Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSH · Entity 473 | EVP and Chief People Officer | March 15, 2023 | March 17, 2023 |
| PEPSICO INCPEP · Entity 2848 | EVP and Chief People Officer | March 01, 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.
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Report date March 15, 2023 · Filed March 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 42,628 |
Reported balance
After 2023-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-15 · Exercise / conversion · Acquired 19,067 · Balance 42,628 F1: Reflects the settlement, in shares of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company"), of performance-based stock units ("PSUs"). The PSUs were originally granted on March 5, 2020 under the Company's 2017 Incentive Award Plan. A portion of the performance conditions were determined to be satisfied on February 16, 2023 and that portion of the PSUs as shown in Table II above were vested and settled in Class A Common Stock of the Company on March 15, 2023. F2: Each PSU represents a contingent right to receive one share of the Company's Class A Common Stock. F3: Since the date of the reporting person's last ownership report, the reporting person transferred 5,924 shares to her ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any Company securities owned by her ex-spouse. |
| Class A Common StockSEC Table I · non-derivative | Direct | 34,238 |
Reported balance
After 2023-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-03-15 · Tax withholding · Disposed 8,390 · Balance 34,238 F4: Shares of the Company's Class A Common Stock withheld to pay applicable taxes. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-15 · Exercise / conversion · Disposed 19,067 · Balance 0 F2: Each PSU represents a contingent right to receive one share of the Company's Class A Common Stock. F1: Reflects the settlement, in shares of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company"), of performance-based stock units ("PSUs"). The PSUs were originally granted on March 5, 2020 under the Company's 2017 Incentive Award Plan. A portion of the performance conditions were determined to be satisfied on February 16, 2023 and that portion of the PSUs as shown in Table II above were vested and settled in Class A Common Stock of the Company on March 15, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the settlement, in shares of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company"), of performance-based stock units ("PSUs"). The PSUs were originally granted on March 5, 2020 under the Company's 2017 Incentive Award Plan. A portion of the performance conditions were determined to be satisfied on February 16, 2023 and that portion of the PSUs as shown in Table II above were vested and settled in Class A Common Stock of the Company on March 15, 2023.
F2: Each PSU represents a contingent right to receive one share of the Company's Class A Common Stock.
F3: Since the date of the reporting person's last ownership report, the reporting person transferred 5,924 shares to her ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any Company securities owned by her ex-spouse.
F4: Shares of the Company's Class A Common Stock withheld to pay applicable taxes.
PEPSICO INC
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 64,358 |
Ending reported balance
After 2026-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 10,742 · Balance 44,316 F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2029 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 250% of the PSUs granted, depending on the performance level achieved. Row 2 · 2026-03-01 · Grant · Acquired 24,886 · Balance 69,202 F2: This number represents the restricted stock units ("RSUs") granted as a portion of the reporting person's compensation from PepsiCo. These RSUs vest ratably over a three-year vesting period beginning on the first anniversary of the grant date contingent upon the reporting person's satisfaction of conditions in the applicable award agreement. RSUs are calculated on a one-for-one share basis. Row 3 · 2026-03-01 · Disposition to issuer · Disposed 1,095 · Balance 68,107 F3: This number represents the PSUs granted in June 2023 that were canceled at the end of the performance period because the applicable performance targets were not met. Row 4 · 2026-03-01 · Tax withholding · Disposed 3,749 · Balance 64,358 F4: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: This number represents the performance-based restricted stock units ("PSUs") granted as a portion of the reporting person's compensation from PepsiCo, Inc. These PSUs will become vested on March 1, 2029 contingent upon the achievement of pre-established performance targets over a three-year performance period and Compensation Committee approval. The reporting person may receive a number of shares of PepsiCo Common Stock from 0% to 250% of the PSUs granted, depending on the performance level achieved.
F2: This number represents the restricted stock units ("RSUs") granted as a portion of the reporting person's compensation from PepsiCo. These RSUs vest ratably over a three-year vesting period beginning on the first anniversary of the grant date contingent upon the reporting person's satisfaction of conditions in the applicable award agreement. RSUs are calculated on a one-for-one share basis.
F3: This number represents the PSUs granted in June 2023 that were canceled at the end of the performance period because the applicable performance targets were not met.
F4: This number represents shares of PepsiCo Common Stock withheld to satisfy the tax withholding obligation due upon vesting of PSUs.
