Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NCR Voyix CorpVYX · Entity 293 | EVP & President, Retail | August 16, 2024 | August 21, 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 Voyix Corp
Report date August 16, 2024 · Filed August 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,457 |
Reported balance
After 2024-08-16 transaction · row 1
1 source rowRow 1 · 2024-08-16 · Tax withholding · Disposed 5,214 · Balance 96,457 F1: These shares were withheld to cover tax withholding obligations when 11,654 previously reported restricted stock units vested on September 16, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld to cover tax withholding obligations when 11,654 previously reported restricted stock units vested on September 16, 2024.
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 21, 2024 00:34 UTC | NCR Voyix Corp VYX · Entity 293 | Tax withholdingCommon Stock | 5,214 | $12.86 | $67,052.04 |
DisclosureSEC source: 0001628280-24-037947 · wk-form4_1724200455.xml · nonDerivative · entry 1 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,457 F1 · shares: These shares were withheld to cover tax withholding obligations when 11,654 previously reported restricted stock units vested on September 16, 2024. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 13:28 UTC | NCR Voyix Corp VYX · Entity 293 | PurchaseCommon Stock | 21,692 | $12.19 | $264,425.48 |
DisclosureSEC source: 0001628280-24-037341 · wk-form4_1723728504.xml · nonDerivative · entry 1 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,671 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.11 to $12.22 inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · balance_after: Includes 1458 shares of common stock acquired pursuant to the Issuer's employee stock purchase plan since the reporting person's last report. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:04 UTC | NCR Voyix Corp VYX · Entity 293 | Disposition to issuerRestricted Stock Units · Derivative | 1,337 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950170-24-033905 · ownership.xml · derivative · entry 3 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,147 Underlying: Common Stock · 1,337 shares Expires not disclosed F1 · kind: In connection with the Issuer's revision of financial statements for interim periods in 2023 as reported in the Issuer's Form 10-K filed on March 13, 2024, the Issuer determined that, based on the revisions, the reporting person would not have earned certain of the compensation that was issued to the reporting person when performance-based restricted stock units were converted into time-based restricted stock units in December 2023 in connection with the spin-off of NCR Atleos Corporation and based on certain performance conditions. As a result, 1,337 restricted stock units and 438 shares of common stock have been cancelled in accordance with the Issuer's clawback policy and are reported in this Form 4. F1 · price: In connection with the Issuer's revision of financial statements for interim periods in 2023 as reported in the Issuer's Form 10-K filed on March 13, 2024, the Issuer determined that, based on the revisions, the reporting person would not have earned certain of the compensation that was issued to the reporting person when performance-based restricted stock units were converted into time-based restricted stock units in December 2023 in connection with the spin-off of NCR Atleos Corporation and based on certain performance conditions. As a result, 1,337 restricted stock units and 438 shares of common stock have been cancelled in accordance with the Issuer's clawback policy and are reported in this Form 4. F1 · derivative.exercise_date: In connection with the Issuer's revision of financial statements for interim periods in 2023 as reported in the Issuer's Form 10-K filed on March 13, 2024, the Issuer determined that, based on the revisions, the reporting person would not have earned certain of the compensation that was issued to the reporting person when performance-based restricted stock units were converted into time-based restricted stock units in December 2023 in connection with the spin-off of NCR Atleos Corporation and based on certain performance conditions. As a result, 1,337 restricted stock units and 438 shares of common stock have been cancelled in accordance with the Issuer's clawback policy and are reported in this Form 4. F1 · derivative.expiration_date: In connection with the Issuer's revision of financial statements for interim periods in 2023 as reported in the Issuer's Form 10-K filed on March 13, 2024, the Issuer determined that, based on the revisions, the reporting person would not have earned certain of the compensation that was issued to the reporting person when performance-based restricted stock units were converted into time-based restricted stock units in December 2023 in connection with the spin-off of NCR Atleos Corporation and based on certain performance conditions. As a result, 1,337 restricted stock units and 438 shares of common stock have been cancelled in accordance with the Issuer's clawback policy and are reported in this Form 4. F3 · balance_after: Reflects balance of unvested restricted stock units that will vest on February 25, 2025. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:04 UTC | NCR Voyix Corp VYX · Entity 293 | GrantRestricted Stock Units · Derivative | 70,908 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950170-24-033905 · ownership.xml · derivative · entry 2 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,908 Underlying: Common Stock · 70,908 shares Expires not disclosed F2 · kind: Reflects a grant of restricted stock units that will vest in equal installments on each of the first three anniversaries of the grant date. F2 · price: Reflects a grant of restricted stock units that will vest in equal installments on each of the first three anniversaries of the grant date. F2 · derivative.exercise_date: Reflects a grant of restricted stock units that will vest in equal installments on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: Reflects a grant of restricted stock units that will vest in equal installments on each of the first three anniversaries of the grant date. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 01:04 UTC | NCR Voyix Corp VYX · Entity 293 | Disposition to issuerCommon Stock | 438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-033905 · ownership.xml · nonDerivative · entry 1 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,521 F1 · kind: In connection with the Issuer's revision of financial statements for interim periods in 2023 as reported in the Issuer's Form 10-K filed on March 13, 2024, the Issuer determined that, based on the revisions, the reporting person would not have earned certain of the compensation that was issued to the reporting person when performance-based restricted stock units were converted into time-based restricted stock units in December 2023 in connection with the spin-off of NCR Atleos Corporation and based on certain performance conditions. As a result, 1,337 restricted stock units and 438 shares of common stock have been cancelled in accordance with the Issuer's clawback policy and are reported in this Form 4. F1 · shares: In connection with the Issuer's revision of financial statements for interim periods