Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PayPal Holdings, Inc.PYPL · Entity 2530 | EVP, Chief Enterprise Services | March 01, 2024 | March 04, 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.
PayPal Holdings, Inc.
Report date March 01, 2024 · Filed March 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,442 |
Ending reported balance
After 2024-03-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-03-01 · Exercise / conversion · Acquired 5,711 · Balance 137,003 Row 2 · 2024-03-01 · Exercise / conversion · Acquired 3,069 · Balance 140,072 Row 3 · 2024-03-01 · Exercise / conversion · Acquired 15,837 · Balance 155,909 Row 4 · 2024-03-01 · Tax withholding · Disposed 13,467 · Balance 142,442 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. |
| Restricted Stock Units -6SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-01 · Exercise / conversion · Disposed 5,711 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4: Not applicable. |
| Restricted Stock Units -7SEC Table II · derivative / convertible security | Direct | 12,276 |
Reported balance
After 2024-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-03-01 · Exercise / conversion · Disposed 3,069 · Balance 12,276 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4: Not applicable. |
| Restricted Stock Units -8SEC Table II · derivative / convertible security | Direct | 31,672 |
Reported balance
After 2024-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-03-01 · Exercise / conversion · Disposed 15,837 · Balance 31,672 F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person.
F2: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock.
F3: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested.
F4: Not applicable.
F5: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested.
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 |
|---|---|---|---|---|---|---|
| July 27, 2018 Filed Jul 31, 2018 19:04 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,400 | $88.58 | $124,005.00 |
DisclosureSEC source: 0001633917-18-000175 · edgardoc.xml · nonDerivative · entry 6 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,364 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: Represents the weighted average price of shares sold at prices that ranged from $87.94 to $88.89. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 19:04 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 3,900 | $87.36 | $340,718.82 |
DisclosureSEC source: 0001633917-18-000175 · edgardoc.xml · nonDerivative · entry 5 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,764 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: Represents the weighted average price of shares sold at prices that ranged from $86.90 to $87.90. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 19:04 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 410 | $90.07 | $36,927.88 |
DisclosureSEC source: 0001633917-18-000175 · edgardoc.xml · nonDerivative · entry 4 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,664 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: Represents the weighted average price of shares sold at prices that ranged from $90.04 to $90.19. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 19:04 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 400 | $89.42 | $35,766.00 |
DisclosureSEC source: 0001633917-18-000175 · edgardoc.xml · nonDerivative · entry 3 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,074 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $88.98 to $89.70. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 19:04 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 700 | $88.50 | $61,946.99 |
DisclosureSEC source: 0001633917-18-000175 · edgardoc.xml · nonDerivative · entry 2 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,474 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $87.92 to $88.86. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 19:04 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 1,600 | $87.35 | $139,763.04 |
DisclosureSEC source: 0001633917-18-000175 · edgardoc.xml · nonDerivative · entry 1 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,174 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Represents the weighted average price of shares sold at prices that ranged from $86.90 to $87.80 Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 18:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 8,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-18-000155 · edgardoc.xml · derivative · entry 3 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,864 Underlying: Common Stock · 8,865 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 18:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 4,718 | $85.31 | $402,492.58 |
DisclosureSEC source: 0001633917-18-000155 · edgardoc.xml · nonDerivative · entry 2 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,774 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 18:44 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 8,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-18-000155 · edgardoc.xml · nonDerivative · entry 1 Karczmer Aaron · CIK 0001694660 · EVP,Chief Risk,Compliance,Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,492 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 |
| March 02, 2018 Filed Mar 5, 2018 17:32 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 5,674 | $77.51 | $439,797.98 |
DisclosureSEC source: 0001633917-18-000061 · edgardoc.xml · nonDerivative · entry 3 Karczmer Aaron · CIK 0001694660 · EVP, CR, Compliance & Sec Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,627 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Represents the weighted average price of shares sold at prices that ranged from $76.97 to $77.92. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:32 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -3 · Derivative | 31,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-18-000061 · edgardoc.xml · derivative · entry 5 Karczmer Aaron · CIK 0001694660 · EVP, CR, Compliance & Sec Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,437 Underlying: Common Stock · 31,437 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:32 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 16,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-18-000061 · edgardoc.xml · derivative · entry 4 Karczmer Aaron · CIK 0001694660 · EVP, CR, Compliance & Sec Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,345 Underlying: Common Stock · 16,173 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:32 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 8,608 | $78.64 | $676,933.12 |
DisclosureSEC source: 0001633917-18-000061 · edgardoc.xml · nonDerivative · entry 2 Karczmer Aaron · CIK 0001694660 · EVP, CR, Compliance & Sec Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,301 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:32 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 16,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-18-000061 · edgardoc.xml · nonDerivative · entry 1 Karczmer Aaron · CIK 0001694660 · EVP, CR, Compliance & Sec Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,909 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 |
| February 16, 2018 Filed Feb 20, 2018 17:34 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | SaleCommon Stock | 7,578 | $77.88 | $590,144.33 |
DisclosureSEC source: 0001633917-18-000039 · edgardoc.xml · nonDerivative · entry 3 Karczmer Aaron · CIK 0001694660 · EVP, CR & Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,736 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: Represents the weighted average price of shares sold at prices that ranged from $77.60 to $78.17. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:34 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 8,284 | $78.30 | $648,595.78 |
DisclosureSEC source: 0001633917-18-000039 · edgardoc.xml · nonDerivative · entry 2 Karczmer Aaron · CIK 0001694660 · EVP, CR & Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,314 F2 · shares: Tax withholding footnote: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of 18,387 shares of common stock underlying PBRSUs on 2/15/18 (see footnote 1). Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:34 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 18,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-18-000039 · edgardoc.xml · nonDerivative · entry 1 Karczmer Aaron · CIK 0001694660 · EVP, CR & Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,598 F1 · shares: AIP share footnote: The reporting person earned 18,387 shares in respect of performance-based restricted stock unit units (PBRSUs) based on the company's achievement of certain performance targets for the 2017 performance period, which were vested as shares of common stock on 2/15/18. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 17:02 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 8,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000113 · edgardoc.xml · derivative · entry 3 Karczmer Aaron · CIK 0001694660 · EVP, CR & Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,729 Underlying: Common Stock · 8,866 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F3 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 17:02 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 3,655 | $52.29 | $191,119.95 |
DisclosureSEC source: 0001633917-17-000113 · edgardoc.xml · nonDerivative · entry 2 Karczmer Aaron · CIK 0001694660 · EVP, CR & Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,211 F1 · shares: Represents shares reacquired to satisfy tax withholding obligations in connection with the vesting of 8,866 shares of restricted stock granted to the Reporting Person on June 15, 2016. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 17:02 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 8,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000113 · edgardoc.xml · nonDerivative · entry 1 Karczmer Aaron · CIK 0001694660 · EVP, CR & Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,866 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 |
| March 01, 2017 Filed Mar 3, 2017 21:07 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantRestricted Stock Units -2 · Derivative | 48,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-17-000038 · edgardoc.xml · derivative · entry 1 Karczmer Aaron · CIK 0001694660 · SVP, Chief Risk and Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,518 Underlying: Common Stock · 48,518 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F2 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F3 · derivative.expiration_date: Not applicable. 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.