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 03, 2021 Filed Feb 5, 2021 21:23 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionRestricted Stock Units · Derivative | 8,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001058290-21-000026 · wf-form4_161256021274980.xml · derivative · entry 3 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,550 Underlying: Class A Common Stock · 8,318 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. F4 · derivative.exercise_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. F4 · derivative.expiration_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:23 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Tax withholdingClass A Common Stock | 3,647 | $79.34 | $289,352.98 |
DisclosureSEC source: 0001058290-21-000026 · wf-form4_161256021274980.xml · nonDerivative · entry 2 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,027 F3 · shares: Represents the number of shares of the Company's Class A Common Stock withheld to pay applicable taxes. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:23 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionClass A Common Stock | 8,318 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001058290-21-000026 · wf-form4_161256021274980.xml · nonDerivative · entry 1 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,674 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 · shares: Shares of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company") received from the vesting of 1/12th of the restricted stock unit ("RSU") award granted on February 3, 2020. F2 · price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:20 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionRestricted Stock Units · Derivative | 8,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001058290-20-000139 · wf-form4_160461100162871.xml · derivative · entry 3 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,868 Underlying: Class A Common Stock · 8,319 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. F4 · derivative.exercise_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. F4 · derivative.expiration_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:20 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Tax withholdingClass A Common Stock | 3,617 | $71.94 | $260,206.98 |
DisclosureSEC source: 0001058290-20-000139 · wf-form4_160461100162871.xml · nonDerivative · entry 2 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,356 F3 · shares: Represents the number of shares of the Company's Class A Common Stock withheld to pay applicable taxes. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:20 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionClass A Common Stock | 8,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001058290-20-000139 · wf-form4_160461100162871.xml · nonDerivative · entry 1 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,973 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 · shares: Shares of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company") received from the vesting of 1/12th of the restricted stock unit ("RSU") award granted on February 3, 2020. F2 · price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:18 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionRestricted Stock Units · Derivative | 8,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001058290-20-000054 · wf-form4_159665871459504.xml · derivative · entry 3 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,187 Underlying: Class A Common Stock · 8,319 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. F4 · derivative.exercise_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. F4 · derivative.expiration_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:18 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Tax withholdingClass A Common Stock | 3,299 | $68.04 | $224,463.96 |
DisclosureSEC source: 0001058290-20-000054 · wf-form4_159665871459504.xml · nonDerivative · entry 2 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,654 F3 · shares: Represents the portion of shares of Class A Common Stock that the Company determined to settle in cash to pay applicable tax withholding. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 20:18 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionClass A Common Stock | 8,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001058290-20-000054 · wf-form4_159665871459504.xml · nonDerivative · entry 1 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,953 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 · shares: Shares of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company") received from the vesting of 1/12th of the restricted stock unit ("RSU") award granted on February 3, 2020. F2 · price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. Read SEC document |
| May 03, 2020 Filed May 5, 2020 20:43 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionRestricted Stock Units · Derivative | 8,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027155 · doc4.xml · derivative · entry 3 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,506 Underlying: Class A Common Stock · 8,318 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. F4 · derivative.exercise_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. F4 · derivative.expiration_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. Read SEC document |
| May 03, 2020 Filed May 5, 2020 20:43 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Tax withholdingClass A Common Stock | 3,684 | $56.50 | $208,146.00 |
DisclosureSEC source: 0001209191-20-027155 · doc4.xml · nonDerivative · entry 2 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,634 F3 · shares: Represents the number of shares of the Company's Class A Common Stock withheld to pay applicable taxes. Read SEC document |
| May 03, 2020 Filed May 5, 2020 20:43 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | Exercise / conversionClass A Common Stock | 8,318 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-027155 · doc4.xml · nonDerivative · entry 1 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,318 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 · shares: Shares of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company") received from the vesting of 1/12th of the restricted stock unit ("RSU") award granted on February 3, 2020. F2 · price: Each RSU represents a contingent right to receive one share of the Company's Class A Common Stock. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 20:42 UTC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH · Entity 473 | GrantRestricted Stock Units · Derivative | 99,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006829 · doc4.xml · derivative · entry 1 Schmitt Becky · CIK 0001800295 · EVP and Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,824 Underlying: Class A Common Stock · 99,824 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of Cognizant Technology Solutions Corporation (the "Company"). F2 · derivative.exercise_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. F2 · derivative.expiration_date: The RSUs were granted on February 3, 2020 under the Cognizant Technology Solutions Corporation 2017 Incentive Award Plan and vest in quarterly installments over three years, commencing on May 3, 2020, with 1/12th of the RSUs vesting on each quarterly vesting date so that the RSUs will be fully vested on the twelfth quarterly vesting date. The RSUs will be fully vested on February 3, 2023. 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.