in 2023 as reported in the Issuer's Form 10-K filed on March 13, 2024, the Issuer determined that, based on the revisions, the reporting person would not have earned certain of the compensation that was issued to the reporting person when performance-based restricted stock units were converted into time-based restricted stock units in December 2023 in connection with the spin-off of NCR Atleos Corporation and based on certain performance conditions. As a result, 1,337 restricted stock units and 438 shares of common stock have been cancelled in accordance with the Issuer's clawback policy and are reported in this Form 4. F1 · price: In connection with the Issuer's revision of financial statements for interim periods in 2023 as reported in the Issuer's Form 10-K filed on March 13, 2024, the Issuer determined that, based on the revisions, the reporting person would not have earned certain of the compensation that was issued to the reporting person when performance-based restricted stock units were converted into time-based restricted stock units in December 2023 in connection with the spin-off of NCR Atleos Corporation and based on certain performance conditions. As a result, 1,337 restricted stock units and 438 shares of common stock have been cancelled in accordance with the Issuer's clawback policy and are reported in this Form 4. Read SEC document |
| February 23, 2024 Filed Feb 28, 2024 00:42 UTC | NCR Voyix Corp VYX · Entity 293 | Exercise / conversionRestricted Stock · Derivative | 19,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004034 · doc4.xml · derivative · entry 3 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,589 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 restricted stock units that vested on February 23, 2024. F1 · derivative.exercise_date: Reflects the vesting of restricted stock units that vested on February 23, 2024. F1 · derivative.expiration_date: Reflects the vesting of restricted stock units that vested on February 23, 2024. Read SEC document |
| February 23, 2024 Filed Feb 28, 2024 00:42 UTC | NCR Voyix Corp VYX · Entity 293 | Tax withholdingCommon Stock | 5,346 | $15.04 | $80,403.84 |
DisclosureSEC source: 0001209191-24-004034 · doc4.xml · nonDerivative · entry 2 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,959 F2 · shares: These shares were withheld to cover tax withholding obligations when 19,589 previously reported restricted stock units vested on February 23, 2024. Read SEC document |
| February 23, 2024 Filed Feb 28, 2024 00:42 UTC | NCR Voyix Corp VYX · Entity 293 | Exercise / conversionCommon Stock | 19,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004034 · doc4.xml · nonDerivative · entry 1 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,305 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 restricted stock units that vested on February 23, 2024. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 21:25 UTC | NCR Voyix Corp VYX · Entity 293 | Tax withholdingCommon Stock | 1,251 | $16.91 | $21,154.41 |
DisclosureSEC source: 0001209191-24-000375 · doc4.xml · nonDerivative · entry 1 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,716 F1 · shares: These shares were withheld to cover tax withholding obligations when 3,178 previously reported restricted stock units vested on December 31, 2023. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 21:07 UTC | NCR Voyix Corp VYX · Entity 293 | Tax withholdingCommon Stock | 11,724 | $16.59 | $194,501.16 |
DisclosureSEC source: 0001209191-23-059677 · doc4.xml · nonDerivative · entry 1 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,967 F1 · shares: These shares were withheld to cover tax withholding obligations when 41,521 previously reported restricted stock units vested on December 21, 2023. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 00:52 UTC | NCR Voyix Corp VYX · Entity 293 | GrantRestricted Stock Units · Derivative | 20,484 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058135 · doc4.xml · derivative · entry 3 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,484 Underlying: Common Stock · 20,484 shares Expires not disclosed F2 · kind: Represents performance-based restricted stock units originally granted by the Issuer 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 certain performance conditions that were certified by the Issuer on December 7, 2023 and reflects an adjustment based on the Spin-off allocation factor. F2 · price: Represents performance-based restricted stock units originally granted by the Issuer 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 certain performance conditions that were certified by the Issuer on December 7, 2023 and reflects an adjustment based on the Spin-off allocation factor. F4 · 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. F4 · 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 00:52 UTC | NCR Voyix Corp VYX · Entity 293 | GrantRestricted Stock Units · Derivative | 19,589 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-058135 · doc4.xml · derivative · entry 2 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,589 Underlying: Common Stock · 19,589 shares Expires not disclosed F2 · kind: Represents performance-based restricted stock units originally granted by the Issuer 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 certain performance conditions that were certified by the Issuer on December 7, 2023 and reflects an adjustment based on the Spin-off allocation factor. F2 · price: Represents performance-based restricted stock units originally granted by the Issuer 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 certain performance conditions that were certified by the Issuer on December 7, 2023 and reflects an adjustment based on the Spin-off allocation factor. F3 · 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. F3 · 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 |
| November 01, 2023 Filed Nov 3, 2023 20:15 UTC | NCR Voyix Corp VYX · Entity 293 | GrantRestricted Stock Units · Derivative | 64,185 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054317 · doc4.xml · derivative · entry 1 Schoch Eric · CIK 0001995782 · EVP & President, Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,185 Underlying: Common Stock · 64,185 shares Expires not disclosed F1 · derivative.exercise_price: These are time-based restricted stock units. The units will vest with one-third of such units vesting on each of the first, second and third anniversaries of the November 1, 2023 grant date (each an "RSU Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Date in accordance with the terms of the applicable award agreement. F1 · derivative.exercise_date: These are time-based restricted stock units. The units will vest with one-third of such units vesting on each of the first, second and third anniversaries of the November 1, 2023 grant date (each an "RSU Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Date in accordance with the terms of the applicable award agreement. F1 · derivative.expiration_date: These are time-based restricted stock units. The units will vest with one-third of such units vesting on each of the first, second and third anniversaries of the November 1, 2023 grant date (each an "RSU Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable RSU 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.