Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NCR Atleos CorpNATL · Entity 4147 | EVP & Chief Financial Officer | August 16, 2024 | August 20, 2024 |
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.
NCR Atleos Corp
Report date August 16, 2024 · Filed August 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,492 |
Ending reported balance
After 2024-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-08-16 · Exercise / conversion · Acquired 1,966 · Balance 44,183 F1: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. Row 2 · 2024-08-16 · Tax withholding · Disposed 691 · Balance 43,492 F2: These shares were withheld to cover tax withholding obligations when 1,966 previously reported RSUs vested on August 16, 2024 as reported herein. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-08-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-16 · Exercise / conversion · Disposed 1,966 · Balance 0 F1: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022.
F2: These shares were withheld to cover tax withholding obligations when 1,966 previously reported RSUs vested on August 16, 2024 as reported herein.
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 |
|---|---|---|---|---|---|---|
| August 16, 2024 Filed Aug 20, 2024 20:11 UTC | NCR Atleos Corp NATL · Entity 4147 | Exercise / conversionRestricted Stock Units · Derivative | 1,966 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-099087 · ownership.xml · derivative · entry 3 Campbell Paul J. · CIK 0001995414 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,966 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: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. F1 · shares: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. F1 · derivative.exercise_date: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. F1 · derivative.expiration_date: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. F1 · derivative.underlying_shares: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. F1 · balance_after: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:11 UTC | NCR Atleos Corp NATL · Entity 4147 | Tax withholdingCommon Stock | 691 | $28.28 | $19,541.48 |
DisclosureSEC source: 0000950170-24-099087 · ownership.xml · nonDerivative · entry 2 Campbell Paul J. · CIK 0001995414 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,492 F2 · shares: These shares were withheld to cover tax withholding obligations when 1,966 previously reported RSUs vested on August 16, 2024 as reported herein. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:11 UTC | NCR Atleos Corp NATL · Entity 4147 | Exercise / conversionCommon Stock | 1,966 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-099087 · ownership.xml · nonDerivative · entry 1 Campbell Paul J. · CIK 0001995414 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,183 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: Reflects the vesting of the previously reported time-based restricted stock units (RSUs) granted on August 16, 2022. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:34 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 25,827 | $21.90 | $565,611.30 |
DisclosureSEC source: 0000950170-24-018134 · ownership.xml · nonDerivative · entry 1 Campbell Paul J. · CIK 0001995414 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,217 F1 · shares: These are time-based restricted stock units granted February 16, 2024 that will vest ratably, with 1/3 of such units vesting on each of the first, second and third anniversaries of the grant date (each a "Vesting Date"), subject to the reporting person's continued employment with the issuer on the applicable Vesting Dates, and in accordance with the terms and conditions of the applicable award agreement. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 23:09 UTC | NCR Atleos Corp NATL · Entity 4147 | Exercise / conversionRestricted Stock Units · Derivative | 9,171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059694 · doc4.xml · derivative · entry 3 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,171 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: These restricted stock units vested on December 21, 2023, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. F1 · derivative.exercise_date: These restricted stock units vested on December 21, 2023, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. F1 · derivative.expiration_date: These restricted stock units vested on December 21, 2023, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 23:09 UTC | NCR Atleos Corp NATL · Entity 4147 | Tax withholdingCommon Stock | 3,088 | $24.86 | $76,767.68 |
DisclosureSEC source: 0001209191-23-059694 · doc4.xml · nonDerivative · entry 2 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,390 F2 · shares: These shares were withheld to cover tax withholding obligations when 9,171 restricted stock units vested on December 21, 2023, as reported herein. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 23:09 UTC | NCR Atleos Corp NATL · Entity 4147 | Exercise / conversionCommon Stock | 9,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059694 · doc4.xml · nonDerivative · entry 1 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,478 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: These restricted stock units vested on December 21, 2023, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:07 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantRestricted Stock Units · Derivative | 9,171 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058173 · doc4.xml · derivative · entry 7 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,171 Underlying: Common Stock · 9,171 shares Expires not disclosed F1 · kind: Represents performance-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off, and if applicable, certain performance conditions that were certified on December 7, 2023. F1 · price: Represents performance-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off, and if applicable, certain performance conditions that were certified on December 7, 2023. F9 · derivative.exercise_date: These restricted stock units will vest on December 21, 2023, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. F9 · derivative.expiration_date: These restricted stock units will vest on December 21, 2023, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:07 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPerformance-Based Restricted Stock Units · Derivative | 9,172 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058173 · doc4.xml · derivative · entry 6 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,172 Underlying: Common Stock · 9,172 shares Expires not disclosed F7 · kind: Represents performance-based restricted stock units originally granted by NCR Voyix that have been converted into performance-based restricted stock units of the Issuer in connection with the Spin-off. The target number of such units was based on the allocation factor determined in connection with the Spin-off. F7 · price: Represents performance-based restricted stock units originally granted by NCR Voyix that have been converted into performance-based restricted stock units of the Issuer in connection with the Spin-off. The target number of such units was based on the allocation factor determined in connection with the Spin-off. F8 · derivative.exercise_date: Reflects performance-based restricted stock units, which may be earned between 0% and 200% of the target amount reported herein based on the combined total shareholder return attained by the Issuer and NCR Voyix during the three-year period from 1/1/2023 through 12/31/2025. F8 · derivative.expiration_date: Reflects performance-based restricted stock units, which may be earned between 0% and 200% of the target amount reported herein based on the combined total shareholder return attained by the Issuer and NCR Voyix during the three-year period from 1/1/2023 through 12/31/2025. