Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FIRST DATA CORP
Report date July 29, 2019 · Filed July 29, 2019
Section 16 reporting ended · disclosed 2019-07-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 1
1 source rowRow 1 · 2019-07-29 · Disposition to issuer · Disposed 400,809 · Balance 0 F1: Includes (i) 52,728 shares of restricted stock previously subject to time-based vesting which were accelerated in full and settled in Fiserv, Inc. (Fiserv) common stock based on the exchange ratio (defined in footnote (2)), (ii) 223,315 restricted stock units previously subject to time-based vesting which were converted into units denominated in shares of Fiserv common stock based on the exchange ratio and will continue to be governed by the same terms and conditions as were applicable to such award at the effective time, and (iii) 52,727 shares of restricted stock subject to performance-vesting which were converted into awards denominated in shares of Fiserv common stock based on the exchange ratio and which will remain eligible to vest upon satisfaction of an adjusted performance condition, in each case, in accordance with the Agreement and Plan of Merger dated January 16, 2019 (the Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub). F2: Pursuant to the Merger Agreement among Issuer, Fiserv, and Merger Sub, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-07-29 · Disposition to issuer · Disposed 40,538 · Balance 0 F3: Shares of Class B common stock were 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: Pursuant to the Merger Agreement among Issuer, Fiserv, and Merger Sub, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.65 · Expires 2024-11-12 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-07-29 · Disposition to issuer · Disposed 189,818 · Balance 0 F5: Pursuant to the Merger Agreement, upon the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 37,964 options subject to time-based vesting that were not fully vested were accelerated. F4: These options were originally scheduled to vest in equal annual installments on each of the first five anniversaries of November 12, 2014. F3: Shares of Class B common stock were 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. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.23 · Expires 2025-01-28 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-07-29 · Disposition to issuer · Disposed 28,560 · Balance 0 F7: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F6: These stock options are fully vested and exercisable. F3: Shares of Class B common stock were 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. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.00 · Expires 2025-10-15 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-07-29 · Disposition to issuer · Disposed 158,182 · Balance 0 F9: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior to the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 52,728 options subject to time-based vesting that were not fully vested were accelerated. With respect to the 52,727 options subject to performance vesting criteria, they will continue to be governed by the same terms and conditions as were applicable at the effective time, and will remain eligible to vest upon satisfaction of an adjusted performance condition in accordance with the Merger Agreement. F8: The options were originally scheduled to vest two thirds will vest over time, with one fourth of such amount vesting on each of December 31, 2017, 2018, 2019 and 2020, and one third vesting upon the Issuer's achievement of a closing trading price of the Class A Common Stock equal to or greater than $32.00 per share over any ten consecutive trading-day period following the Issuer's initial public offering. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.52 · Expires 2026-02-24 | Direct | 0 |
Reported balance
After 2019-07-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-07-29 · Disposition to issuer · Disposed 40,133 · Balance 0 F7: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F6: These stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes (i) 52,728 shares of restricted stock previously subject to time-based vesting which were accelerated in full and settled in Fiserv, Inc. (Fiserv) common stock based on the exchange ratio (defined in footnote (2)), (ii) 223,315 restricted stock units previously subject to time-based vesting which were converted into units denominated in shares of Fiserv common stock based on the exchange ratio and will continue to be governed by the same terms and conditions as were applicable to such award at the effective time, and (iii) 52,727 shares of restricted stock subject to performance-vesting which were converted into awards denominated in shares of Fiserv common stock based on the exchange ratio and which will remain eligible to vest upon satisfaction of an adjusted performance condition, in each case, in accordance with the Agreement and Plan of Merger dated January 16, 2019 (the Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub).
F2: Pursuant to the Merger Agreement among Issuer, Fiserv, and Merger Sub, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio).
F3: Shares of Class B common stock were 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: These options were originally scheduled to vest in equal annual installments on each of the first five anniversaries of November 12, 2014.
F5: Pursuant to the Merger Agreement, upon the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 37,964 options subject to time-based vesting that were not fully vested were accelerated.
F6: These stock options are fully vested and exercisable.
F7: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio.
F8: The options were originally scheduled to vest two thirds will vest over time, with one fourth of such amount vesting on each of December 31, 2017, 2018, 2019 and 2020, and one third vesting upon the Issuer's achievement of a closing trading price of the Class A Common Stock equal to or greater than $32.00 per share over any ten consecutive trading-day period following the Issuer's initial public offering.
