Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBAL PAYMENTS INCGPN · Entity 3197 | Senior EVP and CIO | June 06, 2024 | June 07, 2024 |
| Invesco Ltd.IVZ · Entity 125 | SMD and CIOO | February 28, 2026 | March 03, 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.
GLOBAL PAYMENTS INC
Report date June 06, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,489 |
Reported balance
After 2024-06-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-06 · Sale · Disposed 1,727 · Balance 12,489 F1: Reflects the weighted average sale price. The range of prices for such transaction is $98.29 to $98.33. Open market sale transactions were made on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2: Includes shares purchased pursuant to the Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average sale price. The range of prices for such transaction is $98.29 to $98.33. Open market sale transactions were made on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.
F2: Includes shares purchased pursuant to the Employee Stock Purchase Plan.
Invesco Ltd.
Report date February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 24,846 |
Ending reported balance
After 2026-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-28 · Grant · Acquired 8,913 · Balance 28,816 Row 2 · 2026-02-28 · Tax withholding · Disposed 3,970 · Balance 24,846 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 26,739 |
Reported balance
After 2026-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-28 · Exercise / conversion · Disposed 8,913 · Balance 26,739 F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 37,825 |
Reported balance
After 2026-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-28 · Grant · Acquired 37,825 · Balance 37,825 F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd.
F2: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment.
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 |
|---|---|---|---|---|---|---|
| February 28, 2026 Filed Mar 3, 2026 14:42 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 37,825 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · derivative · entry 4 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,825 Underlying: Common Shares · 37,825 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 14:42 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 8,913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · derivative · entry 3 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,739 Underlying: Common Shares · 8,913 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. F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 14:42 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 3,970 | $26.26 | $104,252.20 |
DisclosureSEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · nonDerivative · entry 2 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,846 Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 14:42 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 8,913 | $0.00 | $0.00 |
DisclosureSEC source: 0002007897-26-000002 · wk-form4_1772548927.xml · nonDerivative · entry 1 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,816 Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 19:32 UTC | Invesco Ltd. IVZ · Entity 125 | Exercise / conversionRestricted Stock Units · Derivative | 28,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002007897-25-000004 · wk-form4_1760729569.xml · derivative · entry 3 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,746 Underlying: Common Shares · 28,248 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. F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 19:32 UTC | Invesco Ltd. IVZ · Entity 125 | Tax withholdingCommon Shares | 8,345 | $22.80 | $190,266.00 |
DisclosureSEC source: 0002007897-25-000004 · wk-form4_1760729569.xml · nonDerivative · entry 2 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,903 Read SEC document |
| October 16, 2025 Filed Oct 17, 2025 19:32 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 28,248 | $0.00 | $0.00 |
DisclosureSEC source: 0002007897-25-000004 · wk-form4_1760729569.xml · nonDerivative · entry 1 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,248 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 19:47 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 35,652 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009740 · wk-form4_1741117642.xml · derivative · entry 1 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,652 Underlying: Common Shares · 35,652 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. Read SEC document |
| October 16, 2024 Filed Oct 18, 2024 16:09 UTC | Invesco Ltd. IVZ · Entity 125 | GrantRestricted Stock Units · Derivative | 112,994 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002007897-24-000005 · wk-form4_1729267733.xml · derivative · entry 1 JOHNSTON SHANNON A · CIK 0002007897 · SMD and CIOO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,994 Underlying: Common Shares · 112,994 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments and expire upon the employee's termination of employment. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 20:20 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | SaleCommon Stock | 1,727 | $98.33 | $169,815.91 |
DisclosureSEC source: 0001127602-24-018174 · form4.xml · nonDerivative · entry 1 JOHNSTON SHANNON A · CIK 0002007897 · Senior EVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,489 F1 · price: Reflects the weighted average sale price. The range of prices for such transaction is $98.29 to $98.33. Open market sale transactions were made on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes shares purchased pursuant to the Employee Stock Purchase Plan. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:55 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantStock Option (Right to Buy) · Derivative | 9,188 | $130.09 Strike: $130.09 | $1,195,266.92 |
DisclosureSEC source: 0001127602-24-008572 · form4.xml · derivative · entry 2 JOHNSTON SHANNON A · CIK 0002007897 · Senior EVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,188 Underlying: Common Stock · 9,188 shares Expires 2034-03-01 F2 · derivative.exercise_date: Represents unvested options to purchase shares of common stock, which were granted to the reporting person as compensation. The stock options will vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:55 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | GrantCommon Stock | 3,844 | $130.09 | $500,065.96 |
DisclosureSEC source: 0001127602-24-008572 · form4.xml · nonDerivative · entry 1 JOHNSTON SHANNON A · CIK 0002007897 · Senior EVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,091 F1 · kind: Represents restricted shares of common stock, which were granted to the reporting person as compensation. The restricted shares will vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:21 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Tax withholdingCommon Stock | 470 | $132.45 | $62,251.50 |
DisclosureSEC source: 0001127602-24-006623 · form4.xml · nonDerivative · entry 2 JOHNSTON SHANNON A · CIK 0002007897 · Senior EVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,247 F1 · kind: Represents the disposition of shares to the company to cover taxes on the vesting of awards. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:21 UTC | GLOBAL PAYMENTS INC GPN · Entity 3197 | Tax withholdingCommon Stock | 256 | $132.46 | $33,909.76 |
DisclosureSEC source: 0001127602-24-006623 · form4.xml · nonDerivative · entry 1 JOHNSTON SHANNON A · CIK 0002007897 · Senior EVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,717 F1 · kind: Represents the disposition of shares to the company to cover taxes on the vesting of awards. 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.