Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fidelity National Information Services, Inc.FIS · Entity 3247 | Director | June 06, 2025 | June 09, 2025 |
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 June 06, 2025 · Filed June 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,449 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Exercise / conversion · Acquired 2,826 · Balance 18,449 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-06-05 | Direct | 0 |
Reported balance
After 2025-06-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-06 · Exercise / conversion · Disposed 2,826 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2: The restricted stock units vested and distributed on June 5, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock.
F2: The restricted stock units vested and distributed on June 5, 2025.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WEST CORP
Report date October 10, 2017 · Filed October 12, 2017
Section 16 reporting ended · disclosed 2017-10-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-10 transaction · row 1
1 source rowRow 1 · 2017-10-10 · Disposition to issuer · Disposed 19,796 · Balance 0 F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement").
Worldpay, Inc.
Report date July 31, 2019 · Filed July 31, 2019
Section 16 reporting ended · disclosed 2019-07-31. 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 2019-07-31 transaction · row 1
1 source rowRow 1 · 2019-07-31 · Disposition to issuer · Disposed 31,926 · Balance 0 F1: These restricted stock units were disposed of pursuant to a merger agreement between the issuer and Fidelity National Information Services, Inc. ("FIS"). Upon the closing of the merger, the restricted stock units were converted into restricted stock units related to shares of FIS common stock pursuant to an exchange ratio that is designed to maintain the intrinsic value of the award immediately prior to the closing of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units were disposed of pursuant to a merger agreement between the issuer and Fidelity National Information Services, Inc. ("FIS"). Upon the closing of the merger, the restricted stock units were converted into restricted stock units related to shares of FIS common stock pursuant to an exchange ratio that is designed to maintain the intrinsic value of the award immediately prior to the closing of the merger.
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 |
|---|---|---|---|---|---|---|
| June 06, 2025 Filed Jun 9, 2025 20:27 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 2,826 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-25-000068 · wk-form4_1749500865.xml · derivative · entry 2 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,826 shares Expires 2025-06-05 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.exercise_date: The restricted stock units vested and distributed on June 5, 2025. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 20:27 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-25-000068 · wk-form4_1749500865.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,449 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. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:23 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 2,826 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000104 · wk-form4_1717791772.xml · derivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,826 Underlying: Common Stock · 2,826 shares Expires 2025-06-05 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.exercise_date: The restricted stock units vest and distribute effective June 5, 2025. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:31 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 3,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000081 · wk-form4_1717101096.xml · derivative · entry 2 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,854 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.expiration_date: These restricted stock units vested and distributed in full on May 28, 2024. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:31 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 3,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000081 · wk-form4_1717101096.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,623 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. Read SEC document |
| January 23, 2024 Filed Jan 24, 2024 23:03 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 1,015 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000008 · wk-form4_1706137388.xml · derivative · entry 2 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,015 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.expiration_date: These restricted stock units vested and distributed in full on January 23, 2024. Read SEC document |
| January 23, 2024 Filed Jan 24, 2024 23:03 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 1,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-24-000008 · wk-form4_1706137388.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,769 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. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:02 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 3,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-23-000113 · wk-form4_1685134929.xml · derivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,854 Underlying: Common Stock · 3,854 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.expiration_date: The restricted stock units vest and distribute in full on May 24, 2024. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 21:41 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,015 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-23-000006 · wf-form4_167468289874826.xml · derivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,015 Underlying: Common Stock · 1,015 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.expiration_date: These restricted stock units vest and distribute in full on January 23, 2024. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:43 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionRestricted Stock Units · Derivative | 1,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000225 · wf-form4_159717860307926.xml · derivative · entry 2 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,100 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.expiration_date: The restricted stock units vested in full on August 8, 2020. