First Data 2009 Annual Report Download - page 210

PERQUISITE AND PERSONAL BENEFITS
Name Year
Financial
Planning
($) (1)
Employee
Stock
Purchase
Plan ($)
Defined
Contribution
Plans ($) (2)
Nonqualified
Deferred
Compensation
Earnings ($)
Life
Insurance
($) (3)
Tax
Gross Up
Payments
($) (4)
Severance
Payments
($)
Relocation
Benefits
($)
Other
Compensation
($) (5) Total ($)
Michael D. Capellas .... 2009 $20,000 $ 0 $8,575 $0 $4,902 $410,561 $0 $606,227 $ 14,362 $1,064,627
2008 20,000 0 6,900 0 2,622 34,197 0 11,369 71,983 147,071
2007 20,000 0 0 0 546 30,290 0 28,137 4,896 83,869
W. Patrick Shannon .... 2009 20,000 0 3,500 0 195 9,608 0 0 0 33,303
Philip M. Wall ........ 2009 10,000 0 7,523 0 1,606 18,564 0 45,452 0 83,145
2008 20,000 0 6,350 0 335 19,132 0 13,903 11,664 71,384
2007 0 2,572 8,840 0 0 0 0 0 23,806 35,218
Thomas R. Bell ........ 2009 10,000 0 8,575 0 1,080 98,695 0 126,300 22,692 267,342
2008 10,000 0 6,900 0 1,080 18,471 0 16,544 50,854 103,849
2007 20,000 0 0 0 180 17,088 0 11,145 10,704 59,117
Edward A. Labry III .... 2009 10,000 0 8,575 0 1,260 80,970 0 125,000 12,464 238,269
2008 10,000 0 8,050 0 1,260 17,850 0 0 100,840 138,000
2007 20,000 0 6,750 0 840 7,192 0 0 0 34,782
Kevin J. Schultz ....... 2009 20,000 0 2,250 0 316 82,304 0 165,076 26,151 296,097
Grace Chen Trent ...... 2009 10,000 0 8,575 0 420 24,219 0 539,800 0 583,014
2008 10,000 0 8,050 0 378 200,023 0 392,991 0 611,442
2007 20,000 0 0 0 63 32,115 0 77,867 3,640 133,685
(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 company contributions in the following plans: FDC Corporation Incentive Savings Plan (ISP), a qualified 401(k) plan which is described in the
Compensation Discussion and Analysis.
(3) Includes the value of imputed income on life insurance premiums paid by the Company.
(4) For 2009, 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 $9,608/$6,219/$394,734; Mr. Shannon $9,608/$0/$0; Mr. Wall $4,804/$0/$13,760; Mr. Bell $4,804/$1,689/$92,202;
Mr. Labry $4,804/$4,470/$71,696; Ms. Trent $4,804/$606/$18,809.
(5) Personal use of corporate aircraft is the only item represented in the Other Compensation column. The amounts shown for corporate aircraft usage are the
incremental cost associated with the personal use of the aircraft by each of the named executive officers. The calculation of incremental cost for personal
use of the corporate aircraft includes the average hourly variable costs of operating the aircraft for the year attributed to the named executive officer’s
personal flight activity.
GRANTS OF PLAN-BASED AWARDS
Name Grant Date
Estimated
Future
Payouts
Under
Non-Equity
Incentive
Plans (1)
Estimated
Future
Payouts
Under
Equity
Incentive
Plans (1)
All
Other
Stock
Awards:
Number
of Shares
of Stock
or Units
(#) (2)
All Other
Option
Awards:
Number of
Securities
Underlying
Options (#)
(3)
Exercise
or Base
Price of
Option
Awards
($)
Grant Date
Fair Value of
Stock and
Option
Awards ($) (4)
Market Close
Price per
Share
($)
Michael D. Capellas ............. 9/23/2009 3,000,000 3.00 $5,160,000 3.00
Philip M. Wall .................. 12/17/2009 137,500 3.00 232,650 3.00
Thomas R. Bell ................. 9/23/2009 412,500 3.00 709,500 3.00
Edward A. Labry III ............. 9/23/2009 1,875,000 3.00 3,225,000 3.00
Kevin J. Schultz ................ 9/21/2009 103,125 3.00 177,375 3.00
9/21/2009 103,125 5.00 139,528 3.00
9/21/2009 103,125 3.00 177,375 3.00
9/21/2009 103,125 5.00 139,528 3.00
9/21/2009 150,000 450,000 3.00
Grace Chen Trent ............... 9/23/2009 412,500 3.00 709,500 3.00
(1) No executive officers were eligible for any Non-Equity or Equity Incentive Plans during 2009.
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