461,539 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 |
|---|---|---|---|---|---|---|
| November 02, 2016 Filed Nov 4, 2016 20:47 UTC | FISERV INC FISV · Entity 3167 | PurchaseCommon Stock | 15,000 | $99.21 | $1,488,150.00 |
DisclosureSEC source: 0001209191-16-148443 · doc4.xml · nonDerivative · entry 1 McGranahan Devin · CIK 0001684853 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,155 F1 · price: This transaction was executed in multiple purchases at prices ranging from $99.05 to $99.26. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 22:02 UTC | FISERV INC FISV · Entity 3167 | GrantEmployee Stock Option (right to buy) · Derivative | 68,901 | $0.00 Strike: $98.48 | $0.00 |
DisclosureSEC source: 0001209191-16-148026 · doc4.xml · derivative · entry 2 McGranahan Devin · CIK 0001684853 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,901 Underlying: Common Stock · 68,901 shares Expires 2026-10-31 F2 · derivative.exercise_date: One-half of these options vest on the third and fourth anniversaries of the grant date. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 22:02 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 10,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148026 · doc4.xml · nonDerivative · entry 1 McGranahan Devin · CIK 0001684853 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,155 F1 · shares: One-half of these restricted stock units vest on the third and fourth anniversaries of the grant date. 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.