First Data 2008 Annual Report Download - page 220
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OPTION EXERCISES AND STOCK VESTED (1)
Option Awards Stock Awards
Name Company
Number of Shares
Acquired on
Exercise (#)
Value Realized on
Exercise ($) (1)
Number of
Shares Acquired
on Vesting (#)
Value Realized
on Vesting ($)
Michael D. Capellas Holdings 0 $ 0 0 0
Philip M. Wall Holdings 0 0 0 0
WU 0 0 0 0
Kimberly S. Patmore WU 240,000 3,286,356 0 0
Edward A. Labry III Holdings 0 0 0 0
WU 835,625 8,971,537 0 0
Grace Chen Trent Holdings 0 0 0 0
David G. Yates Holdings 0 0 0 0
WU 0 0 0 0
(1) Table reflects all Option Awards which were exercised during 2008. No Stock Awards became vested during 2008.
PENSION BENEFITS
Name Plan Name
Number of
Years Credited
Service (#)
Present Value of
Accumulated Benefit ($)
Payments During Last
Fiscal Year ($)
Michael D. Capellas n/a n/a n/a n/a
Philip M. Wall FDR Limited Pension Scheme 2.5 $ 77,974 $ 0
Kimberly S. Patmore First Data Corp. Retirement Plan 1.37 17,056 0
Edward A. Labry III n/a n/a n/a n/a
Grace Chen Trent n/a n/a n/a n/a
David G. Yates FDR Limited Pension Scheme 4.17 112,966 0
Ms. Patmore is a participant in the First Data Corporation Retirement Plan, a tax-qualified plan. Mr. Wall and Mr. Yates are participants in the Defined
Benefit Section of the First Data Resources Limited Pension Scheme, a plan which provides pension benefits to a broad-based group of participants in the
United Kingdom. Plan details for both plans are provided below.
The Company calculates the present values shown on the table using: (i) the same discount rates it uses for FAS 87 calculations for financial reporting
purposes; and (ii) each plan's earliest unreduced retirement age based on the participant's age and service. The present values shown in the table reflect post-
retirement mortality, based on the FAS 87 assumptions, but do not include an assumption of pre-retirement termination, mortality, or disability. FAS 87
assumptions include:
• First Data Corporation Retirement Plan: 6.14% discount rate and RP2000 Combined Mortality Table projected to 2009
• Defined Benefit Section of the First Data Resources Limited Pension Scheme: 6.7% discount rate and Standard 92 series mortality tables with
medium cohort subject to a minimum rate of improvement of 1% per year from 2007 onwards
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