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:43 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | Exercise / conversionCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000225 · wf-form4_159717860307926.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,854 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. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 21:50 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000145 · wf-form4_159104819061863.xml · derivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,554 Underlying: Common Stock · 1,554 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.expiration_date: The restricted stock units vest and distribute in full on May 28, 2021. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 20:34 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-19-000133 · wf-form4_156564208231172.xml · derivative · entry 2 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to one share of FIS common stock. F3 · derivative.expiration_date: This restricted stock unit vests in full on August 8, 2020. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 20:34 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | SaleCommon Stock | 15,500 | $134.16 | $2,079,480.00 |
DisclosureSEC source: 0001136893-19-000133 · wf-form4_156564208231172.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,754 F1 · shares: Represents shares sold to satisfy Reporting Person's individual tax obligations arising from the vesting of equity resulting from the change of control which occurred at the time of the acquisition of Worldpay, Inc. by Issuer on July 31, 2019. Read SEC document |
| July 31, 2019 Filed Jul 31, 2019 15:36 UTC | Worldpay, Inc. WP · Entity 155747 | Disposition to issuerClass A Common Stock | 31,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001533932-19-000154 · wf-form4_156460179021908.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These restricted stock units were disposed of pursuant to a merger agreement between the issuer and Fidelity National Information Services, Inc. ("FIS"). Upon the closing of the merger, the restricted stock units were converted into restricted stock units related to shares of FIS common stock pursuant to an exchange ratio that is designed to maintain the intrinsic value of the award immediately prior to the closing of the merger. F1 · price: These restricted stock units were disposed of pursuant to a merger agreement between the issuer and Fidelity National Information Services, Inc. ("FIS"). Upon the closing of the merger, the restricted stock units were converted into restricted stock units related to shares of FIS common stock pursuant to an exchange ratio that is designed to maintain the intrinsic value of the award immediately prior to the closing of the merger. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 20:35 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantCommon Stock | 32,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001136893-19-000115 · wf-form4_156477810119796.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,254 F1 · shares: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated March 17, 2019, among Fidelity National Information Services, Inc. ("FIS"), Worldpay, Inc. ("Worldpay"), and Wrangler Merger Sub, Inc. ("Merger Sub"), a wholly-owned subsidiary of FIS, on July 31, 2019 (the "Closing Date"), Merger Sub merged with and into Worldpay (the "Merger"), with Worldpay continuing as the surviving corporation and a wholly-owned subsidiary of FIS. On the Closing Date, each share of Worldpay common stock held by the reporting person was converted into the right to receive 0.9287 shares of FIS common stock and $11.00 in cash and all deferred stock units and restricted stock units held by the reporting person were simultaneously cancelled and converted into deferred stock units and restricted stock units, respectively, denominated in FIS common stock at the Equity Award Exchange Ratio (as defined in the Merger Agreement) and immediately vested and settled in such shares of FIS common stock. Read SEC document |
| May 16, 2019 Filed May 20, 2019 16:07 UTC | Worldpay, Inc. WP · Entity 155747 | GrantRestricted Stock Units 2019 · Derivative | 1,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001533932-19-000111 · wf-form4_155838282439851.xml · derivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,452 Underlying: Class A Common Stock · 1,452 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Worldpay, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Read SEC document |
| May 16, 2018 Filed May 18, 2018 16:16 UTC | Worldpay, Inc. WP · Entity 155747 | GrantRestricted Stock Units · Derivative | 2,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001533932-18-000152 · wf-form4_152667459498096.xml · derivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,474 Underlying: Class A Common Stock · 2,161 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Worldpay, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 17:04 UTC | WEST CORP WSTC · Entity 172530 | Disposition to issuerCommon Stock | 19,796 | $23.50 | $465,206.00 |
DisclosureSEC source: 0001209191-17-056746 · doc4.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement"). Read SEC document |
| May 02, 2017 Filed May 3, 2017 17:18 UTC | Worldpay, Inc. VNTV · Entity 155747 | GrantRestricted Stock Units · Derivative | 2,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001533932-17-000104 · wf-form4_149384630891886.xml · derivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,313 Underlying: Class A Common Stock · 2,320 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Vantiv, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of the grant and the next annual meeting of stockholders. Vested shares will be delivered to the reporting person following the termination of the reporting person's service as a director. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 18:37 UTC | WEST CORP WSTC · Entity 172530 | GrantCommon Stock | 4,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020618 · doc4.xml · nonDerivative · entry 1 ADREAN LEE · CIK 0001233984 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,796 F1 · shares: Restricted stock granted under the terms of the West Corporation Amended and Restated 2013 Long-Term Incentive Plan. Under the terms of the restricted stock grant, the restricted stock vests on the first anniversary of the date of the grant. 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.