F9: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior to the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 52,728 options subject to time-based vesting that were not fully vested were accelerated. With respect to the 52,727 options subject to performance vesting criteria, they will continue to be governed by the same terms and conditions as were applicable at the effective time, and will remain eligible to vest upon satisfaction of an adjusted performance condition in accordance with the Merger Agreement.
FISERV INC
Report date February 18, 2026 · Filed February 20, 2026
Section 16 reporting ended · disclosed 2026-02-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,566 |
Reported balance
After 2026-02-18 transaction · row 1
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 62,094 · Balance 91,566 F1: One-third of these restricted stock units vest on each anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: One-third of these restricted stock units vest on each anniversary of the grant date.
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 18, 2026 Filed Feb 20, 2026 12:35 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 62,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001654671-26-000006 · wk-form4_1771590943.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · EVP, Head of Fin. Sols. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,566 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:35 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 3,486 | $63.45 | $221,186.70 |
DisclosureSEC source: 0001654671-26-000005 · wk-form4_1771536900.xml · nonDerivative · entry 2 Gelb Andrew · CIK 0001654671 · EVP, Head of Fin. Sols. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,472 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:35 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 8,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001654671-26-000005 · wk-form4_1771536900.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · EVP, Head of Fin. Sols. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,958 F1 · shares: Reflects the issuance of shares on February 17, 2026, upon the vesting of performance share units granted on February 22, 2023. Read SEC document |
| February 07, 2026 Filed Feb 9, 2026 23:49 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 1,096 | $60.00 | $65,760.00 |
DisclosureSEC source: 0001654671-26-000002 · wk-form4_1770680973.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · EVP, Head of Fin. Sols. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,289 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| May 28, 2025 Filed May 29, 2025 20:42 UTC | FISERV INC FI · Entity 3167 | SaleCommon Stock | 5,652 | $160.00 | $904,320.00 |
DisclosureSEC source: 0000798354-25-000134 · wk-form4_1748551337.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · EVP, Co-Head of Fin. Sols. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,385 F1 · price: This transaction was executed in multiple trades at prices ranging from $160.00 to $160.01. 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. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 17:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerStock Options (right to buy) · Derivative | 40,133 | Not disclosed Strike: $12.52 | Not disclosed |
DisclosureSEC source: 0001209191-19-043537 · doc4.xml · derivative · entry 6 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40,133 shares Expires 2026-02-24 F7 · price: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F6 · derivative.exercise_date: These stock options are fully vested and exercisable. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 17:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerStock Options (right to buy) · Derivative | 158,182 | Not disclosed Strike: $16.00 | Not disclosed |
DisclosureSEC source: 0001209191-19-043537 · doc4.xml · derivative · entry 5 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 158,182 shares Expires 2025-10-15 F9 · price: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior to the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 52,728 options subject to time-based vesting that were not fully vested were accelerated. With respect to the 52,727 options subject to performance vesting criteria, they will continue to be governed by the same terms and conditions as were applicable at the effective time, and will remain eligible to vest upon satisfaction of an adjusted performance condition in accordance with the Merger Agreement. F8 · derivative.exercise_date: The options were originally scheduled to vest two thirds will vest over time, with one fourth of such amount vesting on each of December 31, 2017, 2018, 2019 and 2020, and one third vesting upon the Issuer's achievement of a closing trading price of the Class A Common Stock equal to or greater than $32.00 per share over any ten consecutive trading-day period following the Issuer's initial public offering. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 17:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerStock Options (right to buy) · Derivative | 28,560 | Not disclosed Strike: $14.23 | Not disclosed |
DisclosureSEC source: 0001209191-19-043537 · doc4.xml · derivative · entry 4 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 28,560 shares Expires 2025-01-28 F7 · price: Pursuant to the Merger Agreement, immediately after the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award immediately prior the effective time multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. F6 · derivative.exercise_date: These stock options are fully vested and exercisable. F3 · derivative.underlying: Shares of Class B common stock were 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 |
| July 29, 2019 Filed Jul 29, 2019 17:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerStock Options (right to buy) · Derivative | 189,818 | Not disclosed Strike: $12.65 | Not disclosed |
DisclosureSEC source: 0001209191-19-043537 · doc4.xml · derivative · entry 3 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 189,818 shares Expires 2024-11-12 F5 · price: Pursuant to the Merger Agreement, upon the effective time of the Merger, the option was converted into an option to purchase a number of shares of Fiserv common stock equal to the number of shares of Issuer common stock subject to such option award multiplied by the exchange ratio, with an exercise price per share equal to the exercise price per share of such stock option immediately prior to the effective time divided by the exchange ratio. Upon the effective time of the Merger, 37,964 options subject to time-based vesting that were not fully vested were accelerated. F4 · derivative.exercise_date: These options were originally scheduled to vest in equal annual installments on each of the first five anniversaries of November 12, 2014. F3 · derivative.underlying: Shares of Class B common stock were 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 |
