Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUIFAX INCEFX · Entity 3235 | EVP, Pres Workforce Solutions | April 26, 2024 | April 30, 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.
EQUIFAX INC
Report date April 26, 2024 · Filed April 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,964 |
Last balance in matching sequence
After 2024-04-26 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2024-04-26 · Exercise / conversion · Acquired 10,697 · Balance 90,061 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 8/15/2023. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Row 2 · 2024-04-26 · Sale · Disposed 550 · Balance 89,511 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 8/15/2023. F3: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $226.79 to $227.49, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Row 3 · 2024-04-26 · Sale · Disposed 3,935 · Balance 85,576 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 8/15/2023. F4: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $225.74 to $226.54, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Row 4 · 2024-04-26 · Sale · Disposed 9,612 · Balance 75,964 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 8/15/2023. F5: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $224.595 to $225.56, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. |
| Stock Option/Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $149.53 · Expires 2025-02-22 | Direct | 7,134 |
Reported balance
After 2024-04-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-04-26 · Exercise / conversion · Disposed 10,697 · Balance 7,134 F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 8/15/2023. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 449 |
Reported balance
Holding disclosure · report date 2024-04-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 449 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on 8/15/2023.
F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date.
F3: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $226.79 to $227.49, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
F4: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $225.74 to $226.54, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
F5: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $224.595 to $225.56, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided.
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 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 14,788 | $0.00 Strike: $138.45 | $0.00 |
DisclosureSEC source: 0001225208-19-003798 · doc4.xml · derivative · entry 4 Ploder Rodolfo O · CIK 0001363640 · Pres-Workforce Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,788 Underlying: Common Stock · 14,788 shares Expires 2025-02-22 F3 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests 100% on 2/22/2022. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 17,831 | $0.00 Strike: $149.53 | $0.00 |
DisclosureSEC source: 0001225208-19-003798 · doc4.xml · derivative · entry 3 Ploder Rodolfo O · CIK 0001363640 · Pres-Workforce Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,831 Underlying: Common Stock · 17,831 shares Expires 2025-02-22 F3 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests 100% on 2/22/2022. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 01:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003798 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Workforce Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,287 F1 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 2/22/2022. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:50 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 1,880 | $109.32 | $205,521.60 |
DisclosureSEC source: 0001225208-19-003072 · doc4.xml · nonDerivative · entry 2 Ploder Rodolfo O · CIK 0001363640 · Pres-Workforce Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,030 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 18, 2019 Filed Feb 20, 2019 21:50 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003072 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Workforce Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,910 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 20:52 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 16,196 | $0.00 Strike: $123.49 | $0.00 |
DisclosureSEC source: 0001225208-18-012076 · doc4.xml · derivative · entry 3 Ploder Rodolfo O · CIK 0001363640 · Pres-Workforce Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,196 Underlying: Common Stock · 16,196 shares Expires 2028-07-27 F3 · derivative.exercise_date: Special equity grant pursuant to the Company's long-term incentive plan. The option vests in three equal annual increments beginning 7/27/2019. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 20:52 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 4,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012076 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Workforce Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,369 F1 · security: Special equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 7/27/2021. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:19 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 7,007 | $0.00 Strike: $121.35 | $0.00 |
DisclosureSEC source: 0001225208-18-005690 · doc4.xml · derivative · entry 3 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,007 Underlying: Common Stock · 7,007 shares Expires 2028-03-05 F3 · derivative.exercise_date: Annual equity grant pursuant to the Company's long-term incentive plan. The option vests in three equal annual increments beginning 3/5/2019. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:19 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005690 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,299 F1 · security: Annual equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 3/5/2021. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:36 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 5,523 | $117.46 | $648,731.58 |
DisclosureSEC source: 0001225208-18-003603 · doc4.xml · nonDerivative · entry 2 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,548 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in the corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 22:36 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 9,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003603 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,071 F1 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in the corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 20:34 UTC | EQUIFAX INC EFX · Entity 3235 | SaleCommon Stock | 1,719 | $145.70 | $250,458.30 |
DisclosureSEC source: 0000899243-17-019702 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,648 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:11 UTC | EQUIFAX INC EFX · Entity 3235 | Tax withholdingCommon Stock | 8,094 | $129.36 | $1,047,039.84 |
DisclosureSEC source: 0001225208-17-004317 · doc4.xml · nonDerivative · entry 2 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,367 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:11 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 11,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004317 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,461 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 11:02 UTC | EQUIFAX INC EFX · Entity 3235 | GrantStock Option/Right to Buy · Derivative | 6,469 | $0.00 Strike: $129.93 | $0.00 |
DisclosureSEC source: 0001225208-17-003817 · doc4.xml · derivative · entry 3 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,469 Underlying: Common Stock · 6,469 shares Expires 2027-02-16 F2 · derivative.exercise_date: The option vests in three equal annual increments beginning 2/16/2018. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 11:02 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003817 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,211 F1 · security: Award of restricted stock units. The stock vests 100% on 2/16/2020. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 18:40 UTC | EQUIFAX INC EFX · Entity 3235 | SaleCommon Stock | 3,341 | $119.74 | $400,044.66 |
DisclosureSEC source: 0001225208-16-042394 · doc4.xml · nonDerivative · entry 1 Ploder Rodolfo O · CIK 0001363640 · Pres-Wkf Sols 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,595 F1 · price: The price reported in column 4 is a weighted average price. The shares were sold at prices ranging from $119.72 to $119.75, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price will be provided. 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.