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:07 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantRestricted Stock Units · Derivative | 1,966 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058173 · doc4.xml · derivative · entry 5 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,966 Underlying: Common Stock · 1,966 shares Expires not disclosed F3 · kind: Represents time-based restricted stock units originally granted by NCR Voyix that have been converted into time-based restricted stock units of the Issuer in connection with the Spin-off. The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F3 · price: Represents time-based restricted stock units originally granted by NCR Voyix that have been converted into time-based restricted stock units of the Issuer in connection with the Spin-off. The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F6 · derivative.exercise_date: These restricted stock units will vest in two equal annual installments beginning on August 16, 2024, subject to the reporting person's continued employment with the Issuer on each applicable vesting date in accordance with the terms of the applicable award agreement. F6 · derivative.expiration_date: These restricted stock units will vest in two equal annual installments beginning on August 16, 2024, subject to the reporting person's continued employment with the Issuer on each applicable vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:07 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantRestricted Stock Units · Derivative | 2,262 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058173 · doc4.xml · derivative · entry 4 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,262 Underlying: Common Stock · 2,262 shares Expires not disclosed F1 · kind: Represents performance-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off, and if applicable, certain performance conditions that were certified on December 7, 2023. F1 · price: Represents performance-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off, and if applicable, certain performance conditions that were certified on December 7, 2023. F5 · derivative.exercise_date: These restricted stock units will vest on February 25, 2025, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. F5 · derivative.expiration_date: These restricted stock units will vest on February 25, 2025, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:07 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantRestricted Stock Units · Derivative | 2,311 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058173 · doc4.xml · derivative · entry 3 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,311 Underlying: Common Stock · 2,311 shares Expires not disclosed F3 · kind: Represents time-based restricted stock units originally granted by NCR Voyix that have been converted into time-based restricted stock units of the Issuer in connection with the Spin-off. The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F3 · price: Represents time-based restricted stock units originally granted by NCR Voyix that have been converted into time-based restricted stock units of the Issuer in connection with the Spin-off. The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F4 · derivative.exercise_date: These restricted stock units will vest in two equal annual installments beginning on February 25, 2024, subject to the reporting person's continued employment with the Issuer on each applicable vesting date in accordance with the terms of the applicable award agreement. F4 · derivative.expiration_date: These restricted stock units will vest in two equal annual installments beginning on February 25, 2024, subject to the reporting person's continued employment with the Issuer on each applicable vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:07 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantRestricted Stock Units · Derivative | 1,177 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058173 · doc4.xml · derivative · entry 2 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,177 Underlying: Common Stock · 1,177 shares Expires not disclosed F3 · kind: Represents time-based restricted stock units originally granted by NCR Voyix that have been converted into time-based restricted stock units of the Issuer in connection with the Spin-off. The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F3 · price: Represents time-based restricted stock units originally granted by NCR Voyix that have been converted into time-based restricted stock units of the Issuer in connection with the Spin-off. The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off. F2 · derivative.exercise_date: These restricted stock units will vest on February 23, 2024, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. F2 · derivative.expiration_date: These restricted stock units will vest on February 23, 2024, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:07 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantRestricted Stock Units · Derivative | 3,155 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058173 · doc4.xml · derivative · entry 1 Campbell Paul J. · CIK 0001995414 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,155 Underlying: Common Stock · 3,155 shares Expires not disclosed F1 · kind: Represents performance-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off, and if applicable, certain performance conditions that were certified on December 7, 2023. F1 · price: Represents performance-based restricted stock units originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into time-based restricted stock units of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). The number of restricted stock units acquired in the Spin-Off was based on the allocation factor determined in connection with the Spin-off, and if applicable, certain performance conditions that were certified on December 7, 2023. F2 · derivative.exercise_date: These restricted stock units will vest on February 23, 2024, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. F2 · derivative.expiration_date: These restricted stock units will vest on February 23, 2024, subject to the reporting person's continued employment with the Issuer on the vesting date in accordance with the terms of the applicable award agreement. 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.