| July 29, 2019 Filed Jul 29, 2019 17:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerClass B Common Stock · Derivative | 40,538 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-043537 · doc4.xml · derivative · entry 2 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 40,538 shares Expires not disclosed F3 · derivative.exercise_price: Shares of Class B common stock were 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 · price: Pursuant to the Merger Agreement among Issuer, Fiserv, and Merger Sub, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). F3 · derivative.exercise_date: Shares of Class B common stock were 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: Shares of Class B common stock were 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 |
| July 29, 2019 Filed Jul 29, 2019 17:15 UTC | FIRST DATA CORP FDC · Entity 15928 | Disposition to issuerClass A Common Stock | 400,809 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-043537 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes (i) 52,728 shares of restricted stock previously subject to time-based vesting which were accelerated in full and settled in Fiserv, Inc. (Fiserv) common stock based on the exchange ratio (defined in footnote (2)), (ii) 223,315 restricted stock units previously subject to time-based vesting which were converted into units denominated in shares of Fiserv common stock based on the exchange ratio and will continue to be governed by the same terms and conditions as were applicable to such award at the effective time, and (iii) 52,727 shares of restricted stock subject to performance-vesting which were converted into awards denominated in shares of Fiserv common stock based on the exchange ratio and which will remain eligible to vest upon satisfaction of an adjusted performance condition, in each case, in accordance with the Agreement and Plan of Merger dated January 16, 2019 (the Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub). F1 · price: Includes (i) 52,728 shares of restricted stock previously subject to time-based vesting which were accelerated in full and settled in Fiserv, Inc. (Fiserv) common stock based on the exchange ratio (defined in footnote (2)), (ii) 223,315 restricted stock units previously subject to time-based vesting which were converted into units denominated in shares of Fiserv common stock based on the exchange ratio and will continue to be governed by the same terms and conditions as were applicable to such award at the effective time, and (iii) 52,727 shares of restricted stock subject to performance-vesting which were converted into awards denominated in shares of Fiserv common stock based on the exchange ratio and which will remain eligible to vest upon satisfaction of an adjusted performance condition, in each case, in accordance with the Agreement and Plan of Merger dated January 16, 2019 (the Merger Agreement) among First Data Corporation (Issuer), Fiserv, and 300 Holdings, Inc. (Merger Sub). F2 · price: Pursuant to the Merger Agreement among Issuer, Fiserv, and Merger Sub, upon the effective time of the merger of Merger Sub into Issuer (the Merger) on July 29, 2019, each common share of the Issuer was converted in the right to receive 0.303 shares of Fiserv common stock (the exchange ratio). Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 16:43 UTC | FIRST DATA CORP FDC · Entity 15928 | GiftClass A Common Stock | 2,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033951 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,809 F1 · kind: Represents charitable donation of shares of Class A common stock by the reporting person. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 17:34 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass B Common Stock · Derivative | 38,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020055 · doc4.xml · derivative · entry 3 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,538 Underlying: Class A Common Stock · 38,625 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. F3 · 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 · 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.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 |
| March 15, 2019 Filed Mar 18, 2019 17:34 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 38,625 | $25.90 | $1,000,445.44 |
DisclosureSEC source: 0001209191-19-020055 · doc4.xml · nonDerivative · entry 2 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,727 F2 · price: The price represents the weighted average purchase price for multiple transactions reported on this line. The prices of the transactions ranged from $25.88 to $25.925, inclusive. Upon request of the SEC staff, First Data Corporation (FDC), or a security holder of FDC, the reporting person will provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 17:34 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass A Common Stock | 38,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020055 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,352 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 share of Class A Common Stock was issued upon the conversion of one share of Class B Common Stock. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 18:20 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 45,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014696 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,727 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, 2020, 40% on February 15, 2021, and 40% on February 15, 2022. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 17:30 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 12,426 | $25.27 | $314,005.02 |
DisclosureSEC source: 0001209191-19-013641 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,489 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 16:43 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 8,961 | $25.24 | $226,175.64 |
DisclosureSEC source: 0001209191-19-012612 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,915 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 17:31 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 3,410 | $25.58 | $87,227.80 |
