First Data 2007 Annual Report Download - page 166

Note 15 to the Consolidated Financial Statements included in Item 8 of this Form 10-K for a discussion of the relevant assumptions used in calculating
grant date fair value under SFAS 123R. For further information on options granted in 2007, see the Grant of Plan-Based Awards Table.
(4) Amounts shown include the increase in actuarial values of the qualified and non-qualified First Data Corporation Retirement Plans and above market
earnings related to the Supplemental Incentive Savings Plans.
For 2007, these amounts were respectively as follows: Mr. Capellas $0/0; Mr. Duques ($19,396)/$71,643; Ms. Patmore ($374)/$50,429; Mr. Boucher
$0/$1,492; Mr. Dibble $0/$0; Mr. Labry $0/$7,997; Mr. Bailis ($1,024)/$7,795; Ms Patsley $0/11,869.
For 2006, these amounts were respectively as follows: Mr. Capellas $0/0; Mr. Duques ($21,243)/$115,994; Ms. Patmore $17/$71,141; Mr. Boucher
$0/$0; Mr. Dibble $0/$0; Mr. Labry $0/$11,733; Mr. Bailis $206/$2,127; Ms. Patsley $0/$15,378.
(5) Full explanation of these amounts is provided in the Perquisite and Personal Benefits Table and accompanying footnotes.
(6) Mr. Capellas' first day of employment with First Data Corporation was September 24, 2007.
(7) Mr. Duques' last day of employment with First Data Corporation was October 14, 2007.
(8) Mr. Dibble's last day of employment with First Data Corporation was December 31, 2007.
(9) Mr. Bailis' last day of employment with First Data Corporation was December 1, 2007. Mr. Bailis did not perform executive officer duties following
September 24, 2007.
(10) Ms. Patsley's last day of employment with First Data Corporation was December 31, 2007. Ms. Patsley did not perform executive officer duties
following September 24, 2007.
PERQUISITE AND PERSONAL BENEFITS
Name Year
Financial
Planning
($) (1)
Employee
Stock
Purchase
Plan
($) (2)
Qualified
Defined
Contribution
Plans ($) (3)
Non-Qualified
Defined
Contribution
Plans ($) (4)
Life
Insurance
($) (5)
Tax
Gross Up
Payments
($) (6)
Severance
Payments
($) (7)
280G
Parachute
Payments
($)
2007
Relocation
Benefits
($)
Other
Compensation
($) (8)
Total
($)
Michael D.
Capellas 2007 $ 20,000 $ 0 $ 0 $ 0 $ 546 $ 30,290 $ 0 $ 0 $ 28,137 $ 4,896 (9) $ 83,869
Henry C.
Duques 2007 0 2,125 13,537 146,396 1,254 36,125 0 0 10,003 122,122 (10) 331,562
2006 20,000 4,760 13,162 900 1,584 27,364 0 0 0 66,604 (10) 134,374
Kimberly
S.
Patmore
2007 10,000 1,299 21,150 77,746 1,380 9,381 0 0 0 8,885 (11) 129,841
2006 6,327 2,709 20,680 69,882 1,311 5,086 0 0 0 10,178 (11) 116,173
Peter W.
Boucher
2007 10,000 0 0 0 1,035 4,510 0 1,476,298 0 0 1,491,843
2006 18,220 0 0 0 647 8,216 0 0 0 0 27,083
David E.
Dibble
2007 10,000 0 6,750 0 855 4,804 2,933,238 3,017,475 0 0 5,973,122
2006 1,635 0 0 0 810 785 0 0 0 0 3,230
Edward A.
Labry III
2007 20,000 0 6,750 0 840 7,192 0 0 0 0 34,782
2006 0 0 6,600 0 840 0 0 0 0 531 (12) 7,971
David P.
Bailis 2007 0 0 18,225 52,119 1,139 1,196 2,747,083 2,760,343 0 6,094 (13) 5,586,199
2006 15,331 0 8,475 20,975 1,242 8,326 0 0 0 4,200 (13) 58,549
Pamela H.
Patsley 2007 10,000 0 10,125 50,512 1,518 6,654 3,276,902 2,872,127 0 10,140 (14) 6,237,978
2006 0 0 9,900 29,635 863 79,291 0 0 0 127,413 (14) 247,102
(1) Executive officers are eligible to receive an annual cash benefit for personal financial planning and/or tax advisory services. These benefits are grossed-
up for taxes and the gross-up payment is reported in the Tax Gross-Up Payments column.
(2) Includes the value of the discount for all stock purchased under the First Data Employee Stock Purchase Plan (ESPP). This plan was terminated at the
time of the merger.
(3) Includes company contributions in the First Data Corporation Incentive Savings Plan (ISP), a qualified 401(k) plan.
(4) Includes company contributions in the First Data Corporation SISP-2. This plan was terminated on October 15, 2007.
(5) Includes the value of imputed income on life insurance premiums paid by the Company.
(6) For 2007, amounts include all tax gross-up payments related to financial planning, personal corporate aircraft usage and relocation. These amounts are
respectively as follows: Mr. Capellas $9,020/$1,653/$19,617; Mr. Duques $0/$6,993/$29,132; Ms. Patmore $7,718/$1,601/$0, Ms. Patmore also
received a gross-up payment of $62 related to club membership dues; Mr. Boucher $4,510/$0/$0; Mr. Dibble $4,804/$0/$0; Mr. Labry $7,192/$0/$0;
Mr. Bailis $0/$667/$0, Mr. Bailis also received a gross-up payment of $529 related to company-paid spousal travel; Ms. Patsley $6,178/$476/$0. For
2006, amounts shown include all tax gross up payments related to financial planning, corporate aircraft usage and supplemental savings plans. These
amounts are respectively as follows: Mr. Duques $9,020/$18,340/$4; Ms. Patmore $2,763/$1,250/$1,073; Mr. Boucher $8,216/$0/$0; Mr. Dibble
$785/$0/$0; Mr. Labry $0/$0/$0; Mr. Bailis $7,034/$1,012/$280; Ms. Patsley $0/$0/$452.
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