DisclosureSEC source: 0001209191-19-011717 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,876 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 17:45 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 14,031 | $16.91 | $237,264.21 |
DisclosureSEC source: 0001209191-19-001226 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,286 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 16:16 UTC | FIRST DATA CORP FDC · Entity 15928 | GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050249 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,317 F1 · kind: Represents charitable donation of shares of Class A common stock by the reporting person. Read SEC document |
| August 15, 2018 Filed Aug 17, 2018 16:54 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 15,207 | $23.77 | $361,470.39 |
DisclosureSEC source: 0001209191-18-047413 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,317 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| May 16, 2018 Filed May 17, 2018 16:17 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 7,500 | $19.50 | $146,250.00 |
DisclosureSEC source: 0001209191-18-030886 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,524 Read SEC document |
| May 04, 2018 Filed May 7, 2018 16:47 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 10,000 | $18.40 | $184,000.00 |
DisclosureSEC source: 0001209191-18-028346 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,024 Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 17:17 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 9,720 | $16.04 | $155,908.80 |
DisclosureSEC source: 0001209191-18-014018 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,024 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 16:16 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 4,482 | $15.82 | $70,905.24 |
DisclosureSEC source: 0001209191-18-012378 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,744 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 20:59 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 43,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011750 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,226 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 17:08 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 7,433 | $16.71 | $124,205.43 |
DisclosureSEC source: 0001209191-18-001072 · doc4.xml · derivative · entry 2 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,163 Underlying: Class A Common Stock · 7,433 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 |
| December 31, 2017 Filed Jan 3, 2018 17:08 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 14,716 | $16.71 | $245,904.36 |
DisclosureSEC source: 0001209191-18-001072 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,936 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 17:20 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass B Common Stock · Derivative | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064779 · doc4.xml · derivative · entry 3 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,596 Underlying: Class A Common Stock · 1,125 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. F3 · 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 · 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 17,137 shares of restricted Class B common stock. F3 · 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 17,137 shares of restricted Class B common stock. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 17:20 UTC | FIRST DATA CORP FDC · Entity 15928 | GiftClass A Common Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064779 · doc4.xml · nonDerivative · entry 2 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,652 F2 · kind: Represents charitable donation of shares of Class A common stock by the reporting person. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 17:20 UTC | FIRST DATA CORP FDC · Entity 15928 | ConversionClass A Common Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064779 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,777 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 share of Class A Common Stock was issued upon the conversion of one share of Class B Common Stock. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 16:15 UTC | FIRST DATA CORP FDC · Entity 15928 | SaleClass A Common Stock | 7,473 | $17.12 | $127,937.76 |
DisclosureSEC source: 0001209191-17-062344 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,652 Read SEC document |
| November 12, 2017 Filed Nov 14, 2017 17:53 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 70,638 | $17.07 | $1,205,790.66 |
DisclosureSEC source: 0001209191-17-060707 · doc4.xml · derivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,721 Underlying: Class A Common Stock · 70,638 shares Expires not disclosed F1 · 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. 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 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 17,137 shares of restricted Class B common stock. F1 · 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 17,137 shares of restricted Class B common stock. Read SEC document |
| July 20, 2017 Filed Jul 24, 2017 18:05 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046104 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,125 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 August 15, 2018, 40% on August 15, 2019, and 40% on August 15, 2020. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:23 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass A Common Stock | 5,241 | $16.27 | $85,271.07 |
DisclosureSEC source: 0001209191-17-015361 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,125 F1 · kind: Represents shares withheld to pay tax obligations in connection with vesting of restricted stock. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 17:51 UTC | FIRST DATA CORP FDC · Entity 15928 | GrantClass A Common Stock | 58,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007774 · doc4.xml · nonDerivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,366 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 |
| January 01, 2017 Filed Jan 4, 2017 16:54 UTC | FIRST DATA CORP FDC · Entity 15928 | Tax withholdingClass B Common Stock · Derivative | 7,495 | $14.19 | $106,354.05 |
DisclosureSEC source: 0001209191-17-001095 · doc4.xml · derivative · entry 1 Gelb Andrew · CIK 0001654671 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,359 Underlying: Class A Common Stock · 7,495 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 143,682 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 143,682 shares of restricted Class B common stock. 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.